Quip: Related Lists, Admin Insights, Filtered Salesforce Reports, New Quip Process Builder and Flow Builder Actions, Simplified Setup, and More

Connect your Salesforce orgs to Quip faster than ever. Bring your filtered reports to Quip and embed them on Salesforce records to have them filter dynamically. Automate your business workflows with new Quip actions in Process Builder and Flow Builder. View and edit your related Salesforce lists views with the updated Salesforce List Live App.

Import Related Lists into a Quip Document
Add record-specific related lists to a Quip document with the updated Salesforce List Live App. Embedded Quip documents dynamically pull the related lists of the records they’re embedded on to save your users time. Your users can easily stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce.
Get Insights on Quip for Customer 360 Usage
Measure user adoption with the new Quip for Customer 360 Insights dashboard in the Quip Admin Console. Use data to track engagement with Salesforce integrations in Quip and to make the most of your Quip for Customer 360 licenses.
Dynamically Filter Live Salesforce Reports from Quip
Filter live Salesforce reports in Quip using your report’s custom filters. Create a standard template from a Quip document and add it to a Salesforce record using the Quip Document component. Reports added to an embedded Quip document dynamically filter based on the record’s data.
Get Summarized Salesforce Reports in Quip
Hide your report’s detail rows in Quip to improve report performance and to focus on key details like groupings, totals, subtotals, and record counts. Use Summary view to get a high-level overview of your report, making it easier to collaborate without getting stuck in the weeds.
Keep Your Quip Templates Up-to-Date with Dynamic Live Apps
Add Salesforce live apps to a Quip document embedded in a Salesforce record. Configure them to automatically update based on the record’s data.
Automate Workflows with New Quip Process and Flow Builder Actions
Add users with different permissions to a Quip document. Lock document edits to mark a document as completed. Copy comments from a Quip template to keep annotations top of mind. Trigger a process to remove members from a document or documents from a folder. Automatically edit sections of a document with text detection.
Quip Component Is Now the Quip Associated Documents Component
We changed the name of the Quip Lightning component to the Quip Associated Documents component. We also added new functionality. Now you can add the Quip Associated Documents component to your page layouts so that your users can easily access documents linked to a record and its related records.
Use Ready-Made Quip Templates in Salesforce
Save time copying and pasting with Quip templates. Don’t know how? Now you can add ready-made Quip templates right from the Lightning App Builder.
See Quip Documents Linked to Related Records
Access your linked documents and documents linked to related records from one place. With the new Quip Associated Documents component, see all documents linked to an account so your users can find the right document at the right time.
Log In to Quip with Multiple SSOs
Users that belong to multiple Salesforce orgs can now use multiple Single Sign-ons (SSOs) to log in to the same Quip site, saving them time and increasing productivity.
Use Salesforce Live Apps Without Reconnecting
After users connect their Salesforce orgs to Quip, they can add live Salesforce data to a Quip document without needing to reconnect. No more logging in to each live app separately. They can even connect multiple Salesforce orgs to one Quip site, making it easier to keep cross-cloud collaboration in context .
Set Up Quip for Salesforce In Fewer Steps
We cut down the number of steps to connect Quip to Salesforce—gone are the days of navigating to a separate site to download the Connected App. Now you can connect your existing Quip site to Salesforce with just a few clicks, or start a free trial from the Quip Setup page.
Add Quip Slides to Salesforce Records
Let your team collaborate more efficiently by attaching Quip slides to Salesforce records. Users can share slide decks with coworkers or prospective customers by linking them to a Salesforce record. Set templates, control user access, and even view linked slides on mobile.
Mail Merge Lookup Field Limit Removed
We removed the 20 lookup fields per template limit so you can better customize your Quip templates for your business.
Use Rich-Text Editing for Quip Documents from the Files Tab
View and edit your Quip documents from the Files tab without leaving Salesforce.

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