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

    The Salesforce Record Live App for Quip allows you to view, update, and discuss field data for Salesforce records from inside a Quip doc.

  • 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 aren’t.

  • 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.

Collaborative 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.

Meeting Notes

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

Service

Living Account Plans

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

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.

Meeting Notes

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

Marketing

Living Account Plans

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

Live Deal Feed

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

Collaborative Close Plan

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

Campaign Plan

Coordinate campaigns better and align your sales and marketing teams.

Meeting Notes

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

Development

Meeting Notes

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

IT/Operations

Meeting Notes

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

Human Resources

Meeting Notes

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

General

Project Plan

Plan, track, and complete projects in one place.

Meeting Notes

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