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Calendar Live App
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Add a calendar to your documents to coordinate projects and work. |
@Mention Calendar in a document. You can @mention
people, dates, and documents in a calendar event. Drag and drop events to rearrange
them. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Users aren't notified of @mentions in live apps, only attached comments.
- Doesn't sync with third-party calendars like Google or iCal. You can build
these integrations with the Quip API.
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Countdown Live App
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Add a countdown clock to your documents to highlight important
deadlines. |
@Mention Countdown in a document. You can set the end
date and see it count down in real time. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Doesn't sync with third-party applications.
- Comments aren't sticky to the individual time elements but to the countdown
live app as a whole.
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Kanban Board Live App
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Add a kanban board to your documents to easily track tasks. |
@Mention Kanban Board in a document. You can create
columns, create cards, and set card colors. To move cards to another column, simply
drag. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Doesn't sync with third-party applications.
- Doesn't support upvoting.
- Users are notified of @mentions in the kanban card and comments.
- Salesforce recommends a maximum of 50 cards in a Kanban board.
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Poll Live App
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Add a voting poll to your documents to get quick and lightweight
feedback. |
@Mention Poll in a document. You can set voting to
single or multiple votes, add comments to poll options, and set poll option
colors. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Doesn't sync with third-party applications.
- Poll votes are shown in the Conversation pane.
- Users aren't notified of @mentions in the poll option, only attached
comments.
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Process Bar Live App
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Add a process bar to your documents to track a step-by-step or phased
process. |
@Mention Process Bar in a document. You can add steps,
set a process bar color, and add comments to steps. To mark a step as the current
step, click the dropdown. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Doesn't sync with third-party applications.
- Users are notified of @mentions in the step and comments.
- You can set different steps to different colors.
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Project Tracker Live App
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Add a project tracker spreadsheet to your documents to track projects, set
project owners, set deadlines, and link to relevant files. |
@Mention Project Tracker in a document. You can add
projects, edit or add new columns, and customize the different project statuses.
Columns can be set to people, dates, status, files, or plain text. To @mention a
document in Quip, use a text column. |
NA |
- @Mentions are clickable and open in Quip.
- You can't open comments.
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- Supported only in documents and templates.
- Doesn't sync with third-party applications.
- Users are notified of @mentions in the text columns and people columns.
- Setting deadlines doesn't create a task for the project owner.
- Salesforce recommends a maximum of 50 cards in a project tracker.
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Relationship Map Live App
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Add a lightweight relationship map to your documents to map out key
stakeholders, easily identify deal detractors and influencers, and more. |
@Mention Relationship Map in a document. You can create
custom and Salesforce cards to manage customer relationships, key stakeholders, and
relationship health from a document. Add fields, rearrange cards, and add color
indicators to your custom and Salesforce cards. |
- If Mirrored Salesforce Permissions are off, the Relationship Map live app
doesn't automatically refresh on page load. The live app must be manually
refreshed.
- If Mirrored Salesforce Permissions are on, the Relationship Map live app
automatically refreshes on page load based on the viewing user's level of
access. The live app can also be manually refreshed.
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- Salesforce record fields and records aren't clickable.
- Some formatting doesn’t align.
- You can't open comments.
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Considerations
for the Relationship Map Live App
- Supported only in documents and templates.
- Supports only integrations with Salesforce and not third-party
applications.
- You can't @mention users or documents in the Relationship Map live app. To use
@mentions, add comments.
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Salesforce Record Live
App
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Add an embedded Salesforce record to your documents to get the latest record
information, collaborate on Salesforce data in context, and save edits to Salesforce
from Quip. |
@Mention Salesforce Record in a document or
template. |
- If Mirrored Salesforce Permissions are off, the Salesforce Record live app
automatically refreshes on page load based on the permissions of the user who
inserted it. The live app can also be manually refreshed by users with full or
partial access to the record's fields.
- If Mirrored Salesforce Permissions are on, the Salesforce Record live app
automatically refreshes on page load based on the viewing user's level of
access. The live app can also be manually refreshed.
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- The Salesforce record name is clickable and opens the record in
Salesforce.
- Salesforce record fields aren't clickable.
- Some formatting doesn’t align.
- You can't open comments.
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- Supported only in documents and templates.
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Supported Fields in
Salesforce Live Apps
- You can't @mention people or documents in the Salesforce Record live app. To
use @mentions, add comments.
- Supports only integrations with Salesforce and not third-party
applications.
- Updates to the Salesforce Record live app don't appear in the document's
conversation pane.
- You can change Salesforce Data Permissions from the Quip Admin Console.
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Salesforce List Live
App
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Add an embedded Salesforce list view or related list view to your documents to
do bulk updates, sync your changes to Salesforce, and add list view filters. You can
even add notes and next steps that you can share with your team. |
@Mention Salesforce List in a document or
template. |
- If Mirrored Salesforce Permissions are off, the Salesforce List live app
automatically refreshes on page load based on the permissions of the user who
inserted it. The live app can also be manually refreshed by any user with access
to the document.
- If Mirrored Salesforce Permissions are on, the Salesforce List live app
automatically refreshes on page load based on the viewing user's level of
access. The live app can also be manually refreshed.
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- The Salesforce list view name is clickable and opens the list view in
Salesforce.
- Salesforce records aren't clickable.
- Some formatting doesn’t align.
- You can't open comments.
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CRM Analytics Live
App
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Add an embedded CRM Analytics dashboard to your documents to update dashboard
filters, interact with components, and collaborate on Salesforce data. |
@Mention CRM Analytics in a document or
template. |
NA |
NA |
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Live Salesforce Reports
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Add an embedded Salesforce report to your documents to get the latest report
information, collaborate on Salesforce data in context, and add custom Quip filters
to your reports. |
@Mention Salesforce Report in a document or
template. |
- If Mirrored Salesforce Permissions are off, Salesforce reports automatically
refresh on page load based on the permissions of the user who inserted it.
Reports can also be manually refreshed by any user with access to the
document.
- If Mirrored Salesforce Permissions are on, Salesforce reports don't
automatically refresh on page load. Salesforce reports can also be manually
refreshed based on the viewing user's level of access.
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- Salesforce records in the report are clickable and open in Salesforce.
- You can't open comments.
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- Supported only in documents and templates.
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Considerations for
Salesforce Reports in Quip
- You can't save changes to filters made in Quip to Salesforce.
- You can't @mention people or documents in reports. To use @mentions, add
comments.
- Supports only integrations with Salesforce and not third-party
applications.
- You can change Salesforce Data Permissions from the Quip Admin Console.
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Salesforce Data Mentions
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Add live Salesforce data to your documents, spreadsheets, and templates. With
in-line data mentions, data reads like normal text but stays up to date and syncs
with Salesforce. Edit the record fields from the data mentions, making it easier to
keep your Salesforce work in Quip. |
@Mention Salesforce Data Mention in a document,
spreadsheet, or template. |
- If Mirrored Salesforce Permissions are off, Salesforce data mentions refresh
on a page load or through a manual data mention reload based on the permissions
of the user who inserted it. Data mentions can also be manually refreshed by any
user with access to the document.
- If Mirrored Salesforce Permissions are on, live data mentions (LDM) are
refreshed only during two scenarios. Either the user loads a document with a
given LDM based on the viewing user’s level of access, and the record hasn’t
been refreshed in the last 10 minutes, or, the user manually refreshes a data
mention.
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- Data mentions don't expand and aren't clickable.
- You can't open comments.
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Considerations for
Salesforce Data Mentions
- You can't @mention people or documents in Salesforce data mentions. To use
@mentions, add comments.
- Supports only integrations with Salesforce and not third-party
applications.
- You can change Salesforce Data Permissions from the Quip Admin Console.
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