Quip

Quip

Salesforce
+
+

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About

DocSend from Dropbox is a secure document sharing and deal management platform that helps businesses manage, track, and share sensitive documents with control. The platform supports use cases such as mergers and acquisitions, due diligence, fundraising, board meetings, investor relations, and client portals. Users can upload documents, create virtual data rooms, manage permissions, require NDAs, and update shared files without disrupting viewers. DocSend also provides visitor analytics that show when recipients open shared links and how they engage with each document. Its security features, group permissions, dynamic watermarking, eSignature, and compliance support help teams protect confidential materials during important business processes. DocSend is designed to help companies, founders, investors, and financial teams share information confidently, understand stakeholder interest, and move deals forward more efficiently.

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

DocSend is best suited for founders, startups, investors, finance teams, M&A teams, sales organizations, professional services firms, nonprofits, and businesses that need secure document sharing, virtual data rooms, permissions, NDAs, and detailed engagement analytics

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

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Version
Free Trial

Pricing

$10/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.3 / 5
design 3.3 / 5
support 4.3 / 5

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • DocSend is a secure document sharing platform, it allows to share with password lock method. On the positive side, it's very intuitive and easy to setup. Role-based permission is also allowed to give the user-specific access permission. As a user and administrator I highly recommend this.
  • The software works well for small and slightly larger companies, but for bigger transactions or companies this falls short on several levels:
  • DocSend helps us to keep our confidential documents secure and accessible at any time. Some of its features are instant notifications, live present, real-time content, document watermarking, viewer verification, custom reporting etc. Easily integrates with Gmail, Dropbox, OneDrive and Outlook. It creates unique link for each viewer we want to track. Multiple documents can be shared at a time. Secure and reliable app.

Cons

  • DocSend is good for document sharing but the interface is slightly bad.
  • Each "Space" can only accommodate 1000 documents. This may sound like a lot, but uploading monthly statements from several bank accounts and several years can easily take up a significant amount of this. And it's not disclosed. You cant upload a "folder" you have to recreate the folder and then upload contents. If you have several folders within folders you have to recreate this structure in DocSend. While it is only $10 per user -- I am paying +$200 per month because I needed larger Space size (1000 documents). The navigation to update or add users is terrible: 1. Go to Space 2. Hit "Share" 3. Press the "..." that shows up on next screen 4. Hit "Edit Link Settings" 5. Hit "Manage" 6. Enter email, hit "Add" Also, the platform does not notify members if a document is added or updated -- so the users need to be notified after you upload or change a doc. And support is not immediate -- usually about an hour and not available on weekends.
  • Customer support are very supportive. Love the way they handle issues. No cons.

Pros & Cons from Real Users

Pros

  • Quip is one of the best collaboration tool platforms ever seen, it provides an extensive interface that contributes to teamwork in an optimal way. We have been using it for its Smart Inbox interface, which has given us the convenience of interacting through different means with our work colleagues to maintain a more active and integrated work, always in real time. It has a large storage capacity for all our documents, which makes it easy for us to make comments and notes, thus maintaining constant progress in our projects and reviewing notes that can correct important aspects. Similarly, it is possible to edit and customize documents within the platform, be it documents or spreadsheets. It also creates the perfect environment for task management, creating a perfect space to plan events and capture tasks in chronological order to achieve all our projects. Likewise, we have made Quip accessible, we can use it either on our computer in the office or wherever we are if we must be outside through our cell phone and in this way stay active in our work.
  • Quip helps to increase collaboration between teams. The user interface is clean and minimal on both mobile and desktop. Easy to create tasks and reminders. Also, it supports Salesforce data extraction.
  • Quip helps me visualize a better solution in collaborating with documents of all kinds, spreadsheets, Word, and more. It has an internal chat that helps me provide a better working relationship between team members. I also like Quip because it has a fascinating display.
  • I need to share documents with my co-workers; Quip makes everything so much simpler and more accessible. I can make revision changes and updates for new users. I use it daily to take important notes. It has been essential for noting down any details and then sharing them. I can use the features quickly; it has good support and lots of information on web forums. It's perfect; use it in your organization.
  • You can easily include this tool with your team to improve team collaboration. No setup and using complexity on this platform. Chat, documentation and other in one salesforce spot.

Cons

  • Without a good internet connection, the updates that we make in the documents are not synchronized correctly, it is then that we constantly lose information, this error is optimal to be modified, an update that guarantees that our data is not lost would give security to our workflow. The cost seems too expensive to me, the platform is excellent and without a doubt it allows us to access an essential utility for our work, however, it can be more economically accessible for all small companies and that it is possible to develop teamwork as Quip tools allow. The learning curve is a bit high; it takes a bit of time to bring the thread to the platform completely and make everything work as an integrated system, the training is good, and the customer support is also good, but it takes a while to fully adapt.
  • Till now haven't experienced any downside about this platform.
  • I would like them to improve functions such as drag and drop; besides the support is slow to solve failures urgently.
  • They should have more synchronization with external platforms; the integrations are very few, and configuring them is difficult.
  • We are having a great experience. No cons. Happy users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Company Information

Salesforce
Founded: 1999
United States
quip.com

Alternatives

Alternatives

ONLYOFFICE Docs

ONLYOFFICE Docs

Ascensio System SIA
Notion

Notion

Notion Labs
Projectfusion

Projectfusion

OD Consultancy Ltd
eQuip

eQuip

AssetWorks
Proof MRM

Proof MRM

ProofAnalytics

Categories

Categories

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

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

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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

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

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

Desktop.com
Dropbox
Rambox
Salesforce
Wufoo
Zapier
Axis LMS
Box
DataParser
Egnyte
Gmail
Google Docs
HubSpot Customer Platform
Rootly
Salesforce Agentforce Service
Shift
Upland Altify
Yesware
Zendesk
Zight

Integrations

Desktop.com
Dropbox
Rambox
Salesforce
Wufoo
Zapier
Axis LMS
Box
DataParser
Egnyte
Gmail
Google Docs
HubSpot Customer Platform
Rootly
Salesforce Agentforce Service
Shift
Upland Altify
Yesware
Zendesk
Zight
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim Quip and update features and information
Claim Quip and update features and information