Embed real-time document collaboration inside Salesforce, so your teams can easily create, discuss, and execute on Account Plans, Opportunity Notes, Live Deal Feeds and much more.
 
 
Keep every part of a deal or case in Salesforce by embedding collaborative docs inside records and processes.
View, update, and collaborate on Opportunity Notes, Close Plans, and Live Deal Feeds, even when you're on the road.
 
Get every rep using your proven processes by triggering Quip document templates and actions with Process Builder and Flow Builder.
Stop wasting time copy/pasting data from CRM or making decisions based on stale data. Quip docs are embedded with live Salesforce data and embedded conversation provides perfect context.
Close deals and resolve cases faster with productivity in the context of CRM.
 
 
 

Quip really fits the way we share and get alignment around ideas.”

RICK SMITH | CEO AND CO-FOUNDER OF AXON
Escape endless emails and meetings. Use the Quip Collaboration Platform to become a happier, faster team today.