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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...

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

Folio Jots

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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.

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

  • Full-featured WYSIWYG document editor experience
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  • 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.

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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.

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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

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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

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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

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Salesforce Quip retires March 2027

Why Notion, Confluence, and Slack 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 Docs
Lives on the Salesforce record page
100% native to Salesforce
Data never leaves your org
Live Salesforce field values in docs
Two-way field sync (write-back)
Link to any Salesforce record with @ mentions
Templates with merge field placeholders
Uses Salesforce sharing and security
Trigger from Flow automation

Simple, transparent pricing

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Quick notes on any Salesforce record. WYSIWYG editor with drag and drop, @ mentions, and full rich formatting.

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The full document editor for Salesforce teams. Merge fields, write-back, templates, sharing, and the Folio Explorer. The Quip replacement that stays in your org.

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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 on custom objects in your org. 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 built on custom data architecture and Lightning Web Components that drop 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 that is possible with external tools.
Can Folio replace what we were doing with Quip?
For the core Quip use cases like account plans, opportunity close plans, and 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 Enterprise Edition and above.
How does pricing work?
Folio Jots is free forever. Folio Docs is $20/user/month with a $99/month org minimum.
When is Folio launching on AppExchange?
We are actively building and targeting an AppExchange listing by summer 2026. Join the waitlist to be notified first and receive early access pricing.
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