Quip
"Transform sales with real-time collaboration and streamlined workflows in one platform."
About Quip
Quip is a powerful collaborative productivity software designed specifically for Salesforce customers, enabling teams to streamline their sales processes through real-time documents, integrated data, and built-in collaboration tools. By merging work and communication into a single platform, Quip allows sales teams to enhance their efficiency and effectiveness. The platform facilitates the creation of documents that can be embedded directly within Salesforce records, allowing users to standardize and automate their workflows while keeping all relevant information at their fingertips. This integration enhances the way teams collaborate, making it easier than ever to share insights and updates in real time. The technology behind Quip is centered around its ability to combine live Salesforce data with collaborative documents. This means that sales teams can access up-to-date information without switching between different applications, reducing the time spent on administrative tasks and allowing more focus on strategic initiatives. Quip’s spreadsheets further enhance this capability by providing contextual data that helps teams make informed decisions quickly. The built-in chat features enable seamless communication, breaking down information silos and ensuring that everyone is aligned and informed about ongoing projects and sales processes. Quip is particularly beneficial for organizations looking to foster a culture of action and accountability. By embedding documents and spreadsheets directly into Salesforce, teams can create a centralized hub for all sales activities, from account planning to mutual close plans and qualification notes. This integration not only streamlines workflows but also enhances transparency and collaboration among team members, ensuring that everyone is on the same page and can contribute effectively to shared goals. Moreover, Quip's commitment to security and data protection makes it a trusted choice for enterprises. With advanced security features, Quip ensures that sensitive information is safeguarded while still providing the flexibility and accessibility that modern teams require. This focus on security, combined with its user-friendly interface and robust functionality, positions Quip as a leader in the collaborative productivity software space tailored specifically for Salesforce users. In summary, Quip is not just a tool for document creation; it is a comprehensive solution that transforms how sales teams operate by integrating real-time collaboration, data-driven decision-making, and secure productivity into one cohesive platform. Whether teams are working remotely or in the office, Quip enables them to work smarter, faster, and more collaboratively, ultimately driving better business outcomes.
Quip Key Features
Real-Time Collaboration
Quip allows multiple users to edit documents simultaneously, ensuring that teams can collaborate in real-time without the need for constant email exchanges. This feature is invaluable for sales teams who need to update account plans or qualification notes on the fly, ensuring everyone has the latest information.
Embedded Salesforce Data
Quip integrates seamlessly with Salesforce, allowing users to embed live Salesforce data directly into their documents. This ensures that all team members have access to up-to-date information, facilitating informed decision-making and streamlined sales processes.
Built-in Chat and Messaging
Quip includes a chat feature that is integrated into every document and spreadsheet, allowing team members to communicate without leaving the platform. This reduces information silos and enhances team collaboration by keeping discussions contextually linked to the relevant documents.
Document Templates
Quip offers a variety of templates that can be customized to fit specific business needs, such as account planning or mutual close plans. These templates help standardize processes and ensure consistency across teams, saving time and reducing errors.
Spreadsheets with Contextual Data
Quip's spreadsheet feature allows users to embed spreadsheets within documents, providing the necessary context for data analysis. This helps teams turn raw numbers into actionable insights, aiding in critical decision-making processes.
Security and Compliance
Quip prioritizes data protection, offering advanced security features like Quip Shield to enhance trust, transparency, compliance, and governance. This makes it suitable for security-conscious organizations that require stringent data privacy measures.
Cross-Device Accessibility
Quip is accessible across various devices, ensuring that team members can collaborate and access documents from anywhere. This flexibility supports remote work and ensures that productivity is not hindered by geographical constraints.
Integration with Salesforce
As a Salesforce company, Quip is designed to integrate seamlessly with Salesforce, enhancing the CRM's capabilities. This integration allows sales teams to embed collaborative documents directly within Salesforce records, streamlining workflows and improving efficiency.
Task Management
Quip includes task management features that allow users to assign tasks, set deadlines, and track progress within documents. This helps teams stay organized and ensures that projects are completed on time.
Version History and Document Tracking
Quip provides version history and document tracking features, allowing users to view changes made to documents over time. This ensures accountability and makes it easy to revert to previous versions if necessary.
Quip Pricing Plans (2026)
Basic Plan
- Real-time collaboration
- Embedded Salesforce data
- Basic templates
- Limited integrations with non-Salesforce tools.
Pro Plan
- Advanced security features
- Customizable templates
- Full integration capabilities
- Higher cost may be prohibitive for smaller teams.
Quip Pros
- + Seamless integration with Salesforce, enabling real-time access to critical sales data.
- + User-friendly interface that simplifies collaboration and document management.
- + Robust security features that ensure data protection and compliance for enterprises.
- + Real-time collaboration capabilities that enhance team productivity and engagement.
- + Customizable templates streamline the documentation process and save time.
- + Mobile accessibility allows teams to work flexibly, regardless of location.
Quip Cons
- − Limited offline functionality, which may hinder productivity in low-connectivity environments.
- − Some users may find the initial learning curve steep, particularly those unfamiliar with collaborative tools.
- − Pricing may be a consideration for smaller teams or startups with limited budgets.
- − Integration with non-Salesforce tools may not be as seamless as with Salesforce itself.
Quip Use Cases
Account Planning
Sales teams use Quip to create and manage account plans collaboratively, ensuring all team members are aligned on strategies and objectives. This leads to more effective account management and improved customer relationships.
Mutual Close Plans
Quip helps sales teams develop mutual close plans by embedding collaborative documents within Salesforce records. This ensures that all stakeholders are on the same page, leading to smoother and more successful deal closures.
Qualification Notes
Sales representatives use Quip to document and share qualification notes, providing context and insights that help teams prioritize leads and focus on high-potential opportunities.
Remote Team Collaboration
Distributed teams leverage Quip's real-time collaboration and chat features to work together effectively, regardless of their physical location. This enhances productivity and ensures that remote work does not hinder team performance.
Data-Driven Decision Making
Quip's ability to embed live Salesforce data into documents allows teams to make data-driven decisions quickly. This is particularly useful for sales managers who need to analyze performance metrics and adjust strategies accordingly.
Standardizing Sales Processes
Organizations use Quip to standardize sales processes by utilizing templates and embedding them within Salesforce. This ensures consistency and efficiency across the sales team, reducing the likelihood of errors and miscommunication.
Project Management
Teams use Quip's task management features to organize and track project progress, ensuring that all tasks are completed on time and that team members are accountable for their responsibilities.
Cross-Departmental Collaboration
Quip facilitates collaboration between different departments by providing a unified platform for document sharing and communication. This breaks down silos and ensures that all departments are aligned on company goals.
What Makes Quip Unique
Seamless Salesforce Integration
Quip's deep integration with Salesforce allows users to embed collaborative documents directly within Salesforce records, providing a seamless experience that enhances the CRM's capabilities.
Real-Time Document Collaboration
Quip's real-time collaboration feature allows multiple users to edit documents simultaneously, reducing the need for email exchanges and ensuring that all team members have access to the latest information.
Built-in Chat Functionality
Quip's integrated chat feature allows team members to communicate directly within documents, reducing information silos and enhancing collaboration by keeping discussions contextually linked.
Advanced Security Features
Quip offers advanced security features like Quip Shield, ensuring that data protection, privacy, and compliance are maintained, making it suitable for security-conscious organizations.
Cross-Device Accessibility
Quip's accessibility across various devices ensures that team members can collaborate and access documents from anywhere, supporting remote work and enhancing productivity.
Who's Using Quip
Enterprise Teams
Large organizations use Quip to enhance collaboration across departments, ensuring that all team members have access to the latest information and can work together effectively to achieve company objectives.
Sales Teams
Sales teams leverage Quip to streamline their workflows, manage account plans, and collaborate on sales strategies. This leads to more efficient sales processes and improved customer interactions.
Remote Workers
Remote workers use Quip to stay connected with their teams and collaborate on projects in real-time, ensuring that distance does not impact productivity or communication.
Project Managers
Project managers utilize Quip's task management and collaboration features to organize projects, assign tasks, and track progress, ensuring that projects are completed on time and within scope.
Data Analysts
Data analysts use Quip to embed and analyze live Salesforce data within documents, providing insights that drive strategic decision-making and improve business outcomes.
Marketing Teams
Marketing teams use Quip to collaborate on campaign planning and execution, ensuring that all team members are aligned and that marketing strategies are effectively implemented.
How We Rate Quip
Quip vs Competitors
Quip vs Microsoft Teams
While both Quip and Microsoft Teams offer collaboration features, Quip is more focused on document integration with Salesforce, making it a better fit for sales teams.
- + Strong Salesforce integration
- + User-friendly document editing
- − Microsoft Teams excels in broader team communication and video conferencing capabilities.
Quip Frequently Asked Questions (2026)
What is Quip?
Quip is a collaborative productivity software designed for Salesforce users that integrates documents, data, and communication into one platform.
How much does Quip cost in 2026?
Quip pricing varies based on the number of users and specific features, typically starting around $10 per user per month.
Is Quip free?
Quip offers a free trial, but ongoing use requires a subscription.
Is Quip worth it?
Quip is highly beneficial for Salesforce users, providing significant enhancements to collaboration and productivity.
Quip vs alternatives?
Compared to alternatives, Quip offers unique integration with Salesforce, which is particularly valuable for sales teams.
Can I use Quip offline?
Quip has limited offline functionality, primarily requiring an internet connection for full access.
How secure is Quip?
Quip employs advanced security features to protect user data and ensure compliance with privacy regulations.
What types of documents can I create in Quip?
Users can create text documents, spreadsheets, and task lists, all integrated within the platform.
Does Quip support mobile devices?
Yes, Quip is accessible on mobile devices, allowing for collaboration on-the-go.
How does Quip handle version control?
Quip maintains a comprehensive version history, enabling users to track changes and revert to previous versions if necessary.
Quip on Hacker News
npm Package
npm i quip Quip Company
Quip Quick Info
- Pricing
- Paid
- Upvotes
- 0
- Added
- January 18, 2026
Quip Is Best For
- Sales professionals looking to streamline their processes.
- Project managers needing a collaborative workspace.
- Remote teams requiring real-time communication tools.
- Marketing teams aiming for data-driven campaign management.
- Customer support teams needing to document and share knowledge.
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