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.

    This use case is available with Quip for Salesforce.

    • 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.

    Recommended Templates See All

    Try

    Living Account Plans

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

    Learn More

    Try

    Collaborative Pricing Proposal

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

    Learn More

    Try

    Close Plan

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

    Learn More

    Live Deal Feed

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

    Learn More

    Try

    Campaign Plan

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

    Learn More