Paperwork in Salesforce with Quip

Obraz zawierający rysunek, zegar

Opis wygenerowany automatycznie

Quip is a collaboration tool with built-in office suite functionality, including word processing, spreadsheet, and presentation software. As a standalone product, it enables teams to collaborate around a rich set of documents. Quip for Salesforce is embedding that kind of functionality at the platform level.

You can use Quip in Salesforce for:

  • Account Plans
  • Rich Opportunity Notes
  • Collaborative Close plans
  • Collaborative Pricing proposals
  • Live deal feeds

The benefits of using Quip are:

  • Everything is in one place
  • It’s in the cloud
  • Live, simultaneous editing
  • No need to keep up with multiple versions of the same document
  • It works great on mobile
  • Open and flexible platform

Here are the steps to connect Quip with Salesforce:

Quip setup steps in Salesforce

In Salesforce, go to Setup and enter Quip in the Quick Find box> Click Connect Quip>. Enter your Quip site subdomain or use your Quip Client ID and Client Secret  (You can find your Quip Client ID and Client Secret in the Quip Admin Console. In Settings, go to Integrations and view your Salesforce API Key).

Connect Quip site modal

When your Quip account is connected, you would need to assign your users with the Quip permission set.

Leave a comment

Your email address will not be published. Required fields are marked *