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.
Account Transition Plan
Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.
Sales Rep Activity Tracker
Drive success for your sales reps by tracking key metrics and milestones.
Discovery Call Notes
Increase rep productivity with templatized discovery call notes.
Work.com
Health and Safety Checklist
Reopen offices safely with complete health & safety requirements checklist
Building Management Tracker
Reopen offices safely by aligning with your Property Management team
Workforce Action Plan
Create a roll-up plan to monitor the operational state of every office location
COVID Corporate V2MOM
Create an actionable corporate strategy for reopening your office locations
Daily COVID Update
Communicate the latest updates to employees in a central, collaborative place
COVID FAQs
Every employee’s one-stop-shop on your COVID response and office reopening procedures
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.
Manufacturing
Distributor Account Plan
Build stronger distributor relationships and channel loyalty through increased collaboration, visibility, and trust.
Manufacturing Account Plan
Drive opportunities and revenue with actionable, data-driven account plans.
Pursuit Plan
Win deals and streamline your sales process by combining live data, action items, and collaboration in a single view.
Financial Services
Commercial Banking Relationship Plan
Drive pipeline and client value with actionable, collaborative relationship plans.
Commercial Loan Close Plan
Streamline bank financing processes with live data, action items, and real-time collaboration in a single view.
Executive Briefing
Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.
Client Notes
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.
Professional Services
Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Mutual Action Plan
Drive client success with a flexible, editable, and transparent action plan that keeps your work moving forward.
Account Transition Plan
Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.
Proposal Plan
Drive cross-functional coordination for RFP Response & Proposal Developments by combining live data, action items, and collaboration in a single view.
Development
IT/Operations
Human Resources
General
Project Plan
Plan, track, and complete projects in one place.
Meeting Notes
Prepare, transcribe, and follow-up on meetings in one place.
Client Notes
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.
Executive Briefing
Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.