Quip

Embed real-time, collaborative documents inside Salesforce records

Direct messaging between individual team members

Team chat and messaging built into every document and spreadsheet

Smart group chat capabilities for communicating with teams

Team chat capabilities embedded within Salesforce interface

Dedicated chat rooms for team collaboration

Create and collaborate on unlimited documents and spreadsheets

Customize Quip with automation APIs and integrations

View, update, and discuss field, record, report, list, and Einstein Analytics data directly inside docs, spreadsheets, and chat rooms

View and interact with live Salesforce data directly in documents and spreadsheets

Embed spreadsheets with real-time Salesforce data into documents

Embed documents across all Salesforce objects and records

APIs for customizing Quip to work with internal tools and processes

Edit live documents in Salesforce directly within objects and records in Sales and Service Clouds

Cross-device access to documents and collaboration tools

Award-winning mobile applications for Android and iOS with full functionality

Living account plans for sales teams with real-time collaboration

Mutual close plans for team collaboration on deal closing

Real-time deal activity feeds for team visibility

Rich opportunity notes with collaborative features

Live coaching capabilities for sales teams

Highest level of data protection and security controls

Compliance and governance features for security-conscious organizations

Data privacy and user control features

Advanced security features to enhance trust, transparency, compliance, and governance

Secure access management by integrating with IAM solutions

Service team collaboration on case resolution