Quip: Template Metrics, Einstein Analytics Live App, Full Support in VPC and Sandbox, and More

See how your users employ Quip templates with Quip for Customer 360 metrics. Bring your Einstein Analytics dashboards into Quip. Use all Quip for Customer 360 features in a sandbox. Keep your Quip documents with full VPC support. Add relationship maps to your Account Plans so that your reps can easily find key contacts and account history.

Get Actionable Metrics on Your Quip Templates
See how your users employ Quip documents and templates. Track user engagement with important documents like Account Plans and Mutual Close Plans. With Quip for Customer 360 metrics, you can build Lightning dashboards in Salesforce that track your users’ template adoption.
Create Relationship Maps in a Quip Document
Map out key stakeholders, easily identify deal detractors and influencers, and more. With the Relationship Map live app in Quip, create lightweight org charts that help your sales reps stay organized and close deals.
Add Live Einstein Analytics Dashboards to Quip Documents (Generally Available)
Keep relevant information in context with live Einstein Analytics dashboards in your Quip documents. Streamline your Quip Account Plans with dynamic Einstein Analytics dashboards. Einstein Analytics live apps added to an embedded Account Plan in Salesforce automatically populate based on the Salesforce record.
Keep Your Documents in Sync with Live Paste in Lightning Flow
Save time updating multiple Quip documents and create a single source of truth with Live Paste. Copy content from a source document and paste it with Live Paste in a new document. After you update the source content, set the content to update automatically in all documents that reference it. With Live Paste in Lightning Flow, you can automatically add and update content from a source document to a target document when a record is changed in Salesforce.
Keep Your Data Secure with Quip for Customer 360 Features in VPC
Let your users collaborate and stay productive while keeping your Salesforce data secure. Grants users on your VPC allowlist access to Quip for Customer 360 features like live Salesforce lists that sync back to Salesforce and live reports. With Quip for Customer 360 in VPC, your data stays secure without hindering collaboration.
Test Quip for Customer 360 Features in a Salesforce Sandbox
Now you can test Quip for Customer 360 features in a sandbox org. See how features like synced sharing, log a call, live Salesforce records and list views in Quip, and more work in a sandbox before adding them to your production orgs.
Control Which Salesforce Orgs Are Connected to Quip
See a list of the Salesforce orgs that are connected to your Quip site from the Quip Admin Console. Create an allowlist to control which Salesforce orgs your users can connect to Quip and pull data from. With multi-org allowlisting, you can make sure that company-critical data stays secure and users are accessing only the Salesforce data that you approve.
Deploy Quip for Customer 360 Faster
Save your users time connecting their Salesforce accounts to Quip and speed up your Quip deployments. Users can access Quip Lightning components in Salesforce and Salesforce data in Quip by either clicking the Connect Now banner in Salesforce, or by connecting their Salesforce org in Quip. Users no longer click the Connect Now banner in Salesforce and then connect their Salesforce orgs in Quip. Your users save clicks and are prompted to complete the Salesforce connection wherever they choose to work.
Customize Mail Merge Defaults in a Quip Document
Add a default mail merge state in your Quip templates. If a user creates a document from a template but the mail merge fields don’t match the record fields, show a user-friendly mail merge state.
Get Enhanced Salesforce Live Apps in Quip
We made enhancements to the Salesforce List and Salesforce Record live apps and added new functionality.
Remove Quip Documents from Lightning Components
Remove a Quip document from a Quip Lightning component, or remove it from all components. You can remove a document from the Quip Document component, but have it stay in the Quip Associated Documents component, or remove it from the record entirely.

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