Learn the Basics of Quip Advanced

Learning Objectives

After completing this unit, you’ll be able to: 

• Explain the features that make Quip Advanced a powerful tool.
  

Admins: The Key to Making the Most of Quip Advanced

The more you know about what Quip can help you do, the more you can take advantage of everything Quip makes possible in Service Cloud. Lucky you, the learning curve for this trusty, irreplaceable Service Cloud workhorse is the polar opposite of steep. Think of admins as your unofficial Quip guides. 

Three Quip Formats 

Quip Advanced offers three different Quip doc formats to make light work of even your most demanding service cases. In short, Quip provides everything you need to do what you do best.

• Documents that make it easy for service teams to collaborate, create, and discuss content
  
• Spreadsheets that make data and calculations social, contextual, and shareable
  
• Chat rooms to capture entire group conversations in real time
  

Perfectly Precise Permissions

To help keep your team focused on the right work at the right time, your admin can leverage synced sharing to set default access at the org level for all documents linked to a Salesforce record. And that’s critical, because in the service game, timing is everything—especially for service agents. The Synced Sharing access levels are:

• View Access. Users who can view a Salesforce record can view documents linked to it.
  
• Comment Access. Users who can view a Salesforce record can view and comment on documents linked to it.
  
• Edit Access. Users who can view a Salesforce record can view, comment on, and edit documents linked to it.
  
• Full Access. Users who can view a Salesforce record can view, comment on, edit, and share documents linked to it.
  
• No Access. Users who can view a Salesforce record can’t view documents linked to it.
  
• Salesforce Record Access. Users who have access to a Salesforce record have the same level of access to documents linked to it.
  

With Synced Sharing, you can use Salesforce record access to determine who can work with embedded documents. It keeps your documents secure and reduces friction for user access to key documents.

See how easy that was? We’ve just demonstrated how your admin holds the key to unlocking the full potential that exists with Quip Advanced. 

To sum up: Your wish is their command. 

Next, we show you how to put what we’ve just covered to good use in your everyday work.

Content Creation

If you’re like most people working in this industry, you have more than a passing acquaintance with word processing software.

It helps you work more efficiently, more collaboratively and more focused, to deliver an exponentially improved customer service experience to your clients. Not to mention empowering you to provide service faster, with greater accuracy and with greater attention to detail—all while working in unison with your service team members. 

If that weren’t enough, Quip Advanced also gives you the power to do things that make other word processing apps pale by comparison.

You can insert rich content inside documents and spreadsheets with Live Apps and mentions. Amazingly, it also allows you to collaborate in real time, directly in the document you’re working in via comments and chat. Just try doing that with average, run-of-the-mill word processing applications.

Want to embed rich content within your documents? Quip Advanced has you covered. You simply type @ and then choose from a wide variety of content types. It’s that simple.

Here are some of the most popular.

Live Apps

• Project Tracker (@Project Tracker). As the name implies, this agile project management tool makes it easy for your service team to track their work. You can divvy up tasks, set deadlines, track case statuses and updates, link to relevant documents, and more.
  
• Calendar (@Calendar). Easy on the eyes and even easier to use, this app makes it simple to view project timelines. Set service appointments with your customer, keep records of the work you’ve done, and follow up to make sure they’re happy with your work.
  
• Spreadsheet (@Spreadsheet). This enables you to integrate spreadsheets directly into your docs to keep your information all in one place. Create dynamic reports, add context to complex equations, or organize information into a table.
  
• Checklist (@Checklist). This feature makes it possible to mention someone in a checklist to remind them of a due date, or drag and sort items alphabetically, by date, by people mentioned, or by checked/unchecked status.
  
• Salesforce Record (@Salesforce Record). This app embeds key Salesforce information right in your Quip doc. It lets you embed contact info for service techs or service teammates and lets you keep tabs on cases from open to close.
  

 Mentions

• Person (@Name). This helps you get someone’s attention. Mention a teammate to ask a question, request clarification, or share an important insight. They get a notification about the comment, enabling structured, real-time discussion.
  
• Documents and Folders (@FileName). This lets you link out to a supplementary document or folder directly within the doc you’re working on. Mention a file name in call notes or checklists, giving your team easy access.
  
• Date (@Date). This is perfect for managing a team to-do list in a checklist. Assign tasks and set deadlines. Mention a teammate with the date, and they get a notification when their task is due.
  

Now that you have the basics of working with Quip Advanced down pat, next we cover how it can help you and your team work together better than ever. 

Resources

• Article: The Almighty @ Key
• Article: Live Apps