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Welcome to the Customer Success Ohana! This group is dedicated to your success with Quip. Join the conversation here to ask questions, get answers, stay updated and share experiences.

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Recent Posts

Amanda Harris

Hi there. Noob here, so sorry for dumb questions. :) We are deploying Quip for Acct Planning and I would like the ability to create reporting and rollups for data captured in the Account Plan. The fields i'm speaking of would be in Quip (not written to SFDC) so I'm being told that we cannot report off that data or roll it up. I'm hoping there is a way. In this case, we want to capture the "ideas" that come out of account planning and not add them as opportunities yet, since they are so early stage. I want to track # of ideas that come out of Acct Planning and potential dollar value. If this lives only in the Quip document, can we report on it? More

15 hours ago · 0 comments · 0 likes

Jeff Williams

Anyone know if you can create a SFDC "EVENT" from within a QUIP doc - I would like to add into the SF Record meeting dates - prefered if I can somehow email the invite to SFDC... Thoughts? More

2 days ago · 1 comments · 0 likes

Tessa Clark

I am trying to add a related list in template mode, but when I generate the document from template I keep getting the error: "Initialization failed: Related layout not found". Any idea how to fix this? THANK YOU! More

4 days ago · 2 comments · 1 likes

Jeff Williams

I'm looking to add the Opportunity Stages bar to our Quip Project Docs - anyone know if / how this can be done? More

5 days ago · 2 comments · 2 likes

Waruna Buwaneka

Following video (https://www.youtube.com/watch?v=X7LjfoMlXhM) talks about using Quip for Multi-Org Connectivity. Does anyone know how the set up is done? How the connectivity is achieved? How records can be shared (when visibility is restricted) between orgs? More

6 days ago · 1 comments · 2 likes

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