Quip Templates

Account Plan

Drive pipeline and revenue with actionable, data-driven account plans.

Enterprise Account Plan

Drive pipeline and revenue at enterprise accounts with actionable, complete account plans.

Territory Plan

Enable sales reps to understand their territory and identify key accounts with actionable territory plans.

Deal Qualification

Discovery Call Notes

Increase rep productivity with templatized discovery call notes.

Lead Handover

Optimize lead handovers across teams and ensure everyone has the full customer context.

Sales Playbook

Create a repeatable sales strategy, implement sales methodologies and accelerate revenue for every rep.

Closing The Deal

Sales Battlecard

Manage objections and win more deals with unbeatable battlecards.

Mutual Close Plan

Win deals faster by combining live data, action items and collaboration in a single view.

Collaborative Pricing Proposal

Capture pricing discussions and contract details in one place, and close deals faster.

Sales Team Deal Room

Manage your quarter end and ensure the whole team is laser focused on their targets.

Executive Briefing

Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.

Post Sales & Customer Success

Account Management Plan

Make every customer happy and successful by aligning priorities and work.

Account Transition Plan

Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.

Project Hub

Plan, track, and complete projects in one place.

Success Review

Improve customer retention by regularly reviewing success.

Quarterly Business Review

Drive executive alignment and review strategic objectives.

Renewal Plan

Plan, track and collaborate on customer renewals.

Service

Case Swarm

Close tough cases quickly without disconnected email and chat threads.

Root Cause Analysis

Get to the root cause of a service issue faster with a collaborative workspace connected to Service Cloud.

Marketing

Campaign Plan

Coordinate campaigns better and align your sales and marketing teams.

Pipeline Review

Coordinate sales & marketing teams and drive pipeline growth.

Event Plan

Plan, execute and review physical and remote events in a breeze.

Marketing Playbook

Plan, collaborate and execute flawless marketing campaigns.

Human Resources

Onboarding Checklist

Accelerate new hire onboarding with simple, easy to follow checklists that employees will love.

Employee Coaching Guide

Grow talent within the organization, drive trust and employee success with powerful coaching guides.

Product Enablement Roadshow

Manage global enablement initiatives, set clear roles, responsibilities and timelines, and track everything in real time.

Performance Review

Measure employees effectively and fairly, and guide them to success.

Individual Development Plan

Help employees succeed and grow within the organization.

General Templates

Meeting Notes

Prepare, transcribe, and follow-up on meetings in one place.

Client Notes

Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.

 Meeting Notes

Track goals between managers and reports in the context of live CRM data.

Company Wiki

Create a single place for all your company key resources, where anyone can ask questions and get answers.

Team Hub

The home for every team. Bring people, work and social events all together in one place.

Project Hub

Plan, track, and complete projects in one place.

Financial Services

Client Review

Supercharge advisor productivity and maintain a holistic view of your client’s financial needs.

Proposal Plan

Win contracts faster by combining live data, action items, and collaboration in a single view.

Commercial Banking Relationship Plan

Drive pipeline and client value with actionable, collaborative relationship plans.

Commercial Loan Close Plan

Streamline bank financing processes with live data, action items, and real-time collaboration in a single view.

Client Notes for Financial Services

Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.

Manufacturing

Account Plan

Drive opportunities and revenue with actionable, data-driven account plans.

Pursuit Plan

Win deals and streamline your sales process by combining live data, action items, and collaboration in a single view.