Quip Templates
Whatever you’re trying to achieve, Quip has a template that can help you get started while still providing the flexibility to customize to meet your needs.
Sales
Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Rich Opportunity Notes
Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.
Collaborative Pricing Proposal
Capture pricing discussions and contract details in one place, and close deals faster.
Collaborative Close Plan
Win deals faster by combining live data, action items and collaboration in a single view.
Live Deal Feed
Bring visibility to your business and motivate your team to win big.
Campaign Plan
Coordinate campaigns better and align your sales and marketing teams.
Meeting Notes
Prepare, transcribe, and follow-up on meetings in one place.
Service
Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Case Swarm
Close tough cases quickly without disconnected email and chat threads.
Root Cause Analysis
Get to the root cause of a service issue faster with a collaborative workspace connected to Service Cloud.
Service Manager Performance Review
Manage service agent performance with data and conversation.
Meeting Notes
Prepare, transcribe, and follow-up on meetings in one place.
Marketing
Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Live Deal Feed
Bring visibility to your business and motivate your team to win big.
Collaborative Close Plan
Win deals faster by combining live data, action items and collaboration in a single view.
Campaign Plan
Coordinate campaigns better and align your sales and marketing teams.
Meeting Notes
Prepare, transcribe, and follow-up on meetings in one place.