Quip

Sales collaboration platform with embedded documents, spreadsheets, and chat for Salesforce teams.

quip.com

Verified API available Works with Workato ~36k monthly visits

Quick facts
What is it	Sales collaboration platform with embedded documents, spreadsheets, and chat for Salesforce teams.
Pricing	Paid — from $12/mo
Free tier	No
Platform	Web Application
API	Yes
Works with	Workato
Best for	account planning, mutual close plans
Domain registered	1994

Data updated Aug. 1, 2026

What does Quip do?

Quip is a productivity platform built specifically for Salesforce customers that combines documents, spreadsheets, and chat into a single collaborative workspace. It allows sales teams to create and embed dynamic documents directly within Salesforce records, bringing together work and communication in one place. The platform enables real-time collaboration with team members while maintaining access to live Salesforce data within spreadsheets.

The tool stands out by deeply integrating with Salesforce, allowing teams to transform traditional sales processes like account planning and qualification notes into standardized, automated workflows. Documents and spreadsheets can be embedded directly in Salesforce records, providing context-rich data that helps teams make critical decisions. Built-in chat functionality breaks down information silos by allowing communication within every document and spreadsheet, plus dedicated team chat rooms.

Sales teams and enterprise organizations using Salesforce benefit most from Quip, particularly those looking to streamline account planning, mutual close plans, and sales qualification processes. It's especially valuable for teams that need to maintain security and compliance while collaborating on sales documents, as it offers enterprise-grade security features through Quip Shield for organizations with strict compliance requirements.

Messaging Platform Non-AI Communication — Other

Key features

What makes it stand out

Embed collaborative documents directly within Salesforce records

Integrate live Salesforce data into spreadsheets for real-time insights

Built-in team chat for communication within documents and spreadsheets

Standardize and automate sales processes like account planning

Enterprise-grade security with advanced compliance features

Who is Quip for?

Who benefits most from this tool

account planning

mutual close plans

sales qualification notes

Pricing

Quip Starter

$12.0/month

$10.0/month billed yearly

Unlimited documents and spreadsheets
Group chat and 1-to-1 messages
Desktop, tablet, and mobile access

Quip Plus

$25.0/month billed yearly

Everything in Quip Starter, plus:

Single sign-on
Enterprise API and customization

Quip Advanced

$100.0/month billed yearly

Everything in Quip Plus, plus:

Edit live documents in Salesforce
2-way sync with Salesforce data
Sales & service use cases

Trust & presence

Search presence Top 100k site

Domain Domain registered 1994

Gallery

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