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Ready-to-use workspaces that are fully customizable.

Sales Templates

Customer Success Templates

Proposal Templates

Featured Templates

Digital Sales Room Template

Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.

Customer Onboarding Template

Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.

Client Portal Template

Collaborate with customers in a shared client portal with this free template.

Mutual Action Plan Template

Guide your champion through the sales process with mutual action plans.

Implementation Plan Template

Create a consistent implementation process with this multi-phase software implementation plan.

Sales Pilot Template

Use this free sales pilot template to work more collaboratively with your clients and clearly define your goals and success criteria.

CRM

CRM Integrations

Forms

Forms worth filling out

Sales Templates

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B2B Sales Template

Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.

Business Case Template

Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.

Change Order Form Template

Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.

Demo Follow-Up Template

Instead of sending a messy follow-up email with lots of links and attachments, use this demo follow-up template where everything is available from one link.

Enterprise Sales Template

Provide a better buying experience for your clients, clearly present your value proposition, and close more deals on schedule with Dock’s enterprise sales template.

MEDDIC Sales Template

Use this free template to get buy-in from prospects and stay aligned with the MEDDIC sales methodology—leading to more closed deals.

Customer Success Templates

View all Customer Success templates →

Account Management Template

Deliver a high-value customer experience that improves customer retention and increases profitability with this account management template.

Business Review Template

Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.

Change Order Form Template

Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.

Client Dashboard Template

Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.

Client Intake Form Template

Collect data, files, and key project information with this customer intake form template.

Client Management Template

Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.

Proposal Templates

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Branding Design Proposal Template

Make your branding proposal stand out from the crowd with a dynamic and interactive presentation using Dock’s free branding proposal template.

Business Proposal Template

Design and share professional and effective business proposals using Dock’s dynamic automated templates.

Consulting Proposal Template

A structured proposal for outlining consulting services, deliverables, timeline, and pricing to win consulting contracts.

Consulting Quote Template

Use this consulting quote template for a faster way to share pricing, scope, and project details—without the back-and-forth

Design Proposal Template

Create a convincing design proposal using Dock’s free template. Share design proposals in a single link with dynamic embeds like Figma.

Digital Marketing Proposal Template

Share digital marketing recommendations and pricing options with this template.

Agency Templates

View all Agency templates →

Brand Design Project Plan Template

Collaborate with clients throughout the brand design process with this free project plan template.

Client Management Template

Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.

Client Project Management Template

Collaboration software designed to keep everyone aligned to reach project goals.

Consulting Proposal Template

A structured proposal for outlining consulting services, deliverables, timeline, and pricing to win consulting contracts.

Consulting Quote Template

Use this consulting quote template for a faster way to share pricing, scope, and project details—without the back-and-forth

Design Proposal Template

Create a convincing design proposal using Dock’s free template. Share design proposals in a single link with dynamic embeds like Figma.

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