Pursuit Plan
Win deals and streamline your sales process by combining live data, action items, and collaboration in a single view.
Streamline how your account teams respond to complex RFQs. Easily share this Quip doc to align with cross-functional stakeholders across Engineering, Quality, Legal, and Finance. Collaboratively track and manage pursuits from lead through the proposal submission — in real-time and with full CRM context.
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Salesforce Record Data
View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.
Project Tracking
Drive deals forward by using checklists, due dates, and project trackers to monitor action items and deliverables.
Audit-Level Change Tracking
Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical pricing data is never lost.