Quip

Quip is real-time collaborative documents, spreadsheets, and chat embedded inside Salesforce to transform any business process

Quip brings real-time collaborative documents, spreadsheets, and chat directly inside Salesforce records, letting sales teams work without switching out to a separate tool for notes or planning. Teams use it to standardize processes like account planning, mutual close plans, and qualification notes, embedding live Salesforce data straight into a document so the numbers stay current instead of being copied in manually and going stale.

Spreadsheets inside Quip are meant to give raw numbers enough context to support a decision, and every document or spreadsheet carries built-in team chat, on top of separate chat rooms and one-to-one messaging, so a deal's discussion history sits next to the data itself rather than scattered across email threads. As a project management tool built specifically for Salesforce customers, Quip also emphasizes data protection, privacy, and control for enterprise security requirements, and ships templates to help teams get started on a given use case quickly.

Pricing is not listed publicly; the path to get started is to contact sales, indicating an enterprise sales process built around existing Salesforce accounts. Sales teams wanting to keep planning documents and live account data in one place can contact sales to see how Quip fits into their existing Salesforce setup.

Category: Project Management. Pricing: enterprise. Visit website

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