Quip

Quip

Salesforce
4.5 out of 5 stars
Quip Scratchpad

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Quip:

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.
Scratchpad:

About

Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
Quip:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Scratchpad:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Quip:

Audience

Teams of all sizes that use Salesforce
Scratchpad:

Audience

A workspace built for sales platform for anyone
Quip:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Scratchpad:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Quip:

API

Offers API Not Supported
Scratchpad:

API

Offers API Not Supported
Quip:

Screenshots and Videos

Scratchpad:

Screenshots and Videos

Quip:

Pricing

$10/month
Free Version Supported
Free Trial Supported
Scratchpad:

Pricing

$19 per user per month
Billed annually
Free Version Supported
Free Trial Not Supported
Quip:

Reviews/Ratings

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

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Quip:

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.
Quip:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Scratchpad:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Quip:

Company Information

Salesforce
Founded: 1999
United States
quip.com
Scratchpad:

Company Information

Scratchpad
Founded: 2019
United States
scratchpad.com
Quip:

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Quip:

Categories

Scratchpad:

Categories

Quip:

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Idea Management Features

Activity Dashboard Not Supported
Brainstorming Supported
Collaboration Supported
Creator Tracking Not Supported
Idea Ranking Supported
Project Tracking Supported
Status Tracking Supported

Knowledge Management Features

Artificial Intelligence (AI) Not Supported
Cataloging / Categorization Not Supported
Collaboration Supported
Content Management Not Supported
Decision Tree Supported
Discussion Boards Not Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported
Quip:

Integrations

Salesforce Supported
Slack Supported
Ashby Not Supported
Desktop.com Supported
Dropbox Supported
Dropbox Dash Supported
GenRocket Not Supported
Jira Service Management Supported
Jira Work Management Supported
Lucidchart Supported
RegFox Supported
Salesforce Agentforce Service Supported
Shift Supported
Slapdash Supported
Smartsheet Supported
Tactiq Supported
Wufoo Supported
Zapier Supported
Zendesk Supported
Zight Supported
Scratchpad:

Integrations

Salesforce Supported
Slack Supported
Ashby Supported
Desktop.com Not Supported
Dropbox Not Supported
Dropbox Dash Not Supported
GenRocket Supported
Jira Service Management Not Supported
Jira Work Management Not Supported
Lucidchart Not Supported
RegFox Not Supported
Salesforce Agentforce Service Not Supported
Shift Not Supported
Slapdash Not Supported
Smartsheet Not Supported
Tactiq Not Supported
Wufoo Not Supported
Zapier Not Supported
Zendesk Not Supported
Zight Not Supported
Quip:
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Scratchpad:
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