QuipSalesforce
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Related Products
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About
Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies interested in a powerful portal for clients
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Audience
Teams of all sizes that use Salesforce
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$120 per month
+ $300 one-time setup fee
Free Version
Free Trial
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Pricing
$10/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMoxtra
Founded: 2012
United States
moxtra.com
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Company InformationSalesforce
Founded: 1999
United States
quip.com
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Alternatives |
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Categories |
Categories |
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
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 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
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Integrations
Desktop.com
Wufoo
Zapier
Zendesk
APIANT
DataParser
GitHub
Google Drive
Lucidchart
Onna
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Integrations
Desktop.com
Wufoo
Zapier
Zendesk
APIANT
DataParser
GitHub
Google Drive
Lucidchart
Onna
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