Quip Templates

Whatever you’re trying to achieve, Quip has a template that can help you get started while still providing the flexibility to customize to meet your needs.

  • Account Plan

    Give your account teams a holistic view of your key customers in one living document where the team can take action.

  • Case Swarms

    Close complex cases by combining live Salesforce data, real-time chat, and tasks in one place for service teams.

  • Campaign Plan

    Combine checklists, live Salesforce data, and real-time discussions to maximize the effectiveness of your campaign.

  • Live Deal Feed

    Build a live report of your sales business that sends instant notifications on which deals are closing and which arent.

  • Project Plan

    Build a project brief and project tracker in a single doc where stakeholders can stay in the know and take action.

  • Meeting Notes

    Run your next meeting by preparing an agenda, taking notes together, and assigning tasks afterward.

Sales

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Living Account Plans

Drive pipeline and revenue with actionable, data-driven account plans.

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Rich Opportunity Notes

Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.

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Collaborative Pricing Proposal

Capture pricing discussions and contract details in one place, and close deals faster.

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Close Plan

Win deals faster by combining live data, action items and collaboration in a single view.

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Live Deal Feed

Bring visibility to your business and motivate your team to win big.

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Campaign Plan

Coordinate campaigns better and align your sales and marketing teams.

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Service

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Case Swarm

Close tough cases quickly without disconnected email and chat threads.

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Root Cause Analysis

Get to the root cause of a service issue faster with a collaborative workspace connected to Service Cloud.

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Service Manager Performance Review

Manage service agent performance with data and conversation.

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General

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Project Plan

Plan, track, and complete projects in one place.

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Meeting Notes

Prepare, transcribe, and follow-up on meetings in one place.

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