Quip
Description
🖼️ Tool Name:
Quip
🔖 Tool Category:
Productivity & collaboration suite (falls under No-Code Workflows and Analytics & Dashboards)
✏️ What does this tool offer?
Quip is a collaborative platform brought by Salesforce that blends documents, spreadsheets, chat and live data integrations into one workspace.
Main features include:
• Real-time document editing (text, lists, notes) with version history.
• Embedded spreadsheets inside documents, making data more contextual.
• Built-in team chat and comment threads linked to documents/spreadsheets.
• Templates and process blueprints for workflows (e.g., account planning, collaboration) especially for Salesforce users.
• Security and governance features for enterprise use (since integrated with Salesforce ecosystem).
⭐ What does the tool actually deliver based on user experience?
• A unified workspace where writing, data and chat combine — reducing the need to switch apps.
• Easier collaboration: multiple team members editing same doc/spreadsheet, comments in context.
• Better alignment between textual work (plans, reports) and numbers (spreadsheets) — useful for organizations with mixed tasks.
• Users note that the live spreadsheet feature inside documents is “really important” for their workflow.
• Some users say that compared with generic tools like Google Docs the value is the integration with Salesforce data and workflow templates.
🤖 Does it include automation?
Yes — Quip provides automation-adjacent capabilities:
• Embedding live Salesforce data inside documents/spreadsheets so updates reflect automatically rather than manual copy/paste.
• Using templates to standardize processes (which is a form of workflow automation).
• Chat and comment threads linked to tasks and documents help streamline communication and follow-up.
💰 Pricing Model:
Subscription based. Quip is offered primarily as part of the Salesforce ecosystem; pricing details vary depending on features and organization size.
🆓 Free Plan Details:
Not clearly outlined publicly for full feature use; many reviews indicate heavy focus on enterprise/organization licensing.
💳 Paid Plan Details:
Include full collaboration features, live data integrations, templates, governance/security for enterprises.
🧭 Access Method:
• Web application accessible via quip.com.
• Apps for mobile (iOS/Android) and integration with Salesforce records for embedded use.
🔗 Experience Link:
https://quip.com