Quip is a collaborative productivity platform by Salesforce, built to accelerate sales execution with real-time document editing, embedded Salesforce data, and team chat. It unifies docs, spreadsheets, tasks, and conversations in one space, turning static workflows into dynamic, living documents that streamline deal planning, customer notes, and approvals directly inside Salesforce.
Live Salesforce Integration
Pull Salesforce records, reports, and fields directly into documents for real-time data syncing.
Docs, Spreadsheets, Chat — All in One
Merge documents, tables, and team conversations in one unified workspace with no version conflicts.
Built-In Collaboration Tools
Use inline comments, @mentions, shared checklists, and chat threads right inside your document.
Sales Planning Templates
Access ready-made templates for account planning, opportunity reviews, territory plans, and mutual close strategies.
Embedded Approval Flows
Build and manage approval processes inside documents using Salesforce automation.
Access Control & Admin Tools
Set granular sharing permissions, track engagement, and manage user access with enterprise-grade security.
Customer 360 Compatibility
Integrated deeply into Salesforce Customer 360 for cross-team alignment in service, sales, and success workflows.
Seamless Salesforce CRM integration
Real-time multi-user editing with no version conflict
Templates optimized for sales execution and planning
Embedded approvals, automation, and dashboards
Limited value outside the Salesforce ecosystem
Android and Windows apps are no longer supported
No support for third-party live app development as of 2025
Features
Features
Features
*The price might have been changed, check the current pricing on the vendor's website.
Clients yet to be updated!
| Logo | Software Name | Rating | Reviews | Starting Price | Trial |
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monday.com | 4.5 | 57 | 1 USD ($) | 1-7 Days |
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Hive | 4.1 | 19 | 0 USD ($) | 14 Days |
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Clickup | 4 | 27 | 0 USD ($) | 1-7 Days |