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Quip

Real-time collaborative documents, spreadsheets, and chat embedded inside Salesforce to transform any business process.·quip.com

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Quip is a productivity platform offering real-time collaborative documents and spreadsheets with built-in team chat, designed to be embedded inside Salesforce records. It lets sales and service teams standardize and automate processes such as account planning, close plans, and case management by combining live Salesforce data with collaborative documents. The platform also includes group chat rooms, 1-to-1 messaging, offline access, version history, and permission controls.

What it's for

Account PlanningMutual Close PlansQualification NotesSales Playbook creationCase Swarm (collaborative case resolution)

Features 20

  • 1-on-1 messaging
  • 2-way sync with Salesforce data (fields, records, reports, lists, Einstein Analytics)
  • Admin API
  • Automation API
  • Built-in chat inside every document and spreadsheet
  • Collaborative editing
  • Comment on anything
  • Custom Live Apps
  • Embedded spreadsheets with live data
  • Enterprise API and customization
  • Granular permissions
  • Lightning Document Component for editing live documents inside Salesforce
  • Mobile-ready apps
  • Offline mode
  • Real-time collaborative documents
  • SCIM API
  • Single sign-on (SSO) integration
  • Team chat rooms
  • Templates (Account Plan, Sales Playbook, Case Swarm)
  • Version history

At a glance

API
TypeWeb app
DeploymentCloud
PlatformsWeb, macOS, iOS
ForSalesforce customers, sales teams, small businesses, large and complex enterprise teams
CompanySalesforce

Integrations

SalesforceOktaMicrosoftOneLoginSlack

Resources

Pricing

Prices shown in USD. Quip Starter is billed at $10/user/month annually or $12/user/month with a monthly commitment, and cannot be combined with Quip for Salesforce. Quip Plus and Quip Advanced pricing require contacting Sales for final confirmation.

Quip Starter$12/user/mo

$10/user/month billed annually, or $12/user/month with monthly commitment. Special offer: $30 for first five users. Cannot be purchased or combined with Quip for Salesforce.

Quip Plus$25/user/mo · billed annually

$25/user/month billed annually. Requires contacting Sales.

Quip Advanced$100/user/mo · billed annually

$100/user/month billed annually. Requires contacting Sales.

$30 for first five users on Quip Starter (special offer only available on quip.com).

Last checked 28 days ago·