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
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Sales
Sales Enablement
GTM
Customer Success
Dock uplevels your professionalism super quickly. It's a great place to collaborate with customers rather than rooting around in emails. And it gives visibility into when customers are interacting with your key materials.
Nick deWilde
Co-Founder & Chief Customer Officer
,
Exec
Sales
The best solution around! We've been using Dock for almost a year now and it's been a game changer for our sales teams. It's been such a help to create templatized Docks for the masses and customized ones for specific one-offs
Paul Yoon
Director of Sales, Mid-Market
,
Marqii
Customer Success
Convenient for customers, easy for me. This has really eliminated me having to hear "send that email again to me please?"
Mike Lesce
Director of Partner Operations
,
Membersy
Sales
We have an extended sales process that tends to last a minimum of a month and involves multiple stakeholders and decision makers. The tool has allowed us to shorten our sales cycle and empower decision-makers at companies we're considering working with.
Brandon Ward
Video Editor
,
BLW Media
Sales
Customer Success
GTM
Dock has been a GAME CHANGER! Dock makes it so easy for me to deliver a branded and professional recap, the next steps, and the finalization of our sales process. I use this daily, and could not do the job I do without it. Integrating it into our systems has been such a great influence on our processes!
Emmy Hudson
Head of Client Success
,
Assistantly
Sales
Customer Success
GTM
Dock helps create a great first impression with my customers. It helps organize all of the pre-sales/post-sales tasks, documents, and conversation. One customer even commented on how our proposal format ("Dock") really impressed them.
Pranav Piyush
CEO
,
Paramark
Sales
Customers
In the last week, I've had at least 4 potential customers I'm working with tell me how appreciative they are of the Dock Workspace I sent after our initial call.
Brad Ansley
Strategic Account Executive
,
BrightHire
Customer Success
Dock streamlines the onboarding process, making it easier to keep everything structured and accessible for both our team and our clients. Dock has the best support team. The level of responsiveness and dedication to customer success is impressive.
Sheela Sharma
Manager, Client Implemenations
,
Assignar
Sales
Customer Success
GTM
My new favorite tool. Our Sales, CS, and Tech teams love it for ease of having everything all in one place to keep things efficient, clear, and simple for us and our clients.
Ashley Murphy
Head of Operations
,
Prentus
Sales Enablement
Dock was easy to implement, the whole team adopted it quickly, and it has been a game changer for sharing content with prospects and seeing what resonates with them. The ability to keep all content accessible from a central place has created significant efficiencies for marketing, too.
Preslea Jane
Product Marketing Manager
,
Planned
Sales
Reps
Dock has been super helpful in my day to day as an account executive. You can easily create fully baked deal rooms that keep multiple stakeholders engaged & informed across the sales cycle. The UI is super simple & easy to use. The ROI is there!
Campbell Donkersgoed
Account Executive
,
Sales
Reps
I love how our sales reps actually use it compared to other tools. Definitely increases our prospect purchase rate.
Verified G2 User
,
Education Management
Sales
Videos
My job is just to increase win rate across the board. And so when I find things like Dock that are inexpensive and work, that's when you're in the money zone.
Andrew Hollis
Co-Founder
,
Nectar
Customer Success
Videos
Our implementation timeline is way down, which is a big win for us, but we've also maintained a very high customer satisfaction score.
Noah Massucci
Director of Sales Engineering and Customer Onboarding
,
Robin
Sales
Sales Enablement
Reps
Videos
I truly believe that unless you have a one week sales cycle, you should be using Dock. One of our AEs sent me a Slack message that said, "I honestly don't know how I used to sell before Dock."
Victoria Bush
Product Marketing Manager
,
August
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