Quip Quick Start Package$2,999 Completion Timeline:
Approximately 2 Weeks
Project Kickoff and Business Process Reviews
- We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Install Quip Managed Package
- We’ll install the quip starter managed package to integrate with Salesforce and setup the integration features
Embed Documents in Salesforce
- We’ll embed Account Plans, Opportunity Notes, or one custom templates in your Salesforce records and set the access level for documents created from a template.
Setup Automation, Lightning Components, and Global Actions
- We’ll setup automation to create a document from a template when a new record is created or when one or more conditions are met, create a global action to allow users to create documents no matter where they are in Lightning Experience, and set up the Quip Document Component and the Quick Associated Documents Component to enrich collaboration.
- We’ll perform a custom, one-hour training session to train on the Salesforce and Quip Integration