About Tool

Quip enables teams to create, edit, and comment on documents and spreadsheets in real time, regardless of location or device. It embeds live collaboration alongside chat and tasks, enabling discussions and decisions to happen directly in the context of the work. Built for enterprise use, Quip supports integration with Salesforce data and systems, offering templates and workflows tailored to common business use cases. Its goal is to reduce tool-switching, make knowledge easily accessible, and drive actions from collaborative work.

Key Features

• Real-time collaborative documents (text, rich media) accessible via web and mobile.
• Embedded spreadsheets within documents for live data and modeling.
• Team chat rooms and 1:1 messaging feature built into every document and sheet.
• Templates for workflows like account planning, playbooks, and other business processes.
• Deep integration with Salesforce for embedding documents inside CRM records and aligning work with data.
• Robust security, access control, and version history suited to enterprise standards.

Pros:

• Combines multiple tool types (docs + sheets + chat) into one unified workspace.
• Strong integration with Salesforce makes it a natural fit for CRM-centric organizations.
• Enables faster decision-making by keeping content and communication in one place.
• Mobile accessibility and live collaboration help remote or distributed teams stay aligned.

Cons:

• May feel less flexible or “feature-rich” than specialized document or spreadsheet tools.
• Organizations without Salesforce may not get full value of the embedded CRM integration.
• Pricing and user licensing may be prohibitive for very small teams or individual use.

Who is Using?

Quip is used by enterprise teams particularly sales, service, account management, and operations—who need to collaborate around documents, data, and workflow tasks. It is especially useful for companies already using Salesforce who want to embed document-based workflows directly into their CRM.

Pricing

Quip is licensed on a team/user basis under Salesforce’s pricing model. Details may depend on contract size, user roles, and whether Salesforce CRM is part of the bundle. Small-scale pricing is not always publicly listed.

What Makes Unique?

Quip stands out by bundling documents, spreadsheets, and chat into a single work surface and by embedding that surface directly into Salesforce CRM workflows. This closer alignment of content, data, and conversation provides a more integrated experience than using separate tools for each function.

How We Rated It:

• Ease of Use: ⭐⭐⭐⭐☆
• Features: ⭐⭐⭐⭐☆
• Value for Money: ⭐⭐⭐⭐

If you're looking for a productivity platform that brings collaboration, documents, data, and chat into one place especially within a Salesforce-centric organization Quip offers a strong solution. While it may not replace highly specialized tools for every use case, its integrated workflow advantages and enterprise-grade capabilities make it worth exploring. For teams wanting to align work with CRM data and cut down tool-switching, Quip is certainly a viable choice.