---
schema_version: "1"
id: 6e2bc87882cead40a4cca0d4a46ecbfb2142aea84d711610a1d432d825483be8
title: Decide Between a Quip Managed Site and Your Main Quip Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_decide_main_managed_site.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_decide_main_managed_site.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07076c10c0b2221272b3187c4b63e1d44032b3cc9e1c2dfec52e0727438d55b7
description: "To test out your new Quip features with a sandbox org before you roll them out to your users, you have two options: use the same main Quip site with your sandbox and production Salesforce orgs or use a Quip managed site."
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Decide Between a Quip Managed Site and Your Main Quip Site

To test out your new Quip features with a sandbox org before you roll them out to your users, you have two options: use the same main Quip site with your sandbox and production Salesforce orgs or use a Quip managed site.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Lightning Experience</strong></td></tr></tbody></table>

To reduce the number of steps and repetitive tasks, we recommend using the same main Quip site for your Sandbox and Production orgs. Using your main Quip site also doesn’t use extra licenses and doesn’t count against your license subscription.

- Use the same main Quip site your Sandbox and Production Salesforce orgs.
    
    ![Diagram with a Quip Main Site connected to a Salesforce Sandbox and a Salesforce Production org](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_main_quip_site.png)
- Use a separate Quip managed site for Sandbox testing.
    
    ![Diagram of a Quip Managed Site connected to a Salesforce Sandbox, and a Quip Main Site connected to a Salesforce Production org](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_managed_site.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38394e70">Requirements for a Quip Managed Site</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38394e73">Requirements for a Shared Quip Main Site</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Create a separate test site</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/resources-global/_corporate/images/crossmark.png" alt="red crossmark"></span>
          </td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Provision members to a separate site</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/resources-global/_corporate/images/crossmark.png" alt="red crossmark"></span>
          </td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Set up authentication</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/resources-global/_corporate/images/crossmark.png" alt="red crossmark"></span>
          </td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">In Salesforce sandbox, connect to Quip test site</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">In Salesforce sandbox, connect to main Quip site</td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Create templates in Quip test site</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">Create templates in main Quip site</td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Point live apps to Salesforce sandbox</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">Point live apps to Salesforce Sandbox</td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Embed templates in Salesforce sandbox</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">Embed templates in Salesforce sandbox</td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">Set up automations in Salesforce sandbox</td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">Set up automations in Salesforce sandbox</td>

        </tr>
        <tr class="">
          <td data-label="Requirements for a Quip Managed Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e70 ">
            <p>When ready to roll out:</p>
            <ul>
              <li>Connect to main Quip site to Salesforce production org</li>
              <li>Migrate templates from test to main site</li>
              <li>Point live apps to Salesforce production</li>
              <li>Embed templates in Salesforce production</li>
              <li>Set up automations in Salesforce production</li>
            </ul>
          </td>

          <td data-label="Requirements for a Shared Quip Main Site" class="slds-cell-wrap" style="vertical-align:top;" headers="d38394e73 ">
            <p>When ready to roll out:</p>
            <ul>
              <li>Connect to main Quip site to Salesforce production org</li>
              <li>Copy templates into a new folder</li>
              <li>Point live apps to Salesforce production</li>
              <li>Embed templates in Salesforce production</li>
              <li>Set up automations in Salesforce production</li>
            </ul>
          </td>

        </tr>
      </tbody>
    </table>