Their Pitch
Productivity for Salesforce customers.
Our Take
It's Google Docs that lives inside Salesforce with built-in chat. Nice if you're already paying for Salesforce everything, but you're basically getting collaboration features that existed elsewhere a decade ago.
Deep Dive & Reality Check
Used For
- +**Your sales proposals get lost in email threads with 47 versions** → Everyone edits one doc with comments right on specific cells and paragraphs
- +**Deal status meetings waste 30 minutes figuring out what changed** → Live data from Salesforce updates automatically in your documents
- +**Project feedback requires forwarding files between 6 people** → @mention teammates directly in docs, they respond inline
- +Embeds live Salesforce data directly in documents - no copy-paste between systems
- +Cell-by-cell commenting on spreadsheets instead of vague "looks good" emails
Best For
- >Sales teams drowning in email chains about deal documents
- >Account managers who live in Salesforce and hate switching tabs
- >Teams already paying enterprise Salesforce prices anyway
Not For
- -Teams under 50 people — you're paying enterprise prices for features basic Google Workspace does cheaper
- -Anyone not using Salesforce heavily — most of Quip's value comes from that integration
- -Companies wanting granular permissions — it's just admin or member roles, everyone sees everything in shared folders
Pairs With
- *Salesforce CRM (where the magic happens - live deal data flows into your documents automatically)
- *Slack (because even Salesforce teams need somewhere to complain about mandatory field updates)
- *DocuSign (to actually close those deals you're collaborating on)
- *Tableau (for pretty executive dashboards since Quip charts look basic)
- *Smartsheet (embeds project data when Quip's task lists aren't robust enough)
- *Microsoft Teams (for video calls since Quip doesn't do meetings)
The Catch
- !No public pricing means "contact sales" enterprise negotiations that start around $25-100/user/month
- !Members automatically get read/write access to all shared content — no fine-grained document permissions
- !The cool Live Apps features require 1-2 hours of setup and auth configuration, not the "15 minutes" they claim
Bottom Line
Google Docs for teams who can't escape the Salesforce ecosystem.