Release Notes

February 11, 2020

What's New

  • Import Related Lists into a Quip document: Add record-specific related lists to a Quip document with the updated Salesforce List Live App. Embedded Quip documents dynamically pull the related lists of the records they’re embedded on to save your users time. Your users can easily stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce. Available for Quip for Customer 360 (formerly named Quip for Salesforce).

  • Get summarized Salesforce Reports in Quip: Hide your report’s detail rows in Quip to improve report performance and to focus on key details like groupings, totals, subtotals, and record counts. Use Summary view to get a high-level overview of your report, making it easier to collaborate without getting stuck in the weeds. Available for Quip for Customer 360 on Web and Desktop.

  • Keep your Quip templates up-to-date with Dynamic Live Apps: Add Salesforce Record and Salesforce List Live Apps to a Quip document embedded in a Salesforce record. Configure them to automatically update based on the record’s data. Available for Quip for Customer 360.

  • Dynamically Filter Live Salesforce Reports in Quip: Filter live Salesforce reports in Quip using your report’s custom filters. Create a standard template from a Quip document and add it to a Salesforce record using the Quip Document component. Reports added to an embedded Quip document dynamically filter based on the record’s data. Available for Quip for Customer 360 on Web and Desktop.

  • Use Salesforce Record and Salesforce List Live Apps without Reconnecting: After users connect their Salesforce orgs to Quip, they can add live Salesforce data to a Quip document without needing to reconnect. No more logging in to each live app separately. They can even connect multiple Salesforce orgs to one Quip site, making it easier to keep cross-cloud collaboration in context. Available for Quip for Customer 360.

  • Synced Sharing for Salesforce Sandbox Orgs: Admins can connect Salesforce Sandbox Orgs in the Quip Admin Console to try out synced sharing capabilities in a test environment. Available for Quip for Customer 360.

  • Restrict Importing and Exporting: Admins can now restrict importing and exporting documents from their Quip site. Import restrictions can be applied either to all platforms or just importing on mobile devices, and include importing from other services, as well as the local device. Export restrictions disable downloads and exports to any filetype.

  • Bigger Comments: We've increased the size of the comment popovers to improve the experience of reading and writing conversations via comments. Available on Web and Desktop.

Bug Fixes

  • User List Export Improvements: We have improved the user list exporting functionality for large companies. Instead of directly downloading the .csv of users, we’ll send you an email with a link to the .csv to avoid timeouts and other errors. The experience is unchanged for smaller organizations.

Versions: Web, Windows 7.4.1, Mac 7.4.0, iOS 7.4.1, Android 7.4.1