cpatriada.blogg.se - Quip templates

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Training – Capturing best practices within the organisation and using tools. Presentation – Going over concepts to remind stakeholders about the objectives and what has been covered.Workshops – Annotating content live with stakeholders and drawing and capturing requirements for quick review and amendments.

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Full end to end documentation on Salesforce project.

Documentation – Governance, process, requirements gathering, solution design, checking off the to-do lists, user acceptance testing, progress, and reporting.

In essence, Quip twists your arm into having human conversations about what rules everyone will agree to follow in using the app collaboratively. You can lock a file from being edited, but anyone can unlock it (Quip notifies you if they do). The app doesn’t have different permission levels, such as read-only, for people who access the document, the way Google Docs does. You can see who is accessing which folder and track on the audit trail who has been reading or making changes where applicable.

Security – Quip can provide Read/Write and Read-only Access to the right people.

Easy to export – Depending on access it is easy to export content as PDF, Word, HTML, or Xls file for use in Office Applications for stakeholders who are more traditional or need a static document.

Build easily from scratch using Templates – Quip has Templates for everyone, Sales, Marketing, HR, and others.

Build from what you know – you can import from other documents word and excel to save you time.

This means that it is easy to maintain going forward. In Quip, you can organise folders, search easily, and see which files were updated recently and require your attention urgently.

Organised File Structure – Organising your files and folders and keeping track of them is normally tricky, as well as finding documents to work with is a challenge.

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No more time scrolling through documents or selecting Cmd+F on Mac for Ctrl+F on your pc

You can even relate this to other documents.

Easily find things using Anchor links– You can find items within the same document words or pictures.

You can integrate Quip with a variety of other business apps and services, including Box, Dropbox, Lucidchart, Smartsheet, and others.

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During client meetings, I am able to show reports directly from Jira tickets without having to open so many windows during online screen sharing. Integration with applications -If you are a Salesforce user there is a two-way sync between Quip and Salesforce to keep a track of your leads and opportunities.Reducing Formatting – We all spend time formatting our documents – Quip makes this easy in terms of colors and editing taking the time out of making things look presentable.Other useful objects include Kanban to show the progress of items, process bars to show steps, and calendar to keep track of items. You can insert objects – some examples for inserting a table to insert a spreadsheet (it works like Excel and has formulas too) draw.io to draw and include diagrams.You can use chat for direct interactions to get direct answers on the relevant topics. There are fewer emails – everyone can contribute depending on the access you set to the document and make edits.They say “an elephant never forgets” Quip is similar. For meetings, you can easily capture actions and next steps and add reminders for items and alert when necessary.

Easy to view information – This is easy to digest and easy to follow during conference calls and make on the fly amendments to your document.You can alert others to participate by their name and have the security of who accesses what information for peace of mind with security. Sharing is caring -You can share instantly and see an audit trail of who has changed what? This is functionality not as easy to access in other options.Audit Trail – No more guessing who has made what changes where or asking the question “who has read your document?”.Changes are reflected instantly and in real-time – You always have a single version of the truth and the most recent version of your document to refer to for key decision making and the purpose you are sharing it for.Accessibility – Quip can be accessed from your browser, OS application, or from your mobile for easy accessibility and amendments if you are stationary or on the go.Let’s dive into 15 Advantages of Using Quip: