✅Įnter your Quip site subdomain, or use your Quip Client ID and Client Secret. Complete the steps outlined in the Setup menu.īefore moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. Enter Quip in the search bar and select it from the dropdown.Ĥ. Then, click Sales or Service as appropriate.ģ. Once you’ve verified the previous, congratulations! You are ready to make the connection between Quip and your Salesforce instance.ġ.
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We've featured the best iPad Pro notetaking apps.If you are a paying Quip Starter or Quip Enterprise customer or are not a Quip admin, contact your Quip or Salesforce rep, or submit a ticket to Quip Support. The main drawback with the Quip app is its relatively high price. We also liked its comprehensive feature set, as it lets you format the content of your notes extensively and share them with other users alongside having an intuitive tool for creating spreadsheets. The app has a tidy interface that makes it easy to navigate. However, the app is considerably more expensive than these rivals. We consider Quip to be better regarding functionality and ease of use. Quip’s main competitors include Bear, Simplenote, and Ulysses. Likewise, any user can access the official Salesforce Knowledge Base, which has extensive tutorials, documentation, and answers to frequently asked questions concerning the Quip app. Quip: SupportĪs a paid Quip subscriber, you can contact customer support representatives from its parent company, Salesforce, if you run into challenges. We also liked the step-by-step tutorials the app provided to help guide us through it. The interface is minimal and uncluttered, making the app enjoyable.
The Quip app has one of the best interfaces we’ve encountered in a note-taking tool. (Image credit: Quip) Quip: Interface and use Anyone you share a note with can read, edit, or comment on it, depending on the permission you give the person. Once you’re done creating a note, you can save it for personal use on your Quip account or share it with other users through their usernames or email addresses. Once you complete the task, you can mark the checkbox to automatically strike through the text, indicating completion. You can create checklists, which consist of checkboxes attached to lines of text representing tasks that you want to complete. Similarly, you can upload multimedia directly from your device.Īnother great feature of the text editor is the checklist tool, which comes in handy for task management. Quip lets you fetch photos from Unsplash, a popular stock photography website, or insert animated GIFs from Giphy. You can insert photos or videos when typing in the text editor. Likewise, you can use the text highlighter to highlight specific blocks of text, which also helps with identifying vital information within a note. You can also change the text color, which helps identify important blocks of text or make them aesthetically pleasing. For example, you can bold, underline, italicize, or strike-through text. Quip has a pretty good editor that allows users to format text extensively. You’ll see several options, including creating a new document, which you should click, and the app will redirect you to a text editor where you can type in notes. To do this, look for the compose icon resembling a pen on a notebook and click on it.
The first feature you should notice on your Quip dashboard is creating notes. You can create a new account for your subscription or sign in with your existing Salesforce or Slack account. As we’ve mentioned, you can sign up for the Quip Starter package directly on its website without any external help.
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