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
Customers
Videos
The cherry on top is when customers are like, "Wow, I'm impressed. This is super personalized." The reactions have been great. We've gotten more people verbally commending the Docks we've put together than we expected.
Stephen Ruff
Co-Founder
,
Champify
Sales
Sales Enablement
The analytics are the standout feature for me. They show me where prospects are spending time and what they care about most. This helps me prioritize deals, tailor conversations, and move opportunities forward more efficiently.
Delia Napolitano
Sr. Director, Enterprise Channel Sales
,
WellRight
GTM
Dock has become one of our most valuable tools for managing and elevating the full account cycle—from initial prospecting, to onboarding, to long-term client success. This has significantly reduced friction and eliminated the back-and-forth that often comes with emails, links, and attachments.
Leady Cuellar Bjerregaard
Sales Manager
,
MyMediabox
Sales
Customers
Dock’s been a great addition to our workflow—simple, intuitive, and something our prospects actually enjoy using. It makes it easy for them to review everything and loop in their buying committee, which has noticeably improved our sales process.
Nicholas Abruzzo
VP of Sales
,
Rendever
Sales
GTM
Customer Success
What impressed me from the start was the way Dock was designed to address the whole of the customer lifecycle, whereas others seem to place a heavy emphasis on one aspect. It's one of the most valuable tools both our sales and client services teams have at their disposal
William M. Folden
VP Marketing & Communications
,
Intellidemia
Sales Enablement
I used Dock as a customer first, which prompted me to try it as a vendor. I was shocked at how easy this was to use and set up for my org and team.
Aime Marsh
Training & Customer Enablement
,
Videa
Sales
Sales Enablement
My experience with Dock has been incredibly positive. It's aesthetically pleasing, and I have found it to be worlds apart in the best way compared to Highspot and Paperflite. I was able to create and send out a page in less than 15 minutes.
Stephanie O'Brien
Strategic Enterprise Account Executive
,
GTM
Customer Success
It's been an amazing resource for aligning the sales and customer success teams, enhancing our knowledge sharing and teamwork. The setup was super easy; it's user-friendly, and the templates were very helpful.
Kate Allen
Customer Success Manager
,
Transfr
GTM
Customer Success
Once I began using Dock for Customer Onboarding, our Sales team quickly recognized its value and adopted it as well, which has helped streamline the entire customer experience.
Gina Farrar
Director of Implementations and Training
,
My Mediabox
Sales
Customer Success
The support team is fantastic, especially with their onboarding process. It's cool that Dock actually uses their service to onboard you, which gives ideas for how to use it with your own customers.
Emily Fenech
CRO
,
AllVoices
Reps
Sales
I closed my first deals with Dock. Everything is simple, efficient, and helps me move deals forward faster. Dock makes the closing process smoother for both me and the customer.
Becky Kosovsky
Field & ABM Marketing Manager
,
Numeric
Sales
Our team is using Dock everyday for our sales process. We are loving this tool because it's encouraging prospects to have a collaborative conversation with us, personalize their own packages, and easily share information with the relevant stakeholders.
Zackary Tiedeman
Growth Manager
,
Rendever
Customer Success
Dock makes creating and sharing customer-facing work incredibly easy. It’s become one of my go-to tools for organizing onboarding plans, success materials, and client resources. Highly recommend.
Jordan Faiferlick
Customer Success Manager
,
Userpilot
Sales Enablement
I really like Dock's analytics feature, which shows who is viewing the content and how much time they spend on different assets. This helps me understand which assets are valuable and helps identify engaged employees and prospective customers.
Verified G2 Reviewer
Enablement
,
Customer Success
A segment of our customer base are self-onboarded just by using Dock. All customer types, from enterprise to [SMB] find our Dock guides very useful during onboarding and implementation.
Aizada Rusalieva
Head of Customer Success
,
Goodwings
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