---
schema_version: "1"
id: 132f5c7db26d8f03f177eb8b567f68f177585e87cc20d2a61a38bb955ceb3e0d
title: Template Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_template_configuration.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_template_configuration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a2acc0c0bf88af275fa539a286b5a835796af09582b3f6d9febbd6d22965f80e
description: Learn about templates, identify your template requirements, and create a template in Quip.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Template Configuration

Learn about templates, identify your template requirements, and create a template in Quip.

- **[Template Requirements Gathering](https://help.salesforce.com/s/articleView?id=xcloud.quip_templates_requirements_gathering.htm&release=264.0.0&type=5)**  
    Turn your best practices into standard processes and apply them at scale with templates. Here are some things to keep in mind as you decide what templates your users must be successful.
- **[Mark a Document as a Template](https://help.salesforce.com/s/articleView?id=xcloud.quip_mark_as_template.htm&release=264.0.0&type=5)**  
    To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.
- **[Create Document Ranges in Your Templates](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_document_ranges.htm&release=264.0.0&type=5)**  
    Add headings to your templates to create defined sections, called document ranges, and see how your templates are structured.
- **[Configure Your Template](https://help.salesforce.com/s/articleView?id=xcloud.quip_configure_template.htm&release=264.0.0&type=5)**  
    After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.
- **[Get Feedback and Iterate on Your Templates](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_feedback.htm&release=264.0.0&type=5)**  
    As you create templates for your users, get feedback and iterate to make sure that they’re working as intended.