Guide your buyer champions.
Without that ugly spreadsheet.
Buyers don’t want to deal with spreadsheets, attachments, links, and email threads. Dock’s mutual action plans give buyers one convenient, premium-feeling workspace to collaborate on a deal.
To sell more, be easier to buy.
B2B sales are messy. Buyers need help managing internal stakeholders, budget approvals, and security reviews.
The mutual action plan tool that doesn’t feel like extra work.
Dock lets your customers check off tasks, leave comments, and upload files—without needing to create their own user accounts.
Assign tasks
Assign tasks to
people or teams
Multi-phase plans
Break long projects
into stages.
Automated reminders
Send task reminders
when due.
Give buyers the full picture.
Provide complete context around the deal by embedding videos, slide decks, meeting notes, and more.
Even client contacts who join late in the sales process can learn everything about your solution, where the project sits today, and what needs to happen next.
Create a repeatable sales process.
Templated action plans
Create plans in seconds with pre-made templates.
Multiple view options
Switch between List or Kanban view.
Internal-only tasks
Make internal tasks hidden from clients.
Copyright © 2024 Dock Labs, Inc.
All rights reserved.
All rights reserved.