From there, she fills in the template with her specific approach to getting her products placed in Clean Supermarkets. Because she has already set up the Quip document component, it only takes a click for her to insert the Account Planning Template into her document. She sets her sights on getting a meeting with the company and starts by creating an Account Plan in Quip.Įmma logs into Salesforce, opens a new document, and uses a standard field to create a header. While shopping at the Clean Supermarket chain, a supermarket that stocks fair trade chocolate, she realizes there is a huge opportunity to place her product. Her team is now operating smoothly since implementing Quip for Sales, and she’s ready to test the new technology with a prospect. Let’s revisit Emma Rivera, owner of Choco Chocolate Company.
Quip templates update#
That way, you can configure them to update automatically based on the record’s data. Then, try adding Salesforce live apps to a Quip document embedded in a Salesforce record. Use Quip templates to set best practices by making the right documents available when and where your team needs them. Your team can turn existing documents into templates with Quip for Sales.
It works with both standard fields, like an Account Plan, and custom fields, like Account Nickname.Īnd don’t feel like you have to start from scratch. Mail merge fields port data from the associated Salesforce fields into your Quip document. Try automatically filling new documents with standard and custom fields from the record using mail-merge syntax.
Need a countdown clock to streamline a collective goal? It’s easy to embed components on your template where your team needs it. Stick with something simple, like a header for account name information, or create a live app like a Kanban board, and a checklist. You can build a template from just about anything.
The best part is you have a fully functional Quip document that can be used in Salesforce without switching platforms. When sales is ready to close a deal, they can quickly access the template, customize it for their prospect, and embed it on the relevant record. So if an all-star on your team creates a brilliant contract document, an admin can immediately turn that into a template that’s accessible by your entire team. What’s more, any Quip document can be set up as a template. But what really sets them apart is that Quip templates can be dynamically populated with Salesforce record data and embedded into Salesforce. Quip templates have a similar functionality-they’re prepopulated with all the content you need for specific types of actions. Your team likely uses templates already, maybe a standard PowerPoint® deck or client email template. Quip templates, combined with the efficient workflows Quip for Sales offers, are a powerful tool for your team.
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