In a 2022 Forrester Consulting study commissioned by Airtable, knowledge workers reported spending nearly 29% of their workweek — roughly 11.6 hours — searching for the information they need to do their work, with knowledge silos and disconnected repositories as the primary cause.
Stop
Document
Docs for Salesforce, done right. Create, link, and find all your Docs, without leaving your org.
The missing Document layer for Salesforce.
Documents live on the records they're about, inherit your Salesforce sharing, and stay in sync with your CRM automatically.
Your data stays in your org Context always at hand 100% Salesforce Native Handoffs always smooth Your Documents stay current
Why Folio Docs
Three problems. One easy solution.
When Documents and CRM finally work together, handoffs get cleaner and nothing falls through the cracks.
Lost Context
Users can't find the context they need
Account plans, close plans, customer notes — scattered across Google Drive, OneNote, Slack, and email. Your reps live in Salesforce. That gap is where deals stall, handoffs break, and customers lose trust.
With Folio Docs
Document context is always accessible
- Docs sit on the records they're about
- Network of related Document context
- Search and find Documents in seconds
The Walkout Problem
Documents disappear when people leave
When a rep leaves, their Documents outside CRM disappear. The next person starts from scratch, and customers feel it.
With Folio Docs
Knowledge stays with the business
- Nothing stored in personal drives
- Auto-share Docs with new record owners
- Docs respect Salesforce sharing
Document Drift
Documents don't tell the truth
The account plan you wrote last quarter is already wrong. The deal stalled. A new stakeholder appeared. None of it's in the Doc. Stale Docs become wrong answers in front of customers.
With Folio Docs
Documents stay in sync with CRM
- @-mentions and Salesforce Components show real-time data
- Edit records from inside Documents
- Templates create the Docs you need
The Hidden Cost
Every hour searching is an hour not serving customers.
The industry keeps measuring the same tax — and it’s steep.
Reps spend less than a third of their day on revenue-generating work. The biggest single drag isn’t meetings — it’s the time lost searching for, assembling, and updating content that should already be at their fingertips on the record.
60% of employees say they spend more time digging for internal Documents than they do answering email — and 81% have struggled to find the Documents they need when a manager or customer asks. The everyday tax of scattered content.
~12 hrs / week searching for the information needed to do the job
In a 2022 Forrester Consulting study commissioned by Airtable, knowledge workers reported spending nearly 29% of their workweek — roughly 11.6 hours — searching for the information they need to do their work, with knowledge silos and disconnected repositories as the primary cause.
< 30% of the day of a sales rep’s time is actually spent selling
Reps spend less than a third of their day on revenue-generating work. The biggest single drag isn’t meetings — it’s the time lost searching for, assembling, and updating content that should already be at their fingertips on the record.
81% of employees struggle to find Documents when the boss or a client asks
60% of employees say they spend more time digging for internal Documents than they do answering email — and 81% have struggled to find the Documents they need when a manager or customer asks. The everyday tax of scattered content.
Use Cases
Every team's chaos, solved.
Folio Docs unlocks solutions for every team's Document workflow.
Account planning Close plans QBR prep Deal handoffs
Deal context that survives every handoff, every quarter, every rep
The problem
Reps live in Salesforce; their account context lives in Drive, email, and Slack threads. When a deal stalls or a rep leaves, that context disappears.
With Folio Docs
Account plans live on the Account. Close plans pull stage, ARR, and close date through Live Fields — always current, never copy-pasted. Templates fire on stage change, so every rep works from the same Document.
Discovery documentation Technical requirements Decision logs POC scoping
Discovery work that doesn't die at the handoff to implementation
The problem
SCs run discovery, scope solutions, and answer RFPs — but the output lives in personal notes and slide decks. By the time the deal closes, the nuance has evaporated and implementation starts over.
With Folio Docs
Discovery Docs and requirements live on the Opportunity, with Live Fields keeping stage and product details current as the deal evolves. POC configs and decision logs stay attached to the record, so implementation inherits everything.
Onboarding plans Success plans EBR prep Renewal planning
The sales-to-success handoff that doesn't lose what was promised
The problem
CS inherits accounts with no idea what was promised or what the customer cares about. The handoff is a verbal summary or a forwarded email chain, buried within days.
With Folio Docs
Success plans live on the Account, seeded with what sales already captured — stakeholders, goals, commitments. CSMs build on that rather than starting over, and renewal prep stays on the same record.
Implementation plans Kickoff agendas Go-live checklists Configuration Docs
The same engagement playbook, on every record, every time
The problem
Project plans, configuration Docs, and training materials sit in spreadsheets and PM tools, none of it connected to the record. When scope changes, the plan and the CRM tell different stories.
With Folio Docs
Implementation plans live on the Account, with Live Fields pulling go-live dates and stakeholder contacts. Templates standardize every engagement, and status writes back to Salesforce so leadership stops chasing PMs.
Case documentation Escalation notes Troubleshooting logs Environment details
Case context that survives reassignment, escalation, and time
The problem
Troubleshooting steps, environment details, escalation history — none of it fits in case fields, so it ends up buried in comments. When a case is reassigned, the new agent starts over.
With Folio Docs
Structured documentation on the Case record, with templates prompting agents to capture the right details every time. Escalation history survives reassignment, because the data and the narrative live together.
Sales to CS transitions Territory changes Case escalations Account transfers
Every handoff carries the full story to the next team
The problem
Every time work changes hands, context gets lost. The handoff is only as good as what someone remembers to say.
With Folio Docs
Documentation lives on the record, so context travels with the work. The next team opens the record and it's all there — what was tried, what was promised. Nothing to summarize, nothing to forget.
Flow-triggered templates Process automation Methodology enforcement Documentation standards
The playbook reps actually follow, because it's where they already are
The problem
Playbooks live in a wiki nobody opens, and templates go unused because they sit apart from the work. You can't enforce a process that lives in a different tool.
With Folio Docs
Flow triggers the templates — Proposal stage creates a close plan, a new account creates an onboarding Doc. Live Fields pre-populate from the record, so reps start with context instead of a blank page.See Document Orchestration →
Features
Features only a native app can deliver.
Live CRM data, write-back, Salesforce sharing, Flow-triggered templates. None of it works unless the Docs live in your org.
Inline Mentions
Your Salesforce data inlined in your Docs
Type @ to pick a record. Record Links drop a chip that links to the record. Live Fields show CRM data in real time from the linked record — Stage, ARR, Close Date. Edit a Live Field from the Doc to push the update straight back to the record.
Salesforce Components
CRM data, like you've never seen it
Status Bar, Record Preview, Related List, Workbench, and Kanban Board put live record data on the page, the way you always wanted it. Update records straight from a component and stay in the flow of work — an interactive window into the records you care about most.
Collaboration
Comment, review, and history
Comment on any block in a Document, and @-mention to notify the right people. Version History is captured automatically on every Doc, so you can look back at past edits, compare versions, and restore an older one.
Docs Home
The home base for your Docs
Find what you need, when you need it. Every Doc is searchable by title, content, Tags, and related records, so deep search just works. Related records are your Document anchors, and Tags add a second layer of organization on top.
Sharing & Security
Salesforce security, fully respected
Share Docs with the users and public groups that need them. Reach your reports' Documents through the role hierarchy. Automatic Doc sharing means the right people always have the access they need.
Templates
Standardize Document workflows
Admins build templates with @-mentions and components baked in that resolve from the originating record. Generate Docs from templates automatically for real Document orchestration, so account plans, close plans, and case notes become a natural part of the process.
Salesforce Native
100% native, no exceptions
Folio Docs is 100% native to your org. Zero external connections — no third-party servers, no sub-processors, no external databases, no webhooks, no integrations. Every Folio record is a Salesforce record, and every Folio Doc is yours alone.
Document Orchestration
Document orchestration, native to Salesforce.
Invocable Apex actions let your admins manage the whole Document workflow, using the tools they already know.
Create Document from Template Clone Document Transfer Document to Owner Delete Document
Create, reassign, retire
When an Opportunity hits a stage or a Case is escalated, the right Document is generated from a template and pre-populated from the record. Clone a Doc to snapshot it, hand ownership over when a rep leaves, and retire Docs on a schedule — archived rather than destroyed, if that is how your org is configured.
Share Document Apply Tag to Document Link Documents to Records
Connect Docs to people and records
Grant Read or Edit to users and public groups as records change. Tag by industry or compliance category. Link a Doc to any record on a linkable object. All three are additive and de-duped, so a flow can run twice without creating a mess.
Get Documents Get Document Junctions Get Document Shares
Query before you act
Find Documents by tag, linked record, owner, or title, then branch on what comes back. Each Get action returns both an ID collection to chain into the next action and a record collection when you need field values — so an audit or a conditional path takes one element, not three.
Refresh Document from Record Changes
Keep every Doc current
The one action that runs on the changed record rather than on Documents. Drop it in a record-triggered flow on any object and every linked Doc picks up the new values and re-applies owner-based sharing. Account, Contact, Opportunity, and Case are wired up already.
All actions are bulk-safe, callable from Flow Builder, and respect Salesforce sharing.
Learn more.
Competition
What makes Folio Docs unique.
There are lots of document apps. Only one is built inside your Salesforce org. Here's how Folio Docs compares.
Quip End of Life · March 2027
Salesforce Quip was the only other native document solution, and it's retiring.
Migrating to Folio Docs is easy. Folio Docs imports and exports .docx and Markdown in bulk. Run your import in a sandbox, then migrate to production with a Folio Archive export.
Refer to Salesforce's official communications for updates on the retirement of Quip.
| Feature | Folio Docs | Notion | Confluence | Google Docs | Slack Canvas |
|---|---|---|---|---|---|
| View and edit Docs inside Salesforce | ✓ | ✕ | ✕ | ✕ | ✕ |
| Record Links to any Salesforce record | ✓ | ✕ | ✕ | ✕ | ✕ |
| Live Fields with write-back to Salesforce records | ✓ | ✕ | ✕ | ✕ | ✕ |
| Salesforce Components embedded in Documents | ✓ | ✕ | ✕ | ✕ | ✕ |
| Templates with @-Mention placeholders | ✓ | ✕ | ✕ | ✕ | ✕ |
| Uses Salesforce sharing and security | ✓ | ✕ | ✕ | ✕ | ✕ |
| Document orchestration inside Salesforce | ✓ | ✕ | ✕ | ✕ | ✕ |
| 100% native to Salesforce | ✓ | ✕ | ✕ | ✕ | ✕ |
| Easily find Docs with global search | ✓ | ✓ | ✓ | ✓ | ✓ |
| Collaborate on Documents with coworkers | ✓ | ✓ | ✓ | ✓ | ✓ |
| Version History with restore | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sharing with people outside your org | ✱ | ✓ | ✓ | ✓ | ✓ |
✱ Planned for a future release.
Competitors head-to-head.
Each of these tools has strengths. But none of them are the Document layer for Salesforce.
Notion
Notion
Notion is a flexible workspace for docs, wikis, and databases. A great general-purpose tool, but it lives in Notion, not in your CRM.
Strengths
- General-purpose docs, databases, and project management in one tool
- AI assistant for content generation and summarization
- Strong for cross-team knowledge bases and wikis
Where Folio Docs is better
- Documents live on the Salesforce record, not in a separate workspace
- Permissions inherit from Salesforce sharing, not a parallel access model
- Inline Mentions and Salesforce Components with two-way write-back connect Docs to CRM data
- Purpose-built for record-bound documentation like account plans, close plans, and case notes
Confluence
Confluence
Confluence is Atlassian's wiki, widely used for engineering and product knowledge bases.
Strengths
- Industry-standard wiki for technical documentation
- Strong page hierarchy and structured spaces
- Deep integration with Jira and the Atlassian ecosystem
Where Folio Docs is better
- Native to Salesforce, no third-party connectors
- Document permissions follow Salesforce sharing, not Confluence space restrictions
- Inline Mentions and Salesforce Components with two-way write-back connect Docs to CRM data
- Built for GTM teams and workflows, not just engineering and product teams
Google Docs
Google Docs
Google Docs is the industry standard for real-time collaborative writing. Familiar, capable, and ubiquitous.
Strengths
- Best-in-class real-time co-editing experience
- Familiar to virtually every knowledge worker
- Auto-save, version history, and free at the base tier
Where Folio Docs is better
- Native Salesforce application, no third-party doc-gen tool needed
- Permissions follow your CRM rules, not Google Workspace configuration
- Inline Mentions and Salesforce Components with two-way write-back connect Docs to CRM data
- Docs stay with the company when reps leave, not in their personal Drive
Slack Canvas
Slack Canvas
Slack Canvas is a lightweight in-channel document feature for quick team notes and shared context. It is not a standalone product — every user needs a paid Slack license to access it.
Strengths
- Embedded directly in Slack channels where conversations happen
- Lightweight and fast to start writing
- Built into existing Slack team workflows
Where Folio Docs is better
- Documents live on Salesforce records, not scoped to Slack channels
- Sharing follows Salesforce permissions, not Slack channel membership
- Inline Mentions and Salesforce Components with two-way write-back connect Docs to CRM data
- Persistent, record-bound documentation that survives channel and team changes
Notion, Confluence, Google Docs, and Slack are trademarks of their respective owners. Logos are used for product identification only and do not imply endorsement or affiliation.
Pricing
Simple pricing.
Everything in the Folio Docs package for one per-user price. No add-ons, no feature gates, no surprises.
Early adopters: 30% off first year
Folio Docs
$25 per user / month
Context that stays on the record, sharing that survives turnover, Docs that stay in sync.
$125 per month minimum per org.
Join Waitlist
Early Access
Bring order to your Document chaos.
Early adopters get 30% off their first year
Join the waitlist for launch priority — and 30% off your first year if you buy within 90 days of launch.
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FAQ
Common questions.
What happens to Docs when a Document's owner leaves?
Folio Documents are shareable using Salesforce's sharing and access model. A user's Documents are always editable by their manager via the Salesforce role hierarchy. Any user with edit access to a Document can manually share with other users or groups. System Admins can access all Documents, and can set up automations to auto-share Documents based on Salesforce data, like sharing all Documents under an Account with the new owner of the Account. Folio Documents are never lost when users leave. How sharing works.
Can reps delete Documents?
Folio Administrators can control whether or not users can hard-delete Documents in the Folio Admin panel. If you need to restrict deletion, then any Document that a user tries to delete will disappear from view but is not deleted, and instead takes on an "Archived" indicator. It will be hidden from user view, but is still in the database for review by System Admins who can un-archive them as needed. Delete Permissions in the Admin Panel.
How do you keep Documents from going stale?
Type @ in a Document and pick a record, and Folio offers six ways to bring it in. Two are inline Mentions: Record Links, which always show the record's current name, and Live Fields, which show a field value as it stands right now — an Opportunity's Stage, a Case's Status, an Account's Next Renewal Date. The other four are Salesforce Components: Record Preview, Status Bar, Related List, and Kanban Board. A fifth component, Workbench, is inserted from the / menu rather than from @ — it gathers records owned by a chosen set of users, groups, or queues, so there is no single record to start from. All of them read from Salesforce each time the Document is opened, so nothing drifts. Users can edit those values right inside the editor and push the change back to the record without navigating away. Learn more about Salesforce Components.
Can two people edit the same Document at once?
Two people can open a Document at the same time, and one of them holds editing at a time. Folio shows you who that is, and editing passes over when they step away or hand it off — so there is never a merge conflict to resolve or a second copy to reconcile. Everyone else sees the Document live as it changes. Real-time simultaneous co-authoring is on the roadmap. View and Edit at the Same Time.
How do we get our existing Documents into Folio?
Import .docx and Markdown files in bulk from the Folio Admin panel — up to 500 files per job — and each one becomes a Folio Document you can link to records and Tag. Export works the same way in reverse, to Word, Markdown, or PDF, either downloaded as a zip or filed against the records each Document is linked to. Your content is never locked in. Import and export Documents.
Is Folio really 100% native to Salesforce?
Yes, completely. Folio makes zero external connections. Every Document, tag, template, and user preference is stored on custom objects in your org. Your data never leaves Salesforce. Understand the Folio data model.
How does Folio Docs compare to your competitors?
Short answer: Folio Docs is the only Doc tool built natively inside Salesforce, with Documents that live on records, inherit Salesforce sharing, and stay in sync with CRM data through Live Fields. Other tools (Notion, Confluence, Google Docs, Slack Canvas) each have their own strengths, but none are designed to be the native Document layer for your Salesforce org. See the Competition section for a full feature-by-feature comparison and head-to-head breakdowns.
Is Folio Docs a competitor to Conga, S-Docs, or other document generation tools?
No — different category, and the difference is what you end up with. Conga, S-Docs, Nintex DocGen and the like run a template over your Salesforce data to produce a static output file: a quote, contract, order form, or proposal, frozen at the moment it was generated and re-generated from scratch whenever something changes. Folio Docs is the opposite — live, editable Documents that live inside Salesforce. They are written and revised by your team rather than merged from a template, and they stay current on their own, because Live Fields and Salesforce Components read from your records every time a Document is opened. Account plans, close plans, meeting notes, case write-ups: the collaborative document, knowledge, and note-taking layer of your CRM, not the paperwork at the end of it. You can still export to Word, Markdown, or PDF and print whenever you need a fixed copy, so nothing is locked in — but generating contracts and order forms is not what Folio Docs is built for, and the two sit alongside each other comfortably. How Documents stay live.
Can Folio replace what we were doing with Quip?
Folio Docs was designed from the ground up to meet the core Quip use cases like account plans, opportunity close plans, and case documentation that are embedded in Salesforce and part of your team's daily workflows. That said, Folio Docs is not a 1-for-1 replacement of Quip. Features of Quip that Folio Docs does not support include: public sharing with external users, real-time collaborative editing and comments (though these are on the roadmap for an upcoming release), and spreadsheets. Folio Docs is for the use case of record-linked, native Documents embedded into Salesforce workflows and process, which is part of, but not all of, the original Quip value proposition.
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. Install the package.
What Salesforce editions does Folio support?
Folio works best on Enterprise Edition and above. Lower editions may not have all features available. Check the prerequisites.
How does pricing work?
Folio Docs is $25/user/month with a $120/month org minimum.
How do I qualify for the 30% off first year discount?
Anyone who purchases Folio Docs within the first 90 days of our AppExchange launch — planned for August 2026, but TBD — gets 30% off their first year. Join the waitlist to be notified the moment we go live so you can lock in the discount before the 90-day window closes.
When is Folio launching on AppExchange?
We are actively building and targeting an AppExchange listing for August 2026 (subject to change). Join the waitlist to be notified the moment we go live and to lock in 30% off your first year if you purchase within the first 90 days.
Do you offer professional services to help us configure and roll out Folio Docs?
Yes. Folio Solutions runs a Salesforce consulting practice alongside the Folio Docs AppExchange product. We can help you install, configure, and embed Folio Docs into your team's existing Salesforce workflows so it fits how you already work — and we take on broader Salesforce consulting engagements too, even when Folio Docs isn't involved. Visit our Consulting page for details.