Amie ◆
Amie AI note taker summarizes meetings without a bot, turning conversations into action items, plus calendar and todo management.
Free·from $8/mo
About Quip
What is Quip?
Quip is a productivity platform built by Salesforce that lets teams create, edit, and discuss documents and spreadsheets in real time—directly inside Salesforce records. It replaces scattered emails and offline files with live, collaborative workspaces where decisions happen faster.
Who is it for?
Quip is designed for Salesforce customers who need to streamline account planning, mutual close plans, qualification notes, and other CRM-driven processes. It is best for sales teams, customer success managers, and operations leaders in mid-to-large enterprises. It is not ideal for teams that don’t use Salesforce or need a standalone productivity suite.
Key capabilities
Users can embed documents and spreadsheets into Salesforce objects, view live data from Salesforce reports and records, chat within every document, and automate workflows with Live Apps and the Quip API. Advanced security features (Quip Shield) support compliance and governance for regulated industries.
Use cases
Typical use cases include living account plans, collaborative close plans, real-time coaching, live deal feeds, and case swarming—all without leaving Salesforce.
Key features
- Collaborative Documents — Create and edit documents with your team in real time, with built-in chat for every doc.
- Spreadsheets with Context — Embed spreadsheets into documents to give data the context your team needs for decisions.
- Team Chat — Communicate in document-level chat, group rooms, or 1:1 messages to break down silos.
- Salesforce Integration — Edit live documents directly in Salesforce records and sync with Salesforce data (Advanced plan).
- Single Sign-On — Integrate with Okta, Salesforce, Microsoft, and more for secure access (Plus and Advanced).
- Enterprise API & Custom Live Apps — Customize Quip with automation APIs and custom Live Apps for your organization (Plus and Advanced).
- Quip Shield — Advanced security, compliance, and governance features for security-conscious organizations.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Quip Pricing
Quip pricing: from $10/user/mo.
Quip Starter — $10/user/mo (billed annually)
For small teams: unlimited documents and spreadsheets, group chat and 1:1 messaging, desktop/tablet/mobile access. Special offer: $30 for first 5 users on quip.com. Monthly commitment available at $12/user/mo. Note: Cannot be combined with Quip for Salesforce.
Quip Plus — $25/user/mo (billed annually)
For larger teams: all Starter features plus single sign-on (SSO), enterprise API and customization, and custom Live Apps.
Quip Advanced — $100/user/mo (billed annually)
For Salesforce-centric teams: all Plus features plus editing live documents inside Salesforce, 2-way sync with Salesforce data, and dedicated sales/service use cases (account plans, deal feeds, case swarming, etc.).
All plans include a free trial. Contact Sales for details.
Frequently asked questions
How much does Quip cost per month?
Quip pricing starts at $10/user/month (billed annually) for the Starter plan. Plus is $25/user/month, and Advanced is $100/user/month. Monthly billing is available for Starter at $12/user/month.
Is Quip free?
Quip does not offer a permanent free plan, but a free trial is available. Contact Sales to start a trial.
Who is Quip best for?
Quip is best for Salesforce customers who want to manage account planning, mutual close plans, and qualification notes inside their CRM. It is ideal for sales and success teams in mid-to-large enterprises.
What are the top alternatives to Quip?
Top alternatives include Google Workspace, Microsoft 365, Notion, Coda, and Airtable. Quip's main differentiator is its deep, native Salesforce integration.
Does Quip work without Salesforce?
Yes, the Starter and Plus plans work independently of Salesforce. The Advanced plan is designed for deep Salesforce integration.
What is Quip Shield?
Quip Shield is a set of advanced security features for compliance, governance, and data protection, available for enterprise customers.
