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Teams of all sizes that use Salesforce

About Quip

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.

Pricing

Starting Price:
$10/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 8 User Reviews

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

Company Information

Salesforce
Founded: 1999
United States
quip.com

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Product Details

Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Quip Frequently Asked Questions

Q: What kinds of users and organization types does Quip work with?
Q: What languages does Quip support in their product?
Q: What kind of support options does Quip offer?
Q: What other applications or services does Quip integrate with?
Q: Does Quip have a mobile app?
Q: What type of training does Quip provide?
Q: Does Quip offer a free trial?
Q: How much does Quip cost?

Quip Product Features

Collaboration

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

Document Management

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

Idea Management

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

Knowledge Management

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

Sales Content Management

Audio File Management
Audio / Video Recording
Collaboration Tools
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Training / Onboarding
Video File Management
Content Recommendations
Centralized Sales Content Repository
Sales Partner Management
Branded Sales Content

Sales Enablement

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

Quip Reviews

Write a Review
  • Juliana A.
    Chief Executive Officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Quip: teamwork and labor management"

    Posted 2022-11-10

    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.

    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.

    Overall: Since we have been using Quip, we have discovered that it is possible to find a way to interact with each other in our work team, making this possible thanks to a platform where we have felt comfortable makes anything possible. Our work performance has increased since we used it, previously we read some negative comments regarding performance, however, when we started using it we evidenced the efficiency of the platform and how practical it is for our work, this utility for editing documents, interacting With colleagues, note-taking and task tracking are part of today's dynamic work strategy that have contributed to improving our sales, increasing the success of our projects, the exponential growth of our ROI and the significant sum of the workload that we have successfully assumed thanks to the infallible Quip platform. All in all, I can say that the direction our daily work dynamics has taken has been favorable, with better communication and work management we can now count on the fact that everything we consider will be possible, we do not doubt the ability to expand our range of visibility and now be more efficient in everything we do. Quip has given us the possibility to be more optimal and put our days of work to good use, giving us a greater possibility of focus with management tools and work organization.

    Read More...
  • A Quip User
    Senior Project Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Helps to boost team collaboration"

    Posted 2022-11-04

    Pros: 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.

    Cons: Till now haven't experienced any downside about this platform.

    Overall: Loved Quip. It is an excellent encrypted platform for professionals to interact, create and share documents with the team without compromising data safety. It also supports spreadsheets to overview projects.

    Read More...
  • Victoria S.
    Office Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Instant collaboration at an exquisite level"

    Posted 2021-06-21

    Pros: 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.

    Cons: I would like them to improve functions such as drag and drop; besides the support is slow to solve failures urgently.

    Overall: In the organization, we do many team collaborations to work on documents to improve the workflow. It has been exceptional for our day-to-day since we are all in Quip doing work and immersed in working together as the primary objective. I suggest it to companies with a lot of work movement, it is excellent and has no severe complications in its functionalities.

    Read More...
  • Dominik R.
    Senior Project Manager
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easily share notes!"

    Posted 2021-04-24

    Pros: 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.

    Cons: They should have more synchronization with external platforms; the integrations are very few, and configuring them is difficult.

    Overall: We are running Quip to locate documents, notes, and selective information daily. Our brain makes us remember the information we collect daily through accurate notes. It simply gives us the ability to maintain optimal document streamlining.

    Read More...
  • A Quip User
    IT & Research Specialist
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Make teamwork into a powerful force"

    Edited 2020-08-29

    Pros: 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: We are having a great experience. No cons. Happy users.

    Overall: We are extremely happy with this useful platform for team collaboration. Using Quip gives us the power to perform the multi processes in salesforce. It offers great documentation and a team chatting platform.

    Read More...
  • Shruti K.
    SMM Manager
    Used the software for: Free Trial
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best collaboration tool"

    Posted 2020-07-23

    Pros: Quip helps in combining slides, spreadsheets and documents. It can also worked in offline mode. Mobile app saves time. Increases productivity and motivates our team. Notifications are under user control. Easy to use software. Works on both mobile and desktop. Very quickly we can export and import documents from spreadsheets. Feature-rich. Very intuitive and user friendly app.

    Cons: Easy to understand, share and work. Robust features are awesome. No dislikes.

    Overall: Hassle free setup. To do list is awesome feature. Using this software we can work together on any project. Provides real time chart. Easily integrates with Salesforce. Customisable features. Some of its features are presentations, building reports, documents etc.

    Read More...
  • A Quip User
    Software Developer
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good for collaborating on documents"

    Posted 2020-07-20

    Pros: Simple & Easy to use
    Good search functionality
    Version control features
    Can also be used as a Project management tool
    Good mobile app
    Group chat
    Multiple price tiers

    Cons: Needs better design & formatting feature.
    Slower performance than Google Docs.

    Overall: Quip is a good tool for working on document in collaboration. It is available on multiple devices and even provides a group chat feature.

    Read More...
  • Mohit V.
    Operation manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Most Promising Work Tool"

    Edited 2020-06-27

    Pros: Quip gives you the power to share any business documents. It also gives a platform to chat and share the spreadsheet. You can also manage the to-do task. The user interface is very beautiful. Quip is available on both desktop and mobile phones.

    Cons: Quip is the most promising app to have and helps to work remotely.

    Overall: Sharing documents and working remotely is not easy, but some tool is best for these conditions. Quip is also one of them, it gives me lost of freedom to share the document, spreadsheet, having chat with the project team and integration with other cloud storage tools all of these makes very practical for any employee.

    Read More...
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