As you use the Template Library in Quip, keep in mind these considerations.
Mobile Support
Templates and the Template Library aren’t currently supported on the Quip mobile app. On mobile, you can:
- view an unlocked template as a regular document
- view a locked template as a regular locked document
You can’t mark a document as a template, lock or unlock a template, or open the Template Library from the Quip mobile app.
Document Type
You can mark only documents as templates. Marking a spreadsheet or slide as a template isn’t supported.
Example Templates
Templates in the Example Templates private gallery are from https://quip.com/templates and aren’t customizable by admins. Documents, spreadsheets, and slides added to your site by Quip Support are surfaced in the Example Templates gallery.
Example templates aren’t available by default for VPCs.
Mail merge syntax in example templates autopopulates with data only if the field exists on the record that the template is embedded in and matches your API names. To make sure that the example template’s mail merge syntax is replaced with the correct Salesforce data, check the record’s available fields and your API names.
Embedded Documents
To autofill mail merge fields and templated live apps and reports, templates must be embedded in a Salesforce record. Copying a template doesn’t autofill it with Salesforce data.
When you create a document in a Quip Lightning component, it can take Salesforce several minutes to complete the link between the document and the Salesforce record. It can also take some time for synced sharing to work. You can continue working and refresh the record page periodically while you wait.
Mail merge syntax in embedded or linked documents created from templates can fail if a user doesn’t complete the link between Quip and Salesforce. To complete the link, users can go to the Salesforce tab of the Quip Account Settings window.