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.
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 Salesforce AppExchange package. One install gives your team everything below, on the records they already work in every day.
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
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
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
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.
Record Linking
@ 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.
Templates
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.
Folio Explorer
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.
Sharing & Security
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.
Editor Experience
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.
Export & Share
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.
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 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
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