Add Quip Documents Directly to Salesforce Records (Beta)
Who: Available in orgs with a Quip Enterprise plan or free trial.
Why: Users can collaborate on documents right where they work without switching apps. All documents created from a Quip Document component are automatically attached as files to the Salesforce record.
Update documents right on the record, or expand them into a modal view for a richer editing experience. See a document’s edit history, contribute to the conversation, and share the document with new collaborators without leaving your browser tab. Comments, @mentions, Live Apps, and other interactive features of Quip work exactly as they do in the Quip web and desktop apps.
To really accelerate and streamline your workflow, create templates. You can set up any Quip document as a template, which your team can use to quickly create documents on Salesforce records. You can even automatically fill new documents with standard and custom fields from the record using mail merge syntax. Imagine the possibilities: standardize information-gathering, track sales activities, or create team checklists.
How: Connect your Salesforce org to your Quip site by going through the guided Quip setup. In Setup, use the Quick Find box to find Quip, and then follow the steps. Open Lightning App Builder, and drag the Quip Document component onto a record page. Then complete the component setup in Lightning App Builder.