Manage deals with
Quip + Salesforce

Win and grow revenue by shortening deal cycles with better team productivity. Simplify deals for reps so they can break their number.

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Win/close plans

Build a shared understanding of your prospects’ buying process and timeline. Use tasks and due dates to coordinate efforts and hit milestones across your account team.

Win/close plans

Mutual success plans

Invite your customers to a shared Quip doc where you can outline, collaborate, and track the steps needed to complete a sale. Win them over with transparency and efficiency.

Mutual success plans

Qualification notes

Bring structure to how your sales development team asks questions, answers objections, and uncovers insights while kicking off their opportunities.

Qualification notes

Customer meeting notes

Ensure key opportunity details aren’t buried in your inbox, notepad, or in chat. Centralize meeting notes alongside the opportunity in Salesforce to keep critical information in context for everyone.

Customer meeting notes

Add Quip to Salesforce today

Quip documents are real-time, contextual, and fully integrated with Salesforce.
Try Quip with your team for free today and make deals simpler.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.