---
schema_version: "1"
id: 672ed19036483287c9dff38a865688dbdd03cb31f09ee73db52aa2f21d2e6b73
title: Quip Automation Use Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_flow_use_case_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_flow_use_case_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8c1d35996cb4e5673d85f59426526201fb4cd0234ac8ce3d7f48fba13c2a4a7
description: Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Quip Automation Use Cases

Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Professional</strong>, <strong>Developer</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

- **[Automate Close Plans with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_lightning_flow.htm&release=264.0.0&type=5)**  
    Save time manually creating and filling out Mutual Close Plans with templates in Flow Builder. Use Process Builder and Flow Builder to automatically add a Mutual Close Plan template to a record and generate an auto-populated Close Plan when the Opportunity stage changes. Add the copied document to a folder and send a message to @everyone to notify users that a document was created.
- **[Automate Close Plans and Account Folder Creation with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automate_folders_close_plans.htm&release=264.0.0&type=5)**  
    Save time manually creating and filling out Close Plans with templates in Flow Builder. Use Flow Builder to automatically create Account folders in Quip and add your Close Plans to them.
- **[Add Opportunity Team Members to a Close Plan](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_users_to_doc_flow.htm&release=264.0.0&type=5)**  
    Automatically add an Opportunity’s Team Members to a Close Plan when an Opportunity is created. Also add Opportunity Team Members to existing Close Plans already linked to an Opportunity so they always have a 360-degree view.
- **[Automate Pricing Proposals with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automate_pricing_proposal.htm&release=264.0.0&type=5)**  
    Save time manually creating and filling out Pricing Proposals with templates in Flow Builder. Use Process Builder and Flow Builder to automatically add a Pricing Proposal template to an Opportunity and generate an auto-populated proposal when the Opportunity stage is set to Proposal/Quote. When the Opportunity is set to Closed/Won, export the proposal to a PDF and attach it to the Opportunity for record keeping.
- **[Add a Competitive Analysis Section to an Existing Account Plan](https://help.salesforce.com/s/articleView?id=xcloud.quip_add_a_new_section_to_a_document_when_you_update_a_record.htm&release=264.0.0&type=5)**  
    Use Flow Builder to automatically add a section to the document associated a record each time the record is updated. For example, if you create an Account Plan template and associate it with the Account object, you can use the Edit Quip Document action to add a Competitive Analysis section.
- **[Automate Exporting a Quip Document to PDF](https://help.salesforce.com/s/articleView?id=xcloud.quip_export_a_quip_document_to_pdf.htm&release=264.0.0&type=5)**  
    Use Flow Builder to export a Quip document to PDF anytime the record associated with the document is updated.