Quip

Overview

Quip, a Salesforce company, is a dynamic collaboration platform designed to enhance team productivity by unifying documents, spreadsheets, slides, and chat within a single, real-time workspace. Its core philosophy revolves around ''living documents'' where work and communication converge, significantly reducing reliance on disparate tools and lengthy email chains. Users can co-edit content, engage in contextual conversations via built-in chat and comments, and utilize @mentions for tasks and notifications, fostering a more transparent and efficient workflow.

The platform''s unique value proposition is its seamless and deep integration with the Salesforce Customer 360 Platform. This allows teams to embed live Salesforce data and reports directly into Quip documents, transforming them into actionable hubs for account planning, project management, and sales strategies. Furthermore, Quip is enhanced by Salesforce Einstein AI, particularly through features like Einstein Copilot for Quip, which offers generative AI capabilities to draft content, summarize information, extract action items, and automate tasks directly within the collaborative environment.

Quip empowers teams to streamline processes, accelerate decision-making, and improve overall operational efficiency. It supports various collaborative activities, from sales teams managing account plans linked to CRM data, to marketing teams co-creating campaign materials, and project teams tracking progress with integrated task lists and process bars. By centralizing work and infusing it with AI-driven insights and automation, Quip aims to make teamwork smarter, faster, and more impactful, especially for organizations leveraging the Salesforce ecosystem.

Key Features

• Real-time collaborative editing of documents, spreadsheets, and slides
• Integrated chat, comments, and @mentions within documents
• Living documents with comprehensive version history
• Deep, bi-directional integration with Salesforce CRM (embedding live data, reports, and actions)
• Einstein Copilot for Quip: AI-powered assistance for content generation, summarization, Q&A, and task automation
• Customizable templates for various use cases (e.g., account plans, project briefs)
• Task management features like checklists and process bars
• Live Apps for embedding various tools and data sources into Quip documents
• Cross-platform availability: Web, Desktop (Windows, macOS), Mobile (iOS, Android)
• Robust admin controls and enterprise-grade security

Supported Platforms

• Web Browser
• Windows App
• macOS App
• Android App
• iOS App
• API Access (via Salesforce APIs)

Integrations

• Salesforce (Sales Cloud, Service Cloud, Platform - Core Integration)
• Slack
• Jira
• Box
• Dropbox
• Google Drive
• Smartsheet
• Lucidchart
• Vidyard
• Other applications via Salesforce AppExchange and Custom Live Apps

Use Cases

• Collaborative sales account planning and strategy execution, linked directly to Salesforce records.
• Real-time project management, including task tracking, document sharing, and team communication.
• Creation of dynamic knowledge bases and internal wikis that are always up-to-date.
• Streamlined marketing campaign development and execution with cross-functional team collaboration.
• Efficient customer service operations with shared case notes, solution documents, and SLA tracking.
• AI-assisted content creation for emails, reports, and summaries using Einstein Copilot.

Target Audience

• Sales Teams
• Service Teams
• Marketing Professionals
• Project Managers
• IT Teams
• Enterprises using Salesforce CRM
• Any team needing integrated collaborative document management and workflow automation

How Quip Compares to Other AI Tools

Pricing Tiers

Awards & Recognition

• Salesforce Quip is frequently recognized as a Leader in G2 Grid Reports for categories such as Team Collaboration Software, Business Content Management, and Document Creation.
• Often highlighted in industry analyses by firms like Forrester and Gartner for its capabilities in content collaboration and CRM-integrated productivity.

Popularity Rank

Consistently ranks as a ''Leader'' or ''High Performer'' on platforms like G2 and Capterra in relevant software categories. Specific rank varies by quarter and category.

Roadmap & Upcoming Features

Quip was founded in 2012 and officially launched in 2013. It was acquired by Salesforce in August 2016.

Continuously updated as part of Salesforce''s three major seasonal releases (Spring, Summer, Winter annually), with ongoing minor updates and patches. For example, Spring ''24 release included enhancements.

Upcoming Features:

• Continued deeper integration and expansion of Einstein Copilot capabilities within Quip for advanced content generation, summarization, and AI-driven actions.
• Enhancements to existing integrations and development of new Live Apps.
• Ongoing improvements to user experience and performance, aligned with Salesforce''s overall platform strategy.
• Further development of features supporting Salesforce Customer 360 integration.

User Reviews