Quip FAQs
Quip's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 179 most popular questions Quip receives.
Frequently Asked Questions About Quip
Data validation allows for dynamic drop-down menus that can add an extra level of visual clarity to your data set. In order to implement one in your own Quip spreadsheet:
Click Data
Data Validation
Define how you'd like to validate your data with as many options and colors as you need
Define your range a whole row? Only a few? You decide.
This will populate the drop-downs with your custom validation scheme. You're ready to start tracking progress on that campaign or making sure your products are shipped to the right buyers! Whatever it is you're tracking, data validation can help make it clearer.
View ArticleYes! Quip has anchor links, and they're afast way to direct people to a very specific part of your document or spreadsheet. You can put anchor links within a Quip document to point readers to other parts of that same document. You can also put an anchor link in an email, chat, or other Quip doc. Here's how they work.
To create an anchor link
Place your cursor at the spot in the document you'd like to link to, then click Copy Anchor Link inside the blue tools bubble that appears to your right.
Using anchor links
Once you create an anchor link using one of the options above, it will be copied to your clipboard. You can use control+V to paste it, or right-click and choose Paste. Depending on where you paste your anchor link, it will behave a little differently.
Anchor linking to other parts of the same doc
If you create an anchor link in one part of your document, you can paste it someplace else in that same document. This is useful if you want to help people navigate a long or complex document. When an anchor link goes to a different part of the same document, it shows up as the section name that you've linked to.
Above, you can see the anchor link in the summary paragraph (highlighted by us.) Below, you can see what happens when someone clicks the anchor link: They will be taken to the part of the document the anchor link leads to, with an automatic spotlight to help them zero in on what you wanted them to see.
Sending links to people directly
After you've copied an anchor link, you can also send it to someone in a comment or chat in Quip. Anchor links that point to a different document show the name of the document as well as the section you're linking to. When someone clicks your link, it will open the document, and take them to the exact spot your anchor link is pointing to.
If you're sending the anchor link outside of Quip, the anchor link will show up as a URL. You can put anchor links in a email, a chat application, or even a text message. If someone clicks the link, it will take them to your Quip document in a web browser.
View ArticleOriginally published on the Quip Blog.
We launched Quip Slides last year to give teams a better way to build slides together by combining real-time collaboration, live Salesforce data, and interactive feedback prompts.We're excited to announce two new additions to the Quip Slides experience:
Import and convert existing PowerPoint presentations into Quip Slides
Make a custom corporate slide template available to all Quip users
Now you don't need to recreate slides from scratch to start a new presentation with your team in Quip, saving everyone valuable time before your next big presentation.
Convert PowerPoint presentations into Quip Slides
You can import and convert an existing PowerPoint document into Quip Slidesand immediately start collaborating with teammates with live co-editing and real-time chat to make faster decisions and build your deck faster. The best part is, now there is only ever one living version of your presentation inside Quip, that everyone has access to.
To import your PowerPoint documents, simply:
Export as a pptx file
Click Compose in the top right of your Quip Slides screen
SelectUpload or Import
Either drag PowerPoint file in or click to add file from your computer
Customize corporate templates in Quip Slides
Using corporate templates enables your business to maintain brand consistency across all presentations. Having a ready-made templatestreamlines the entire process of creating a new presentation - saving everyone time and stress. Instead of spending a ton of time formatting a new presentation, anyone can make use of the corporate template and simply add the needed information to each slide.
Customize slide layout template
Admins can customize slide layout templates for their company via the Quip Admin Console.
Create or import slide deck in Quip Slides
Navigate to the Admin Console
ClickAdd Slide Layouts in the Admin Console
Copy-paste the deck's URL to create and customize template layout
Give layout a name and save changes
Anyone will then be able to view and select templates from the slide picker in Quip Slides.
Customize Company colors
Admins can also customize company colors for their company in Quip Slides, after which anyone will be able to select from their company colors when changing the color of text, backgrounds, and borders in Quip Slides.
Navigate to the Admin Console
Click onUser Defaults
ClickAdd Colors button underCustom Color Palette
Add colors and save changes
View ArticleWhat is Data Referencing?
Data Referencing allows you to reference a cell, range of cells, or sheet from one spreadsheet in another spreadsheet. This means no more toggling between spreadsheets and no more copy and pasting! Reference your data across sheets to avoid inefficiencies, improve communication and ensure your data is always up-to-date.
How does Data Referencing work?
Reference a cell, range of cells, or sheet
Saving time and always having up-to date data, this must be complicated to use right? Guess again! Follow the simple steps below and say goodbye to copy and paste. 1) Open and click into a spreadsheet, this can be a spreadsheet within a document or a stand alone spreadsheet. From the menu at the top of page click Insert then Data Reference or click Sources then Data Reference.
You can also click Sources then New Data Reference.
2) This window will pop up allowing you to search for the spreadsheet you would like to reference. Your recently viewed spreadsheets will automatically populate and you can search by spreadsheet name in the top left. Once you find the correct spreadsheet you can reference the data from a cell or range of cells by selecting the cell/cells you would like to reference and clicking Reference in blue on the far right.
You also have the option to import the entire sheet click Reference Sheet.
If you are a spreadsheet guru and love a good formula you can use the =REFERENCERANGE or REFERENCESHEET formula in the desired cell.
Reference multiple cells, range of cells, or sheets
Why stop at referencing live data from one spreadsheet? Data referencing allows you to compile data from many different spreadsheets all in one spreadsheet. That way your data is always up to data and visible in one place. To add data from additional spreadsheets click into the cell where you would like to insert data and repeat the steps above for each new data set.
In the example below, we have an up to date summary budget spreadsheet referencing three different spreadsheets -1) Marketing Budget 2) Sales Budget 3) Customer Success Budget. As each team updates their numbers they will automatically update here as well, keeping the total up to date.
You may be thinking- if I have a spreadsheet with data from multiple spreadsheets, how do I keep track of what is referenced and where it came from? Dont worry weve got you covered. Any cell with referenced data will be a light blue color. When you click into the cell you can then click Data Reference in the formula bar. From here you can open the data from its original source. You can also refresh now, edit the range, unlink the range, or delete. The data will automatically refresh when the referenced spreadsheet is loaded and whenever the source data is updated. Keep in mind when data is updated from the original source it can take a couple of minutes to update on the referenced spreadsheet. Clicking Refresh now will update the data immediately so youdon'thave to wait.
Fun ways to use data referencing
The possibilities are endless, but here are a few fun ideas for data referencing to get you started.
Managers always have their teams up-to-date data
Susie is the manager of an engineering team and has each team member track their project progress in a spreadsheet and report progress out to her weekly. Now she uses data referencing to create one comprehensive project status spreadsheet, always knowing what stage projects are in without having to ask or meet with her team.
No more copy and paste
Vivek is on the Customer Success team and is regularly analyzing the same set NPS of data in different ways. He would copy and paste the data across spreadsheets and had difficulty keeping them all up to date when changes to one cell were made. Now he uses data referencing to analyze the same set of customer data differently, always knowing each spreadsheet is up to date.
Your Salesforce data all in one place
Jan is an event manager who closely tracks the cost per head to make sure her ROI is worth it. Calculating this used to be a manual process. Now she creates a spreadsheet where she tracks her budget and uses data referencing to pull in her guest registrations through a Salesforce report. As guests register, her new sheet adjusts by the minute, ensuring an update to date ROI metric.
View ArticleCreate project plans in Quip.
In this short video, you'll learn how you can use Quip to create your next project plan and share it with your team.
Lesson Time: 25 minutes Video length: 8 minutes
Challenge
Create a new document for your Project Plan
Start with simple formatting
Add columns: Drag the blue icon at the end of any line of text or at the top of any picture. Adjust the blue column lines that appear to change the width of the column.
Add a table by using @ + table
Add a project tracker by using @ + projecttracker
Looking for more?
Check out this article about using Live Apps
Learn how to reference cells from a spreadsheet to take your docs to the next level
Get comfortable with anchor links by checking out this article
Ready for the next lesson? Click here.
Lesson 9: Access Quip on mobile
What's included in this training?
Lesson 1: Get started with Quip Lesson 2: Why you don't need email to get your work done Lesson 3: Create project plans in Quip Lesson 4: How I start my day in Quip Lesson 5: Work smarter with folders & sharing Lesson 6: Quick tips: organizing your private folder Lesson 7: How to solicit feedback without a meeting in Quip Lesson 8: How to deploy your teams on Quip
View ArticleAdding custom slide templates
Setting custom colors for slides
Customize Quip for your team! You can put custom slide templates right into your members' New Slide menu, making them always-available to everyone on your site. You can also set custom company colors for the color pickers in Quip slides. Once you've got things set up (easy!), putting your company's branding into its content is as easy as clicking a button.
Adding custom slide templates
The basic idea is this: Any slide deck in Quip can be turned into slide templates. Each deck you add will show up a new section of the slide picker, and you can create as many sections as you want. Every slide in the deck you import will be added to the picker, by the way, so make sure there's nothing extraneous (or embarrassing!) in there.
Create a slide deck in Quip that contains all the slides you want to add as a template. (It can be private or public, doesn't matter)
Copy the deck's URL
Head over to your Admin Console, then select the Site Settings tab
Click on the Add Slide Layouts button
In the modal that pops up...
Enter a section name for the slides you're importing
Paste the link you copied above
Click the Add Section button
You'll see the section appear in a list on the main Site Settings page. Voil
The new templates will immediately available to all users, though they may need to refresh their browser page first.
Updating sections
When you add a new section to the Quip slide picker, it's a one-time import. Any changes made to the original deck will not automatically synced to the layouts in the slide picker. If you do want to update the slide picker layouts based on changes to the original deck, however, just click the down arrow on the list of sections, then select Refresh Slide Layouts.
Deleting sections
Click on the down arrow in the list of sections on the Site Settings page, then select Delete. Note that this won't affect anyone's existing slides, just the templates that are available in the slide picker.
Setting custom colors for slides
With a little help from you, your members can stop hunting for hex codes and easily add the hues your company uses to the color pickers in Quip slides. That means your brand colors can be quickly and easily deployed in the text, shapes, backgrounds, and charts your members create.
Head over to your Admin Console, then select the User Defaults tab
Under Custom Color Palette, click the Add Color button.
Add or change the colors you want. You can have up to 30.
Click Save Changes.
The new colors will immediately available to all users, though they may need to refresh their browser page first.
View ArticleOpen the document you want to print and click on the Document or Spreadsheet button
Select "Print..." from the drop-down menu
Alternatively, you can press Command + P or Ctrl + P to automatically enter the printing dialogue
Print options
In the Document menu, right under "Print...", you'll see "Print Options..." As you might expect, you can use that to set up how your document appears when printed.
You can include following information in the header and footer of your printed document:
Thename of the document's creator (or any other people you specify)
The title of the document
The current date (or any date of your choice)
The page count
Any other text you want to add
Check off whichever items you want, and you'll see a preview of the headers and footers below.
A note on printing Quip Live Apps in color
If you'd like to print Live Apps in full color, click "advanced settings" in the printing dialogue and ensure that "background colors" is turned on. Without this setting, the LiveApps may not be colored upon printing with other content.
Troubleshooting
If you're seeing a serious issue in printing (columns becoming un-merged or images not printing), a good first step would be to copy the current document and attempt to print the new copy. If you continue to see issues in printing in spite of the steps above, please log a request with our support team.
Please note, our support team may not be able to provide an immediate solution, but all reports will be sent directly to our Quip team for improvements!
View ArticleWhat's a Live App? To quote from our blog, Live Apps are interactive, live-updating apps you can add directly to your Quip documents. To quote from a user like you, This. This is nice.
view this article as a Quip doc
Some Live Apps are simple, like @Poll or @Countdown. Others are designed to help you manage complex tasks, like @Kanban Board and @Project Tracker. All of them help you get done what you need to get done. Live Apps let you bring the tools you use to manage your work into the documents where you actually do your work. No toggling tabs, no juggling logins, no bouncing between emails and chats and meetings while your real work is stuck on the backburner. With Live Apps, everything you need is always right there.
Contents
How to use Live Apps
All the apps, part one: The essentials
Kanban Board
Calendar
Project Tracker
Countdown
Poll
Process Bar
Checklist
Spreadsheet
Image
All the apps, part two: Beyond Quip
Salesforce Record
Jira
More third-party Live Apps
Altify Relationship Map
Taskray
draw.io Diagram
Lucidchart
Vidyard
Smartsheet
PDFFiller
Marketing Cloud
Box Files Viewer
Even moreLive Apps on the Salesforce AppExchange
Building your own Live Apps
Live Apps in context: Connecting tools to get things done
Live App basics
Live Apps are integrated into your documents as seamlessly as possible, so you can interact with them in all the ways you're used to. Comment on them, @mention people, documents, and dates in them, drag them around if you like. No matter how you use Quip, Live Apps are ready for you. To insert a Live App in a document: Type @, and then start typing the name of the app. As with all things involving the @ key, it'll probably autocomplete to what you're looking for before you're done typing. To add comments on a Live App: Click on the Live App and then click on the comment icon over to the left. No surprises there. To browse all of your Live Apps: Click on Apps over in the sidebar. To install even more Live Apps: Click on any of the Get More links in the Apps browser. (We put a bunch of them there so they're easy to find. Enjoy!)
All the apps, part one: The essentials
If you're using Quip, you're probably already using a Live App or twowhether you know it or not. From the humble @Image to the completely boss @Project Tracker, every Quip site comes pre-loaded with a suite of apps to make your workday great.
Kanban Board
Organize your workor your whole team's workwith this intuitive system of cards and columns. Make a card for each of your tasks, then drag cards from column to column as you make progress on those tasks.
Alternatively, you can use the card-and-column system to split up tasks among your team. Or you can do something else entirely. It's a very flexible system.
Kanban boards are familiar to engineering and manufacturing teams around the worldbut honestly, they're great for any kind of project management or cross-functional project tracking. Or even just for juggling your daily to-dos. Do what you want. Have fun. Get things done. To insert a Kanban board in a doc, just type @kanban.
Tips:
You can @mention people, dates, and other documents in a card. It's a handy way to coordinate projects.
Click the + in any column to make a new card.
You can add more columns using the Add Column button.
Feel free to rename the columns! Tailor the system to your needs.
Calendar
Calendars! You know em, you love em, and you can put em in your Quip docs.
Plan out your next marketing campaign, keep those product sprints on track, and let everyone know when you're going to be OOO. And since this is Quip, you can comment on calendar events and get everyone on the same page about what's happening when. To insert a calendar in a doc, just type @calendar.
Some tips:
You can @mention people, dates, and other documents in a calendar event. It's a handy way to coordinate projects.
To change an event's date, just drag it around to where you want it to be.
To change the length of an event, drag it from the lower right-hand corner.
Note that Quip calendars don't have built-in syncing with third-party calendars like Google or iCal, but you can use Quip's API to build your own integrations.
Project Tracker
A structured-but-flexible approach to project managementpowerful enough for PMs, but simple enough to anyone to use. Divvy up tasks, set deadlines, track statuses, link to relevant documents, and have focused conversations about all that stuff, all in one place.
To insert a project tracker in a doc, just type @project tracker.
Some tips:
Rearrange projects in your tracker by dragging the icon on the left side each row.
Add more columns if you need to. They can contain people, dates, statuses, files, or just plain text.
Edit the status options in a project tracker by clicking in a status column. Add, rename, or remove statuses as you see fit.
Countdown
Got a big launch coming up? Ramping up for a big event? Trying to hit big numbers before the end of the quarter? Whatever big thing you're working on, a big countdown clock will get your team hugely excited about it.
To insert a countdown clock in a doc, type @countdown.
Poll
Whether you're deciding which projects your team should take on next, or you're just trying to figure out what to order for lunch, the poll Live App has you covered.
To insert a poll in a doc, type @poll.
Some tips:
Want to allow people to vote for more than one option? Click the Poll menu and select Multiple Votes.
Need to add a little nuance to a poll? Toss a comment on there.
Process Bar
There's a process behind every project, and a process bar keeps everyone aware of where that project stands.
You can add as many steps as you like, of course. To insert a process bar in a doc, type @process.
Checklist
It's your classic to-do list, with some powerful new twists.
First off, checklists are deeply integrated into Quip's notification system:
If you @mention a date in a checklist item, you'll be notified as the date approaches.
If you @mention a date and a person in a checklist item, they'll be notified as the date approaches.
If the list item is checked off, of course, these notifications won't be sent out. No need to bug you about something you've already done.
Second, checklist items are draggable and sortableyou can order items alphabetically, by date, by people mentioned, or by checked/unchecked status. Feel free to organize your lists in the way that makes most sense to you. To insert a checklist in a doc, type @checklist.
Spreadsheet
Spreadsheets are great, and docs are great, but if you've never put a spreadsheet IN a doc, you don't know what you're missing. By combining the two formats, you can give context to the data you're sharing, which means anyone who's looking at your work can understand exactly what they're looking at. If you want to cut down on the emails in your life (and who doesn't?) this is a huge step you can take toward that goal.
It's worth noting that these aren't just basic tablesthese are full-fledged spreadsheets, with all the same features as any other spreadsheet in Quip: Sorting, filtering, data validation, checkboxes, dropdowns, and over 400 functions you can apply to your data. Possibly even cooler: You can pull data out of a spreadsheet and use it inline in a doc. This mean that if any numbers in your spreadsheet change, they'll change in your document, too. All you need to is type an equal sign anywhere in a doc, then click on the cell or cells you're interested in. You can even stick formulas right in the middle of a paragraph. Get as complex as you need to, or keep it as simple as you like. Here's a quick example. Using techniques like this...
Type = and click on a cell to insert the contents of that cell into your document.
Type =CountA and then select a range of cells to count the number of cells
Type =CountIf, select a range of cells, and specify the parameter you want to count
...you can use a spreadsheet to generate dynamic lists, like this one:
To insert a spreadsheet in a doc, type @spreadsheet.
Image
It's easy to forget that an image is a Live App. After all, you can copy and paste (or drag and drop) just about any image into a Quip doc without ever typing the @ key. That's not all you can do, though. You can comment on specific parts of an image by clicking it, then clicking the comment bubble above it, then putting the bubble wherever you want it to go. It's a great way for designers and marketing teams to talk about mockups.
You can arrange an image side-by-side with text by simply dragging it next to the text you want it to appear next to. And you can change an image's width by dragging the handles on either side of an image.
You can also crop an image (using the cropping tool) or round its corners (by clicking on an image and then dragging the little blue dot in the upper left-hand corner). To insert an image in a doc, type @image.
All the apps, part two:Beyond Quip
Sometimes you need multiple tools to get your work done. Luckily, Quip is a great tool belt. If you use Salesforce or Jira, for example, Live Apps make it possible to embed Salesforce records and Jira tickets right inside of your Quip docs. Better yet, you and your team can make edits, and those edits will automatically synchronize back to those services. This is dynamic, real-time stuff, folks.
Salesforce Record
Bring your Salesforce records directly into the collaborative world of Quip. View and edit live data right from your Quip docsand sync everything back to the cloud in real-time.
You can insert a Salesforce record into a doc by typing @salesforce. A few notes: The Salesforce Record Live App is installed by default, but needs to be configured by a Quip and Salesforce admin. By default, the Salesforce Record Live App supports four types of standard objects: Accounts, Opportunities, Contacts, and Leads. Your installation can be customized to accommodate more of them, howeverfeel free to contact us for details. Salesforce Record is only available for Quip for Salesforce accounts. If you're currently on a Quip Starter or Enterprise plan, talk to our sales team about upgrading. Finally, the Salesforce Record Live App is one of many ways that Quip and Salesforce can share data with each other. No matter how you use the two services, there's an integration for you.
Jira
Bring Jira's powerful project management and tracking tools directly into Quip. View and edit projects in real time, in the docs where your team collaborates, from any device.
You can choose which fields you see and which you don't, so your team only has to deal with relevant stuff. You can combine the Jira Live Apps with other Live Apps in a single doc to bring new dimensions to your workwhile keeping it all in one place. Remember, you need to be an admin to install Jira for your organization. If you're not an admin, talk to your admin!
More third-party Live Apps
Want more Live Apps? Good, because third-party developers are busy making them and putting them on the Salesforce AppExchange. Partners like Lucidchart, Draw.io, Altify, and Vidyard have made it possible to:
Draw charts and diagrams in your Quip docs
Create org charts and relationship maps in your Quip docs
Make and embed videos in your Quip docs
And so, so, so much more.
You can find a complete selection of third-party apps over in the Salesforce AppExchange. Note that in order to install them for your organization, you'll need to be a Quip admin. (If you're not a Quip admin, don't fret. You can still head to the AppExchange and put in a request for your admin to install a particular app. Just go to the app you're interested in and click the Request button )
Altify Relationship Map
Let Altify help you navigate deals without ever leaving your Quip docs. Create org charts, visualize business connections, and track influence throughout the sales process. Learn more and get the app in the AppExchange.
Taskray
Taskray was the original Salesforce-native project management solution, and now your Taskray projects can live right inside of your Quip docs. Share, track, and update them in real time, and in the context of your team's actual work. Learn more and get the app in the AppExchange.
draw.io Diagram
draw.io's powerful graphing-and-drawing tool now has a home in your Quip docs. Chart complex processes and workflows for your team, plan out their projects with Gantt charts, and uncomplicate their lives with helpful infographics. Learn more and get the app in the AppExchange.
Lucidchart
Flowcharts for your Quip docs! Lucidchart lets you collaborate with your team on workflows, wireframes, and business processesall in real time, and all synced with your Lucidchart account. Learn more and get the app in the AppExchange.
Vidyard
Vidyard is the online video platform for business, and its Live App allows you to embed, create, and collect feedback on videos from within your Quip docs. Discuss them in context, optimize them, add commentary, and prepare them for distribution anywhere. Learn moreand get the app in the AppExchange.
Smartsheet
Bring real-time Smartsheet dashboards and live reports into Quip docsthe context where they're most meaningful. See updates as soon as they happen, give your team visibility into your work, and get visibility into theirs. Learn more and get the app in the AppExchange.
PDFFiller
Putting together contracts, disclosure forms, or other signable documents? Send them to any desktop or mobile device and get the signatures you need instantly and electronicallywithout ever leaving Quip. Learn more and get the app in the AppExchange.
Marketing Cloud
You're already using Marketing Cloud to learn about your customers and engage them with awesome campaigns. With the Marketing Cloud Live App, you can bring all that work into Quip, where you team can keep up with it, talk about it, give feedback on it, and get the insights into their audience that they need. Learn more and get the app in the AppExchange.
Box Files Viewer
Embed Box files and folders directly in your Quip docs. No, not just linksget full previews of images, PDFs, PPTs, and more. You can even search for Box files without leaving Quip. It's a heck of a thing. Learn more and get the app in the AppExchange.
Even more Live Apps on the Salesforce AppExchange
Live Apps are built on an API that anyone can use, which means new ones are being built all the time. Check the Salesforce AppExchange periodically to see what's new, and discover new ways to get your work done.
Building your own Live Apps
Feeling inspired by all this? Want to create your own Live App? Go for it. There's a Live Apps API you can use to make the widgets you want to see in the world. Whether you're looking to deeply integrate the services you use into your Quip docs, or you just want to build a simple sticky notes app, everything you need to get up and running is right here in the API documentation. Note: You don't have to be an admin to build a Live App, but you do have to be an admin to make that app available to everyone else at your organization. So if you're making something for your whole team to use, get to know your admin! (Heck, get to know them anywaythey're probably really nice.)
Live Apps in context: Connecting tools to get things done
Live Apps are powerful on their own, but they're even more powerful when they're used together in a single doc. Embarking a big redesign of your product? Outline the process with a @Process Bar, assign tasks and set deadlines with a @Project Tracker, and give detailed feedback to the creative team directly on the @Images they upload. Got a launch coming up? Split up the tasks with a @Kanban Board, use a @Checklist to track and report bugs, and slap a big @Countdown clock on the doc to get everyone stoked. We've put together a bunch of examples of how to optimize your workflow using Live Appsthey're waiting for you in the Apps tab of your Quip sidebar. But don't stop there. With a little imagination, you'll find even more ways to get your team working faster, smarter, and happier together.
Tip:You can also, and even copy it to your Quip site, if you like.
View ArticleError Message:
Sorry, were having trouble saving all your changes. If this continues to happen, check out our troubleshooting guide."
If you are seeing the following error message, please take the steps in this article in order to get your account in a good state so you are able to save your changes going forward.
Warning: your recent changes may be lost. If you are able to, please manually copy your changes. If you would like to verify which changes will be lost, you can view your document in web. Any changes you do not see in the web version of the document will be lost if you complete any of the below steps.
Options:
1. Create a copy of the document/spreadsheet/slide a. Go to the Document menu and select Copy Document b. Use copied document moving forward and delete the original
2. Sign out and sign back in a. Go to profile menu and Sign Out of your account b. Sign back in
3. If you continue to experience issues, switch to the web app and contact support to report issue a. Please provide which desktop app you are on (Mac or Windows) and its version number
View ArticleYes! Quip supports formulas and over 400 common functions. Within a cell, start with an equals sign and functions will autocomplete as you type. [example: =COUNTIF(B2:B10,"64")].
Check below for a comprehensive overview of these 400+ functions!
Function
Description
ABS
Returns the absolute value of a number.
ACCRINT
Calculates the accrued interest of a security in the case of periodic payments.
ACCRINTM
Calculates the accrued interest of a security in the case of one-off payment at the settlement date.
ACOS
Returns the inverse trigonometric cosine of a number.
ACOSH
Returns the inverse hyperbolic cosine of a number.
ACOT
Returns the inverse cotangent (the arccotangent) of the given number.
ACOTH
Returns the inverse hyperbolic cotangent of the given number.
ADD
AND
Returns TRUE if all arguments are TRUE.
ARABIC
Calculates the value of a Roman number. The value range must be between 0 and 3999.
ASIN
Returns the inverse trigonometric sine of a number.
ASINH
Returns the inverse hyperbolic sine of a number.
ATAN
Returns the inverse trigonometric tangent of a number.
ATAN2
Returns the inverse trigonometric tangent of the specified x and y coordinates.
ATANH
Returns the inverse hyperbolic tangent of a number.
AVEDEV
Returns the average of the absolute deviations of data points from their mean.
AVERAGE
Returns the average of the arguments.
AVERAGEA
Returns the average of the arguments. The value of a text is 0.
AVERAGEIF
Averages the arguments that meet the conditions.
AVERAGEIFS
Averages the value of the cells that meet multiple criteria in multiple ranges.
BASE
Converts a positive integer to a specified base into a text from the numbering system.
BESSELI
Returns the modified Bessel function In(x)
BESSELJ
Returns the Bessel function Jn(x)
BESSELK
Returns the Bessel function Kn(x)
BESSELY
Returns the Bessel function Yn(x)
BETA.DIST
Values of the beta distribution.
BETA.INV
Values of the inverse beta distribution.
BETADIST
Returns the beta function.
BETAINV
Returns the inverse of the cumulative beta probability density function.
BIN2DEC
The result is the decimal number for the binary number entered.
BIN2HEX
The result is the hexadecimal number for the binary number entered.
BIN2OCT
The result is the octal number for the binary number entered.
BINOM.DIST
Values of the binomial distribution.
BINOM.DIST.RANGE
Returns the probability of a trial result using binomial distribution.
BINOM.INV
Returns the smallest value for which the cumulative binomial distribution is greater than or equal to a criterion value.
BINOMDIST
Returns the individual term binomial distribution probability.
BITAND
Returns a bitwise logical "and" of the parameters.
BITLSHIFT
Shifts a number left by n bits.
BITOR
Returns a bitwise logical "or" of the parameters.
BITRSHIFT
Shifts a number right by n bits.
BITXOR
Returns a bitwise logical "exclusive or" of the parameters.
CEILING
Rounds a number up to the nearest multiple of Significance.
CEILING.MATH
Rounds a number up to the nearest multiple of significance.
CEILING.PRECISE
Rounds a number up to the nearest multiple of significance, regardless of sign of significance.
CHAR
Converts a number into a character according to the current code table.
CHIDIST
Returns the probability value from the indicated Chi square that a hypothesis is confirmed.
CHIINV
Returns the inverse of the one-tailed probability of the chi-squared distribution.
CHISQ.DIST
Returns left-tail probability of the cumulative distribution function or values of the probability density function of the chi-square distribution.
CHISQ.DIST.RT
Returns the right-tail probability of the chi-square distribution.
CHISQ.INV
Values of the inverse of CHISQ.DIST(x;DegreesOfFreedom;TRUE()).
CHISQ.INV.RT
Values of the inverse of CHIDIST(x; DegreesOfFreedom).
CHISQ.TEST
Returns the chi square independence test.
CHITEST
Returns the probability of a deviance from a random distribution of two test series based on the chi-squared test for independence.
CHOOSE
Uses an index to return a value from a list of up to 30 values.
CLEAN
All non-printing characters are removed from the string.
CODE
Returns a numeric code for the first character in a text string.
COLUMNS
Returns the number of columns in the given reference.
COMBIN
Returns the number of combinations for elements without repetition.
COMBINA
Returns the number of combinations of a subset of items including repetitions.
COMPLEX
The result is a complex number which is returned from a real coefficient and an imaginary coefficient.
CONCAT
CONCATENATE
Combines several text strings into one string.
CONFIDENCE
Returns the (1-alpha) confidence interval for a normal distribution.
CONFIDENCE.NORM
Returns a (1 alpha) confidence interval for a normal distribution.
CONFIDENCE.T
Returns a (1 alpha) confidence interval for a Student's t distribution.
CORREL
Returns the correlation coefficient between two data sets.
COS
Returns the cosine of the given angle (in radians).
COSH
Returns the hyperbolic cosine of a number.
COT
Returns the cotangent of the given angle (in radians).
COTH
Returns the hyperbolic cotangent of a given number (angle).
COUNT
Counts how many numbers are in the list of arguments.
COUNTA
Counts how many values are in the list of arguments.
COUNTBLANK
Returns the number of empty cells.
COUNTIF
Returns the number of cells that meet with certain criteria within a cell range.
COUNTIFS
Counts the cells that meet multiple criteria in multiple ranges.
COUNTUNIQUE
COUPDAYBS
Returns the number of days from the first day of interest payment on a security until the settlement date.
COUPDAYS
Returns the number of days in the current interest period in which the settlement date falls.
COUPDAYSNC
Returns the number of days from the settlement date until the next interest date.
COUPNCD
Returns the date of the first interest date after the settlement date. Format the result as a date.
COUPNUM
Returns the number of coupons (interest payments) between the settlement date and the maturity date.
COUPPCD
Returns the date of the interest date prior to the settlement date. Format the result as a date.
COVAR
Returns the covariance of the product of paired deviations.
COVARIANCE.P
Calculates the population covariance.
COVARIANCE.S
Calculates the sample covariance.
CRITBINOM
Returns the smallest value for which the cumulative binomial distribution is greater than or equal to a criterion value.
CSC
Returns the cosecant of the given angle (in radians). The cosecant of an angle is equivalent to 1 divided by the sine of that angle
CSCH
Returns the hyperbolic cosecant of a number.
CUMIPMT
Calculates the cumulative interest payments, that is, the total interest, for an investment based on a constant interest rate.
CUMPRINC
Returns the cumulative interest paid for an investment period with a constant interest rate.
DATE
Provides an internal number for the date given.
DATEVALUE
Returns an internal number for a text having a possible date format.
DAY
Returns the sequential date of the month as an integer (1-31) in relation to the date value.
DAYS
Calculates the number of days between two dates.
DAYS360
Calculates the number of days between two dates based on a 360-day year.
DB
Returns the depreciation of an asset for a specified period using the fixed-declining balance method.
DDB
Returns the depreciation of an asset for a specified period using the arithmetic-declining method.
DEC2BIN
The result is the binary number for the decimal number entered between -512 and 511.
DEC2HEX
The result is the hexadecimal number for the decimal number entered.
DEC2OCT
The result is the octal number for the decimal number entered.
DECIMAL
Converts text with characters from a number system to a positive integer in the base radix given.
DEGREES
Converts radians into degrees.
DELTA
The result is TRUE (1) if both numbers, which are delivered as an argument, are equal, otherwise it is FALSE (0).
DEVSQ
Returns the sum of squares of deviations based on a sample mean.
DISC
Calculates the allowance (discount) of a security as a percentage.
DIVIDE
DOLLAR
Converts a number to an amount in the currency format, rounded to a specified decimal place.
DOLLARDE
Converts a quotation that has been given as a decimal fraction into a decimal number.
DOLLARFR
Converts a quotation that has been given as a decimal number into a mixed decimal fraction.
DURATION
Calculates the number of periods required by an investment to attain the desired value.
EDATE
Returns the serial number of the date that is a specified number of months before or after the start date
EFFECT
Returns the effective annual interest rate
EOMONTH
Returns the serial number of the last day of the month that comes a certain number of months before or after the start date
EQ
ERF
Returns values of the Gaussian error integral.
ERF.PRECISE
Returns the error function.
ERFC
Returns complementary values of the Gaussian error integral between x and infinity.
ERFC.PRECISE
Returns the complementary error function.
ERROR.TYPE
Returns a number corresponding to an error type
EVEN
Rounds a positive number up to the next even integer and a negative number down to the next even integer.
EXACT
Compares two text strings and returns TRUE if they are identical.
EXP
Returns e raised to the power of a number.
EXPON.DIST
Values of the exponential distribution.
EXPONDIST
Returns the exponential distribution.
F.DIST
Values of the left tail F probability distribution.
F.DIST.RT
Values of the right tail F probability distribution.
F.INV
Values of the inverse left tail F distribution.
F.INV.RT
Values of the inverse right tail F distribution.
F.TEST
Calculates the F test.
FACT
Returns the factorial of a number.
FACTDOUBLE
Returns the double factorial of a number.
FALSE
Returns the logical value FALSE.
FDIST
Calculates the values of an F distribution.
FIND
Looks for a string of text within another string.
FINV
Returns the inverse of the F probability distribution.
FISHER
Returns the Fisher transformation for x and creates a function close to a normal distribution.
FISHERINV
Returns the inverse of the Fisher transformation for x and creates a function close to a normal distribution.
FIXED
Returns a number as text with a specified number of decimal places and optional thousands separators.
FLOOR
Rounds a number down to the nearest multiple of Significance.
FLOOR.MATH
Rounds number down to the nearest multiple of significance.
FLOOR.PRECISE
Rounds number down to the nearest multiple of significance, regardless of sign of significance.
FORECAST
Extrapolates future values based on existing x and y values.
FTEST
Returns the result of an F test.
FV
Returns the future value of an investment based on periodic, constant payments and a constant interest rate (Future Value).
FVSCHEDULE
Calculates the accumulated value of the starting capital for a series of periodically varying interest rates.
GAMMA
Returns the Gamma function value.
GAMMA.DIST
Returns the value of the probability density function or the cumulative distribution function for the Gamma distribution.
GAMMA.INV
Values of the inverse gamma distribution.
GAMMADIST
Returns the values of a Gamma distribution.
GAMMAINV
Returns the inverse of the Gamma cumulative distribution GAMMADIST.
GAMMALN
Returns the natural logarithm of the Gamma function: G(x).
GAMMALN.PRECISE
Returns the natural logarithm of the gamma function.
GAUSS
Returns the standard normal cumulative distribution.
GCD
Returns the greatest common divisor of two or more integers.
GEOMEAN
Returns the geometric mean of a sample.
GESTEP
The result is 1 if Number is greater than or equal to Step.
GT
GTE
HARMEAN
Returns the harmonic mean of a data set.
HEX2BIN
The result is the binary number for the hexadecimal number entered.
HEX2DEC
The result is the decimal number for the hexadecimal number entered.
HEX2OCT
The result is the octal number for the hexadecimal number entered.
HLOOKUP
Searches for a value and reference to the cells below the selected area.
HOUR
Determines the sequential number of the hour of the day (0-23) for the time value.
HYPGEOM.DIST
Values of the hypergeometric distribution.
HYPGEOMDIST
Returns the hypergeometric distribution.
IF
Specifies a logical test to be performed.
IFERROR
Returns value if not an error value, else alternative.
IFNA
Returns value if not a #N/A error, else alternative.
IMABS
The result is the absolute value of a complex number.
IMAGINARY
The result is the imaginary coefficient of a complex number.
IMARGUMENT
The result is the argument (the phi angle) of a complex number.
IMCONJUGATE
The result is the conjugated complex complement to a complex number.
IMCOS
The result is the cosine of a complex number.
IMCOSH
Returns the hyperbolic cosine of a complex number
IMCOT
Returns the cotangent of a complex number
IMCSC
Returns the cosecant of a complex number
IMCSCH
Returns the hyperbolic cosecant of a complex number
IMDIV
The result is the division of two complex numbers.
IMEXP
The result is the power of e and the complex number.
IMLN
The result is the natural logarithm (to the base e) of a complex number.
IMLOG10
The result is the common logarithm (to the base 10) of a complex number.
IMLOG2
The result is the binary logarithm of a complex number.
IMPOWER
The result is the ComplexNumber raised to the power of Number.
IMPRODUCT
The result is the product of up to 29 complex numbers.
IMREAL
The result is the real coefficient of a complex number.
IMSEC
Returns the secant of a complex number
IMSECH
Returns the hyperbolic secant of a complex number
IMSIN
The result is the sine of a complex number.
IMSINH
Returns the hyperbolic sine of a complex number
IMSQRT
The result is the square root of a complex number.
IMSUB
The result is the subtraction of two complex numbers.
IMSUM
The result is the sum of up to 29 complex numbers.
IMTAN
Returns the tangent of a complex number
INDEX
INDEX returns a sub range, specified by row and column number, or an optional range index. Depending on context, INDEX returns a reference or content.
INT
Rounds a number down to the nearest integer.
INTERCEPT
Calculates the point at which a line will intersect the y-values by using known x-values and y-values.
IPMT
Calculates the periodic amortizement for an investment with regular payments and a constant interest rate.
IRR
Calculates the internal rate of return for an investment.
ISBLANK
Returns TRUE if the reference to a cell is blank.
ISERROR
Tests for error conditions, including the #N/A error value, and returns TRUE or FALSE.
ISEVEN
Returns TRUE if the value is an even integer, or FALSE if the value is odd.
ISNA
Returns TRUE if a cell contains the #N/A (value not available) error value.
ISNONTEXT
Tests if the cell contents are text or numbers, and returns FALSE if the contents are text.
ISNUMBER
Returns TRUE if the value refers to a number.
ISTEXT
Returns TRUE if the cell contents refer to text.
ISO.CEILING
Rounds a number up to the nearest multiple of significance, regardless of sign of significance.
ISODD
Returns TRUE if the value is odd, or FALSE if the number is even.
ISOWEEKNUM
ISPMT
Calculates the level of interest for unchanged amortization installments.
JOIN
KURT
Returns the kurtosis of a data set (at least 4 values required).
LARGE
Returns the Rank_c-th largest value in a data set.
LCM
Returns the least common multiple of one or more integers.
LEFT
Returns the first character or characters of a text.
LEN
Returns the length of a string including spaces.
LN
Returns the natural logarithm based on the constant e of a number.
LOG
Returns the logarithm of a number to the specified base.
LOG10
Returns the base-10 logarithm of a number.
LOGINV
Returns the inverse of the lognormal distribution.
LOGNORM.DIST
Values of the log normal distribution.
LOGNORM.INV
Values of the inverse of the lognormal distribution.
LOGNORMDIST
Returns the values of a lognormal distribution.
LOOKUP
Returns the contents of a cell either from a one-row or one-column range.
LOWER
Converts all uppercase letters in a text string to lowercase.
LT
LTE
MATCH
Returns the relative position of an item in an array that matches a specified value.
MAX
Returns the maximum value in a list of arguments.
MAXA
Returns the maximum value in a list of arguments. In opposite to MAX, here you can enter text. The value of the text is 0.
MDETERM
Returns the array determinant of an array.
MEDIAN
Returns the median of a set of numbers. In a set containing an uneven number of values, the median will be the number in the middle of the set and in a set containing an even number of values, it will be the mean of the two values in the middle of the set.
MID
Returns a text string of a text. The parameters specify the starting position and the number of characters.
MIN
Returns the minimum value in a list of arguments.
MINA
Returns the minimum value in a list of arguments. Here you can also enter text. The value of the text is 0.
MINUS
MINUTE
Determines the sequential number for the minute of the hour (0-59) for the time value.
MIRR
Calculates the modified internal rate of return of a series of investments.
MOD
Returns the remainder when one integer is divided by another.
MODE
Returns the most common value in a data set.
MODE.SNGL
Returns the most common value in a sample.
MONTH
Determines the sequential number of a month of the year (1-12) for the date value.
MROUND
Returns a number rounded to the nearest multiple of another number.
MULTINOMIAL
Returns the factorial of the sum of the arguments divided by the product of the factorials of the arguments.
MULTIPLY
N
Returns the numeric value of the given parameter. Returns 0 if parameter is text or FALSE.
NA
Returns the error value #N/A.
NE
NEGBINOM.DIST
Values of the negative binomial distribution.
NEGBINOMDIST
Returns the negative binomial distribution.
NETWORKDAYS
Returns the number of workdays between two dates
NETWORKDAYS.INTL
Returns the number of workdays between two dates using arguments to indicate weekend days and holidays.
NOMINAL
Calculates the yearly nominal interest rate, given the effective rate and the number of compounding periods per year.
NORM.DIST
Values of the normal distribution.
NORM.INV
Values of the inverse normal distribution.
NORM.S.DIST
The values of the standard normal distribution.
NORM.S.INV
Values of the inverse standard normal distribution.
NORMDIST
Returns the density function or the normal cumulative distribution.
NORMINV
Returns the inverse of the normal cumulative distribution.
NORMSDIST
Returns the standard normal cumulative distribution function. The distribution has a mean of zero and a standard deviation of one.
NORMSINV
Returns the inverse of the standard normal cumulative distribution.
NOT
Complements (inverts) a logical value.
NOW
Determines the current time of the computer.
NPER
Returns the number of periods for an investment based on periodic, constant payments and a constant interest rate.
NPV
Returns the present value of an investment based on a series of periodic cash flows and a discount rate. To get the net present value, subtract the cost of itial cash flow at time zero) from the returned value.
NUMBERVALUE
Converts text to a number, in a locale-independent way.
OCT2BIN
The result is the binary number for the octal number entered.
OCT2DEC
The result is the decimal number for the octal number entered.
OCT2HEX
The result is the hexadecimal number for the octal number entered.
ODD
Rounds a positive number up to the nearest odd integer and a negative number down to the nearest odd integer.
OR
Returns TRUE if at least one argument is TRUE.
PDURATION
Duration. Calculates the number of periods required by an investment to attain the desired value.
PEARSON
Returns the Pearson product moment correlation coefficient r.
PERCENTILE
Returns the alpha-percentile of data values in an array.
PERCENTILE.EXC
Returns the alpha percentile of a sample.
PERCENTILE.INC
Returns the alpha percentile of a sample.
PERCENTRANK
Returns the percentage rank of a value in a sample.
PERCENTRANK.EXC
Returns the percentage rank (0..1, exclusive) of a value in a sample.
PERCENTRANK.INC
Returns the percentage rank (0..1, inclusive) of a value in a sample.
PERMUT
Returns the number of permutations for a given number of objects.
PERMUTATIONA
Returns the number of permutations for a given number of objects (repetition allowed).
PHI
Returns the values of the distribution function for a standard normal distribution.
PI
Returns 3.14159265358979, the value of the mathematical constant PI to 14 decimal places.
PMT
Returns the periodic payment for an annuity with constant interest rates.
POISSON
Returns the Poisson distribution.
POISSON.DIST
Returns the Poisson distribution.
POW
POWER
Returns a number raised to another number.
PPMT
Returns for a given period the payment on the principal for an investment that is based on periodic and constant payments and a constant interest rate.
PRICE
Calculates the market value of a fixed interest security with a par value of 100 currency units as a function of the forecast yield.
PRICEDISC
Calculates the price per 100 currency units of par value of a non-interest- bearing security.
PRICEMAT
Calculates the price per 100 currency units of par value of a security, that pays interest on the maturity date.
PROB
Returns the probability that values in a range are between two limits.
PRODUCT
Multiplies all the numbers given as arguments and returns the product.
PROPER
Capitalizes the first letter in all words of a text string.
PV
Returns the present value of an investment resulting from a series of regular payments.
QUARTILE
Returns the quartile of a data set.
QUARTILE.EXC
Returns the quartile of a sample.
QUARTILE.INC
Returns the quartile of a sample.
QUOTIENT
Returns the integer part of a division operation.
RADIANS
Converts degrees to radians.
RAND
Returns a random number between 0 and 1.
RANDBETWEEN
Returns an integer random number in a specified range.
RANK
Returns the rank of a number in a sample.
RANK.AVG
Returns the ranking of a value in a sample; if more than one value has the same rank, the average rank is returned.
RANK.EQ
Returns the ranking of a value in a sample; if more than one value has the same rank, the top rank of that set of values is returned.
RATE
Returns the constant interest rate per period of an annuity.
RECEIVED
Calculates the amount received that is paid for a fixed-interest security at a given point in time.
REFERENCERANGE
Uses data referencing to reference/insert a specific cell or range of cells from a different spreadsheet
REFERENCESHEET
Uses data referencing to reference/insert an entire spreadsheet
REGEXEXTRACT
REGEXMATCH
REGEXREPLACE
REPLACE
Replaces part of a text string with a different text string.
REPT
Repeats a character string by the given number of copies.
RIGHT
Returns the last character or characters of a text.
ROMAN
Converts a number into a Roman numeral. The value range must be between 0 and 3999, the modes can be integers from 0 to 4.
ROUND
Rounds a number to a certain number of decimal places.
ROUNDDOWN
Rounds a number down, toward zero, to a certain precision.
ROUNDUP
Rounds a number up, away from zero, to a certain precision.
ROWS
Returns the number of rows in a reference or array.
RRI
Calculates the interest rate resulting from the profit (return) of an investment.
RSQ
Returns the square of the Pearson correlation coefficient based on the given values.
SEARCH
Returns the position of a text segment within a character string.
SEC
Returns the secant of the given angle (in radians). The secant of an angle is equivalent to 1 divided by the cosine of that angle
SECH
Returns the hyperbolic secant of a number.
SECOND
Determines the sequential number of the second of a minute (0-59) for the time value.
SERIESSUM
Sums the first terms of a power series.
SIGN
Returns the sign of a number. Returns 1 if the number is positive, -1 if negative and 0 if zero.
SIN
Returns the sine of the given angle (in radians).
SINH
Returns the hyperbolic sine of a number.
SKEW
Returns the skewness of a distribution.
SKEW.P
Returns the skewness of a distribution using the population of a random variable.
SLN
Returns the straight-line depreciation of an asset for one period.
SLOPE
Returns the slope of the linear regression line.
SMALL
Returns the Rank_c-th smallest value in a data set.
SQRT
Returns the positive square root of a number.
SQRTPI
Returns the square root of (PI times a number).
STANDARDIZE
Converts a random variable to a normalized value.
STDEV
Estimates the standard deviation based on a sample.
STDEV.P
Calculates the standard deviation based on the entire population.
STDEV.S
Calculates the standard deviation based on a sample.
STDEVA
Calculates the standard deviation of an estimation based on a sample.
STDEVP
Calculates the standard deviation based on the entire population.
STDEVPA
Calculates the standard deviation based on the entire population.
STEYX
Returns the standard error of the predicted y value for each x in the regression.
SUBSTITUTE
Substitutes new text for old text in a string.
SUM
Adds all the numbers in a range of cells.
SUMIF
Adds the cells specified by a given criteria.
SUMIFS
Totals the values of cells in a range that meet multiple criteria in multiple ranges.
SUMPRODUCT
Multiplies corresponding elements in the given arrays, and returns the sum of those products.
SUMSQ
If you want to calculate the sum of the squares of numbers (totaling up of the squares of the arguments), enter these into the text fields.
SUMX2MY2
Returns the sum of the difference of squares of corresponding values in two arrays.
SUMX2PY2
Returns the sum of the sum of squares of corresponding values in two arrays.
SUMXMY2
Adds the squares of the variance between corresponding values in two arrays.
SYD
Returns the arithmetic-declining depreciation rate.
T
This function returns the target text, or a blank text string if the target is not text.
T.DIST
Returns the t-distribution.
T.DIST.2T
Returns the two-tailed t-distribution.
T.DIST.RT
Returns the right-tailed t-distribution.
T.INV
Values of the left-tailed inverse t-distribution.
T.INV.2T
Values of the two-tailed inverse t-distribution.
T.TEST
Calculates the T test.
TAN
Returns the tangent of the given angle (in radians).
TANH
Returns the hyperbolic tangent of a number.
TBILLEQ
Calculates the annual return on a treasury bill.
TBILLPRICE
Calculates the price of a treasury bill per 100 currency units.
TBILLYIELD
Calculates the yield of a treasury bill.
TDIST
Returns the t-distribution.
TIME
Determines a time value from the details for hour, minute and second.
TIMEVALUE
Returns a sequential number for a text shown in a possible time entry format.
TINV
Returns the inverse of the t-distribution.
TODAY
Determines the current date of the computer.
TRIM
Removes spaces from a string, leaving only a single space character between words.
TRIMMEAN
Returns the mean of a data set without the Alpha percent of data at the margins.
TRUE
The logical value is set to TRUE.
TRUNC
Truncates a number by removing decimal places.
TTEST
Returns the probability associated with a Student's t-Test.
TYPE
Returns the type of value.
UMINUS
UNARY_PERCENT
UNICHAR
Converts a code number into a Unicode character or letter.
UNICODE
Returns the numeric code for the first Unicode character in a text string.
UPLUS
UPPER
Converts the string specified in the text field to uppercase.
VALUE
Converts a text string into a number.
VAR
Estimates the variance based on a sample.
VAR.P
Calculates variance based on the entire population.
VAR.S
Calculates the variance based on a sample.
VARA
Estimates a variance based on a sample. The value of text is 0.
VARP
Calculates a variance based on the entire population.
VARPA
Calculates the variance based on the entire population. The value of text is 0.
VLOOKUP
Vertical search with reference to adjacent cells to the right.
WEEKDAY
Returns the day of the week for the date value as an integer (1-7).
WEEKNUM
Returns the number of the calendar week in which the specified date occurs.
WEIBULL
Returns the values of the Weibull distribution.
WEIBULL.DIST
Returns the values of the Weibull distribution.
WORKDAY
Returns the serial number of the date before or after a specified number of workdays
WORKDAY.INTL
Returns the serial number of the date before or after a number of workdays using arguments to indicate weekend days and holidays.
XIRR
Calculates the internal rate of return for a list of payments which take place on different dates.
XNPV
Calculates the capital value (net present value)for a list of payments which take place on different dates.
XOR
Returns true if an odd number of arguments evaluates to TRUE.
YEAR
Returns the year of a date value as an integer.
YEARFRAC
Returns the number of years (including fractional part) between two dates
YIELD
Calculates the yield of a security.
ZOIDBERG
Why not Zoidberg?
Z.TEST
Calculates the probability of observing a z-statistic greater than the one computed based on a sample.
ZTEST
Calculates the probability of observing a z-statistic greater than the one computed based on a sample.
View ArticleTracking Changes: Reviewing Earlier Versions
One of the great things about Quip is that all of your changes saved as you make them (you won't see a Quip doc with final-final-v17-okay-now-it's-finally-final at the end of its name). Even better, older versions of your documents are never overwrittenthey're all saved, and they're all ready for retrieval if you ever need to go back to them.
Viewing a document's history
To see the whole history of a document, from the first words to the final edit, just go to the Document menu and select Document History.
On the left, you'll see timestamps for every previous version of the document, sorted by when they were edited and who made those edits. Click on any of them to see what the document looked like at that time.
To make things easier, we've bundled big sets of revisions together under a single timestamp. You can dig into any of them if you want to see the granular edits that compose it.
Restoring an older version of a document
If you want to recover any of that old material, you have a couple of ways to do it:
Copy n paste.If you want to bring specific deleted passages back from the grave, you're free to manually copy and paste them from the old versions into your current version.
A full restore.If you want to bring back an old version of a document in its entirely, click the Restore button.
Wait, can I undo a restore?
In short, yes, youcanundo a restore.
Here's the nerdy reason why: When you restore an old version of the document, you're not wiping out any history that happened between the current version and restored versioninstead, you're actually creating anewversion of the document. The version you had prior to restoration will become the second-most-recent version, and you can revert to it if need be.
(Yeah, it's kinda confusing to explain in words, but that's the case with everything related to time travel.)
Editing: Pro Tips!
Highlight & Comment
You can add a comment to a section of text in a document by selecting the chat bubble icon after selecting the text in question. This will highlight the selected text and add a comment.
Comment Only (no highlight)
You can also add a comment to a line of text without highlighting it simply by clicking on the line of text without highlighting any words, then selecting the chat button icon on the left side of the page.
Note:Quip only supports one comment per section. Examples of sections include : one spreadsheet cell, on checklist item, one entire paragraph. As a result, if you've already added a comment (chat bubble) to a paragraph, you can't addanotherchat bubble to a different section in that paragraph.
Change Log: Pro Tips
Changes
Whenever a change is made to the document, it shows up in the thread. You can see who made the change, when they made it, and what device they used.
Changes are tracked differently:
Text that has been deleted is highlighted in red with a line through the text.
If a block of text contains both deletions and insertions, the inserted text is highlighted in green and underlined.
If a block of text contains only insertions, the inserted text is underlined in green.
When large sections of text have been removed, the text is grayed out.
If there have been multiple changes, there will be a stack of diffs. Click on the snippet to reveal the full set of changes made by a person at a particular time.
FAQ: Can I approve changes to a document?
There's no way to approve changes made to a document. Quip is built to encouragecollaboration, creating a space where everyone is on the same page, with access to the most up to date version!
Unsaved changes indicators
Today, weve improved your offline experience by adding unsaved changes indicators. If youre creating, editing, commenting, or adding a message to a Quip document or spreadsheet youll see the indicator at the bottom of the document.
The Quip desktop app saves any changes you make locally so your work is always safe. When an internet connection is made, changes are synced to the server where they are available to your teammates. Once your changes have synced with the network, the indicator will disappear.
If youre working offline, youre likely working across a number of different documents and messages. Quip counts unsaved changes with an indicator in the sidebar. You can click the indicator to show which documents, spreadsheets, chat rooms, or 1:1 messages have unsaved changes.
View ArticleWord Count
Quip supports a simple and easy to use word and character counter. Simply highlight a whole document or a paragraph and you will be able to see the number of words and total characters in your selection placed just above the formatting toolbar.
Spell Check
Quip checks for spelling errors in different ways based on the device, operating system, or browser you're using. In the Quip desktop app, spellcheck relies on your computer's operating system to check for errors.On Web, Quip checks for errors based on whatever spell-checker your browser uses.
On mobile, similar to the desktop app, Quip will use your operating system's spellcheck to browse for mistakes. Quip does not currently support a native spellcheck feature.
View ArticleEnterprise Key Management gives you control over the keys used to encrypt your Quip data. The keys you create are only used to encrypt your content, and Quip has no control over them, and only the access you permit us.This guide will walk you through setting up your EKM deployment, from initial setup and logging through key rotation and revocation. To learn more about EKM, see our Security page.
Setting up EKM
1. Plan your rollout
Prior to beginning setup, youll work hand in hand with your Quip representative to define a rollout plan and schedule for encrypting your documents. We can customize the deployment to your testing and verification needs, whether that means gradually ramping up a percentage of new threads encrypted before fully switching over all your existing content or a rapid deployment of all content simultaneously. To start planning your rollout, get in touch with your Quip representative. The length of your deployment will depend on your testing and verification needs, as well as the size of your Quip instance.
2. Create your keys
Set up Amazon KMS. See their Product Overview and Getting Started Guide.
Create three keys in KMS.
Quip will never be able to access your keys directly. Adding the Quip AWS account here gives permission for us to send encrypted material to your keys using the AWS KMS APIs and get the decrypted material as an API response, but does not give us any other access.
Primary Key: us-west-2
Backup Key 1: us-east-2
Backup Key 2: us-west-1If youre setting up EKM for a VPC, work with your Quip representative to choose the correct regions.
Follow the documentation for key creation in the KMS Create Keys guide.
In step 4, Define Key Usage Permissions, scroll down to Other AWS Accounts, click Add another AWS account, and enter in the Quip AWS account number.
Unless setting up EKM for a VPC, you must create the keys in these regions:
3. Start the setup process
When youre ready to kick off the encryption process theres a deployment plan in place, andyou'vecreated your keys in KMS let us know in the admin console.
Go to the Shield Advanced Security tab in your admin console.
Click Begin Setup under the Enterprise Key Management heading.
Read the information, check that you understand it, and click Next.
Enter the ARNs of your keys, and click Next.
Make sureyou'vegranted the correct permissions before completing this step!
You can find the ARNs in your AWS Console. Go to the KMS service, and click Customer managed keys in the left sidebar. Then, for each of your keys, click the key to get taken to the key page. You should enter the the entire string under ARN, starting with arn:aws:kms, into the admin console.
Double-check that everything has been entered correctly, and click Begin Setup.
Thats it! Well begin setup according to the deployment plan. The length of your deployment will depend on your testing and verification needs, as well as the size of your Quip instance.
Revoking key access
Revoking access to a single document
You can respond to targeted security threats or concerns by revoking access to a single document. This will prevent everyone including all your users, Quip employees, and the Quip service from decrypting and accessing that document, while your users have uninterrupted access to the rest of their Quip content. To revoke access to a thread, youll use both the Quip admin console and the AWS KMS admin console. First, youll get the secret document ID youll use to revoke access to the document. To do that:
Navigate to the Shield Advanced Security tab of the Quip admin console.
Click Get Document ID.
Paste in the URL of the document youd like to block access to, and click click get Document ID.
Copy the Document ID that returns on the next modal screen. Save this ID in a safe place (outside Quip), because youll need it to restore access later if you choose to do so, and this lookup toolwon'twork while access to the document is revoked.
Once you have that identifier, heres how you revoke access to a specific piece of content:
Open your AWS Console and go to the KMS Service.
Click on one of your keys, scroll down to where it says Key Policy, and click Edit.
Paste in the key policy below:
Replace the placeholder DOCUMENT_ID is in the key policy template with your Document ID.
Optionally, you can edit the Sid to include the name of the document, e.g. "Sid": "Deny decryption access to doc "2020 Financials",.
Save the policy.
Repeat steps 2-5 for each of your three keys.
Now return to the Shield Advanced Security tab of the Quip Admin Console.
Scroll down and click the Clear Document button.
Enter the Document ID, and click Clear Downloads to clear the document from all downloads and caches.
To restore access to the document, delete the policies you added from the Key Policies section in KMS, and again use the Clear Document flow to force the new key policies to take effect in Quip.
Revoking access to the entire site
You can revoke the Quip services access to your customer-managed keys by disabling the keys as described in the AWS KMS Documentation. This will prevent everyone including all your users, Quip employees, and the Quip service from decrypting and accessing your content.
Remember to disable each of your three keys.
Note that none of your users will be able to access any of your content while your customer-managed keys are disabled. If you want to revoke decryption access for a single thread while the rest of your Quip content remains in normal operation, see Revoking access to a single document above.
Downloaded content will be automatically cleared from all caches, search indices, and downloaded apps. While the key is disabled, no one will be able to log into your Quip site, and the admin console will not work.
To re-enable decryption of your content, re-enable your keys. Access will be restored automatically; all users will be able to log in and resume work in Quip as normal.
Key Policy
{ "Sid": "Deny decryption access to a specific document", "Effect": "Deny", "Principal": { "AWS": "arn:aws:iam::061931515800:root" }, "Action": [ "kms:Encrypt", "kms:Decrypt", "kms:ReEncrypt*", "kms:GenerateDataKey*", "kms:DescribeKey" ], "Resource": "*", "Condition": { "ForAnyValue:StringEquals": { "kms:EncryptionContext:RootID": "DOCUMENT_ID" } }},
View ArticleIf you want to duplicate or change locations of a document in Quip it can get a bit tricky figuring out which choice to pick. Here's a quick guide to each!
Copy Document...
The Copy Document item in the Document drop-down menu will do just that, and only that. It will copy a document and allow you to place the copy in the folder it was originally created in, or your Private Folder. You cannot place a copy in any other Shared or Group Folder. You can edit your new duplicate without affecting your original copy. If you decide you don't need it, delete it, with no fear of losing the other.
Right above Copy Document, in the Document drop-down list, you will find the Move to Folder option. This option has two choices that are explained in more detail below. They may sound similar, but the differences are critical.
Move to Another Folder...
You should choose the Move to Another Folder option if you want your document in a new location without any copies. This option allows you to choose which Folder you would like your document to live in. You can choose from any of your Shared or Group Folders to place your document. When using Move to Another Folder, your document will disappear from its original location. It now only lives in the folder you chose.
Add to Other Folders...
Choosing Add to Other Folders means you will have two identical copies of the same document, living in two different folders. Think of these documents as being linked. What happens to the original will happen to the duplicate and vice versa. Be careful! This also means, that if either one is deleted the other is as well.
View ArticleIn Quip, you can link your personal and professional accounts so that you can toggle seamlessly between different accounts from one device.If you use Quip with your team, you can add a personal account by creating a new account or linking an existing one.Once your accounts are linked, you can easily switch between them from the Account Menu.
View ArticleMany hands make light work, as they say, and collaborating in Quip makes your work lighting-fast and feather-light. Whether you're tracking a project, planning next year's budget, or just getting your team's lunch order, Quip gets the people you need in the documents you're working on. Your work deserves to be seen. So share it. Here's how.
Contents
The basics of sharing
Adding individual people
Adding content to a shared folder
Getting a shareable link
Sharing with people outside of your organization
A little more about sharing links with external users
Using Quip with Restricted External Sharing
How can I tell who a document is shared with?
A note about shared folders
How do I request access to something I don't have access to?
How do I remove access to a document, spreadsheet, folder, or chat room?
The basics of sharing
There are three different ways to share Quip content with other people, and all of them are available through the Share button at the top right corner of your document window.
here
Once you click on "Share," a nifty modal window will appear.
From here, you can:
Add individual people by manually entering their names or email addresses.
Add a group of people by adding the document to a shared folder. Anyone who belongs to a shared folder will have access to the documents in it.
Get a shareable link for your document by turning on the Shareable Link toggle. Copy the link and send it over to whoever you want to share it with.
The best part about collaborating with Quip is for every way there is to share, theres a way to customize access levels through granular permissions. You control how many cooks are in the kitchen.
Adding individual people
In the "Add by name or email" field, you can:
Type the name of anyone in your organization. It'll probably autocomplete after the first few characters, by the way.
Click on the name of someone in your organization. We've listed the people you interact with most, just to save you some time.
Type the email address of anyone at all, whether they're a part of your organization or not. So you don't lose track of who's who, we've added a handy red badge indicating a person's organization. No need to play detective Quip will always let you know when someone is outside of your organization so you can share responsibly.
Assign access permissions. With granular permissions, you can make sure the right level of access is given to the right people. For each person you share your document with, you can grant Full Access, Edit Access, Comment Access or View Only Access.
Note that you can add people to a document in your Private folder without moving that document out of your Private folder. Yes, it's true, a document can be both private and shared at the same time.
Adding content to a shared folder
To share your document with a group of people, just add it to a shared folder. This will automatically share your document with everyone who belongs to that folder. In the search bar, type in the name of the shared folder and hit Share. Easy! Dont forget to manage the folders access level just like when you share with individuals, you can customize a groups interaction with your document through granular permissions.
The fun doesnt stop thereyou can also share a document across multiple folders. Changes made anywhere will update the document everywhere, saving you the trouble of versioning. Phew. By the way: If the folder belongs to 7 people or fewer, all of those people will be notified about the document you just added. If it belongs to more than 7 people, we'll skip the notification. (We've found that for larger groups, these notifications can be more cumbersome than helpful.) Learn more about folders in Quip
Getting a shareable link
If you're a copy-and-paster, and some of us are, you can share a document or folder with other people by sending them a URL that links to it. Just go to the document you want to share and turn on the Shareable Link toggle in the Share dialog. When the Shareable Link toggle is turned off, it means that the document can't be accessed using its URL. (This is the default setting for new documents, by the way.)
Since a link can be passed around pretty easily once you've sent it out, Quip offers extra control over what people can and can't do with a document that they arrived at through a URL:
View, edit, and comment means people can view and edit the document, as well as participate in the conversation pane and inline comments.
View Only means they can view the document, but not edit it.
The View Only setting includes some additional controls over what a viewer actually gets to view:
Show conversation allows viewers to see the conversation pane of your document.
Show diffs includes the edit history of your document in that conversation pane.
Allow new messages allows other Quip users to add to the document conversation (but not edit the document itself).
Allow comments allows other Quip users to leave comments on the document's contents (but not to edit those contents).
Allow requests to edit lets other Quip users ask permission to edit the document's contents.
In both the View only and View & Edit settings, you'll also see:
Allow access outside of whatever-your-domain-is.com allows people who are outside of your organization to access the document you're sharing.
Notify people at whatever-your-domain-is.com whenthey'rementioned ensures the people in your organization stay up-to-date and connected with relevant notifications.
Keep in mind that outside of your organization means anyone outside your organization. If you send a URL to a customer, and that customer sends the URL to George Clooney, then George Clooney will be also able to read your document. So make sure you didn't put anything in there that you wouldn't want George Clooney to see.
Sharing with people outside of your organization
Collaboration isn't just about what happens on your team. That's why we've made it as easy to share with people outside of your company as it is to share within it. Here's how, always starting from the Share menu:
Type in the email address of the person you want to share your work with in the Add by name or email field.
Turn on the shareable link, then click Copy to copy the document's URL to your clipboard (and turn on sharing-by-URL in the process). Now you can send that URL to whoever you want, however you want.
When people from outside your organization have joined a document, you'll see a little badge in your document's title bar indicating as much.Click on the badge to open the sharing settings and access the full list of members.
A little more about sharing links with external users
An external users permissions level is dependent on having a Quip account:
Visitors with Quip accounts will be able to access the document per the permissions set at the link-level.
Visitors without Quip accounts will only be able to view your documentnot comment on it or edit its contents. They'll be prompted to sign up for Quip if they want to do either of those things. And heck, even if they don't want to do those either of those things, we'd love to have them here on Quip anyway.
Using Quip with Restricted External Sharing
If your company is using Quip Enterprise Tier, it has the option to disable external sharing, or to restrict external sharing to an allowlist of permitted collaborators. If your company has enabled this setting, you won't be able to share documents with anyone outside your company, unless your Quip administrator has added them to the allowlist. You can contact your admin to add your external collaborators; Quip support can't add external collaborators for you. If you try to share with someone who's not on the allowlist, you'll see an error message.You also won't be able to add any documents to a folder that was created by someone at another company, since that folder and the documents inside would be able to be shared outside your company. (Similarly, you won't be able to add documents or folders to folders that are inside folders created by someone at another company, and so on.) If you try to add a document to a folder created by someone at another company, you'll see an error message.
How can I tell who a document is shared with?
Look at the "Share" button at the top of your document.
See a number? That's the number of people who the document has been shared with.
Don't see a number? Then you're the only person with access to the document.
If you want to know the specific people on any document, click the Share button and click Manage to view a complete list.One more thing: If your document is shared with people outside of your organization, you'll see a little badge in your document's title bar indicating as much. Click on the badge to open the sharing settings, and click "Manage" to access the full list of members.
A note about shared folders
Say youd like to share a nested sub-folder with an individual without providing access to the entire top-level folder. Yikes, sounds more like inception than document sharing. Take a deep breath, keep calm, and Quip on heres how to do it:
Click the Share button from within the nested sub-folder.
Select Advanced Options from the dropdown. Congratulations, youre a power user now.
Select Add People to this Folder Only and type in as many individual names or email addresses as youd like.
Pro tip: Individuals added to a sub-folder will show up under Additional People in the Share" dropdown menu.
To see who a sub-folder is shared with:
Click on the Share button of the sub-folder.
Select the top-level folder under the Group section. This will bring you to a Folder Permissions view from here, you can see both the number of members in the top-level folder and the individuals in the sub-folder level.
Click on either of the numbers to view the specifics of who a folder has been shared with. You can also click on View All Members to see a comprehensive list.
How do I request access to something I don't have access to?
Occasionally in Quip, you'll find yourself following a link to a document you don't have access to. Don't fret! If you want to request access, it's easy enough to do so. Just click the Request Access button that shows up when you try to visit the link.
Who gets notified about your request, you might wonder? Everyone who has access to the document. Keep that in mind if you're asking to see a document that might be shared with a large number of people.
How do I remove access to a document, spreadsheet, folder, or chat room?
The best way to un-share something depends on how you shared it in the first place.
If you added people to it individually, you can remove them by clicking on the Share button, then selecting Manage. Next to the folks you want to remove, click on their current access level. This will trigger a dropdown menu with an option to Remove Access, among others. Go ahead and click it.
If you added people via a shared folder, you can trigger the same dropdown menu to Remove Access. Additionally, you can either move it out of that shared folder, or you can remove people from the folder itself.
To move it to a different folder, click on the Share button, select Move this Folder, and then finally select Move to Another Folder. You can either move it to a different shared folder to share it with a different set of people, or you can move it to a private folder to un-share it with everyone.
To remove people from the folder itself, go to that folder, click on the Share button, then select Remove People. The people you remove will lose access to everything in that folder, so make sure there's nothing in there they need.
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A mind-blowing detail: If you added people to a document individually in addition to adding people via a shared folder, moving that document back to a private folder will only remove the latter group. The people you added individually will still have access to the document.
If you added people by sharing a URL with them, you can reduce the level of access people have through that URL, or you can disable that URL entirely.
Important: Disabling links won't affect people who followed the URL and then joined as collaborators. Once they've added themselves to your content, you'll need to remove them individually by clicking on the Share button, selecting Manage, and then selecting Remove People.
Are you interested in attending a free training with a Quip expert? Check out our weekly webinar series and register now! Clickto learn more.
View Article*Available for the following Quip editions: Quip Enterprise, Quip for Salesforce*
The Managed Sites tab of the Quip admin console provides the ability to create and manage additional Quip sites. There are two types:
Partner site: For customers looking to securely collaborate with their partners or vendors in Quip and own all of the data
Testing site: For customers looking to set up a blank, non-production testing environment (e.g., sandbox, staging, dev, UAT, etc.)
Licensing & data ownership: Any managed site you create is completely owned by your company. All enabled members in your managed sites will count as utilized licenses out of your total purchased Quip licenses. Creating a managed site: To create a managed site, go to the Managed Sites tab in the Quip admin console. Choose either a new partner site or a new testing site, and follow the instructions. This will create an empty Quip site, into which you can start provisioning members, who will then begin to create content. Note that for testing sites, no content is cloned from your main site. User provisioning: Users are only able to join a managed site if they are provisioned by one of your admins (via the admin console or SCIM). Note that, as the admin creating the managed site, a new user account will not be created by for you automatically when you create the managed site. You can use your existing Quip user account (in your main site) to collaborate with members of your managed sites. But if you would like a new unique user account in one of your managed sites, you can simply provision yourself as a user in the desired managed site(s). Discoverability: All members of your main site will be able to find all members of your managed sites when typing their name inside Quip autocomplete menus (e.g., sharing a document). But no members of your managed sites will be able to find any member of your main site unless they have previously collaborated in Quip. Authentication: Authentication for your managed sites is independent from the authentication method set up for your main site. To configure SAML for a managed site, simply go into that sites admin console and set up SAML as you would in your main sites admin console. Restricting external sharing: During the creation of a managed site, you have the option to restrict that sites ability to share externally, to be limited only to sharing with members of your main site. The external sharing settings can always be modified in the same way that you manage external sharing for your main site via the admin console. In-app user badge colors: Inside the Quip app, all user badges for members of a partner site will be blue, rather than the red badges typically shown for external users. And the user badges for members of a testing site will be green.
Similarly, partner members viewing the badge of a member of the main site will see a blue badge. And testing members viewing the badge of a member of the main site will see a green badge. Connecting to a Salesforce org: Any managed site can be connected to a Salesforce org just like your main site can be connected to an org. However, a managed site cannot be connected an org that is already connected to another Quip site. Disabling a managed site: Disabling a managed site triggers the deactivation of all user accounts in that managed site. The sites admin console will not be accessible until the site is re-enabled. The act of re-enabling a site does not automatically re-enable all user accounts.
View ArticleWatch recorded Q2 Recap session here
New to Quip? Look no further than Quip Foundations, our introductory webinar on how to become a fully functional Quip user. In this 30 minute session, one of our expert trainers will review the most important features to get you working faster and more effectively.
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EMEA REGISTRATION
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Quip Foundations enespaol- ver aqu
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The power of Quip us elevated when you connect it with the Worlds #1 CRM. In our Quip for Salesforce webinar, we will walk through how to boost team productivity and integrate collaborative docs, spreadsheets, slides, and chat right inside of your salesforce instance
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In the Pro-Tips to Ease Your Quip Pains webinar series we will cover the things in Quip that leave you scratching your head. With topics such as formatting, organization, and spreadsheets you will leave these 30 minute webinars breathing a sigh of relief and armed with advanced insider Quip pro-tips.
Session 1:Forget Your Formatting Woes
Take your documents from to with these insider strategies! Forget your formatting woes through advanced formatting tips on topics such as videos, Live Apps, and fonts.
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In Quip for Admins, a Quip product expert will dive into how to manage site members, make customizations to your Quip site, and create an organizational structure for your business teams. This webinar is recommended for admins who are managing ongoing accounts, or are launching Quip for the first time.
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Quip is constantly rolling out new features and updates to the platform. In our Q3 Recap, we will review our latest updates to Quip for Salesforce, videos in documents, and more!
Register now for the Q3 Recap
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View ArticleThe Billing tab of the admin console allows Admin to see company license counts. To navigate to the Billing tab go to the Admin Console and then Billing.
Activated Licenses- The number of active user accounts at your site. This matches the Enabled Members view in the Site Members tab and the All Users number in the Users Insights tab.
Provisioned Licenses- The number of accounts that have been provisioned, but the users have not yet logged in to activate the account.
Purchased Licenses- The number of user licenses your organization has purchased.
View ArticleQuip has a number of simple keyboard shortcuts to help you work quickly, without having to use your mouse. You can access a comprehensive list of shortcuts from anywhere in Quip with the following commands. Great news: these are really the only shortcuts you need to remember!
On a Mac: cmd + /
On a PC: ctrl + /
You may also be interested inchecking out our Markdown shortcuts, which can be found here: bit.ly/1yQSM0d
All devices
Backtick (`) key (top left corner, under the ~): Toggle styles between different types of headings and lists
Tab: Indent a list item
Shift-Tab: De-indent (move inward) a list item
Shift-Enter: Add a single space between lines
Escape: Stop editing
Mac & iOS with bluetooth keyboard
Anywhere:
Command-/ (slash): List all keyboard shortcuts
Command-Option-Shift-N: Create a new ...
Command-Option-N: Create a new document
Command-Option-M: Create a new message
Command-Shift-D: Go to the desktop
Command-Option-O: Search for a document, folder, or conversation
Command-Option-left/right arrow: Move between tabs in the desktop app
Style shortcuts:
Command-B: Bold the selected text
Command-I: Italicize the selected text
Command-U: Underline the selected text
Command-Shift-X: Strikethrough the selected text
Command-Shift-K: Monospace (code style) the selected text
Command-Option-0: Paragraph (normal text style)
Command-Option-1: Large heading style
Command-Option-2: Medium heading style
Command-Option-3: Small heading style
Command-Shift-L: Bulleted list style
Command-Option-K: Code block style
Editing shortcuts (while typing):
Command-Option-Up: Move a list item up one line
Command-Option-Down: Move a list item down one line
Command-Enter: Check a list item
Command-Z: Undo
Command-Shift-Z: Redo
Command-X: Cut
Command-C: Copy
Command-V: Paste
Command-P: Print document
Command-K: Insert link
Control-N: Next line
Control-P: Previous line
Command-Option-C: Hide/show conversation
Command-Shift-C: Add a comment
Command-Option-S: Finish edit session
Command-Shift-A:create an anchor link
Spreadsheets:
Command-Up/Down/Left/Right: Move to the edge of data or to the next non-empty cell
Command-Shift-Up/Down/Left/Right: Expand selection to the edge of data or to the next non-empty cell
Shift-Space: Select row
Control-Space: Select column
Command-Return: Fill selection with entered text
Command-D: Fill down in selection
Commandl-R: Fill right in selection
Command-Backspace: Scroll focused cell into view
Control-I: Insert above or in front of selected rows or columns
Control-- (dash): Remove selected rows or columns
Command-; (semi-colon): Insert current time
Command-: (colon): Insert today's date
Option-Return: Hard return within a cell
Windows
Anywhere:
Ctrl-/ (slash): List all keyboard shortcuts
Ctrl-Alt-Shift-N: Create a new...
Ctrl-Alt-N: Create a new document
Ctrl-Alt-M: Create a new message
Ctrl-Shift-D: Go to the desktop
Ctrl-Alt-O: Search for a document, folder, or conversation
Style shortcuts
Ctrl-B: Bold the selected text
Ctrl-I: Italicize the selected text
Ctrl-U: Underline the selected text
Ctrl-Shift-X: Strikethrough the selected text
Ctrl-Shift-K: Monospace (code style) the selected text
Ctrl-Alt-0: Paragraph (normal text style)
Ctrl-Alt-1: Large heading style
Ctrl-Alt-2: Medium heading style
Ctrl-Alt-3: Small heading style
Ctrl-Shift-L: Bulleted list style
Ctrl-Alt-K: Code block style
Editing shortcuts (while typing):
Ctrl-Alt-Up: Move a list item up one line
Ctrl-Alt-Down: Move a list item down one line
Ctrl-Enter: Check a list item
Ctrl-Z: Undo
Ctrl-Shift-Z: Redo
Ctrl-X: Cut
Ctrl-C: Copy
Ctrl-V: Paste
Ctrl-P: Print document
Ctrl-K: Insert link
Alt-N: Next line
Alt-P: Previous line
Ctrl-Alt-C: Hide/show conversation
Ctrl-Shift-C: Add a comment
Ctrl-Alt-S: Finish edit session
Spreadsheets:
Ctrl-Up/Down/Left/Right: Move to the edge of data or to the next non-empty cell
Ctrl-Shift-Up/Down/Left/Right: Expand selection to the edge of data or to the next non-empty cell
Shift-Space: Select row
Ctrl-Space: Select column
Ctrl-Return: Fill selection with entered text
Ctrl-D: Fill down in selection
Ctrl-R: Fill right in selection
Ctrl-Backspace: Scroll focused cell into view
Ctrl-I: Insert above or in front of selected rows or columns
Ctrl-- (dash): Remove selected rows or columns
Ctrl-; (semi-colon): Insert current time
Ctrl-: (colon): Insert today's date
Alt-Return: Hard return within a cell
View ArticleAccess Quip on mobile
Learn more about accessing Quip on your mobile device!
Lesson Time: 8 minutes
Lesson 8: How to deploy your teams on Quip Quip for Mobile!
You should be able to start working on a document at your laptop, pick up where you left off in a conference room using your iPad, and make some last minute edits from your iPhone in an elevator. When you switch to Quip, you can say goodbye to inconsistent mobile and desktop connections and hello to the new mobile productivity suite. You can finally work from anywhere, without fail.
Work online or offline
We live in a world of unpredictable connectivity you never know when you'll hit a dead zone or the Wi-Fi will stop working on your flight. Quip keeps working on any device when your Internet stops. That means you can continue creating documents, making edits, and sending messages while you're offline. As soon as your Internet connection returns, your edits will sync with the network.
Set your notifications so you don't miss a beat
For notifications about documents and chat rooms, you have three options:
Notify for activity about you is the default option, here. And it means what it says: you'll get notifications about the activity that's directly relevant to you:
@Mentions of your name in a document or chat
@Mentions of @everyone in a document or chat that you're part of
Someone adding you to a document, folder, or chat
Someone adding a document to a shared folder that you're part of
Responses to one of your comments in a doc
Comments on an edit you've made
Likes of your comments or chats
Likes of comments or chats you're mentioned in
Someone opening a document you've shared with them
Requests for access to a document that you're part of
Reminders for dates you've @mentioned (This is a very handy feature, and it benefits from further explanation. See below.)
Notify for all new activity is for people who want a birds-eye view of everything happening in their Quip docs and chats. Besides all the notifications listed above, you'll get updates about these activities:
Edits to a document you're a part of
Chat messages, in conversations that you're a part of, that don't mention them by name
Comment threads on content you haven't created, or that don't @mention you
Don't show notifications is pretty self-explanatory. If you don't want notifications, this is the setting for you.
For notifications regarding direct messages, you have two options:
"Notify for all new messages" is the default. You'll be notified about every direct message that's sent to you.
"Don't show notifications" means you won't get any notifications about direct messages that are sent your way.
How do you get the mobile app?
Easy! Download it on your iOS or Android device to get started now. Android Quip works on most devices running Ice Cream Sandwich or better. Download Quip in the Google Play store. iOS Quip works on any device running iOS 8 or above. Download the Quip app from the App Store.
Challenge
Download the mobile app!
Access a chat or document from the app
Ready to cross the finish line?
Lesson 1: Get started with Quip Lesson 2: Why you don't need email to get your work done Lesson 3: Create project plans in Quip Lesson 4: How I start my day in Quip Lesson 5: Work smarter with folders & sharing Lesson 6: Quick tips: organizing your private folder Lesson 7: How to solicit feedback without a meeting in Quip Lesson 9: Access Quip on Mobile
View ArticleMarkdown Shortcuts
Quip supports the following markdown shortcuts:
Keystroke
Shortcut
1. then space
Start a numbered list
* or - then space
Start a bulleted list
--- space
Insert a line break
// then space at the end of a line or paragraph
Add comment
# or ## or ### then space
Heading 1, 2 or 3 respectively
hit space 4 times
Start a new code block
[ ] then space (two brackets)
Start a new checklist
{{ type any text }}
Contents contained within brackets turns into inline code
_type any text_ or *type any text*
Italic text
__type any text__ or **type any text**
Bold text
~~type any text~~
Strikethrough text
View ArticleUser name and profile picture
You can edit your user name and your profile picture from your browser window.
From your account menu in the bottom left corner, select "Edit Profile"
To change your name, type your name into the text bar.
To change your profile picture, click on it. You'll be prompted to upload a file, take a photo with your webcam, or use your avatar from Facebook.
PRO TIP:Headed out for a much needed and well deserved vacation? Make sure to add OOO to your user name!
Adding an Email
You can add multiple email addresses to your account through the Notifications setting.
From your account menu in the bottom right corner, select "Notifications..."
Click on the Email tab to change your email notification settings.
From this page you can add a second email address to your account and also choose from which email address you would like to receive notifications
To delete an email account, please email [email protected] and include the email address you want to delete.
View ArticleWe're always happy to log and react to feedback (ex: do you really wish you had footnotes cell borders??) and you can always sendfeature requestsvia the Submit a Request option in the top right!
View ArticleQuip has a Conditional Formatting feature you can use to highlight cells that meet certain conditions or match specific values.
To use the Conditional Formatting feature in a Quip Spreadsheet:
highlight the cells you to which you would like to apply the conditional formatting
click on the Format button
choose the Conditional Formatting option
adjust the conditions using the dropdown menu on the far left
add the Value for your condition
choose the highlighting color from the Format menu
click Save
Please note, you can not reference other cells or sheets as the Value.
Decided that you want to remove this option? Ok, simply:
simply click the X beside the condition
click Save
View ArticleWith our integration of Quip and Salesforce, you can now use Salesforce as an Identity Provider to configure SAML for Quip!
First Steps:
You will need to have Quip for Salesforce tier.
You must be an Admin of your Salesforce org.
Your Salesforce and Quip instance must have the integration setup completed Salesforce Lightning Integration Setup Instructions with Pictures (2019)
Setup the Quip Connected App within your Salesforce org.
Configure a domain using My Domain and deploy it to all users. For instructions, see Set Up a My Domain Name.
Your Salesforce email/username must match the email you use within Quip.
Double check that your permission sets have been set to allow access to Single Sign On to all necessary users. This can be found within Salesforce under the Quip Permission Sets.
Once these steps are completed, you can then continue to configure Salesforce as an Identity Provider. Within Salesforce;
Select the gear icon within your Salesforce instance, and select Setup.
Generate a Certificate Signed by a Certificate Authority
2. On the left hand side of the screen, within the Quick Find search bar, enter Identity Provider, select Identity Provider, and click Enable Identity Provider.
Note: By default, a Salesforce identity provider uses a self-signed certificate generated with the SHA-256 signature algorithm. Ifyou'vealready created self-signed certificates, select the certificate to use when securely communicating with other services. If you want to use a CA-signed certificate instead of self-signed certificate, follow these steps. Please make sure that if you have a self signed certificate, that it is not expired. If it is expired, you will need to create a new certificate.
3. Create and import a CA-signed certificate. For instructions, see .
Click Edit, and then select the CA-signed certificate.
Click Save.
4. Once you click Save, you will then see at the bottom of the page Use Connected Apps to create a Service Provider
As a reminder, your Identity Provider (Salesforce, OKTA, etc.) would be what your Service Provider (Quip or any other connected App Program) authenticates into when logging in.
5. Within the Service Provider configuration, you can then enter the following items.
Name: Name your Service Provider, (i.e. Quip SSO)
Include your contact email
Entity ID: (This can be found within the Quip metadata file)
Start URL: (This would be the location URL within your Quip metadata file)
ACS URL: (This would be the location URL within your Quip metadata)
Make sure to check that your users have been correctly assigned the permission sets within Salesforce. You can do this by going to the newly created Quip Service Provider, and assign Quip and the specified users that are within Salesforce and your Quip Site.
(After you enable Salesforce as an identity provider, you can configure any other connected apps by configuring these connected apps as Service Providers.)
6. After the Service Provider section is completed, you can then download the metadata from the Identity Provider page.
7. Open the Quip Admin Console, and go to the Accounts and Access tab.
8. Create a new SAML configuration, by naming the configuration and uploading the Salesforce Metadata into the "Upload File" section.
Note: If you do see an error when uploading the metadata or during the Test email phase, please reach out to Quip Support.
9. Enter your email that is being used to log you into the Quip Admin portal as the initial Test Email.
10. After this, you should then see a pop-up window for Salesforce, use your specified credentials to log into Salesforce and complete the authentication process.
11. You will then be prompted to Configure for Test Users or to Configure for Entire Company. If you would like to test users, you can use any users within your Quip instance that has Salesforce credentials set up. Then hit Enable.
12. You should then see that the configuration is set to Enabled for SAML! You can always go into the configuration and Disable if you would like to turn it off or change the configuration to either Enable for entire company or Enable for Select Users.
OPTIONAL: If you would like to exempt certain users from your site for SAML, add their domain to the Exempted Domain option within the configuration. The correct way to enter the exempted domain is to follow this format website.com, you will not need to include the @ symbol or www. format.
You should now be completely configured for SAML using Salesforce as your Identity Provider!
View ArticleThere are currently three ways to export content out of Quip:
1) You can cut and paste any text from a Quip document into other file types.
2) You can export your Quip documents into any of these formats:
3) You can print Quip documents
We are working hard on other ways to export Quip documents so stay tuned!
View ArticleQuip! It's where creation and communication smash together to become collaboration. How does that happen? Well, every Quip document has two channels for talking to your collaborators: individual comment threads, and the overall document conversation.
Comments
Comments are designed for talking about specific parts of a document, spreadsheet, or slide deck. In general, you can just...
Click the thing you want to talk about.
Look for the comment button. Click it.
Leave a comment!
If you're into shortcuts, you can hit command-shift-C (Mac) or ctrl-shift-C (PC) instead of clicking the comment button. The comment button looks like this, by the way: here.
Commenting in documents
You can comment on any of the following by simply clicking on it, then clicking the comment bubble that appears to its left:
A paragraph
A header
A list item
An image
You can also get more granular, and comment on specific parts of the elements above.
Text: To comment on a particular bit of text within a larger text block, just select it, then click the comment bubble in the controls that pop up.
Images: To comment on a specific part of an image, click the image, then click the comment bubble in the controls that pop up. Look, now a little yellow dot is attached to your cursor. Drop it on whichever part of the image you want to talk about.
Live Apps: Lots of elements within Live Apps can be commented on. Just keep your eyes peeled for the little comment bubble when you're clicking around.
Commenting in spreadsheets
You can comment on any cell in a spreadsheet, no matter what data that cell contains. Text, numbers, images, it's all fair game. You can even comment on an empty cell, but we're not sure why you'd want to. To leave a comment, just...
Click the cell you want to comment on.
Click the comment button in the top right corner.
Leave a comment!
Alternatively, you can hit command-shift-C (Mac) or ctrl-shift-C (PC) instead of clicking the comment button. You can also right click on a cell, then select Comment from the dropdown menu. It's worth noting that you can't comment on whole rows, columns, or other ranges of cells.
Commenting in slides
You can comment on an entire slide, or you can attach a comment to any particular item on a slidea text box, an image, a chart, a poll, etc. Even better, you can attach it to any particular part of that item. A specific part of an image. A particularly tall bar in a chart. Think of it as the online equivalent of pointing to stuff. To add a comment to a slide:
Click the comment button. At little yellow comment-colored dot will get attached to your cursor.
Click on whatever part of the slide you want to talk about.
Leave a comment.
Once you've placed your comment, you can move it if you need to. Just drag the yellow comment bubble to wherever you want it to go.
Who gets notified when you leave a comment?
Assuming they haven't muted their notifications, these are the people who will be notified when you leave a comment:
The person who authored the content you're commenting on.
Anyone you @mention in the comment itself.
Additionally, if you contribute to an existing comment thread, everyone participating in the thread will also be notified.
Responding to a comment
So, you've been mentioned in a comment! Congratulations. If you want to respond to it...
Click the notification. You'll be taken to wherever the comment is.
Type your response in the comment field. Easy.
You don't even have to respond by typing. You can also send emoji, Bitmoji, or just click the like button.
The document conversation
Every documents, spreadsheet, and slide deck has a document conversation built into it. It's in a sidebar on the right, and it contains the following:
A history of every edit made to the document.
A history of every comment made on the document.
A record of when people join (and leave) the document.
More pertinent to our purposes here, it also contains:
Any messages people have posted to the sidebar itself.
And, at the very bottom, a field for writing and sending and messages to this sidebar.
This is the document conversation. It's good for discussing the document in general, rather than pointing to any specific part of it. Want someone to review what you've created? Just @mention them here in the document conversation and let em know what they're looking at. Debating how the content you've written should fit into your company's overall content strategy? This is the perfect forum. Conversely, if you're debating the particulars of a certain section of a document, or asking about a particular cell in a spreadsheet, individual comments are your friends. Basically, if you need to point to something, use a comment. If you don't, use the conversation pane.
@Mentions in comments and conversation
Yep, your trusty @ key still has plenty of powers in comments and conversations. For example:
You can @mention a person (or multiple people) to send them a notification about the comment you're leaving.
You can @mention a document or folder to create a quick link to it.
Small things, but they really speed up your work. No need to hunt down those URLs, ya know?
Editing comments and messages
Make a typo? Paste the wrong link? No problem. Just hover over the message or comment you want to edit, click the edit button, fix your mistake, then click the check mark to save.
Shortcut: If the message you want to edit is the last message you sent, just hit the up arrow. You'll go straight into editing mode.
Are you interested in attending a free training with a Quip expert? Check out our weekly webinar series and register now! Click to learn more.
View ArticleUsing Quip and Salesforce together is a great way to get your team in sync and communicate in one, central hub. Follow the steps below to get started.
What kind of Quip customer are you?
If you're a Quip for Salesforce customer, you can set up the native Salesforce integrations built in to Quip, and we highly encourage you to do so.
Setting up Native Salesforce integrations
Just a few questions and you'll be up and running in no time:
Are you the Salesforce and Quip admin for your team?
Yes: Great! You can move to step 2.
No: Contact your admin. Only the Salesforce and Quip admin can complete this guide.
Do you already have a Quip site for your team?
Yes: Fantastic! You can move to step 3.
No: Set up Quip for your team and learn best practices about getting your team up and running with a new Quip site.
Are you using the Salesforce Lightning Experience?:
In Salesforce lightning, go to Setup and enter Quip in the Quick Find box.
Complete the steps (Good news: You've already completed the first step)During installation, you can visit the Quip Admin Console to generate a Client Secret and a Client ID.
No: If you're using Salesforce Classic, you need to switch to Salesforce Lightning Experience to install the Quip Integrations.
Yes: Wonderful. Just follow the steps below:
How to Use Native Salesforce Integrations
Open a Report in Quip Now that you've set everything up, learn how to take full advantage of Quips living documents by working with connected report data in a Quip spreadsheet.
For Salesforce DevelopersIf you are operating with more than one Salesforce site connected to Quip, please utilize separate browser profiles, such as Chrome People,to manage your accounts. Using Incognito windows to manage profile changes creates a conflict and prohibits multiple accounts logging in. Using separate browser profiles works well. To learn more about Chrome People, please see this link.
Setup Quip Inside Salesforce
Use these Spring '19 instructions to embed Quip directly into Salesforce
Use these Summer '19 instructions to automate processes with Flow & Process builder
View ArticleInformation security is critically important to Quip. Our mission is to treat all the information stored on our systems, regardless of customer, user, or use case, as equally important and extremely sensitive. The entire success of our company is based on the trust that we establish as guardians of our customers' data.
Security Policies
Two-factor login is required for all employees (engineering and otherwise).
Personalized SSH keys are required for each employee for production access.
Access to production servers is limited to engineers who have a direct need to work with our production systems (i.e. on-call engineers and the Production Root team).
All pushes of code and configuration are published to the engineering team and audited by the Production Root team.
Firewall and networking configurations are reviewed quarterly and on an ongoing basis by the Production Root team.
All network access to production servers is strictly limited to the minimum necessary ports (HTTP, HTTPS, SSH).
Laptop / Workstation Configuration Policy
Quip source code, data, configuration information, or any other assets will only be stored on computers owned, provided to the employee, and managed by Quip.
Exception: Accessing Quip content via a web browser, using generally accessible Quip tools or data views via a web browser, installing the Quip native client on personal computers or mobile devices is explicitly approved.
Engineers with access to Quip source code storing it on their computers must utilize the full-disk encryption built into their operating system, e.g. FileVault on macOS.
Employees should set their web browsers to automatically update to the most recent version and install OS security patches within two (2) weeks of their general release, to increase security and prevent attacks against their computers.
Quip management will issue a general reminder of these policies once a quarter to all employees, along with an instructions to perform a self-check for compliance.
Customer Data
Terms, from Quip Business Customer Agreement: We will use, at a minimum, industry-standard technical and organizational security measures to transfer, store, and process customer data. These measures are designed to protect the integrity of customer data and guard against unauthorized or unlawful access to, use, and processing of customer data. Tools: Internally, all tools used by engineers and support staff will automatically redact or hide all sensitive customer data by default. All customer data must be encrypted in transit when it leaves Quip's servers. Whenever possible, we build our engineering tools so that Quip employees are never exposed to customer data while working in production issues. As part of our company culture, we take great pains to never see or interact with customer data. If it ever becomes necessary to interact with customer data to debug a production or customer issue, we will ask permission of the customer first before viewing any data.
The only exception to this rule is an unresolved security problem or system outage that cannot be addressed without viewing customer data. These exceptions must be approved by the management before proceeding if at all possible, or within 24 hours post-facto if contact cannot be made in a reasonable timeframe, and the issue is still ongoing.
Recording customer permission/management approval:
All unredactions of customer data are automatically logged.
If the unredaction originated from a customer request in Zendesk, and the Zendesk ticket contains the evidence of customer permission for unredaction, that is sufficient documentation.
If the unredaction originated from a customer request outside of Zendesk (directly via email or IM or the like), or is a result of a security problem/system outage emergency unredaction, it must be logged as per internal logging rules. The unredacting employee must include evidence of customer approval (screenshot of IM or email), or by requesting management to approve the emergency unredaction in the ledger.
(Please note that these rules apply to private customer data. Public data, which are limited to documents and messages that have been clearly published by the customer to the public, and can be easily found via links on Twitter, Google, Facebook, or by other means of public dissemination, do not need to be redacted from view.)
Crisis Response
In the case of a serious production or security issue, we follow our specified on-call escalation procedure. Our target response time is 15 minutes. For any information security issues, in addition to escalating to the operations person on call, the issue will be immediately escalated to the CEO or Head of Engineering. After any serious security or production issue, the Production Root team will conduct a post-mortem of the issue, which the on-call and engineering staff will review. Any results of the review will be shared with the customer in question if the problem related to customer data.
Review of Procedures
All security, customer data, and crisis response policies will be reviewed by Quip employees quarterly at the quarterly Production Refresher meeting. The policy as a whole will be reviewed and updated by the Head of Engineering and the CEO each quarter.
View ArticleBacking up our customer data is critical to our success as a product. Quip uses industry-standard best practices to back up our customer data.
Backup Policy
Live Data
All persistent customer data is stored on Multi-AZ Amazon RDS instances.
Amazon maintains RDS data on EBS volumes for each instance.
Due to the Multi-AZ deployment, Amazon maintains a replica of all customer data in an additional Availability Zone.
In addition, Quip maintains its own complete replica of all serving databases (master-slave) in another, additional region.
Incremental Backups
Quip maintains constant, point-in-time incremental backups of all live databases.
These allow us to jump to any point in time over the past day, in the case of a partial outage.
Snapshots
Quip maintains daily snapshots of all production databases, which include all customer data.
Snapshots are stored outside of RDS on Amazon S3 file storage and replicated across the world.
Snapshots are sufficient to bring back the entire site in the case of a catastrophic failure.
We retain at least 2 weeks of full system backups.
Review of Procedures
All backup policies will be reviewed and updated by the Head of Engineering.
View ArticleUptime and recovering from outages is critical to our success as a company. Our customers expect the highest availability possible, and our policies and actions as a company are oriented around ensuring the highest possible uptime and availability for customer data.
Crisis Response
In the case of a serious production or security issue, we follow our internal on-call escalation procedures and our target response time is 15 minutes. For any information security issues, in addition to escalating to the operations person on call, the issue will be immediately escalated to the CEO or Head of Engineering. After any serious security or production issue, the DevOps team will conduct a post-mortem of the issue, which the on-call and engineering staff will review. Any results of the review will be shared with the customer in question if the problem related to customer data. Please see the Information security policy for more details.
Restoring Customer Data
Quip maintains multiple, off-site backups of all user data. We maintain both incremental backups (no more than 5 minutes old) and daily snapshots. See Backup Policy for more information on backup policies and the availability of customer data. The entire site can be restored from serving from any backup (incremental or snapshot).
Disaster Recovery
To handle serving outages and disasters, we have implemented a multi-tier system:
All frontends on the system have multiple replicas, so no single frontend can cause the site to be unavailable.
All databases are sharded to multiple instances, so no single customer or data issue can cause the site to be unavailable to all customers (e.g. Isolation).
All significant reads on the system are transactionally-consistent failover reads to our slave databases held in another datacenter, meaning that a short-term serving issue in a single datacenter does not affect access to data.
All databases are Multi-AZ RDS databases, which automatically failover in the case of regional unavailability or outage.
In the case of a failure of RDS across multiple availability zones, rendering the RDS service unavailable, we will manually failover Quip's own slave replicas servers, which are independent instances and can withstand a complete outage of our normal RDS system.
In the case of a catastrophic failure of RDS and our own independent slave instances, we will restore from a snapshot or incremental backup to a new series of database servers.
In the above disaster recovery system, steps 1 through 5 can be accomplished in less than 10 minutes. In the case of a failure of all 5 layers, the final step 6 can be accomplished in approximately 1 hour.
Ongoing Recovery Testing
To ensure that our recovery systems are maintained and work well, our Operations team tests the failover steps listed above quarterly. To further test the above systems, we maintain a separate internal set of Quip servers that run in the disaster recovery mode. These internal testing servers simulate an outage of the primary database. We test these servers regularly (weekly to monthly) to ensure that the site can withstand a primary DB outage while still serving all user data.
Review of Procedures
All disaster recovery systems and procedures will be reviewed by Quip Operations employees quarterly. All disaster recovery policies will be reviewed and updated by the Head of Engineering and each quarter.
View ArticleWere excited to introduce one of our most-requested features ever: tabs.
Now the Quip desktop app for Mac works just like a browser. Use command + t to open a new tab, and work on multiple things at once with only a single window taking up space. Need to find something fast? Use command + t followed by command + j to search for the doc you need in a new tab. Speaking of search
Quick Shortcuts
Tab left <> right :Command + Option + left/right arrow
Tab left <> right :Command +1, Command +2, etc.
View ArticleQuip currently supports12 languages.You can adjust your language settings by accessing Quip on your web browser. To do so:
1. Sign into your Quip account on your web browser.
2. Open your main Quip Menu.
3. Select Language:
4.Select Done.
Please note: to update the language on your Quip Desktop application, you will need to change the language setting of your computer's operating system.
View ArticleHave you ever wished that you could log a call in Salesforce without leaving your Quip document? With Quips Log a Call Button you can log your important Salesforce calls from the convenience of a Quip document. These logged calls will directly sync back to your instance of Salesforce to ensure that all records are up to date.
Before you can log a call or complete similar actions, make sure you have your Quip and Salesforce accounts connected! To do so, access your profile icon in the lower left-hand corner of your screen. SelectManage Salesforce Orgs. From there, simply log into your Salesforce account to get started!
Quip Support
Try it out!
Accessing the Log a Call button is incredibly easy in Quip! The button is conveniently located in the toolbar at the top of your document.
Lets start first by clicking the blueCloud button to access the Log a Call functionality!
Click Log a Call to continue in this process! You will then be prompted to Select a Related tofield.
You can choose between Account, Lead, Opportunity, Contact or Caserecords. For the purpose of this example, you will see what it looks like to log a call on an Account.
Upon selecting Account as the record type, you will be prompted to select the specific Account from which you would like to log a call.
After selecting the Account, you now have the opportunity to add in a Subject, Comments and identify the specific Contact.
From within Subject, you have the ability to select from a few pre-built options; however, feel free to enter your own subject when applicable.
Next you will add in your comments. This is when you will want to include your important call notes for future context or decision making!
Lastly, you will want to identify the specific Contact that you called. This is to ensure that not only the call is logged on the Account record but also the Contact record.
Just hit Save for the following pop-up to appear.
Congratulations! Youve successfully logged a call in Salesforce directly from your instance of Quip!
___________________________________________________________________________________________________________________________
Are you someone who likes to check or double-check whatyou'vedone to ensure that it was executed correctly? Lets take a look at our activity in Salesforce to verify that this activity was successfully logged!
First, lets check to see if the activity is logged on the Account, Ohana Inc. Navigate to your specified Account. As you can see below, the call is discoverable under Past Activities.
Next, navigate to the contact from which you logged the call. You will clearly see that the call you logged can easily be seen under Past Activities.
You have now not only successfully logged a call from within Quip but verified that these actions have been executed correctly! If you have any issues or further questions please reach out to .
View ArticleQuip documents, whether they are created directly in Salesforce or in Quip, will be stored in Quip. As a Salesforce technology, Quip wanted to increase its ease of use and accessibility by granting users the ability to use the tool inside of Salesforce. This added degree of convenience means that Salesforce users no longer need to leave Salesforce to create, access or edit a Quip document. Additionally, you can always access a document created in Salesforce in your instance of Quip!
View ArticleCurrently, you can bold, italicize, underline, and strikethrough text, as well as choose from three different-sized headers or three types of lists (bullets, numbers or checklist).
We are continually working on adding additional formatting options. However, the formatting options on Quip will always be somewhat limited (re: you won't find spacing options or 18 different bulleted list types or font sizes). This is a conscious design choice, as part of Quip's emphasis on simplicity and on enabling you to createdocuments that look beautiful and consistent on any device.
We're always happy to log and react to feedback (ex: do you really wish you had footnotes or superscript?) and you can always send feature requests via the Submit a Request option in the top right!
View ArticleSlides in Quip are designed to do three things:
Make meetings painless. Decks are easy to create and collaborate on. Fun, too.
Make meetings action-oriented. Unique tools keep your agenda focused and help drive decisions.
Make meetings optional. Why book a conference room when you could meet in Quip right now?
Sounds wonderful, right? Read on for a full rundown of how slides work, and be sure to check out our Trailhead about how to turn bad meetings into Quip meetings.
Contents
Creating a new slide deck
Importing an existing slide deck
Adding and deleting slides
Commenting on slides
Arranging objects on a slide
Sharing slides
Presenting slides
Elements of a slide
Creating a new slide deck
Make a new deck the same way you make a new document or spreadsheet:
Head up to the Compose menu (with the pencil icon) and select New Slides.
You'll get a blank deck, ready to be filled with stuff. Enjoy.
Importing an existing slide deck
Bringing your PowerPoint files into the collaborative world of Quip only takes a couple of clicks.
Open the Compose menu (with the pencil icon) and select Upload or Import.
Drag your PowerPoint file into the dashed box.
We'll kick off the conversion process, and after a moment or two, voil, your file is ready. A few things to note:
Currently, only PPTX files can be imported. You'll need to convert any PPT files to PPTX before importing them into Quip.
Quip's slide decks have a 16:9 aspect ratio and are landscape-oriented. If the deck you're importing is shaped differently than that, elements may be stretched or moved to fit.
PowerPoint and Quip have different feature sets, and your converted files may appear different than your original ones. We're working to support as many parts of PowerPoint as possible, but in the meantime, here's a list of known discrepancies:
Elements that may render differently
Elements that may not render at all
Fonts and font sizes Shape placement Shape presets Text with color opacities of less than 100% Lists, particularly lists with custom bullets Multi-column text boxes Margins within text and image containers Zoomed/cropped images
Tables Videos SmartArt EMF/WMF images Patterned background fills Dashed/dotted shape borders Custom shapes Charts that aren't pie, bar, or line graphs
Adding and deleting slides
You can add slides to your deck using the + Slide button at the top of the screen. And if you click the open the menu immediately to its right, you'll get some options for pre-composed templates:
here
Note:If your company has set up custom slide templates, you'll find them in their own tab in the slide picker. If you'd like to add slide templates to the picker, talk to your admin!
By default, slides will be inserted after the slide you're currently looking at. You can insert slides before a slide by clicking the ellipsis icon next to the slide. Check it out:
As you'll notice, you can also use that ellipsis to cut, copy, paste, and duplicate slides. Handy! (You can also bring up this menu by right-clicking on any blank part of a slide, or on a slide's thumbnail. Right-clicking, in general, is a useful shortcut throughout Quip.) Re-ordering slides: Click and drag a slide thumbnail to change where it appears in your deck. Deleting slides: The easiest way to delete a slide is to click on its thumbnail and then hit your delete key, but you can also click on the ellipsis and select Delete.
Commenting on slides
You can comment on an entire slide, or you can attach a comment to any particular item on a slidea text box, an image, a chart, a poll, etc. Even better, you can attach it to any particular part of that item. A specific part of an image. A particularly tall bar in a chart. Think of it as the online equivalent of pointing to stuff. To add a comment to a slide:
Click the comment button. At little yellow comment-colored dot will get attached to your cursor.
Click on whatever part of the slide you want to talk about.
Leave a comment.
Once you've placed your comment, you can move it if you need to. Just drag the yellow comment bubble to wherever you want it to go.
Arranging objects on a slide
You don't have to be a designer to design a beautiful slide. We've built in a few tricks to help you create clean layouts quickly.
Grids and guides
Underneath all the objects on a slide is a grid that helps you align all your objects.
As you move objects around, they'll snap to the grid so that everything falls right into place. You can change the spacing of the grid lines under the View menu. You'll also notice that sometimes red and yellow guidelines appear while you're moving an object around. Those show up when the object happens to be center-, left-, or right-aligned to another object on the slide.
Padding
Objects on a slide can include padding. That's the space between an object's border and its contents. It's a little easier to show than to describe:
Padding makes it easy to, for example, put text side-by-side with images without one running right into the other.
Layers
Sometimes when you're designing a slide, you might want objects to overlap. Which means you might need to decide which of the overlapping objects appears above the other. Take this star, for example:
It's sitting on top of some text that you want to appear on top of the star. How do you fix this?
Click on the object
Click on the layer button
Select either Send Backward or Send to Back, depending on how you want to arrange things.
Sharing slides
For the most part, sharing works the same way for slides as it does for the rest of Quip. You can add people to a slide deck, add a slide deck to a shared folder, or get a shareable URL to send to whoever you need to. What's different about sharing in slides is that there are two kinds of shareable URLs. Because we've designed slides for both collaborative editing and participatory decision-making, we've optimized different links for different situations. Read on...
Reader links and editor links
You can copy and share two different kinds of links to a slide deck: reader links and editor links. Both are available in the Share menu.
Editor links allow people to view, edit, and comment on your slides. Basically, they can do anything that a member of the deck can do. Reader links limit people to viewing and commenting. They're perfect for when you want to get feedback on your slides, but you don't want them otherwise messed with. Readers can also interact with any feedback prompts on your slides. They can vote in polls, answer questions, and respond to comment prompts. You can preview what your deck looks like in reader mode by clicking on the arrow next to the Play button and choosing View in Reader Mode.
Presenting slides
Easy. Just hit the Play button at the top right. You'll go into full-screen presentation mode, and you can navigate through your deck using your keyboard and mouse button.
Hit the right arrow key (or click your mouse) to move forward through your deck.
Hit the left arrow key to move backwards through your deck.
Hit the escape key to exit presentation mode.
Elements of a slide
You can add objects to a slide using the insert buttons, which are located in the ribbon of controls up above the slides themselves.
Text
A classic element of any slide. Words, sentences, paragraphs, whatever kind of text you need. Formatting text works similarly to how it works elsewhere in Quipyou can set it a list, a quote, or a code block. Double-click a text block to edit it, then click on the text menu and pick the format you want:
Change the size of the text in any text block by selecting it, then drag the Size slider above the slides.
Change the alignment of the text in any text block by selecting it, then click the appropriate button up above the slides (the one on the left is horizontal alignment, the one on the right is vertical):
Images
Resizing and cropping images: You can drag the corners of an image to make it larger or smaller. You can also zoom and crop images within their containers by clicking on an image, then clicking the Edit button.
Fit constrains the size of the image so that the entire thing fits inside of its container.
Fill expands the size of the image to match the largest dimension of its container. Cropping may result.
Zoom expands the size of the image by whatever percentage you choose. The size of the container won't change, which means the image will be cropped to the container's bounds.
Rounded corners: To round the corners of an image, just drag the Corner Radius slider.
Stickers
Slides are a visual medium, and even the most well-thought-out words need a little something extra to get their point across to an audience. That's where stickers come in. You'll find two kind of stickers in the sticker picker: Animated gifs: Congrats! Your team met all of its goals. Show them what success looks like with the perfect gif. Just type in what you're looking for, and watch the magic happen.
Emoji: All your favorite emoji, ready to fill your slides with joy, crying, etc. You can scroll through them all till you find what you're looking for, or you can search for your emoji by name.
Once you've placed a sticker, you can resize and rotate it by dragging the little blue dot in its lower right corner:
Shapes
Shapes! We're talking rectangles, ovals, lines, polygons, the works. All your favorite shapes, all in one convenient menu.
Adjust the colors of a shape by clicking it, and then clicking the Edit button.
If the default colors don't appeal to you, you can choose from millions more by clicking on the dot next the color's hex value.
If you don't want any color at all, you can clear either the fill or the border by clicking on the next to its label.
Adjust the border width by dragging the Border Width slider. That's easy enough to figure out.
Shape-specific settings:
Rectangles: Round the corners by dragging the Corner Radius slider.
Line: Make it dashed using the Dashes menu. Add arrows with the Arrows menu.
Polygon: How many sides do you want your polygon to have? Decide for yourself by dragging the Sides slider.
Star: Set as few as 4 points or as many as 30 using the Points slider. Set how deeply those points are inset using the Inset slider.
Live Apps
Think beyond static presentations. Put real-time, interconnected Live Apps right on your slides.
Here's a sampling of the apps you can integrate into your decks...
Project Tracker, Kanban Board: Status meeting? Show the status of your projects in real time. Project planning? Assign roles right on the slide.
Calendar: Does one of your teammates need to shuffle some dates around? They totally can.
Salesforce Record: Live, up-to-the-minute Salesforce data, so your slides are always relevant.
Countdown: The days, minutes, and seconds until the big event. Get everyone excited.
Third-party integrations: Your Jira tickets, your Altify relationship maps, your Lucidcharts, and more. Always up-to-date and always in context.
Live Apps are one of the most dynamic features of Quip, and now they can be one of the most dynamic parts of your presentations. Get creative. Learn more about how Live Apps work and what they can do for you.
Feedback Prompts
Not every meeting needs to be a meeting. Skip the conference room and get all the feedback you need with interactive polls, questions, and comment prompts.
Polls: Don't let the discussion spiral. Keep things focused and tight. Lay out the options for your audience and let em vote.
Questions: Looking for more open-ended feedback? Ask a question and let people answer it.
Comment prompts: Looking for detailed feedback? Ask people to put comments on the things they want to talk about.
Charts
And not just regular chartscharts that are dynamically connected to your live spreadsheet data. Even your Salesforce live data. If the numbers in your spreadsheet change, your chart changes with them. Place a chart on a slide by clicking the chart button, then choosing the type of chart you want.
Connect a chart to a spreadsheet by...
Clicking on the chart
Clicking the Edit button
Clicking on the Link Data... button
Choosing the spreadsheet you want to link it to
You'll be prompted to select the specific cells within the sheet that you want the chart to reflect. Select them, click the Link button, and you're done. Customize the appearance of a chart by...
Clicking on it
Clicking the Edit button
Selecting the Customize tab
You'll see different options depending on the type of chart it is. (You can also change the chart type while you're here.)
Pie charts
Style: You can change the position of the chart legend, or hide it entirely.
Line graphs
Style: You can change the position of the chart legend, or hide it entirely.
Horizontal Axis: You can give the axis a title, change the number formatting, and toggle the display of grid lines.
Vertical Axis: You can give the axis a title, adjust its scale, set the number of tick marks shown, change the number formatting, and toggle the display of grid lines.
Bar graphs
Style: You can change the position of the chart legend, or hide it entirely.
Horizontal Axis: You can give the axis a title and change the number formatting.
Vertical Axis: You can give the axis a title, adjust its scale, set the number of tick marks shown, and change the number formatting.
Wallpaper
Tired of white backgrounds? Looking for something spicier? Or mellower? Or more on-brand? You can replace the default white background with a color or image of your choice. To change the background of a slide, click Edit Wallpaper, just under the lower right corner of the slide.
Color: To use a solid color for the wallpaper of a slide, just pick any of the default colors, or click on the dot next to the hex value to get a custom color picker. Images: To use an image as the wallpaper, click Upload, then choose any image from your computer. You can even upload animated gifs. Once it's uploaded, you can drag the image to place it where you want. You can also adjust the image's scale, opacity, and saturation.
(Alpha is a nerdy way of saying opacity, btw.) Here's something neat: When you use an image as a wallpaper, it's sitting overtop of whatever the color of the slide was previously. That means that when you drag the alpha slide to make the image transparent, the color beneath is revealed.
In the example below, you can see what happens if you
Choose a blue background
Upload an image
Reduce the image's opacity ("alpha")
Special animations: There are three built-in animations at your disposal, and you can set a custom color for each of them. Just pick one and drag the hue slider around to change the color.
Confetti is a burst of confetti. Perfect for big reveals.
Blob is a soothing cauldron of liquid metal. Good for transition slides.
Burst is a powdery firework. You know what fireworks are for.
Changing the whole deck: If you want to apply your wallpaper settings to every slide in your deck, just check off Apply to All before clicking the Apply button.
Want to get started by importing your PowerPoint slides to Quip Slides? Check out this article, .
View ArticleWork smarter with folders & sharing
In this short video, we'll talk about how to best use your Shared and Private Folders in Quip, as well as when and how to share your documents.
Lesson Time: 5 minutes Video length: 2 minutes
Challenge
Select a document in your private folder that you are ready to share with your team
Move that document to a shared folder
Looking for more?
Learn more about Folders & Sharing
Not sure how to tell if something is shared or private? Click here
Ready for the next lesson? Click here.
Lesson 9: Access Quip on mobile
What's included in this training?
Lesson 1: Get started with Quip Lesson 2: Why you don't need email to get your work done Lesson 3: Create project plans in Quip Lesson 4: How I start my day in Quip Lesson 5: Work smarter with folders & sharing Lesson 6: Quick tips: organizing your private folder Lesson 7: How to solicit feedback without a meeting in Quip Lesson 8: How to deploy your teams on Quip
View ArticleWelcome to the Quip Foundations Learning Path!
CLICK TO START
You are well on your way to becoming a master of Quip. In this learning path, you will learn everything you need to work smarter, faster and more efficiently. Each module will contain a lesson, challenge and additional resources. The modules take between 5-20 minutes. You're welcome to come and go as you need to. You can always access each module from this page.
What's included in this training?
Lesson 1: Get started with Quip Lesson 2: Why you don't need email to get your work done Lesson 3: Create project plans in Quip Lesson 4: How I start my day in Quip Lesson 5: Work smarter with folders & sharing Lesson 6: Quick tips: organizing your private folder Lesson 7: How to solicit feedback without a meeting in Quip Lesson 8: How to deploy your teams on Quip Lesson 9: Access Quip on mobile Leccin Alternativa:Quip Foundations enespaol
Ready to get started? Let's go!
View ArticleSpreadsheets have a "table mode" which basically reduces the UI of the spreadsheet so you can't see the row headers, etc. Table mode makes a spreadsheet integrate more cleanly in to your document, but spreadsheets in "table mode" have all of the same functionality as spreadsheets in Quip including formulas and functions, etc.
To switch between spreadsheet and table mode:
1. Place your cursor in the relevant spreadsheet.
2. Open the Spreadsheet menu.
3. Select Sheet Mode.
Full Screen Spreadsheet Mode
Quip Spreadsheets can either be embedded in a document or you can create a "full screen" spreadsheet (like a traditional spreadsheet in excel or Google Sheets). If you are viewing a spreadsheet in a document and would like to be able to see more of the data (rather than scrolling), you can click the button in the top left corner.
That will only change the view for you -- everyone else will still see the spreadsheet inside the document. If you'd like everyone to see the full screen spreadsheet, you can head over to the gear menu in the top right corner of the document, and choose "spreadsheet" from the "Themes" menu.
View ArticleCheck out the Quip Release Notes to stay up to date with what's new!
New in Quip spreadsheets: Control over your cell borders
You asked for it, you got it: Now you can enable, disable, and apply colors to the borders of cells within your spreadsheet. It's a helpful way to make visual sense of complex data, or just make your spreadsheets look nicer.
Select the range of cells you want to change the borders of.
Click on the cell borders button up in the toolbar. (It looks like a little gridsee the animation below.)
Choose the color you want the borders to be, and where along the cells you want them to appear.
Quip's official blog
And that's it, your cells have borders now. Enjoy!
Out now on the web, rolling out to the desktop apps next week...
Import your Powerpoint files into Quip slides
Bring your existing PowerPoint files into the collaborative world of Quip with just a couple of clicks.Just open the Compose menu, select Upload or Import, then drag your PowerPoint file into the dashed box. We'll kick off the conversion process, and after a moment or two, voil, your file is ready.
Learn more
Use third-party keyboards in the Quip iOS app
Yup, your favorite third party iOS keyboards, like SwiftKey and Gboard, can now be used in in the Quip mobile app. Whether you love them for the quick access to emoji, the GIFs, the images, or the swipe-to-type lifestyle, all of that custom-keyboard stuff is now available in your docs and spreadsheets. Enjoy!
New in Quip slides: Custom slide templates and company colors
Slide templates: You know those slides your company uses and reuses all the time? The multi-column layouts, the bulleted lists, those beautiful section breaks with the nice graphics? Now Quip admins can install those slides right in the New Slide menu, and make them always-available to everyone at your company. No more digging through old decksjust click + Slide and pick the layout you looking for.
Custom colors: Stop hunting for hex codes and put your company colors right in the Quip color picker. With a little help from your admin, the hues you use for text, shapes, backgrounds, and charts can be only a click away.
Learn how to install custom slide templates for your companyLearn how to put your company colors in the slides color picker
A new, more egalitarian color palette
You may notice that we've tweaked the blues, reds, yellows, oranges, and purples that appear across Quip's interface. Why? Well, the old colors were a bit too light, which made it difficult for some users to read any text that appeared on top of those colors.
It's a subtle change, but a meaningful one. Take a look:
This new color scheme is just one part of larger accessibility initiative here at Quip. We've also made a bunch of behind-the-scenes changes for people who use assistive technology to do their work, and accessibility checks are now a regular part of all our features launches here.
Also, the colors just look nicer. Everyone wins.
Chat tabs!Send direct messages without leaving a document
Now you can fire off DMs without losing your place in Quip, and without opening a new tab. With chat tabs, you can carry on your direct message conversations in the same window that you're working.
You don't have to do anything different than beforejust start a conversation like you normally would, and notice that your chat shows up in a tab at the bottom of the window. Super handy for those of you with highly conversational workflows.
Using the controls at the top of the tab, you can:
Collapse the chat, so you have more room to work. (To uncollapse the tab, just click on it again.)
Expand the chat to full-screen.
Close the chat.
Have fun in your new DMs!
Learn more about direct messages in Quip
Embed fully functional Quip documents directly in Salesforce (Beta)
The new Quip Document Lightning Component brings Quip documents, spreadsheets, slides, and chat rooms directly into your Salesforce pages. All of your favorite Quip features rich editing, live updating, comments, and more are available without leaving Salesforce. It's all the collaboration you need right where you need it.
Bring freeform content directly into Salesforce: The Quip Document component gives your team a shared place for everyday work, right on your Salesforce pages. All documents created from a Quip Document Lightning Component are auto-attached as Files to the Salesforce Record.
Use Quip templates to streamline your Salesforce workflows: Any Quip document can be set up as a template, which your team can use to instantly create and embed documents in Salesforce records. You can even automatically fill new documents with standard and custom fields from the record using mail merge syntax.
Edit rich documents, spreadsheets, and slides without switching apps: Collaborate on documents directly on your Salesforce pages, or expand documents into a modal view for an even richer editing experience. You'll be able to see the edit history, contribute to the document conversation, and share the document with new collaborators without ever leaving your browser tab.
Learn more about the Quip Document component for Salesforce
Earn your Trailhead badge for the Quip Document component
A batch of notification improvements
Filter your already-read notifications: Wanna see only the notifications you haven't read, and hide the ones you've already dealt with? Click the little funnel at the top of the notification drawer.
Better batching, less noise: If we notice that you haven't checked your notifications for a bit, we'll stop sending new ones for every single like and document open. Instead, we'll batch multiple lower-priority notifications into a single, comprehensive one. No need to blow up your phone over those little pings, ya know?
Additionally, we've tweaked the badge count (you know, that little red dot) on the mobile and desktop app icons. Now all new direct messages are included in that numberwhether they include a mention or not.
Charts in spreadsheets
Hey number crunchers: Now you can turn your Quip spreadsheet data into embedded charts (just like you can already do in Quip slides). Simply select the data you're looking to visualize, then click the chart button that's sitting up above the spreadsheet.
Choose from pie, line, or bar graphs
Customize colors and labels
Drag the chart to wherever you please.
Take a look:
As an added bonus, you can create a chart in a Quip sheetsheet, copy and paste it over to a Quip slide deck, and it'll stay linked to the spreadsheet data it came from. When you update it in one place, it'll be updated in the other, too. Neat, right?
Note thatcharts aren't available for spreadsheets within documents. If you want to work on a chart using data that's embedded in a document, move it into its own spreadsheet first.
Show only your unread messages
Got messages piling up in your chat sidebar? Make it a little easier to catch up by filtering out the ones you've already ready. Just click the little funnel at the top of the chat drawer:
Want to see all your messages again? Give the funnel another click. Voil.
Skip the @everyone notifications
There's a new option in the notification settings for individual documents: Don't notify me for broadcasts. Checking this off prevents you from being notified when someone mentions @everyone in an edit, or in the conversation pane. Perfect for reducing the noise in your life. . Wondering where are your document-specific notification settings are? They're in the Document menu, under Advanced Settings. (For spreadsheets and slides, of course, they'll be in the Spreadsheets and Slides menus, respectively.) Enjoy your newfound quietude.
Mark individual notifications as read/unread
If you didn't already know, your unread notifications in the bell menu have a blue dot on them. It's handy for keeping track of what you still need to respond to, and what you've already dealt with.
Of course, there are plenty of notifications that you don't really need to click through on (we're looking at you, Likes), which is why we've made it so you can click on the blue dot to mark a notification as read, without having to actually read it. Like so:
Want to mark something you've read as unread? No problem. Just hover over a notification, click the gray circle, and watch it turn back into a blue dot.
Tip: If you want to mark all your notifications as read, click the button at the top notifications panel.
Shareable links for folders
You know how you can share a Quip document with someone just by sending them a link to it? Now you can do the same thing with entire folders. Here's how:
Go to the folder you want to share.
Click on the Share button up in the corner.
Select Get Shareable Link.
Toggle from Disabled to View & Edit.
Copy the link!
Tip: You can also just click Copy, and the folder's permissions will automatically change from Disabled to View & Edit. Note: Only top-level folders can be link-shared, but we've made it easy to un-nest folders that you want to link to. Just select Advanced Options in the Share menu, then choose Get Shareable Link. Confirm that you want to move the folder, and boom, you got a link. Learn more about link-sharing in Quip
Quip Slides
Documents, spreadsheets, and now slides. Quip is here to make your meetings faster and betterand even allow you to skip them entirely. Drive decisions with interactive polls, keep your charts in sync with connected data, and get all the feedback you need without booking a room.
You can learn more about slides from our blog, and get down into the details in our support doc.
A whole new interface
Its designed for speed, with a sidebar that puts everything at your fingertips and menus that make advanced editing easy. Andfinallywe've brought tabs to the mac app.
We've also got a new orange logo that looks like this:
If you're using the mobile app, you've probably already noticed it under your fingertip.
Why'd we change it? Because conversation and collaboration are what set Quip apart, so a nod to the comment bubble felt more than appropriate. Plus, the orange stands out nicely against a sea of blue apps. Read all about the redesign in our blog post (and pardon our dust while as we update our support docs with new screenshots).
All your tasks in one place
If you're like most people, you use checklists to keep track of all the things you need to do. But what do you do when checklists get scattered across different documents related to different projects? Now, over in your Quip sidebar, you have one checklist to rule them all.
Your task drawer pulls in every checklist item that @mentions you by namewherever it is in Quipand puts it all in one place. Better still, the documents and the drawer stay in sync: if you check items off in one of them, they also get checked off in the other. It's all very swift and tidy. Learn more about the task drawerincluding how to import, pin, and hide tasksover in our support doc.
Advanced search
Save time searching with brand new filters. Find that one doc that one person shared with you a few months back.
You can sift through your results based who've they been modified by, who they were created by, when you last opened them, when they were created, and what type of content they are. It's incredibly useful. Learn more about search over in the support doc.
Share your filtered spreadsheets
For all of you data-sifters out there, we've made filtered spreadsheet views more sharable, more flexible, and just plain better:
Everyone sees the same thing. If someone adds filters to the data, everyone sees the same filtered data.
Filters stay on until you turn them off. Get the view you want every time you visit.
You can filter specific cell ranges, not just the whole sheet. Precision is data's best friend.
Stay focused with focus mode
Sometimes you need the full power of Quip at your fingertips, and sometimes you just need to hunker down and get some writing done. For quick access to a distraction-free workspace, head up to your View menu and select "Focus Mode."
In focus mode, all of the following things are hidden:
The sidebar
The menu bar
The conversation pane
Everything else that isn't the document you're working in
To leave focus mode, click the two-way arrow at the top right corner of your screen.
More little launches:
You can see a full history of our finer features over in . Enjoy!
View ArticleThis guide shares tips from some of the most successful companies who run their business on Quip. Ready to take your Quip experience to the next level? This guide is here to help.
1. Upload a profile picture
This helps identify who is currently viewing a document, and it enhances collaboration by making the Quip experience more social.
2. Chat in Quip
If you want to get someone's immediate attention you can @TheirName anywhere in Quip which will trigger your message to appear in the notification bell of the person you've @ mentioned.
If you have an important message you want everyone to be aware of, @Everyone will put your note in the notification bell of everyone on the document or chat.
There are 3 ways to chat in Quip:
1. Document Conversation Threads
2. Chat Rooms
3. Direct Messages
A conversation thread is built into every Quip document and spreadsheet.This allows you to talk about the document in a holistic ways in context with all the edits and changes that have occurred within the document.
It is best practice to have a chat room for each team, project, for company announcements, and for internal communications.Many companies have chat rooms set up for each team to talk about anything relevant to that group. Chat rooms are a great way to make announcements and to have a free forum Q&A discussion where all voices can be shared and heard.Consider making a Kudos Chat Room and aGood News Chat Room so your team can celebrate one another!
Send a direct message to someone you want to have a one-off conversation with.You can send a 1:1 message to an individual or to a small group of people.
3. Quip Live Apps
Use Quip Live Apps to customize documents for your workflow and standard operating procedures.
Use the @ Key to add a Live App anywhere in a document.
Check out the Live Apps Explorer to get ideas for how to mix and match Live Apps on a document.
Top 15 Pro Tips: Quick Guide
4. Integrate with Other Tools
Use Salesforce? If you're on the Quip for Salesforce plan, you can pull Live Salesforce Data into Quip, and you can attach Quip documents into Salesforce. Note that initial setup by your Salesforce & Quip Admin is required for the integrations to work.
Want to build your own Live App or process automation? If you're on Quip's Enterprise Edition you can build your own Live Apps and process automations using the Quip API.
Looking for other integrations? More 3rd party integrations are available on the Salesforce AppExchange.
5. Column Layout For Text & Images
Add up to three columns and adjust the width of each column to make a document look the way you want.
How to do it: Drag the blue icon at the end of any line of text or at the top of any picture. Adjust the blue column lines that appear to change the width of the column. Note that columns are currently only available for text and images.
6. Embed Spreadsheets in your documents
Add spreadsheets to your documents using @spreadsheet. Use a spreadsheet to do budget planning, head count, sales updates, project management, and so much more!
Quip spreadsheets support over 400 spreadsheet functions. Check them all out!
Here's a real-life example of spreadsheet data called out so it's easy to see within the document: See how we can calculate that we're $137 under-budget by typing =sum(then click the cells and functions you want) We can also count that a total of 4 teams attended by typing =CountA(then selecting the cells below we want to count up) By typing =CountIf(the parameters we want) we can count that 2 teams were At Budget
7. Organize Folders & Notifications
Stay organized and always up to date by setting up your folders and notifications.
Want to limit access of certain documents to specific people? Create a Restricted Folder for smaller sub-groups.
Curious about how Notifications work in Quip? Learn where notifications happen & what you get notified about
8. Anchor Links
Send people directly to the section of a document you want them to go to by using anchor links.
Right click on any text > click Copy Anchor Link > paste the anchor link wherever you want it to be referenced.
9. Show Outline
Enabling the outline view is a great way to navigate a long document so that people can easily jump from section to section.
Click the Insert button on the top navigation bar on your page. Type "outline" to select the outline function.
The Outline is populated based on the different Quip Header Styles in your document.
The Quip Outline can not currently be customized, and it does not show up on mobile.
If you want to make an outline with only the Quick Links you want (or an outline that works great on Mobile), try using anchor links at the top of your document instead of Quip's Pre-Populated Outline.
10. Document history
To see the whole history of a document, from the first words to the final edit, just go to the Document menu and select Document History.
On the left, you'll see timestamps for every previous version of the document, sorted by when they were edited and who made those edits. Click on any of them to see what the document looked like at that time.
If you want to recover any of that old material, you have a couple of ways to do it:
Copy n paste. If you want to bring specific deleted passages back from the grave, you're free to manually copy and paste them from the old versions into your current version.
A full restore. If you want to bring back an old version of a document in its entirely, click the Restore button.
11. Disable Editing Ability (Lock Edits)
Great to use for your onboarding materials, documentation, templates, putting drafts on hold, or whenever you need to limit your teammates from freely editing your documents.
Click the Top Left Document Button > Advanced > Lock Edits.
While anyone on the document is able to turn off the lock edits, the changes of this happening are tracked in the documents conversation pane and can always be reverted.
12. Tasks Drawer
Check out Quip's Support Article on how to best use your Quip Task Drawer
Quip's Task Drawer contains:
Every checklist item you're @mentioned in, from every Quip doc you have access to.
Any checklist items from documents you've linked to your task drawer (more on that in a sec).
13. Have Fun with /Giphy, /Sayas, Emojis, &
On a new line of chat type /giphy then a word or phrase - beware, it's a roulette from giphy.com!
On a new line of chat type /sayas @YourTeamMembersName then some text.
USE EMOJIS!
Type : then any word to search for an emoji.
You can use in docs, doc titles, spreadsheet cells, folder titles, chat, everywhere... go for it!
Emojis can be used anywhere in Quip - in chat, spreadsheets, calendars, and other Live Apps.
USE THE BUTTON
Everyone likes a little validation to know that the work they are doing is appreciated and that people are seeing their work. If you appreciate something, let others know with a simple .
14. Quip Slides
Check out all you can do with Quip Slides with this Quip Support Article.
Awesome Slide Functionality Unique to Quip:
Live Salesforce connected charts
Interactive feedback prompts
Insights
Grids to snap things easily into place
Stickers
15. Templates in Quip
If you are on Quip's Enterprise Edition, best practice is to work with your Salesforce/Quip Admin to create Quip Templates with the Native Quip Document Lightning Component in Salesforce (available with the Spring '19 release).
Do you want to provide your team with a quick starting point to get value out of Quip right away? Not ready to use the Native Quip Document Lightning Component in Salesforce yet? Look no further:
What They Are
Blueprints of documents that other users can easily copy, edit and fill in
They can contain live apps
They can contain placeholder data
What they aren't
Locked down documents where only parts of the document are editable... no such thing in Quip! Everything can be edited in Quip once you create a document off the back of a template
Role-based documents: everyone with edit access to a document can edit anything in the document!
Let's take a look at two types of templates available in Quip:
1. Global Templates
These are available to every user in the organization and appear inside the Apps & Templates tab at the top left, together with every other official Quip template! Because these templates are available to your entire company, we see a lot of value in having conversations with customers to understand how they can re-think their current processes and workflows and turn them into an awesome template for everyone to use. As a result, global templates need to be added by a Quip Specialist or Quip CSM, this is not something that can be done by the customer in the UI. Please reach out to your Quip Specialist to be able to do so.
2. Local Templates
These are templates that anyone in the company can create and share with the team. They don't appear in the Apps tab but are available for customers to create and use themselves without having to reach out to their CSM or the Support team. Here's how to create yours Note that you must be in the web browser to be do this!
Create your Master Template document and share with whoever you want to be able to collaborate on the template master copy
Pro Tip: if you would like to add placeholders in the document, you can either highlight it in a different color, or you can
type the placeholder text > make the text italics > select the text > press Cmd - Opt - Shift - P twice. This will turn the line of text into a placeholder!
Here's an example: My example placeholder
Optional: When you're done creating your Master Template Doc, click on the Document menu Advanced Lock Edits
While anyone who is shared on the Master Template Doc can unlock the edit and make changes, this symbolizes the Master Template Doc is in a complete state. However, with Quip docs you can always iterate without needing to make a new copy
Now click on the Share button at the top Get Link, and make it a View Only link.
Here's where the magic happens: Copy the document link and add ?template=1 at the end of the URL. For example, https://quip.com/04CiAHg2CdWG becomes https://quip.com/04CiAHg2CdWG?template=1
Paste this new url in a Quip doc with the ?template=1 syntax at the end link, and you're done!
Now you can give this link to anyone, and they'll get a prompt every time they open it to use the template and create a copy!
Don't share the Master Template Doc itself with users by adding them to the document: this will have them edit the Master Template Doc rather that use it!
Pro Tip: The best way to share templates is to create a CompanyTemplates document where you can put all the links of your templates and share that with your team. Consider making your own Templates Library for your team modeled after the Quip Templates Library Note: This will work on the web and desktop! From mobile, the link becomes a normal document link and the user will need to click on the Document menu Copy Document to be able to use it. Here's what the template looks like:
View ArticleChange fonts using Quip Themes
Quip has six document themes which enable you to change the fonts in the document but maintain a beautiful and consistent look. To change the theme click "format" on the document menu bar>"typography">then select your preferred "theme." You can even change your default theme, that way your favorite theme is applied each time you start a new document.
https://quip.com/blog/multicolored-highlights
Text Color
Changing the text color is easy, simply highlight the text you would like to change and click on the A text color icon in your document formatting bar.
In addition to text color, we also have highlighting. Find our guide here on how to use highlighting:
View ArticleThe Quip Document Lightning Component lets users work with fully functional Quip documents, spreadsheets, slides, and chat rooms directly within Salesforce objects and records. All of your favorite Quip features are therecomments, @mentions, Live Apps, and more. It's all the collaboration you need right where you need it.
this section
It's a truly transformative integration. Shall we count the ways?
Bring freeform content directly into Salesforce: The Quip Document component gives your team a shared place for everyday work, right on your Salesforce pages. All documents created from a Quip Document Lightning Component are auto-attached as Files to the Salesforce Record.
Use Quip templates to streamline your Salesforce workflows: Any Quip document can be set up as a template, which your team can use to instantly create and embed documents in Salesforce records. You can even automatically fill new documents with standard and custom fields from the record using mail merge syntax.
Edit rich documents, spreadsheets, and slides without switching apps: Collaborate on documents directly on your Salesforce pages, or expand documents into a modal view for an even richer editing experience. You'll be able to see the edit history, contribute to the document conversation, and share the document with new collaborators without ever leaving your browser tab.
Setting up the Quip Document component in Salesforce
Getting the Quip Document component is admin's work, and we've put together a guide letting them know how to do it. If your admin hasn't set it up yet, send them a link to that documentation.
Connecting your Quip account
You need to be connected to your Quip account to use Quip, of course. If you haven't already connected your Quip and Salesforce accounts, you'll see a button prompting you to do so in the Quip Document component:
Click that button, enter your Quip credentials if you're asked to, and you're good to go. Note: The Quip Document component doesn't currently work in Safari. We're working on it! In the meantime, try Firefox or Chrome.
Different ways to use the Quip Document component
Depending on how your company wants to use the componentand depending on the particular Salesforce page it's been installed onyou'll find that there are several different ways to interact with it.
Users get to pick which documents go on which records. If you admin has set things up this way, you'll be able to choose which documents are embedded to which records. You'll even be able to create new documents directly from a Salesforce record, and those new documents will be immediately embedded. Nice.
Users can make new documents from a template. This is very cool. Your admin can choose a Quip Document to use as a template, and users can create embedded documents from that template. They can even set things up so that information from the Salesforce page automatically populates the new document. So nice. (If your admin needs help with any of this, send em to this guide.) This is good for account plans, creative briefs, and anything else your team uses over and over again.
Admins pre-select which documents go where. Sometimes admins know best, and they might have pre-selected the documents that are best for each record. You won't be able to change which document is embedded there, but depending on the permissions that your admin has set, you might be able to edit it. This is an extremely good setup for wikis, contact lists, and other useful reference points.
Adding a document to the Quip Document component
If your admin has allowed it, you can add a document to an empty Quip Document component by clicking either of these two buttons:
Choose Document allows you to choose an existing document
New Document creates a new document, and embeds it in the Salesforce record
Pretty self-explanatory, but never hurts to explain it anyway. Enjoy.
What kind of documents can you add? Great question. You can embed documents, spreadsheets, slide decks, and even chat rooms. Get creative!
Working with a document in the Quip Document component
Once you've got a document in there, you can work with it exactly like you can in Quip itself. You can edit text, insert images, leave comments, check off checklists, fiddle with spreadsheets, @mention the folks you need to mention, and do all those other Quippy things you do in Quip. Beyond that, there are a couple things to know:
To view and participate in the document conversation of an embedded document, click the expand button up in the corner of the component. It looks like four arrows, each pointing outward to a corner.
Live Apps now work in Salesforce!To view and edit the Live Apps in a Quip document, expand the Quip document component and use the @ to insert the Live App.
Feel like working with the document in Quip, rather than in Salesforce? No problem. Just click the Open in Quip button. Don't know how to use Quip? You're in the wrong article, friend. Head over and do a little reading, or just start poking around in our intuitive and user-friendly product.
View ArticleYou are able to attach, upload, and store any file type, including PDFs and JPGs, to the chat pane of a document, spreadsheet, or standalone chat (given that the file is less than 25MB).
FAQ: Does Quip have storage limits?
Simply put no. As long as you have access to your Quip account you can create as many documents, spreadsheets, and chats as you need!That being said, Quip isn't a place to store all your stuff. Quip folders are used exclusively to organize and interact with Quip documents and sheets -- not other files.And while you can upload PDFs, images, and other assets that you might use on your computer, we don't recommend using Quip docs as the primary location to store them as individual uploads of files within docsdohave certain limitations.
View ArticleShared Folders allow you to share a group of related documents with one or more people. When you share a folder with someone, they gain access to all of the documents and subfolders within the parent folder. Creating a new document in a shared folder will automatically share it with everyone else in the folder. To create a shared folder click on the folder icon in the upper right hand corner of any Quip window.
When you create a new folder within a parent folder, Quip will grant all users who have access to the parent folder access to this new shared folder.
Everyone in a shared folder has the same viewing, editing and sharing privileges. There is no owner of a shared folder. If one person re-orders the items in a shared folder, it re-orders the documents for everyone.
Please note: all members of afolder will have access to all documents located in that folder. If you wish to remove an individual from a particular document in that folder, you will need to remove them from the entire folder. Alternatively, you could create a restricted sub-folder of that folder to grant access to a particular group of individuals.
View ArticleHere at Quip, we love that so many of our customers (that's you!) use our product for personal tasks in addition to work. We also recognize that both employees and employers want to keep the personal and the professional in separate places. That's what the Account Switcher makes possible: The ability to move easily back and forth between a work and personal account, each fully-featured and secure. By following the steps below, you can make sure you don't invite your boss to collaborate on your birthday party planning doc... unless you meant to!To set up a personal account in Quip, take the following steps.
1. Click the Account Menu. You can find the Account Menu in the upper-left corner of your screen.
2. Click Add Personal Account".
3. Enter your personal email address in the Add Account dialog. If you already have a separate personal Quip account, you can link it to your professional account here by entering the email address associated with your personal account. Once you click Add Personal Account, youll be taken to a web page where you can complete setup.
4. Once you've set a password for your new account, check your personal email account and click the Set up your account button in the email you receive.
How do I select personal contacts in Quip?
5. Select personal contacts. See for detailed instructions.
Once you select personal contacts, youll see a confirmation dialog.
Any documents and folders shared exclusively with contacts you've identified as personal will be moved to your personal account, as well.
View ArticleQuip for Admins: 101 Learning Path
Select your Security & Sharing Settings
This lesson is part of the Quip for Admins: 101 Learning Path.This lesson covers how to track and view externally shared content, how to restrict external sharing for your organization, the security tab of the admin console and the Admin Audit Log.
How to view and track externally shared content
Restricting External Sharing (enterprise only)
Security Settings
Admin Audit Log
Keep learning with the Quip for Admins: 101 Learning Path !
View ArticleYep! To merge two accounts together, reach out to your Quip site admin. They'll be able to complete this action from within the Quip Admin Console.
You will then be able to log in to your account using either email address and you will have access to all of the documents and threads created by both accounts.
View Article
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