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…
Home
Customer Success
Add view
Add view
Type all
Tags all
Advanced filters
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!
Oops! Something went wrong while submitting the form.
Sales
Reps
It saves me so much time! As an AE time is money and the most valuable thing I have. The ability to compile useful resources along side the capability of customising/personalising for each specific prospect quickly is definitely a game changer.
Verified G2 User
Account Executive
,
Sales
Reps
Brilliant tool - one of my must haves. It has been a game changer for some of my Enterprise prospects, many of which have praised the display of our company content within Dock. Transparently, I've had two VP prospects ask me more about Dock, and I've recommended the tool to both!
Verified G2 User
Mid-Market & Enterprise Sales
,
Sales
Customers
Great tool, all my prospects love it too! As someone who works in sales, it's a great way to stay organised and to keep an eye on what my prospects are most interested in. Probably one of my most used tools besides our CRM.
Verified G2 User
Sales
,
Sales
It's hands down one of the best sales tools I've used in my career. We constantly receive compliments and feedback from prospects about it.
Jake Fohn
Head of Sales
,
Numeric
Sales
Sales Enablement
We love using Dock at Origin. I'm a big believer that sales is science, not art. Dock enables an ultra process-oriented sales motion that turns sellers into consultants, especially in larger transactions that can get complicated fast. Alex and team have done a fantastic job building an important product!
Matt Watson
Founder & CEO
,
Origin
Sales
If your sale is complex with lots of data and things for your buyers to remember, check out Dock for deal rooms pre-and post-sale. They've had a big positive impact on our buyers and our business.
Sean Ramsey
SVP of Revenue
,
Checkbox
GTM
Sales
Sales Enablement
We originally thought Dock was just going to be another "Sales" tool, where in actuality, it became our "Everything" tool. We use it for sales, onboarding, customer success, fundraising, and hiring. TOTAL GAME CHANGER! Alex and his team have made something extraordinary... To anyone who reads this, I highly recommended giving Dock a try - you will not regret it!
David Bartolomucci
Founder
,
Roopairs
Sales
Sales Enablement
We update our sales decks at SalesCaptain every 4-6 months. Our secret power is Dock, which allows us to showcase our assets in one place, and track how prospects engage with them.
Bill Stathopolous
CEO
,
SalesCaptain
Sales Enablement
I can't remember the last time I was this excited about buying software. Please screenshot this for your marketing team 🙂
Emily Fenech
Chief Revenue Officer
,
AllVoices
Customer Success
What you and your team have built with Dock is one of the most straight forward, easy to use, and collaborative tools to drive aligned and transparent onboarding for all stage companies I’ve seen in a long time. My team and I used this tool to cut time to value for our customers by more than 50% — a significant unlock. Keep up all the great work!
Mike Eyl
Head of Customer Success
,
Shepherd Veterinary Software
Sales
Our sales process is so much better with Dock. Instead of sending long emails with attachments, which is outdated and clunky, we send a nicely branded "sales room" that our prospects interact with and share internally. Love that it's one link. We are huge fans of Dock.
Ashley Wilson
Co-Founder and COO
,
Momentum
Customer Success
Loving Dock! Onboarded 150+ and counting using this fantastic tool. Support is A+ too. Thanks team!
Leslie Cimino
Director of Sales
,
BridalLive
Customer Success
Amazing tool for customer onboarding & training! Dock has changed the way I plan and conduct onboardings and trainings for new clients. It allows them to access everything they need in one place. Love how user-friendly Dock is!
Gal Kravetz
Head of Customer Success
,
Candidate.ly
GTM
Customer Success
You've probably done some onboarding with some software that you're trying to use. So for example, this bookkeeping company I hired, they sent me this like super long checklist. "Do these 54 things and then we'll get started." And it was all done in Excel, right? Dock takes that process and it just wraps beautiful user experience around it. And I saw it and I was like, "This is so smart. I invested instantaneously."
Shaan Puri
Founder
,
My First Million
GTM
Sales Enablement
Great resource for revenue enablement. It helps create a consolidated "playbook" to share internally and externally. Easy to create and easy to use/review once shared.
Mary Caballero
Head of Customer Growth
,
Champify
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