Quip

Quip

Salesforce
+
+

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About

We help folks to stay up to date, recall what they’ve previously learned to be more effective during conversations. Reps have the latest tactics and strategy in real-time to enrich prospect calls. Cut down on the slow game of telephone as strategy trickles from senior leaders to the real sales calls. Because reps have go-to questions to start a conversation, the right focus points to maximize relevance and accurate information when going through the details. Copilot lets reps search for the things they didn’t know to look for. When a rep needs an answer, they ask everyone else which distracts the team from selling. The single source for all internal knowledge and customer-facing content and collateral. Have the latest docs one click away and ready to share.

About

Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a next-gen Sales Enablement platform

Audience

Teams of all sizes that use Salesforce

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.9 / 5
features 4.5 / 5
design 4.5 / 5
support 4.6 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot
Founded: 2021
United States
www.copilotup.com

Company Information

Salesforce
Founded: 1999
United States
quip.com

Alternatives

Alternatives

ONLYOFFICE Docs

ONLYOFFICE Docs

Ascensio System SIA
Notion

Notion

Notion Labs

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

APIANT
DataParser
Desktop.com
ExcelMaster.ai
GitHub
Google Docs
Jira Work Management
Onna
Promptimize
Rambox
Rippling
Rootly
Salesforce Anywhere
Salesforce B2C Commerce
Smartsheet
Wufoo
X (Twitter)
Zapier
Zight
effx

Integrations

APIANT
DataParser
Desktop.com
ExcelMaster.ai
GitHub
Google Docs
Jira Work Management
Onna
Promptimize
Rambox
Rippling
Rootly
Salesforce Anywhere
Salesforce B2C Commerce
Smartsheet
Wufoo
X (Twitter)
Zapier
Zight
effx
Claim Copilot and update features and information
Claim Copilot and update features and information
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