Collaborative Pricing Proposal

    • External Sharing

      Share documents simply and securely with people outside of your organization, like customers.

    • Audit-Level Change Tracking

      Discuss any word to drive clear decisions. Every edit is tracked, so historical pricing data is never lost.

    • Embedded Spreadsheets

      Organize and structure pricing information so all parties can see and comment on the details with clarity and ease.

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

    Deal agreements are complicated and often dragged out because of miscommunications and redundancy. Quip helps you and your customer get on the same page, literally. Collaborate with customers on pricing proposals, outlined in a Quip doc, to reduce revision cycles and empower them in the process. Centralize all pricing information on the Opportunity record in Salesforce, and facilitate all pricing communication in a single, trackable place. Quip helps you maintain historical pricing data with audit-level change tracking – and bring other key stakeholders like the legal team, deal desk, or finance to review.

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

    • External Sharing

      Share documents simply and securely with people outside of your organization, like customers.

    • Audit-Level Change Tracking

      Discuss any word to drive clear decisions. Every edit is tracked, so historical pricing data is never lost.

    • Embedded Spreadsheets

      Organize and structure pricing information so all parties can see and comment on the details with clarity and ease.

    Try Template
    Recommended Templates See 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 Close Plan

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

    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.