Scratchpad is a spreadsheet-style Salesforce interface for editing deals, tracking changes, and saving notes. $16-$20 per user per month, 30-day free trial.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Scratchpad is a web-based interface for Salesforce. It gives sales teams a faster way to view and edit Salesforce data in a spreadsheet-style grid, a Kanban board, or a browser extension, instead of the standard Salesforce screens. Salesforce stays the database and system of record, and Scratchpad does not replace it.
It is built for reps who update deals, managers who run pipeline reviews, and RevOps teams who care about data quality. The homepage cites a 4.8/5 rating from more than 1,490 reviews.
Scratchpad connects to Salesforce through its API and shows live data from every field and object. Users edit cells inline, and each change writes back to Salesforce the moment they leave the cell. Views are shared with the team.
Because it inherits each person's existing Salesforce permissions, validation rules, and field-level security, users only see and change what they already could. If a company has not yet approved Scratchpad, an admin installs it once as a connected app, which the site says takes a few minutes.
Sheets is the main workspace, with unlimited views, filters, groups, and highlights across related objects. Bulk updates let teams fix missing next steps, stale close dates, and empty fields from one view. The Kanban board lets users drag a deal to a new stage, with counts and totals for each column.
Change highlights show what moved on a deal, such as stage, close date, next step, or amount, and History lists each field change with who made it and when. Notes save to the right Salesforce record, and the HUD Chrome extension opens Salesforce data from any tab with one shortcut.
Scratchpad is a web-based interface for Salesforce. It lets sales teams work pipeline in an editable spreadsheet or Kanban board, track what changed on deals, update records in bulk, and take notes that save to Salesforce.
Scratchpad costs $20 per user per month billed monthly, or $16 per user per month billed annually, a 20% saving. The site shows one price with every feature included and does not list separate tiers.
Yes. Every new workspace starts with a 30-day free trial that includes Sheets, Kanban, Notes, and the HUD for everyone on the team. After the trial, the team picks a plan and pays for the seats it needs.
No. Salesforce stays the database and system of record. Scratchpad is the interface the team works in, and every change writes back to Salesforce.
Only if your company is new to Scratchpad. If it has already approved Scratchpad as a connected app, users can sign in with their Salesforce login. Otherwise an admin installs it once and lets users self-authorize, which the site says takes a few minutes.
Scratchpad is built around Salesforce, connecting via API. Its pricing page also says it works with Gmail and your calendar, and its HUD runs as a Chrome extension.
The company states that Scratchpad is SOC 2 Type 2 compliant with continuous monitoring and aligned with GDPR and CCPA guidelines. It inherits each user's Salesforce permissions, validation rules, and field-level security.
It suits sales reps, sales managers, and RevOps teams that run their pipeline in Salesforce and want faster updates and cleaner data. It is not designed for teams that use a different CRM.