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.

  • Sales Playbook

    Create a repeatable sales strategy, implement sales methodologies and accelerate revenue for every rep.

  • Case Swarm

    Close complex cases by combining live Salesforce data, real-time chat, and tasks in one place for service teams.

  • Pipeline Review

    Coordinate sales & marketing teams and drive pipeline growth.

  • Executive Briefing

    Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.

  • Project Hub

    Build a project brief and project tracker in a single doc where stakeholders can stay in the know and take action.

Account Strategy & Planning

Deal Qualification

Closing The Deal

Post Sales & Customer Success



Human Resources

General Templates

Financial Services