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 Enablement
Sales
Reps
I use Dock to keep all my product features updated and visible to prospects. I love that I can change content in real time, so prospects don't need to click through slide decks.
Jarmil Vedadi
Senior AE
,
Code Gaia
Sales
Reps
Dock saves me a lot of time. I'm a big fan of how simple it is to create personalized documents, which only takes about five minutes. I think Dock is brilliant, and I've already recommended it to many people.
Will Turner-Roden
Account Executive
,
Lattice
GTM
Sales
Customer Success
Exceptional tool for streamlining onboarding and sales. It has reduced the time needed for onboarding, plus, the initial setup was super easy.
Claire Poncie
Customer Success Manager
,
Qobra
Customer Success
Dock is quickly becoming an essential part of how we onboard and implement AI with our customers at SalesAi. Instead of scattered links and emails, Dock lets us streamline onboarding, clarify next steps, and show progress in a way that builds confidence.
Jordan Carney
Manager of Customer Success
,
SalesAi
Sales
Sales Enablement
Customer Success
GTM
Dock has been such an instrumental tool for our team, enabling sales and onboarding all in one easy and intuitive space. We're a small startup and most other tools like this are just too expensive, so for all the powerful features Dock has we were also delighted that the cost is reasonable.
Verified G2 Reviewer
,
Sales
What I appreciate most is the ability to track complex enterprise sales cycles, which helps keep both my prospects and myself organized throughout what can often be a very lengthy deal process.
Michelle Schifrin
North American Sales Team Leader
,
Credo
Sales
Customers
Dock has been incredibly powerful for our sales team. It really helps streamline the process by ensuring our buyers have all they need in one central place. Customers love it!
Ryan VanElslander
VP of Sales
,
Pursuit
Sales
Dock has been a total game changer for cleaning up our sales process. Getting real-time alerts the moment a prospect engages takes all the guesswork out and allows us to reach out exactly when we are top of mind.
Jesse Holt
Sales Manager
,
LifeLabs Learning
Customer Success
Dock is solving the lack of structure and visibility that comes with email-driven onboarding. Everything lives in one place, expectations are clear, and nothing falls through the cracks, which has made onboarding more efficient and far easier to manage.
Kyle Arnold
Director of Client Services
,
My HR Pros
Sales
Reps
I like Dock's ability to track which pieces of information are being accessed by which folks at a prospect and when.
Jonathan Hess
Account Executive
,
Zip
Customer Success
Customers
Dock helps us onboard our customers smoothly. I love the integration with Salesforce and that it minimizes the manual work. We love Dock and our customers love Dock too!
Verified G2 User
Customer Success
,
Customer Success
I fell in love with first use. We were looking for the one stop solution to onboard our clients in our agency business. We did not want to use Notion or Google Forms, but were looking for more collaborative tool.
Alex Pospekhov
CEO
,
Missiontech.co
Sales Enablement
GTM
Videos
Dock has some very specific spaces where you can infuse logos and brand identity. So personalized follow-up is super easy. It takes literally minutes versus hours.
Joyce Golden
Chief Brand Officer
,
Assistantly
Customers
I met with a customer who went on and on about how awesome our onboarding is. He said he's investigating Dock because it has made it so easy for him. Thanks for building a great tool!
Actual customer DM
,
Sales
Already paid for itself. Consider us a happy customer.
Actual customer DM
,
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