Salesforce surprised the tech industry on Monday by acquiring Quip, the productivity app founded by Facebook's former CTO, Bret Taylor, for a reported $750 million. Click Allow to authorize Quip to connect with your Smartsheet account.Account icon An icon in the shape of a person's head and shoulders. If you see the below screen when adding the Smartsheet Live App to your Quip document, click Log In.ĭuring the login process, you’ll be asked to authenticate the use of Smartsheet with Quip. When you add a Smartsheet item to a Quip document, you may be prompted to sign in to your Smartsheet account. Sign in to Your Smartsheet Account from Quip To see more options (copy, cut, delete, open in Smartsheet), select the desired Smartsheet item in the Quip document and click Smartsheet at the top of the item.
Copy or Delete Smartsheet Items from a Quip Document That’s it! After you add Smartsheet items to your Quip document, you’ll be able to take advantage of Quip’s powerful comments and features with sheets, reports, and dashboards. Who should be able to access it? Restrict access to only people in your account or allow anyone who has access to the publish link or Quip document to view it.(Note that reports and dashboards can’t be published as editable.) Should this be editable? You can allow sheets to be edited directly within the Quip document.Locate and select the item you want to add.Type in the body of the document where you want the Smartsheet item to be inserted and press Enter (or Return).Ī Smartsheet Live App window will appear in the document, where you’ll see either your Smartsheet directory or a prompt to log in to Smartsheet.To add a sheet, report, or dashboard to a Quip document: You must also be shared to the Quip document (from within Quip) in order to add the Smartsheet Live App to it.Īdd and Work with Smartsheet Items in Quip Documents.If you need help determining who your Quip admin is, contact Quip support get help enabling the Smartsheet Live App for your account.
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) If you are not a Quip admin, you need to contact your Quip admin and request that they install it. (Use this link to install the Live App.
Before connecting Smartsheet items to Quip, make sure you meet the following requirements in both Smartsheet and Quip. When you work with Smartsheet and Quip, you’ll use a published version of a Smartsheet item (sheet, report, or dashboard). For details on publishing in Smartsheet, check out the Publishing Smartsheet Items help article. To share the information in a more limited way, set more restrictive publish options as described below. Due to this, it has the potential to expose sensitive data outside of your company. Add a sheet from Smartsheet to a Quip word processing document, for example, to include live data of your latest estimates for a monthly budget proposal.ĬAUTION: The Smartsheet Live App for Quip uses the Smartsheet publishing feature to add Smartsheet items to Quip documents. The Smartsheet Live App for Quip allows you to put context around your conversations directly into Quip documents with embedded sheets, reports, and dashboards.
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