Your documents. Inside Salesforce. Finally.
Folio brings a full-featured document editor natively inside Salesforce. Record-linked docs, live field injection, write-back, sharing, and templates — no external apps, no data leaving Salesforce, ever. Your Documents stay with the record and the org, so they don’t disappear when someone leaves.
Documents
Acme Corp — Account Plan
Current opportunity stage: ⚡ Negotiation with an ARR of ⚡ $120,000
↑ Live values from the Salesforce record — always current
Executive Summary
Acme Corp is a strategic account with high expansion potential. Key stakeholder is Sarah Chen (VP Engineering). Legal review pending...
Products
Two products. One install. Zero external tools.
Folio is a native Salesforce AppExchange package. One install gives your team everything below — living inside the records they already work in.
Quick capture, right on the record
A lightweight sticky-note system that lives on any Salesforce record. Jot thoughts, log context, set reminders — all visible to your team without leaving the page.
- Full WYSIWYG A fully visual, block-style editing experience — unlike markdown editors where you type syntax and toggle a preview to see the result, what you format in Folio looks exactly right as you type it. No learning curve. Just write. block-style editor
- Headings, bullets, tables, code blocks, checklists
- Drag and drop reordering
- @ mentions to any Salesforce record
- Drop on any record page — setup in under 5 minutes
- Explorer to search across all your Jots
Full document editor, natively in Salesforce
Everything in Folio Jots, plus the full document management layer your team needs. The Quip replacement that actually lives inside Salesforce.
Live Salesforce Data
Merge fields pull live field values from any linked record directly into your document — stage, ARR, owner, close date. Always current, always accurate.
Write Back to Salesforce
Edit any write-back enabled field value directly from inside the document. Change the stage, update next steps, log a decision — without leaving the Doc.
Native Sharing and Security
Share any document with users or groups at read or edit level. Folio inherits your existing Salesforce org sharing model completely — no configuration required.
And more included
- Everything in Folio Jots
- Admin-configured templates with merge field placeholders
- Create Docs from templates manually or via Flow automation
- Explorer — full-text search across all Docs by title, content, tags, and records
- Export to DOCX, Markdown, or PDF
- Respects all Salesforce sharing and security out of the box
Features
Built for how Salesforce teams actually work
Every feature was designed around the Salesforce record — not bolted on as an afterthought.
Live Merge Fields
Salesforce data, live in your document
Embed any Salesforce field value directly into a document. Stage, ARR, close date, owner — they render live and stay current as the record changes. Use them in headings, paragraphs, tables, anywhere.
Record Linking
@ mention any Salesforce record
Type @ inside any document to search and link to any Salesforce record — Accounts, Contacts, Opportunities, Cases, custom objects. Linked records show in the document sidebar and build a queryable relationship network.
Templates
Standardize your team's process documents
Admins build templates with merge field placeholders. Users create new documents from templates — placeholders resolve automatically from the related record at instantiation time. Close plans, account plans, case templates.
Explorer
Find anything across every Document and Jot
The Explorer gives every user a searchable view across all their Documents and Jots — by title, full content body, tags, and related records. Sortable by last viewed. Works for both Docs and Jots in one interface.
Sharing & Security
Salesforce sharing, fully respected
Share a Document with a user or group at Read or Edit level — directly from the Doc. All sharing is implemented via standard Salesforce __share records. Folio inherits and respects your existing org sharing model, so managers can see their team’s Documents when they can see the underlying records.
Editor Experience
Wide view, markdown shortcuts, and auto-save
Use Focus mode for a full-screen, immersive Document editing experience, or switch into a wide view for focused writing. Use fully featured Markdown shortcuts and keyboard shortcuts for instant formatting. Every edit auto-saves so you never lose work.
Export & Share
Print, export, and snapshot to Salesforce Files
Print any Document, download to DOCX, Markdown, or PDF, or snapshot the current Document to a Salesforce File in a single click — perfect for approvals and recordkeeping.
Organization
Star and order Documents for quick access
Star the Documents you use most and drag-and-drop them into the order you want. Your most important Docs stay at your fingertips.
Related Network
Automatically see related Documents under parent records
Folio builds a related network of linked Documents, so you can quickly browse what’s attached to an Account, Opportunity, or other parent record — no black holes, no missing context.
100% Salesforce Native — No Exceptions
Folio makes zero external connections. No third-party servers, no data sync, no webhooks to outside systems. Every Document, Jot, tag, template, and user preference is a Salesforce object in your org. Your Salesforce admin already understands how to manage it, report on it, and back it up. Pass your security review with confidence.
Why Notion and Confluence aren't the answer
Every "Quip alternative" list recommends external tools. None of them solve the actual problem: your documentation belongs on the record, not in another tab.
| Capability | Notion / Confluence | Slack Canvas | Folio |
|---|---|---|---|
| Lives on the Salesforce record page | ✕ | ✕ | ✓ |
| No additional license required | ✓ | ✕ | ✓ |
| Live Salesforce field values in docs | ✕ | ✕ | ✓ |
| Write field values back to the record | ✕ | ✕ | ✓ |
| Data never leaves Salesforce | ✕ | ✕ | ✓ |
| Native Salesforce sharing & security | ✕ | ✕ | ✓ |
| Works without Slack license | ✓ | ✕ | ✓ |
| Respects org-level sharing rules | ✕ | ✕ | ✓ |
| Invocable for Flow automation | ✕ | ✕ | ✓ |
| AppExchange installed, admin managed | ✕ | ✕ | ✓ |
Slack Canvas requires a paid Slack license in addition to your Salesforce subscription.
Pricing
Simple, transparent pricing
Start free with Folio Jots. Upgrade when you need the full document layer. All tiers include the full editor — no feature-crippled free tier.
Quick capture note-taking on any Salesforce record. Full WYSIWYG A fully visual, block-style editing experience — unlike markdown editors where you type syntax and toggle a preview to see the result, what you format in Folio looks exactly right as you type it. No learning curve. Just write. block-style editor included.
Join Waitlist- Full WYSIWYG A fully visual, block-style editing experience — unlike markdown editors where you type syntax and toggle a preview to see the result, what you format in Folio looks exactly right as you type it. No learning curve. Just write. block-style editor
- Headings, bullets, tables, code
- Drag and drop
- @ mentions to Salesforce records
- Explorer for all your Jots
- Drop on any record page
- Setup in under 5 minutes
The full document editor for Salesforce teams. The Quip replacement that stays in your org.
Join Waitlist- Everything in Folio Jots
- Field write-back to Salesforce
- Document sharing (read / edit)
- Live merge fields from Salesforce records
- Tags on Documents
- Admin-configured templates
- Create new Docs from templates
- Invocable Apex actions for Flow
- Explorer (search Docs by title, content, tags, records)
- Administration panel
- Auto-share with account and opportunity teams
Minimum $99/month per org.
Early Access
Quip is retiring.
Folio is ready.
Join the waitlist and be first to know when Folio hits AppExchange. Early access members get priority onboarding and launch pricing.
FAQ