Quip

Quip

Salesforce
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+

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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.

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 interested in a powerful portal for clients

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

$120 per month
+ $300 one-time setup fee
Free Version
Free Trial

Pricing

$10/month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 3.0 / 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

  • -Web and mobile version available -Originally designed for mobile -Easy to use -Base functionality (free) is sufficient for most non-business use

Cons

  • -No longer actively developed (for non-business) -No further integrations (for non-business) -Does not keep up with competitors like Teams

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

Moxtra
Founded: 2012
United States
moxtra.com

Company Information

Salesforce
Founded: 1999
United States
quip.com

Alternatives

Alternatives

ONLYOFFICE Docs

ONLYOFFICE Docs

Ascensio System SIA
Notion

Notion

Notion Labs
TeamSupport

TeamSupport

TeamSupport LLC
eQuip

eQuip

AssetWorks
Proof MRM

Proof MRM

ProofAnalytics

Categories

Categories

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

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

Integrations

Desktop.com
Wufoo
Zapier
Zendesk
APIANT
DataParser
GitHub
Google Drive
Lucidchart
Onna
Rambox
Range
RegFox
Rippling
Salesforce
Stripe
Tactiq
Trello
Unleash
Upland Altify

Integrations

Desktop.com
Wufoo
Zapier
Zendesk
APIANT
DataParser
GitHub
Google Drive
Lucidchart
Onna
Rambox
Range
RegFox
Rippling
Salesforce
Stripe
Tactiq
Trello
Unleash
Upland Altify
Claim Moxtra and update features and information
Claim Moxtra and update features and information
Claim Quip and update features and information
Claim Quip and update features and information