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Quip

SaaS

Quip is Salesforce's collaborative document and spreadsheet tool with built-in chat, designed to embed live Salesforce data in team documents.

quip.com
Quip homepage screenshot

About Quip

Quip is a commercial tool from Salesforce that combines real-time collaborative documents, spreadsheets and chat. The vendor frames it as productivity for Salesforce customers, with documents embedded inside Salesforce records and live Salesforce data used in the content.

Typical processes include planning accounts, building mutual close plans and recording qualification notes, which Quip helps standardize and automate with templates. Spreadsheets can be embedded in documents so numbers appear with context, and team chat is built into every document, along with chat rooms and one-to-one messaging.

Quip is a hosted product with a security page, templates and a pricing page, and enterprise buyers are directed to contact sales. It is a close fit for sales teams and other groups that already run on Salesforce and want working documents next to their records.

Key features

  • Real-time collaborative documents
  • Spreadsheets embedded in documents
  • Chat built into every document
  • Live Salesforce data in records
  • Templates for sales processes
  • Team chat rooms and direct messages

Good fit for

  • →Account planning in Salesforce
  • →Mutual close plans for sales teams
  • →Shared qualification notes
Tags
documents
spreadsheets
salesforce
collaboration
chat
sales
saas

Quip: questions and answers

What is Quip used for?
Quip is Salesforce's collaborative document and spreadsheet tool with built-in chat, designed to embed live Salesforce data in team documents. It is a good fit for account planning in Salesforce, mutual close plans for sales teams and shared qualification notes.
How much does Quip cost?
Paid plans for Quip start at $12 per seat per month, and there is no free plan.
Is Quip open source?
No. Quip is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Quip include Etherpad, La Suite Docs and Collabora Online.
What are some alternatives to Quip?
Quip competes with Google Docs, Confluence and Notion. For open-source options, see Enlisted's ranked list of open-source Quip alternatives.

Open-source alternatives to Quip

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SaaS alternatives to Quip

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