---
schema_version: "1"
id: 3dc67fdd468b9187010405aea09dded973576d3ad46c0db7b91b563347436c75
title: Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4f3bb3913c55f1e1d8431415e86cd0eb882b8df11734dd811e0a68c0d6042ec6
description: Use document templates to streamline your business practices within the context of your Salesforce data, without compromising on customization.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Templates

Use document templates to streamline your business practices within the context of your Salesforce data, without compromising on customization.

### 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: Lightning Experience</td></tr></tbody></table>

Account Plans keep your reps organized and accountable but can be tedious. Without a template, Account Plans can vary considerably by rep and can lead to confusion, disorganization, and even lost deals. To streamline your business practices and make sure that your reps are all on the same page, use Account Plan templates that auto-fill with Salesforce data. Your reps save time writing their Account Plans and spend more time selling.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)

Note Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See [Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans.htm&type=5&language=en_US) or [Review Your Sales Targets with TPM Account Plans](https://help.salesforce.com/s/articleView?id=ind.tpm_concept_admin_account_plan_parent.htm&type=5&language=en_US).

Embed your custom template in a Salesforce Account record and maximize cross-functional collaboration without siloed communication. Your embedded template auto-populates with content that’s specific to the Salesforce record they’re embedded in.

To easily find and use documents used as templates, mark them as templates from Quip. You can also keep templates more secure from accidental edits and indicate that the template is ready to use with template locking.

To find templates in Quip, use the Template Library. There, your users can find the templates they created and shared in private galleries, like the Created by Me and Shared with Me galleries, or they can get started with sample templates.

To see what documents are embedded in Salesforce objects and convert them to templates, use the Template Manager in Salesforce.

- **[Template Configuration](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_configuration.htm&release=264.0.0&type=5)**  
    Learn about templates, identify your template requirements, and create a template in Quip.
- **[Template Library](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_library.htm&release=264.0.0&type=5)**  
    Make it easy to find and create templates in Quip. With the Template Library, users can create and share templates in private galleries, like the Created by Me and Shared with Me galleries, or get started with example templates.
- **[Manage Templates in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_manager.htm&release=264.0.0&type=5)**  
    Surface documents embedded in Salesforce records from the Template Manager. Open a preview of the document in Quip and mark it as a template.

#### See Also

- [Automation with Quip in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_automation.htm&release=264.0.0&type=5 "Use Quip features in your automated Salesforce business processes.")
- [Quip Document Component](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_doc_component.htm&release=264.0.0&type=5 "With the Quip Document Lightning component you can work with fully functional documents and spreadsheets directly within Salesforce records. All of your favorite features are there—comments, @mentions, live apps, and more. It's all the collaboration that you need, right where you need it.")