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.
Docs for Salesforce
Stop Document Chaos
Your documents and your CRM run your business — but they've never worked together. Folio Docs keeps documents inside your Salesforce org, where they belong.
The missing document layer for Salesforce.
Folio Docs lives natively inside your Salesforce org. Documents are linked to the records they're about, respect Salesforce sharing rules, and stay in sync with your CRM data automatically. No external apps, no lost context, and no data leaves your org.
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 simple solution.
When your documents and CRM finally work together, your teams move faster, handoffs are 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
Every key document not in CRM becomes a problem when a rep leaves. The next person starts from scratch without the needed context. Walkouts become a customer-facing problem.
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. When key details are out of date, every collaborator works off the wrong picture. Stale docs become wrong answers in front of customers.
With Folio Docs
Documents stay in sync with CRM
- Live fields 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.
Every team has different document workflows.
Folio Docs unlocks solutions for all of them.
Sales
Deal context that survives every handoff, every quarter, every rep
The problem
Reps live in Salesforce but their account context lives everywhere else — account plans in Google Drive, close plans emailed as attachments, meeting notes in Slack threads. When a deal stalls or a rep leaves, that context disappears.
With Folio Docs
Account plans live on the Account record. Close plans pull live deal data through Live Fields — stage, ARR, close date always current, never copy-pasted. Templates trigger automatically when an opportunity hits a stage. Every rep works from the same document, visible to the whole team.
Account planning Close plans QBR prep Deal handoffs
Solution Consulting
Discovery work that doesn't die at the handoff to implementation
The problem
SCs run discovery calls, map requirements, scope solutions, and respond to RFPs — but the output lives in personal notes, slide decks, and email threads. By the time the deal closes, the nuance of what was discovered and agreed to has evaporated. Implementation starts over. Sales references a POC nobody documented.
With Folio Docs
Discovery docs and technical requirements live on the Opportunity record. Live Fields pull in deal stage, product details, and environment info so scoping docs stay current as the deal evolves. Demo prep, POC configurations, and decision logs are structured, searchable, and attached to the record. When the deal closes, implementation inherits everything.
Discovery documentation Technical requirements Decision logs POC scoping
Customer Success
The sales-to-success handoff that doesn't lose what was promised
The problem
CS inherits accounts with no context about what was promised, what the customer cares about, or what happened during the sales cycle. The handoff is a verbal summary or a forwarded email chain that gets buried within days.
With Folio Docs
Success plans live on the Account record, seeded with context from the sales cycle — stakeholders, goals, risks, commitments made. CSMs build on what exists rather than starting from scratch. Health check notes, renewal prep, and expansion plans all stay connected to the same record throughout the customer lifecycle.
Onboarding plans Success plans EBR prep Renewal planning
Implementation
The same engagement playbook, on every record, every time
The problem
Implementation teams juggle project plans, configuration docs, and training materials across spreadsheets, PM tools, and shared drives — none of it connected to the Salesforce record. When timelines shift or scope changes, the implementation plan and the CRM tell different stories.
With Folio Docs
Implementation plans live on the Account record with Live Fields that pull in go-live dates, configuration details, and stakeholder contacts. Templates standardize every engagement — kickoff agendas, milestone checklists, training plans — so nothing gets missed. Pre-sales scoping carries forward automatically. Status updates write back to Salesforce so leadership has visibility without chasing PMs.
Implementation plans Kickoff agendas Go-live checklists Configuration docs
Support
Case context that survives reassignment, escalation, and time
The problem
Complex cases need context that doesn't fit in case fields — troubleshooting steps, environment details, escalation history. It gets buried in a wall of case comments or lives nowhere useful. When a case is reassigned, the new agent starts over.
With Folio Docs
Structured documentation on the Case record. Templates for complex case types prompt agents to capture the right information every time. Escalation history survives reassignment and shift changes. The case data and the case narrative live together on the same record.
Case documentation Escalation notes Troubleshooting logs Environment details
Handoffs
Every handoff carries the full story to the next team
The problem
The moment a deal, account, or case changes hands — rep to rep, sales to CS, CS to support — context gets lost. The handoff is only as good as what someone remembers to say or manages to write in an email.
With Folio Docs
Because documentation lives on the Salesforce record, context travels with the work automatically. The next team opens the record and everything is there — account history, stakeholder maps, what was tried, what was promised. Information moves smoothly and consistently from one team to the next. Nothing to summarize. Nothing to forget.
Sales to CS transitions Territory changes Case escalations Account transfers
RevOps & Admins
The playbook reps actually follow, because it's where they already are
The problem
Playbooks and methodology docs live in a wiki nobody opens. Templates exist but adoption is low because they're disconnected from where the work happens. You can't enforce a process that lives in a different tool.
With Folio Docs
Templates triggered automatically by Salesforce Flow — a deal reaching 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, not a blank page. Process happens because it's built into the Salesforce workflow, not a separate task someone has to remember.See Document Orchestration →
Flow-triggered templates Process automation Methodology enforcement Documentation standards
Features
Features only a native app can deliver.
Live CRM data, write-back from the doc, Salesforce sharing, Flow-triggered templates — every one of these only works because Folio Docs lives natively in your Salesforce org.
Live Fields
Live Salesforce data, right inside your docs
The bridge between your docs and data. Embed Salesforce field values in documents — stage, ARR, close date, owner. Values stay current as the record changes. Edit them right from the doc and they write back to Salesforce. Docs that always tell the truth.
Templates
Standardize your team's document workflows
Admins build templates with @-Mention placeholders that resolve from the related record automatically. Trigger templates from Flow with Apex actions for real process automation — close plans, account plans, and case notes become part of your workflow.
Record Links
A network of context, always at your fingertips
Insert Record Links to weave any Salesforce record into your doc — across every object in your org. Auto-link docs to records so users don't have to remember. Find your docs on every record they're linked to.
Folio Home
Deep search across every Doc
Find what you need, when you need it. Folio Home indexes your documents by title, content, tags, and related records so deep search just works — all inside your Salesforce org.
Sharing & Security
Salesforce sharing, fully respected
Share docs with users or groups at Read or Edit level using Salesforce's standard sharing framework — role hierarchy and manager visibility included. Automatic doc sharing ensures everyone who needs access, has access.
Related Lists
Related Lists inside your Docs
Drop a Related List into a doc with the columns and filters you want. Inline-edit fields right from the list. Keep narrative and record data together, like open Cases on a support plan or open Opps on an Account plan.
Salesforce Native
100% native, no exceptions
Folio makes zero external connections. No third-party servers, no data sync, no webhooks. Every Document, tag, template, and preference is a Salesforce object in your org.
Document Orchestration
Document orchestration, native to Salesforce.
Folio's invocable Apex actions turn the document lifecycle into automation. Run them from Flow, chain them together — every doc action is a first-class Salesforce primitive. No external tooling, no middleware, no separate system to govern.
Create Document from Template Clone Document
Streamline document creation
Trigger doc creation from templates. When an Opportunity hits a stage, a Case is escalated, or an Account is created, the right document is generated automatically, pre-populated from related records. Clone docs to snapshot version history.
Share Document Apply New Owner Sharing
Automate document access
Programmatically grant Read or Edit access to users or public groups when records change. Document access follows the people who need it based on your org's policies, not someone's memory. Make sure docs are always in the right hands.
Transfer Document Apply Tag Link Documents
Govern documents at scale
Re-link documents when accounts merge. Tag by industry or compliance category. Transfer ownership when reps leave. Set governance policies once and let automation enforce them.
Folio Actions × Salesforce Flow
First-class workflow citizens
Documents stop being a separate system you have to wire up. Every Folio action plugs into the same Flow tools, automation patterns, and governance model your admins already use.
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, but only one was built natively inside your Salesforce org with deep connectivity to Salesforce process and team workflows. Here's an honest look at how Folio Docs stacks up against the tools your team might be using today.
Quip End of Life · March 2027
Salesforce Quip was the only other native document solution, and it's going away.
Quip retires in March 2027. If your org built workflows on Quip, you have account plans on records, close plans in deals, and case docs that need a native landing spot. The answer shouldn't be a return to external apps. Folio Docs is built to be that replacement, with the record-bound, CRM-aware doc experience teams already know.
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 | ✓ | ✕ | ✕ | ✕ | ✕ |
| Related Lists of Salesforce records | ✓ | ✕ | ✕ | ✕ | ✕ |
| Templates with @-Mention placeholders | ✓ | ✕ | ✕ | ✕ | ✕ |
| Uses Salesforce sharing and security | ✓ | ✕ | ✕ | ✕ | ✕ |
| Document orchestration inside Salesforce | ✓ | ✕ | ✕ | ✕ | ✕ |
| 100% native to Salesforce | ✓ | ✕ | ✕ | ✕ | ✕ |
| Easily find docs with global search | ✓ | ✓ | ✓ | ✓ | ✓ |
| Real-time simultaneous co-editing | ✱ | ✓ | ✓ | ✓ | ✓ |
| Document commenting & annotations | ✱ | ✓ | ✓ | ✓ | ✓ |
✱ Planned for a future release.
Competitors head-to-head.
Each of these tools has real strengths. But none of them were built to be the native document layer for your Salesforce org.
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
- Live Fields and two-way write-back connect docs to CRM data
- Purpose-built for record-bound documentation: account plans, close plans, case docs
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
- Live Fields and two-way write-back connect docs to CRM data
- Built for GTM teams and workflows, not just engineering wikis
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 integration, no third-party doc-gen tool needed
- Permissions follow your CRM rules, not personal Google Workspace accounts
- Live Fields and 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
- Live Fields and two-way write-back connect docs to CRM data
- Persistent, record-bound documentation that survives channel and team changes
Honest Tradeoffs
When Folio Docs isn't the right fit.
- Real-time co-authoring — not in the package today (it's on the roadmap). Use Google Docs or Notion for live co-editing in the meantime.
- Spreadsheets — Folio Docs is for documents, not spreadsheets. Keep using Excel or Google Sheets for analytical work.
- Sharing with external users — Folio Docs lives inside your Salesforce org, so sharing with customers, prospects, or partners needs a different tool.
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, and Live Fields that keep your docs in sync with your CRM.
$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 AppExchange launch priority and to lock in 30% off your first year if you purchase within the first 90 days.
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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.
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.
How do you keep documents from going stale?
Folio supports three types of Mentions: Record Links, Live Fields, and Related Lists. Record Links are direct links to a Salesforce record that always display the current name of the linked record. Live Fields and Related Lists always display field data from linked records in real time, such as an Opportunity's Stage, a Case's Status, or an Account's Next Renewal Date. Users can also edit the fields directly inside the document editor, and push their edits back to the record easily without having to navigate away.
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.
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.
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.
What Salesforce editions does Folio support?
Folio works best on Enterprise Edition and above. Lower editions may not have all features available.
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.