Quip - Short Review

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Product Overview of Quip

Quip, acquired by Salesforce, is a modern productivity and collaboration platform that combines the functionalities of a word processor, spreadsheet, and communication tool, making it an all-in-one solution for teams and businesses.



Key Functionality

  • Collaboration: Quip enables real-time collaboration on documents and spreadsheets. Users can edit the same document simultaneously, regardless of the device they are using, including desktops, tablets, and mobile phones. This collaborative environment is enhanced by a chat-like thread of updates, eliminating the need for back-and-forth emails.
  • Integration with Salesforce: Quip integrates seamlessly with Salesforce, allowing users to embed CRM data directly into their documents and spreadsheets. This two-way data sync ensures that teams are always working with the latest information, including live Salesforce records, lists, reports, and Tableau CRM data.


Key Features

  • Documents and Spreadsheets with Embedded CRM Data: Users can work on documents and spreadsheets that include embedded CRM data, enabling them to update their sales strategies in the context of the deal. This feature ensures data accuracy and alignment across the team.
  • Real-Time Commenting, Sharing, and Editing: Quip allows teams to comment, share, and edit documents in real-time. This feature extends to third-party stakeholders, such as partners, suppliers, or customers, while maintaining data access and visibility controls.
  • Standardized Processes and Templates: Quip offers the ability to create customized templates for various business processes, such as Account Plans, Close Plans, and Qualification Notes. These templates can be prefilled with CRM data, streamlining sales actions and accelerating deals. Out-of-the-box templates are also available to establish best practices quickly.
  • Mobile Accessibility: Quip’s mobile app allows users to create, comment, and work together on documents even when offline. The app syncs data in real-time once an internet connection is established, ensuring continuous productivity.
  • Live Apps and Third-Party Integrations: Quip supports Live Apps, which can extend documents with features like kanban boards, calendars, and drawing canvases. It also integrates with third-party tools and surfaces favorite dashboards from Tableau CRM.
  • Security and Compliance: Quip includes robust security features under Quip Shield, which includes antivirus scanning, Enterprise Key Management (EKM), and event monitoring. This ensures real-time login data access, automated virus scans, and secure key management.
  • Fast Formatting and Productivity Tools: Quip offers various productivity shortcuts, such as emoji autocomplete, fast formatting using the tilde key, and Markdown syntax support. These features help maintain workflow without interruptions. Additionally, shortcuts like `/invite` and `@` mentions simplify user interactions and collaborations.
  • Live Paste and Dynamic Data: The “live paste” feature allows users to copy information that updates dynamically across multiple documents. This, along with live data feeds from Salesforce, ensures that all data remains current and accessible in real-time.


Pricing and Plans

Quip offers several pricing plans tailored to different needs:

  • Quip Starter: Suitable for teams and small businesses, this plan includes unlimited documents and spreadsheets, built-in chat, and mobile access for $10/user/month (billed annually).
  • Quip Plus: Designed for larger and more complex teams, this plan adds features like single sign-on, enterprise API, and customization options for $25/user/month (billed annually).
  • Quip Advanced: Focused on accelerating sales and revenue, this plan integrates deeply with Salesforce, allowing users to edit live documents within Salesforce objects and records, and includes two-way sync with Salesforce data for $100/user/month (billed annually).

In summary, Quip is a powerful tool that enhances team collaboration, streamlines business processes, and integrates seamlessly with Salesforce, making it an invaluable asset for businesses looking to boost productivity and efficiency.

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