Pursuit Plan

    • 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.

    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.

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

    • 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.