Quip

Overview

Quip is a productivity platform designed for team collaboration, acquired by Salesforce in 2016. It embeds collaborative documents, spreadsheets, checklists, and chat directly within the Salesforce interface, allowing teams to work together in context with their CRM data. Users can create, share, and discuss work in real-time, reducing reliance on email chains and disparate files.

Its unique strength lies in its deep integration with Salesforce Sales Cloud, Service Cloud, and the broader platform. Quip documents can contain live Salesforce data, enabling teams to collaborate on account plans, opportunity notes, project outlines, and service cases using up-to-date information. With the integration of Salesforce Einstein (specifically features often branded under 'Einstein Copilot' or 'Salesforce Anywhere'), Quip incorporates AI capabilities like document summarization, generating action items from text, and potentially drafting content based on CRM context.

Quip enhances productivity by centralizing communication and documentation within the Salesforce environment, streamlining workflows for sales, service, and marketing teams. It fosters real-time collaboration, improves visibility into projects and customer interactions, and leverages AI to automate tasks and surface insights directly where users work.

Key Features

• Real-time collaborative document and spreadsheet editing
• Integrated chat and comments within documents
• Task management (checklists, assignments, reminders)
• Deep integration with Salesforce data (Live Data Mentions, Salesforce Reports)
• Live Apps (embed calendars, polls, project trackers directly into documents)
• Version history for all documents and spreadsheets
• Mobile apps for iOS and Android
• AI features via Salesforce Einstein (e.g., summarization, action items)
• Process Bar for tracking project stages
• Customizable document and project templates

Supported Platforms

• Web Browser
• Windows App
• macOS App
• Android App
• iOS App
• API Access

Integrations

• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Platform
• Salesforce Anywhere
• Jira Cloud
• Smartsheet
• Box
• Dropbox
• Google Drive
• Various integrations via Salesforce AppExchange

Use Cases

• Collaborative sales account planning within Salesforce
• Real-time project management and documentation
• Creating shared knowledge bases linked to CRM data
• Streamlining service case resolution notes and collaboration
• Developing marketing campaign briefs and tracking progress

Target Audience

• Sales Teams
• Customer Service Teams
• Marketing Professionals
• Project Managers
• Businesses heavily using the Salesforce platform

How Quip Compares to Other AI Tools

Pricing Tiers

Awards & Recognition

• Information on specific recent awards primarily focuses on Salesforce as a whole rather than Quip individually. Recognition is often tied to its role within the Salesforce ecosystem.

Popularity Rank

Frequently ranked well within G2/Capterra categories for Collaboration and Sales Enablement, particularly among Salesforce users. Specific rank varies.

Roadmap & Upcoming Features

Quip founded in 2012, acquired by Salesforce in August 2016.

Continuously updated as part of Salesforce's seasonal releases (Spring, Summer, Winter). Check Salesforce Release Notes for specific Quip/Salesforce Anywhere updates.

Upcoming Features:

• Ongoing integration with Salesforce Einstein Copilot for enhanced AI capabilities.
• Improvements tied to Salesforce's seasonal release cycles (refer to official Salesforce Roadmap).
• Enhanced mobile features and integrations.

User Reviews