Pipeline Review

    • Live Salesforce Data

      The Salesforce List Live App allows you to view, update, and discuss Salesforce list views directly in the document.

    • Countdown

      Drive urgency and alignment on deadlines with colorful countdowns.

    • Embedded Spreadsheets

      Bring together data from Salesforce reports and manual figures to calculate quota attainment and build charts.

    Coordinate sales & marketing teams and drive pipeline growth.

    Bring together pipeline generation events & key dates, early stage opportunities, segmented pipeline data from Sales Cloud, so that your sales and marketing teams work together effectively and drive deals to success.

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

    • Live Salesforce Data

      The Salesforce List Live App allows you to view, update, and discuss Salesforce list views directly in the document.

    • Countdown

      Drive urgency and alignment on deadlines with colorful countdowns.

    • Embedded Spreadsheets

      Bring together data from Salesforce reports and manual figures to calculate quota attainment and build charts.