The problem
Product catalog
Salesforce document collaboration
Shared documents, right beside your Salesforce records.
Create shared documents from templates, collaborate beside your Salesforce records, and keep the document history close at hand.
Useful when Salesforce teams need shared documents that stay close to records, templates, and approval history.
- Built for
- Salesforce teams replacing Quip-style document workflows
- What it brings together
- Shared documents, templates, reviews and version history
- Connects to
- Salesforce / Agentforce / Templates / Document history
- Pricing
- Custom pricing
The brief in 60 seconds
Is Quillio a fit for your team?
The work it handles, who it helps, and what gets easier.
Best fit
For Salesforce teams that need shared documents, templates and history connected to the records they work with.
Practical outcome
The team can find the working document, collaborate on it, and review its history without losing the Salesforce record it belongs to.
Product capabilities
What you can do with Quillio.
Start with the tasks your team wants to improve.
01
Start from a reusable template
Start record-connected work from the right structure, required context, and approved language instead of a blank document.
02
Collaborate near the record
Keep the working document, participants, related Salesforce record, and current review state connected.
03
Preserve version history
Make changes, approvals, and prior versions visible so people and agents can understand how the document evolved.
04
Choose how agents can help
Define which document context Agentforce can retrieve, draft from, or summarize—and where human review is required.
Document workspace
From a template to a shared document and its history.
See how the work moves from the first input to the person handling the follow-up.
- 01
Create
Launch the right template from a Salesforce record and carry forward approved context.
- 02
Collaborate
Bring colleagues and any permitted agent assistance into the same shared document.
- 03
Review
Capture comments, approvals, and decision points without losing the record relationship.
- 04
Preserve
Keep the final document and its version history available for later human or agent work.
Getting started
Set it up around the work your team does.
Quillio is available to install. We’ll help you connect the right records, configure access, and walk through your first workflow.
Setup steps
- 01
Install Quillio and choose the Salesforce records and document templates to use first.
- 02
Set document access, review and approval responsibilities.
- 03
Create a representative document from its Salesforce record and check the collaboration workflow.
- 04
Review version history and configure any permitted Agentforce assistance.
Check the setup
What to check before the team gets started.
Record continuity
Confirm the document remains connected to the correct Salesforce record, template, participants, and review state.
Version confidence
Validate that users can identify the current version, important changes, approvals, and prior history quickly.
Agent boundaries
Test exactly which context an agent can use, what it may draft or summarize, and where human approval is mandatory.
Your questions
Questions to bring to the demo.
Which collaborative docs need to live close to Salesforce records?
What did Quip solve that still matters?
Where should Agentforce use document context safely?
Frequently asked questions
The important questions, answered plainly.
Ask us about your data, systems and team. We’ll talk through the setup with you.
Can we use Quillio for workflows we currently run in Quip?
Quillio is an available app for record-connected document collaboration. Compare the templates, editing, reviews, history and export requirements your team uses before choosing which workflows to move.
How do documents relate to Salesforce?
Documents stay connected to the Salesforce records they support. Confirm the required record types, access, storage, retention and export arrangements during setup.
How can Agentforce use a document safely?
The team defines which document context is available, what an agent may draft or summarize, and which changes require human review or approval.
What is the best first use case?
Choose one repeated, collaborative document tied to a Salesforce record and validate template use, permissions, version history, review, and agent boundaries.
Make the next workday easier
Show us the work you want to make easier.
Bring a real example. We’ll show you how Quillio fits and what setup would involve.
Review enterprise readiness