Discovery Call Notes

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph when collaborating call details. Every edit is tracked, so historical data is never lost when you send Quip documents to teammates.

    • @mentions

      Share discovery call notes with your expanded selling team. @mention teammates to bring them into your document.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    Increase rep productivity with templatized discovery call notes.

    It's no secret that discovery calls can make or break the sales process. Customize this Quip template with relevant discovery questions catered to your customers' unique needs, and standardize how your teams capture information. Templates can help build best practices so that your organization never loses crucial info that can fall through the cracks when using siloed messaging applications. When you embed a Quip document on a Salesforce Lead or Contact record, your entire team can easily get up to speed, collaborate around each response, and stay focused on moving deals forward.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph when collaborating call details. Every edit is tracked, so historical data is never lost when you send Quip documents to teammates.

    • @mentions

      Share discovery call notes with your expanded selling team. @mention teammates to bring them into your document.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

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