PandaDoc
Document Management Software
PandaDoc simplifies how you handle business documents by moving your entire workflow into a single digital space. Instead of toggling between Word,
Quip is a collaborative productivity software suite from Salesforce that combines documents, spreadsheets, and chat into a single mobile-friendly workspace to help teams accelerate complex business processes.
Main Demo Video
Quip transforms how your team works by consolidating documents, spreadsheets, and real-time chat into a single, living workspace. Instead of toggling between disconnected apps and endless email chains, you can build project plans, analyze data, and make decisions in one place. Because it is a Salesforce company, it allows you to embed live Salesforce data directly into your documents, ensuring your team always works with the most current customer information.
You can use it to streamline everything from account planning to product launches across any device. The platform eliminates version control issues by allowing multiple people to edit the same document simultaneously while discussing changes in an integrated sidebar. It is particularly effective for sales and service teams who need to bridge the gap between their CRM data and their daily collaborative workflows.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
Stop wasting time switching between tabs and searching through your inbox. Quip brings your entire workflow together with these core capabilities designed to keep your team moving faster:
Create and edit documents with your team in real-time, combining text, images, and task lists in one shared space.
Build powerful spreadsheets that support over 400 functions and allow you to discuss specific cells with your teammates.
View and update live Salesforce records directly within your documents to keep your CRM data accurate and actionable.
Discuss projects instantly with built-in chat rooms and 1:1 messaging attached to every document and spreadsheet.
Access, edit, and comment on all your work from any device with a native mobile experience that works offline.
Standardize your team's success by using pre-built templates for account plans, creative briefs, and project trackers.
Quip offers tiered subscription plans tailored to your team's size and integration needs. You can start with a free trial to explore the collaborative features before committing to a paid plan. Pricing is structured per user, making it easy to scale as your department grows, with advanced tiers offering deeper Salesforce customization and enterprise-grade security.
Based on feedback from teams using the platform daily, here is what you can expect when adopting Quip for your workspace:
Perfect for sales and marketing teams within mid-market to enterprise companies who already use Salesforce and need a unified collaborative workspace.
Quip is a top-tier choice if your organization is heavily invested in the Salesforce ecosystem. It bridges the gap between structured CRM data and unstructured team collaboration, allowing you to move faster without leaving your workspace.
While the spreadsheet features might feel limited for heavy data analysts, the speed and mobile-first design are hard to beat for general project management. You should consider Quip if you want to eliminate 'app fatigue' and keep your team focused on a single source of truth.
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Main dashboard with project overview