Quip Templates

Whatever you’re trying to achieve, Quip has a template that can help you get started while still providing the flexibility to customize to meet your needs.

Account Plan
Give your account teams a holistic view of your key customers in one living document where the team can take action.
Case Swarms
Close complex cases by combining live Salesforce data, real-time chat, and tasks in one place for service teams.
Campaign Plan
Combine checklists, live Salesforce data, and real-time discussions to maximize the effectiveness of your campaign.

Live Deal Feed
Build a live report of your sales business that sends instant notifications on which deals are closing and which arent.
Project Plan
Build a project brief and project tracker in a single doc where stakeholders can stay in the know and take action.
Meeting Notes
Run your next meeting by preparing an agenda, taking notes together, and assigning tasks afterward.

Sales

Living Account Plans

Drive pipeline and revenue with actionable, data-driven account plans.

Rich Opportunity Notes

Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.

Collaborative Pricing Proposal

Capture pricing discussions and contract details in one place, and close deals faster.

Close Plan

Win deals faster by combining live data, action items and collaboration in a single view.

Live Deal Feed

Bring visibility to your business and motivate your team to win big.

Campaign Plan

Coordinate campaigns better and align your sales and marketing teams.

Service

Case Swarm

Close tough cases quickly without disconnected email and chat threads.

Root Cause Analysis

Get to the root cause of a service issue faster with a collaborative workspace connected to Service Cloud.

Service Manager Performance Review

Manage service agent performance with data and conversation.

General

Project Plan

Plan, track, and complete projects in one place.

Meeting Notes

Prepare, transcribe, and follow-up on meetings in one place.