9
696
Enterprise Template
Champion
CFO
Slack
Microsoft Teams
Gong
Google Drive
SharePoint
Notion
Claude
ChatGPT
Gemini
Copilot
Dock MCP
Confluence
Calendly
DocuSign
Loom
Miro
Fathom
Google Slides
YouTube
Vimeo
Stripe
PowerPoint
Wistia
Hot
214
38
Cold
Content Lifecycle
Govern content from draft to retirement
Assign an approval status to every asset, then set rules to automatically retire stale assets—so reps and Dock AI only use approved content.
deck.pptx
add next step to review
the contract flow
Adding next step…
Done. I’ve added a next step.
CFO viewed Business Case
CEO viewed Order Form
Dock — Acme. Sales Room
dock.us/workspace/acme-sales-room
Acme ↔ VIV/AI
acme.dock.us/workspace/editor/acme-deal-room
Acme ↔ VIV/AI
Internal
Editor
Shared
Ask AI
Threads
Share
Workspaces
Sections
Summary
Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
Product Overview
Busine
Working...
Stop
Agent
Let’s build your workspace!
I will help you build, edit, and improve this workspace. Ask me to create sections, rewrite selected content, generate a table of contents, summarize the workspace, or turn notes into buyer-ready content.
Create Deal Room workspace
Add Summary page
Add Intro section
Rewrite selected block
I found the workspace structure and I’m using it to create the right section in the right place. I’ll add the Table of Contents to this page and link it to the relevant workspace sections.
Used 2 tools
Writing Intro Contents…
Ask the agent what to do next…
Acme ↔ VIV/AI
acme.dock.us/workspace/editor/acme-deal-room
Acme ↔ VIV/AI
Internal
Editor
Shared
Ask AI
Threads
Share
Workspaces
Acme. Deal Room
Sections
Intro
Next Steps
Meet Acme
Team
Call Recordings
Need Help?
Summary
Product Overview
Business Case
Case Studies
Pricing Proposal
Customer Success
Partnership Proposal for VIV/AI
Add section
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Add section
Next steps
1/5
Platform demo
Intro call
Schedule time
To-do
Proof of Concept (2 weeks)
To-do
Procurement (Terms, Legal, & Security)
To-do
Kickoff Implementation
To-do
Agent
All done! I’ve added all the sections to your Deal Room workspace — Summary, Intro, Table of Contents, and linked everything together. Your workspace is ready to go.
All done! I’ve added all the sections to your Deal Room workspace — Summary, Intro, Table of Contents, and linked everything together. Your workspace is ready to go.
Create Deal Room workspace
Add Summary page
All done! I’ve added all the sections to your Deal Room workspace — Summary, Intro, Table of Contents, and linked everything together. Your workspace is ready to go.
Create Deal Room workspace
Add Summary page
Add Intro section
Rewrite selected block
Done! I’ve finished setting up your Deal Room workspace. All sections are in place — Summary, Intro, and Table of Contents have been created and linked to the relevant workspace sections.
Used 2 tools
Workspace setup complete
Ask the agent what to do next…
↑
Acme ↔ VIV/AI
acme.dock.us/workspace/editor/acme-deal-room
Acme ↔ VIV/AI
Internal
Editor
Shared
Ask AI
Threads
Share
Workspaces
Sections
Summary
Product Overview
Business Case
Case Studies
Pricing Proposal
Customer Success
Partnership Proposal for VIV/AI
Add section
Intro
AI suggestion
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Add section
Next steps
AI suggestion
Next steps
1/5
Platform demo
Intro call
Schedule time
To-do
Proof of Concept (2 weeks)
To-do
Procurement (Terms, Legal, & Security)
To-do
Kickoff Implementation
To-do
Add section
Your Acme team
AI suggestion
Your Acme team
Working with the Acme team has been seamless. They truly understand our needs and always make us feel supported.
Luc Chaissac
CEO, Bag-Ett Corp.
Meetings
AI suggestion
Platform demo
Gong
Alex Harper
Account Executive
Main Point of Contact
Find all our meetings in one place, with the flexibility to book time whenever it suits you.
Schedule time
Agent
I found a new call recording related to this customer. Would you like me to add it to the Meetings section?
Platform demo
Skip
Add recording
Ask the agent what to do next…
Acme ↔ VIV/AI
acme.dock.us/acme-deal-room
Acme ↔ VIV/AI
Threads
Share
Summary
Product Overview
Business Case
Case Studies
Pricing Proposal
Customer Success
Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
1/5
Platform demo
Intro call
Schedule time
To-do
Proof of Concept (2 weeks)
To-do
Procurement (Terms, Legal, & Security)
To-do
Kickoff Implementation
To-do
Intro
Next Steps
Meet Acme
Team
Call Recordings
Acme ↔ VIV/AI
Threads
Share
Summary
Product Overview
Business Case
Case Studies
Pricing Proposal
Customer Success
Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Next steps
1/5
Platform demo
Intro call
Schedule time
To-do
Proof of Concept (2 weeks)
To-do
Procurement (Terms, Legal, & Security)
To-do
Kickoff Implementation
To-do
Your Acme team
Alex Harper
Account Executive
Main Point of Contact
Vanessa Blake
Customer Success Manager
Post-Sale POC
Maddy Reynolds
CEO
Senior Relationship Contact
Working with the Acme team has been seamless. They truly understand our needs and always make us feel supported.
Luc Chaissac
CEO, Bag-Ett Corp.
Meetings
Platform demo
Gong
Alex Harper
Account Executive
Main Point of Contact
Find all our meetings in one place, with the flexibility to book time whenever it suits you.
Schedule time
Dock — Content Library
dock.us/acme/library
Search
AI Mode
Ask Acme Library anything
Ask anything about your library…
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AcmeAcmeOverview
248
36AcmePlatform demo
41258AcmeCustomerCase Study
9621AcmeROI calculator8712AcmeCompetitiveBattlecard
13217AcmeImplementationTimeline
649AcmeExecutiveBriefing
7815AcmeWelcometo Acme
20131
Dock AIWhere’s the latest sales deck?
Searching library assets ›
Acme Overview Deck 2026 is the newest sales deck — updated 3 days ago.
AcmeAcmeOverview
Ask a follow-up…
Pick Agent
Dock — Sales Training
dock.us/acme/training
Customer Experience Training — Corporate Cards
Est. Completion Time: 33 mins
47% Completed
Save and close
Introduction to Corporate Cards
1. Anatomy of a Corporate Cards
2. Understanding Corporate Cards
3. Advising Customers Effectively
4. Pro Tips & Common Pitfalls
Card Issuance
Question 2 of 5Required
When should a customer use a virtual card?
For online subscriptions or one-off payments
For ATM withdrawals
For team celebrations
When applying for a loan
AcmeVirtual card•••• •••• •••• 4242
ALEX MORGAN09 / 28
One card. Online payments made simple.
Dock — Roleplay
dock.us/acme/roleplay
Dock — Presentations
dock.us/acme/slides/presentations
Dock — Agents
dock.us/acme/dock-ai
New chat
Search chatsAgents
Sales Question
Find AssetRecents
Data Residency in…
Acme Business Case…
Chat Title Generator
Chat Test
How can I help you today?
Build a business case for Acme.
Pick agent
Browse agents 
Edit a workspaceWhy revenue teams are switching to Dock
Acme ↔ VIV/AI
Threads
Share
Summary
Product Overview
Business Case
Case Studies
Pricing Proposal
Customer Success
Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Next steps
1/5
Platform demo
Intro call
Schedule time
To-do
Proof of Concept (2 weeks)
To-do
Procurement (Terms, Legal, & Security)
To-do
Kickoff Implementation
To-do
Your Acme team
Alex Harper
Account Executive
Main Point of Contact
Vanessa Blake
Customer Success Manager
Post-Sale POC
Maddy Reynolds
CEO
Senior Relationship Contact
Working with the Acme team has been seamless. They truly understand our needs and always make us feel supported.
Luc Chaissac
CEO, Bag-Ett Corp.
Meetings
Platform demo
Gong
Alex Harper
Account Executive
Main Point of Contact
Find all our meetings in one place, with the flexibility to book time whenever it suits you.
Schedule time
Run every deal like your best rep
Create workspaces with templates and AI, so reps spend less time crafting follow-up and more time working with the buyer—from first call to renewal.
Win deals when you’re not in the room
Arm your champion to sell internally, with the business case, pricing, and action plan they need—all in one link.
Skip the hours of deal prep
Dock AI builds and edits the deal room from your calls, files, content, CRM, and any source you connect—so no two buyers get the same generic follow-up.
Never miss the next step
Dock suggests content, action items, and stakeholders to add to the workspace after each call.
Catch deals before they stall
Dock summarizes stakeholder activity, recommends the next step, and flags when a deal’s going quiet.
Sales Content ManagementStop chasing reps
to use the right content
Explore content management ↗
Content Management Library
Calm the content chaos,
for good
Organize your customer-facing content in an AI-powered library, so reps can always easily find the latest version of every file.
AI-Managed Library
Stop hearing
“Where’s that deck again?”
Dock AI automatically tags your library assets—so reps find what they need faster. Retag, organize, and archive old files just by asking—in Dock or your AI assistant.
Library
Content lifecycle
Content Reporting
See which content wins deals
Track how reps and buyers engage with every asset to uncover what content drives revenue.
Slides
Get control of what slides go out to customers
Give reps a fast way to create personalized client presentations—with guardrails built in so Marketing and Enablement define what reps can edit.
2. Understanding Corporate Cards
For online subscriptions or one-off payments
For ATM withdrawals
Internal
Sarah Okafor Dock AIGive reps AI agents that know your business
Build agents around your process and connect them to your data, so your whole team uses AI the same way—in Dock, Claude, ChatGPT, and more.
Explore Dock AI ↗Use Dock AI everywhere
you already work
Dock MCP
Dock MCP
Bring Dock into Claude, ChatGPT, and any AI tool your team uses. Ask an agent, build deal rooms, find the right asset, or connect Dock to your AI workflows.
Slack
Dock in Slack
Use AI agents, pull up workspaces, and find content without leaving Slack. Plus, get notified when buyers engage with your rooms and content.
# acme-partnershipWall of Love
Revenue teams (and their customers) love Dock
Thank you! Your submission has been received!
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Sales Enablement
Reps
Sales
Videos
It has truly been a game changer for how our reps are selling. If we were to take Dock away from our Sales teams, they would be very upset with us.
Jules Aldag
Senior GTM Enablement Manager
,
Lattice
Sales
Customers
Videos
You build a champion by providing them the information that they need to go internally and get buy in and get the team excited... We've actually had customers that are doing to a business case to their CFO just pull up the Dock and scroll through it.
Stephen Ruff
Co-Founder
,
Champify
Sales
I will admit: I was skeptical of deal rooms for the longest time. We absolutely love Dock and how we set ours up. It does some serious heavy lifting. We are constantly coming up with new ways to use it. Consider me a skeptic turned believer.
Rob Anderson
CRO
,
TitanX
Sales
Reps
Videos
The biggest thing that I love about Dock... is it's just elevated the quality of follow-up.
Andrew Hollis
Co-Founder
,
Nectar
Reps
Sales Enablement
Videos
If you show your AEs Dock... They, like, immediately fell in love with it.
Victoria Bush
Product Marketing Manager
,
August
Reps
GTM
Sales
Customer Success
Videos
I don't know how many times I've been DM'd in Slack the words "I love Dock."
Noah Massucci
Director of Sales Engineering and Customer Onboarding
,
Robin
Customer Success
Videos
I love Dock. I think every CS team should have it.
Rachel Jennings-Keane
Global Head of Customer Success
,
Assignar
Sales
Reps
Videos
The team really embraced it. One of our reps put together, like, twenty Dock sites in a week. I could tell at that point this is something that's really needed.
Bill Tillman
VP of Revenue & Growth
,
Spotnana
Sales
Reps
Fellow Account Executives... I am telling you, check out Dock. Default onboarded Dock a week ago, and we are already seeing incredible value. This isn't even a paid post - I just know I wish I knew about Dock sooner.
George Harris
Founding Account Executive
,
Default
Sales
Customer Success
Reps
I’ve had multiple people in both Sales and CSM tell me “Dock is the best product we’ve bought”
Brendan O'Neil
Director of Strategic Partnerships and Alliances
,
Robin
Sales
Dock is absolutely the most impactful piece of software i've ever used as a seller in 20+ years of selling.
Tap Haley
,
Sales
Reps
The layout helps your champion look super buttoned up while they take your proposal to executives. It's easy to share, and the insights Dock provides help loop in new decision-makers and find where a buyer is in the process.
Johnny Wegener
Account Executive
,
Hofy
Sales
Reps
Dock has changed the follow up game. After every intro call, I will send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer will all information needed. Dock is improving my deal cycles tremendously.
Nate Segal
Account Executive
,
Champify
Customer Success
Sales
GTM
What I have been looking for! Portal for prospects. Sales to CS handoff. Customer onboarding. Customer value tracking. Soon renewals. Excited by the flexibility of this product and quick learning curve.
Whitney Noyes
Chief Customer Officer
,
Time Study
Sales Enablement
Sales
Customer Success
Y'all have been a crucial part of how we brought in multiple WHALE accounts in Q4. And don't get me started with what [our] team have done post-sales. 🫶
Ryan Vanshur
Director of Sales Enablement
,
Handle
IntegrationsConnects with your
existing tools
Figma
Connect your CRM
Trigger workflows, sync customer records, sign order forms, connect to Dock AI, and more.
Embed anything
Embed PDFs, videos, links, iframes, and more. If it can be embedded, it can be embedded in Dock.
Import calls
Pull in call recordings, embed them in workspaces, and use them as a source for AI content.
SecurityScale with
enterprise-grade
security
Secure Sharing
Restrict workspace access by email, domain, magic links, or Google Sign In.
SOC 2 Type II
GDPR Compliant
Alex
You