Welcome to Scratchpad's Help Center!
Setup & Support
Sign up, schedule a 1:1, customize Scratchpad to your liking, and manage integrations
Sales Forecasting
Track pipeline changes and inspect deals all in one place so you have all the visibility you need to forecast confidently.
Purchasing & Managing Scratchpad
Learn more on upgrading via self-serve, managing paid seats, and managing members
Call Recording & AI Assistant
Scratchpad call intelligence and AI insights give managers and reps a new experience to inspect deals, track performance, and work better, together.
Use Case Collection
Explore impactful workflows to understand the art of what's possible!
Scratchpad Command
The fastest way for salespeople to access and update Salesforce, from anywhere on the web
Pipeline Management
Create and customize pipeline views to easily manage opportunities, accounts, and more
Tiles (Deal Cards)
Shortcuts to workflows that provide quick access to the information you need, when you need it
Scratchpad Notes
Learn more on syncing your notes to SFDC, note-taking best practices, and more
Automations & Enablement
Transform your revenue operations with no-code automations that help your reps update Salesforce faster and give you and your sales leaders insights into gaps in your open pipeline.
Logging Activity (Calls, Events, Tasks)
Quickly and easily log activity like calls, events, and tasks to stay on track and up-to-date
FAQ
Find answers to the most frequently asked questions