Meeting Plan

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph when collaborating call details. Every edit is tracked, so historical data is never lost when you send Quip documents to teammates.

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Checklists

      Assign teammates action items with due dates to follow up on deliverables that come out of customer meetings.

    Boost productivity with standardized call and meeting notes.

    Standardize how you run calls and meetings so that your representatives capture every detail needed to help deals move forward. Customize this template with relevant discovery questions, messaging guidance, and agenda items so that your sales teams can cut down on administrative tasks and focus on building deeper customer relationships. Quip docs work from any device, and even offline, so notes update automatically back to Salesforce for everyone to see when you’re back online.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph when collaborating call details. Every edit is tracked, so historical data is never lost when you send Quip documents to teammates.

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Checklists

      Assign teammates action items with due dates to follow up on deliverables that come out of customer meetings.