Transform business processes for every user across every role

Role Solutions

Sales

Transform Sales Productivity with Quip for Sales

  • Account Planning

    Turn static plans into dynamic, data-driven strategies that drive action, increase pipeline, and get the whole team aligned in real time.

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  • Opportunity Notes

    Capture customer notes and sync them with the right opportunity across any device. Increase alignment and get deals over the line faster inside your CRM.

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  • Close Plans

    Manage deals more efficiently with actionable close plans that save time and speed up deals with live data and team collaboration in a single view.

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  • Deal Feeds

    Bring visibility to your business and motivate your team to win big. Get real-time notifications on which deals are closing, which deals are pushing, and why.

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  • Pricing Proposals

    Capture pricing discussions in the context of the opportunity and close deals faster while reducing revision cycles and empowering sales teams.

Service

Transform Sales Productivity with Quip for Service

  • Case Swarms

    Accelerate resolutions as a team and satisfy urgent customer needs through real-time document collaboration inside Service Cloud.

  • Root Cause Analysis

    Make collaborative root cause analyses part of standard processes. Turn resolutions into knowledge with real-time data and easy-to-use templates.

  • Service Manager Performance Review

    Maintain a holistic view of performance in one living document. Share feedback with live analytics, feedback prompts, and real-time discussions.

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Walk through an interactive guided tour of Quip’s features and learn how it can help you be more productive from anywhere.

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