Quip
Team Collaboration from Salesforce.
Overview
Quip, a Salesforce company, is a team collaboration tool that enables users to create and edit documents and spreadsheets as a group. It features a live-updating activity feed and integrated chat for every document, keeping communication in context. Quip's main differentiator is its deep integration with Salesforce, allowing teams to embed and update live Salesforce data directly within their documents for account planning, project management, and reporting.
✨ Key Features
- Living documents with integrated chat
- Collaborative spreadsheets
- Deep, bi-directional Salesforce integration
- Live Apps for embedding tools like calendars and Kanban boards
- Task lists and reminders
- Offline access
🎯 Key Differentiators
- Native, real-time integration with Salesforce data.
- Combines documents, spreadsheets, and chat in a single, contextual interface.
- Designed to embed process and data directly into collaborative documents.
Unique Value: Turns documents into actionable hubs for sales and project teams by embedding live, editable Salesforce data.
🎯 Use Cases (5)
✅ Best For
- Creating dynamic account plans for sales teams with live data from Salesforce.
- Managing projects with documents that contain spreadsheets, task lists, and conversations.
- Running meetings where the agenda, notes, and action items are all in one collaborative document.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams not using Salesforce.
- Users looking for a simple, standalone document editor.
🏆 Alternatives
Offers deeper Salesforce integration than any other tool. More structured for business processes than Google Docs or Dropbox Paper.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Quip Plus tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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