Collaborative Close Plan

    • Live Salesforce Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share close plans with your customer and extended team to get the deal across the finish line faster.

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

    Successful sales reps are often polished project managers. They can effectively organize, communicate, and track against a plan to close a deal. Quip docs make for perfect close plans because reps can collaborate with other members of their team with live Salesforce data, built-in chat, and real-time co-editing. Quip keeps deliverables and actions visible in Salesforce, not buried in email and static documents. Rather than scrambling to close at the end of the quarter, the team can stay focused on the plan and on the same page.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Live Salesforce Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share close plans with your customer and extended team to get the deal across the finish line faster.

    Try Template
    Recommended TemplatesSee All Templates
    Living Account Plans

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

    Rich Opportunity Notes

    Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.

    Collaborative Pricing Proposal

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

    Live Deal Feed

    Bring visibility to your business and motivate your team to win big.

    Campaign Plan

    Coordinate campaigns better and align your sales and marketing teams.

    Meeting Notes

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

    Account Transition Plan

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

    Sales Rep Activity Tracker

    Drive success for your sales reps by tracking key metrics and milestones.

    Discovery Call Notes

    Increase rep productivity with templatized discovery call notes.