Quick SFDC record updates, notes and accurate forecasts - look no further!
February 17, 2022

Quick SFDC record updates, notes and accurate forecasts - look no further!

Lauren Bare | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

I use Scratchpad to take notes on my opportunities as well as to quickly and easily update many types of records such as opportunities and accounts in Salesforce without having to wait for extensive loading times. I sync my Scratchpad notes into Salesforce so that others using Salesforce can easily access my notes and theoretically collaborate with me on the same opportunity with their own notes. I also use Scratchpad to search for records I need to refer to while on any page using the command + J shortcut.
  • Updates fields in Salesforce very quickly.
  • Easy for taking notes and organizing.
  • Great way to quickly search for any record from any page.
  • Would love for Scratchpad to integrate with CPQ.
  • Would like integrations with LinkedIn Sales Navigator and Outreach.
  • Scratchpad has had a positive ROI on my ability to update pipeline quickly.
  • Scratchpad has ultimately affected the ability for me to keep an accurate forecast.
  • Scratchpad has helped my team stay coordinated and present accurate numbers to Leadership.
I selected Scratchpad because the depth of integration within Salesforce is very useful; I don't have to use a separate application than what I'm already using, Scratchpad is imbued within my Chrome and SFDC instances. Their free capabilities don't block you from viewing notes older than 30 days old, and their Customer Success specialist Joey that helped me was absolutely amazing.

Do you think Scratchpad delivers good value for the price?

Not sure

Are you happy with Scratchpad's feature set?


Did Scratchpad live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Scratchpad go as expected?

I wasn't involved with the implementation phase

Would you buy Scratchpad again?


If someone is looking for an easy, quick way to take notes during the sales cycle from discovery to close, Scratchpad is a great option. If they need a way to quickly and easily update accounts, pipeline, etc. but their Salesforce takes so long to load, or if they are looking for a way to collaborate notes between teams, Scratchpad is a great option. If their Salesforce loads very quickly and they only need a way to update CPQ (configure price quote) in Salesforce, or they need a strictly prospecting solution that connects LinkedIn to Salesforce, I don't think Scratchpad would be the right solution in that case.

Scratchpad Feature Ratings