Template Configuration

Learn about templates, identify your template requirements, and create a template in Quip.

• Template Requirements Gathering
  Turn your best practices into standard processes and apply them at scale with templates. Here are some things to keep in mind as you decide what templates your users must be successful.
• Mark a Document as a Template
  To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.
• Create Document Ranges in Your Templates
  Add headings to your templates to create defined sections, called document ranges, and see how your templates are structured.
• Configure Your Template
  After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.
• Get Feedback and Iterate on Your Templates
  As you create templates for your users, get feedback and iterate to make sure that they’re working as intended.