Quip Templates
Whatever you’re trying to achieve, Quip has a template that can help you get started while still providing the flexibility to customize to meet your needs.
Account Strategy & Planning
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
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.
1:1 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.