Mutual Action Plan
Drive client success with a flexible, editable, and transparent action plan that keeps your work moving forward.
Work in lockstep with your clients to keep projects moving forward and deliverables on track. With a Mutual Action Plan in Quip, you and your buyer stay on the same page. Build trust, deepen client relationships, and drive growth through transparency around timelines roadblocks so that both parties are aligned. Quip helps you maintain conversational data with audit-level change tracking so that information never gets lost in third-party apps. With Quip, you can easily bring in other key stakeholders like the legal team, deal desk, or finance to review.
External Sharing
Share documents simply and securely with people outside of your organization, such as clients and implementation partners.
Project Tracking
Drive deals forward by combining checklists, due dates, and project tracking apps into easily tracked action items and deliverables.
Document Linking
Add links to other Quip documents where deliverables are being worked on to make it easy for teammates to access.
Recommended TemplatesSee All Templates
Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Account Transition Plan
Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.
Proposal Plan
Drive cross-functional coordination for RFP Response & Proposal Developments by combining live data, action items, and collaboration in a single view.