Your documents. Inside Salesforce. Finally.

Folio brings a full-featured document editor natively inside Salesforce. Record-linked docs, live fields, templates, and sharing — no external apps, no data leaving your org. Ever.

100% Salesforce Native No External Connections Data Never Leaves Your Org
Salesforce · Acme Corp · Folio Docs

Acme Corp — Account Plan

Last edited by Tyler Class · 2 hours ago

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...

All data stays in your Salesforce org

Two products. One install. Zero external tools.

Folio is a Salesforce AppExchange package. One install gives your team everything below, on the records they already work in every day.

Folio Jots Free Forever

Jot down notes, right on the record

A lightweight note-taking layer that lives on any Salesforce record. Capture thoughts, log context, and set reminders, all visible to your team without leaving the page.

  • Full WYSIWYGA fully visual, block-style editing experience. Unlike markdown editors where you type syntax and toggle a preview, 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. Star notes to pin them at the top
  • @ mentions to any Salesforce record
  • Drop on any record page. Setup in under 5 minutes
  • Folio Explorer for deep search across all your Jots
Folio Docs $20/user/mo

Full document editor, natively in Salesforce

The full document management layer your team needs. The Quip replacement that actually lives inside Salesforce.

  • Full-featured WYSIWYG document editor experience
  • Live merge fields from any linked Salesforce record
  • Two-way sync. Edit fields in the doc, write them back to Salesforce
  • Share documents with users or groups at read or edit level
  • Templates with merge fields that resolve when a new Doc is created
  • Create Docs from templates manually or via Flow automation
  • Folio Explorer for deep search across all Docs

Built for how Salesforce teams actually work

Every feature was designed around the Salesforce record, not bolted on as an afterthought.

Two-way sync with Salesforce fields

Embed any Salesforce field value directly into a document. Stage, ARR, close date, owner. They stay current as the record changes. Edit them right in the doc and the values write back to Salesforce. True two-way sync.

@ mention any Salesforce record

Type @ inside any document to search and link to any Salesforce record. Accounts, Contacts, Opportunities, Cases, and more. Every link builds a network of related records, so you can always find what you need.

Standardize your team's process documents

Admins build templates with merge field placeholders. Users create new documents from templates and placeholders resolve automatically from the related record. Close plans, account plans, case templates.

Deep search across every Document and Jot

The Folio Explorer lets you deep search across all your Documents and Jots by title, content, tags, and related records. Find what you need, when you need it.

Salesforce sharing, fully respected

Share any Document with a user or group at Read or Edit level, right from the Doc. Built on the standard Salesforce sharing framework. Managers automatically see their reports’ Documents through the role hierarchy, and anyone can share manually through an easy in-app interface.

A best-in-class document writing experience

Focus mode for distraction-free writing, wide view for more space, a node-based drag and drop editor, full rich formatting, and a related documents sidebar. Every edit auto-saves so you never lose your work.

Print, export, and snapshot to Salesforce Files

Print any Document, download to PDF, or snapshot it to a Salesforce File in a single click. Perfect for approvals and recordkeeping.

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.

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.

Salesforce Quip retires March 2027

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.

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.

Folio Jots
Free forever

Quick capture note-taking on any Salesforce record. Full WYSIWYGA fully visual, block-style editing experience. Unlike markdown editors where you type syntax and toggle a preview, what you format in Folio looks exactly right as you type it. No learning curve. Just write. block-style editor included.

Join Waitlist
  • Full WYSIWYGA fully visual, block-style editing experience. Unlike markdown editors where you type syntax and toggle a preview, 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
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Folio Docs
$20 per user / month

The full document editor for Salesforce teams. The Quip replacement that stays in your org.

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  • 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.

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Common questions

Is Folio really 100% native to Salesforce?
Yes, completely. Folio makes zero external connections. Every Document, Jot, tag, template, and user preference is stored as a Salesforce custom object in your org. There are no external servers, no data sync, no webhooks to third-party systems. Your data never leaves Salesforce.
How is this different from Notion or Confluence?
Notion and Confluence are external tools that require a separate login, live outside Salesforce, and can only integrate via Zapier or API connectors. Folio is a Lightning Web Component that drops onto any Salesforce record page. Documents live on the record, show live Salesforce field values, and can write field values back to the record — none of which is possible with external tools.
Can Folio replace what we were doing with Quip?
For the core Quip use cases — account plans, opportunity close plans, case documentation embedded in Salesforce — yes. Folio is purpose-built for exactly those workflows. Note that Folio does not support real-time simultaneous multi-user editing (like Google Docs co-editing), which some Quip users relied on.
Does Folio require any external licenses or subscriptions?
No. Folio is an AppExchange managed package. You install it once into your Salesforce org and manage it like any other installed package. There are no third-party subscriptions, no additional Slack licenses, no external APIs to configure.
What Salesforce editions does Folio support?
Folio supports Professional Edition and above. Some admin features (like Flow-based automation triggers) require Enterprise Edition or higher. The core editor and Folio Jots work on Professional Edition.
How does pricing work?
Folio Jots are free forever. Folio Docs is $15/user/month with a $99/month org minimum.
When is Folio launching on AppExchange?
We are actively building and targeting an AppExchange listing in 2026. Join the waitlist to be notified first and receive early access pricing.
Have another question? hello@foliosolutions.net