Folio Docs — The Native Document Workspace for Salesforce
Keep every plan, note, and strategy linked to the records that matter.
Overview
Folio Docs is the rich document workspace native to Salesforce. Compose polished docs that link to any record, embed live CRM data inline, build from templates, and automate with Flows — all without leaving Salesforce. Stop your document chaos for good!
See How Folio Docs — The Native Document Workspace for Salesforce Works
🛡️ 100% NATIVE TO SALESFORCE No external servers, no integrations, no data leaves your org.
✍️ BEST-IN-CLASS DOCUMENT EDITOR PLATFORM A modern, full-featured writing experience, like you've never seen before inside Salesforce.
📌 DOCUMENTS LINKED TO YOUR RECORDS Every doc stays linked to its Account, Opportunity, Case, or any other record.
📊 LIVE CRM DATA EMBEDDED IN YOUR DOCS Embed real-time Salesforce fields, records, and components directly in your documents.
🔐 INHERITS SALESFORCE SHARING Document access follows your existing security model, and sharing is easily controlled using Salesforce customizations.
💬 REAL-TIME DOCUMENT COLLABORATION Comments, @-mentions, notifications, and full version history turn Folio Docs into a collaborative workspace for teams.
⚙️ DOCUMENT ORCHESTRATION Generate documents automatically from reusable templates, and automate document process with invocable apex actions.
🏠 THE NATIVE QUIP REPLACEMENT Built for Salesforce, with live data and record-bound docs. No other Quip replacement can do what Folio Docs can do.
STOP. DOCUMENT. CHAOS. Your plans, notes, and strategies live across Google Docs, email, sticky notes, and Slack, all disconnected from the Salesforce records they're about. Context gets lost. Customer knowledge evaporates when people quit. Folio Docs is the only 100% Salesforce native document editor platform. Every document lives on the record it describes, inherits Salesforce sharing, and stays in sync with CRM data in real time with embedded components. Key Features: - Live Fields show real-time record values, updated automatically. - Five embedded components: Status Bar, Record Preview, Related List, Workbench, and Kanban. - Comments, @-mentions, notifications, and full-featured version history. - Reusable templates, with automatic generation via Flow. - 100% native: no external servers, no integrations, no data leaves your org. Built for Sales, Customer Success, Services, Support, and RevOps — anyone whose job revolves around Salesforce records. With Salesforce Quip reaching end of life, Folio Docs is the modern, native successor: record-bound documents with live data and real-time collaboration. Keep your knowledge where your work already happens: inside Salesforce.
Categories
- Business Needs
- Sales ProductivityDocument ManagementAgent Productivity
- Industries
- Horizontal Product
- Personas
- Business UserSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
- Supported Languages
- English