Content HierarchyĪt first, we weren’t sure if content hierarchy was possible in Quip because it’s another option that’s a bit buried in menus. This makes it difficult to know what you’re actually rolling back to. Information in a project tracker or Kanban board doesn’t show at all. However, the document history doesn’t show a complete view of what was added, rather it shows you the main additions such as a project tracker or a header. ![]() You can also roll back or restore older versions, as needed. Quip includes document history, so you can see older versions of anything your team creates (unless it’s a private document). ![]() It’s at this level that you can connect Salesforce and Quip with a two-way data sync, so anything you add to a document or in Salesforce can move between the two apps. To get the most use out of Quip, it’s ideal to be a Salesforce user and you should opt for the Advanced plan. We just treated each comment as the area in which we add notes, instructions, task assignments and files. You can add files to a comment, so there is a workaround to not having a space in each card or event on a calendar to add information. You can comment on literally everything, so the conversation can continue and you keep information corralled to one spot. Anyone on your plan can jump into a shared document to contribute on the same document, so you can all work on a project simultaneously. You can add cards to columns, but there’s no way to add custom fields for more information or checklists for tasks. However, it isn’t a full-featured project management tool, so it’s a bit more difficult to customize. As soon as you create a document, you get options to add elements to turn the document into a Kanban board, for example. We found Quip’s document tool easy to use. In fact, it’s more of a Notion competitor with its task management and collaboration features. There are some features added to the documents that make Quip a better option than Google Docs. The biggest benefit of Quip is how it works with Salesforce, but if you’re using it as a stand-alone app, its core features include collaborative documents and in-app chat. On top of all this, we experienced multiple bugs over several days of testing. ![]() There’s no free plan (though there is a free trial) either. Also, Quip is inordinately expensive considering the few features and integrations that are available, so its value-to-cost ratio is low compared to its competitors. ConsĪlthough you can easily integrate Quip with Slack, it’s almost unnecessary now that Slack offers a similar collaborative note-taking feature. It’s great for note taking and planning for sales pipelines, presentations and roadmapping on a smaller scale. You can also have one-on-one chats with colleagues. ![]() Quip offers some improved features within its document collaboration tool, such as the ability to have a conversation with others on any document. It also can be a bit buggy and it’s overpriced for what it offers. With that said, Quip is a thin program with few integrations and features. Quip is a lot like other tools you’ve likely used, such as Google Docs, Evernote or even Notion, but it’s better as a specific solution for Salesforce users because it is a Salesforce-branded app and integrates seamlessly.
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