Rich Opportunity Notes

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

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

    Avoid note sprawl and information silos by quickly collaborating with stakeholders on opportunity notes in a single, centralized workspace that’s embedded in your Salesforce Opportunity record. No more time is wasted searching for hand-written notes or emails. Quip docs work from any device, and even offline, so notes update automatically back to Salesforce for everyone to see when you’re back online. Quip is the place sales teams keep all the account knowledge in one place – inside Salesforce – helping onboard and ramp new reps.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

    Try Template
    Recommended TemplatesSee All Templates
    Living Account Plans

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

    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.

    Account Transition Plan

    Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.

    Sales Rep Activity Tracker

    Drive success for your sales reps by tracking key metrics and milestones.

    Discovery Call Notes

    Increase rep productivity with templatized discovery call notes.