Use the Quip Document Component

Depending on how you configured the Quip Document component, users interact with it in different ways on the Salesforce pages that include it.

• Users pick which documents go on which records. Users choose the documents to embed into Salesforce records. They can choose existing documents or create them directly from a Salesforce record.
• Users create documents from templates. Users can only embed documents based on a template that you previously created. This option works well for account plans, creative briefs, and other documents that your team uses repeatedly.
• Administrators preselect documents. Sometimes you, the administrator, knows best, so you preselect the documents that are appropriate for each Salesforce record. Users can’t change the embedded document, but depending on their permissions, they can edit it. This option is best for wikis, contact lists, and other reference documents.

Your users can work with an embedded document the same way they work with any other Quip document. They can edit text, insert images, leave comments, check off checklist items, update spreadsheets, @mention colleagues, and more.

Connect to Quip

Users must be connected to their Quip account to use Quip in Salesforce. If they haven't already connected their Quip and Salesforce accounts, a button in the Quip Document component prompts them to do so.