Templates

Account Plans keep your reps organized and accountable but can be tedious. Without a template, Account Plans can vary considerably by rep and can lead to confusion, disorganization, and even lost deals. To streamline your business practices and make sure that your reps are all on the same page, use Account Plan templates that auto-fill with Salesforce data. Your reps save time writing their Account Plans and spend more time selling.

Note Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See Sales Account Plans or Review Your Sales Targets with TPM Account Plans.

Embed your custom template in a Salesforce Account record and maximize cross-functional collaboration without siloed communication. Your embedded template auto-populates with content that’s specific to the Salesforce record they’re embedded in.

To easily find and use documents used as templates, mark them as templates from Quip. You can also keep templates more secure from accidental edits and indicate that the template is ready to use with template locking.

To find templates in Quip, use the Template Library. There, your users can find the templates they created and shared in private galleries, like the Created by Me and Shared with Me galleries, or they can get started with sample templates.

To see what documents are embedded in Salesforce objects and convert them to templates, use the Template Manager in Salesforce.

• Template Configuration
  Learn about templates, identify your template requirements, and create a template in Quip.
• Template Library
  Make it easy to find and create templates in Quip. With the Template Library, users can create and share templates in private galleries, like the Created by Me and Shared with Me galleries, or get started with example templates.
• Manage Templates in Salesforce
  Surface documents embedded in Salesforce records from the Template Manager. Open a preview of the document in Quip and mark it as a template.