The Quip Document Component for Salesforce

Setting Up the Quip Document Component

To add the Quip Document Component to a Salesforce record page, you must be a Salesforce administrator with access to the Lightning App Builder.

1. Open the Salesforce record type you want to add the component to (for example, an Opportunity).
2. Click the gear icon in the top right and select Edit Page to open Lightning App Builder.
3. Drag the Quip Document Component from the component panel onto the page layout.
4. In the component properties panel, configure the following:
   • Mode: Choose One template for each record to generate a unique document per record, or Single document for all records to share one document across multiple records.
   • Template URL: Paste the URL of the Quip template to use when generating documents.
   • Document URL field: Select or create a custom URL field on the object to store the generated document URL. This field is used by Salesforce Flow automations that need to reference the document.
5. Click Validate Template to confirm the template URL is accessible.
6. Save and activate the page layout.

Example: A sales operations team adds the Quip Document Component to the Opportunity page using a Mutual Success Plan template. When a rep opens a new enterprise opportunity, they click Use Template in the component, and a pre-filled Mutual Success Plan document is created, attached to the Opportunity record, and ready for the rep to share with the customer.

Using Mail Merge to Auto-Populate Templates

Mail merge allows a Quip template to automatically pull values from the Salesforce record when a new document is generated. In your Quip template, insert field values using the following syntax: {{!FieldAPIName}} (for example, {{!Account.Name}} to insert the Account name).

When a user generates a document from the component, Quip replaces these placeholders with the actual field values from the Salesforce record. This eliminates manual data entry and ensures the document contains accurate information from the moment it is created.

Document Access and Synced Sharing

By default, users who have access to the Salesforce record can also access the embedded Quip document, based on the Synced Sharing configuration set by your Quip administrator. Access levels can be set to No Access, View Only, Comment, Edit, Full Access, or match the Salesforce record's access level. See Document Access in Quip for full details on how Synced Sharing works.

All Quip Documents Are Attached as Files

Every document generated from a Quip Document Component is automatically attached to the Salesforce record as a File in the record's Files component. This makes documents discoverable in Salesforce search and accessible from the Files related list, even without direct Quip access.