New in Dock: Order Form Approval Rules & Sync with Salesforce

Alex Kracov
April 10, 2024
April 9, 2024

Create order form approval workflows in Dock, and push signed order forms to Salesforce.

We have two big order form updates that make it easier for your RevOps or Deal Desk teams to manage sales orders in Dock:

  1. Order form approval rules: Create approval workflows to help speed up contract approvals and get more control over what pricing and terms are sent out for signature.

  2. Sync order forms with Salesforce: When an order form is completed, Dock can attach the order form PDF, terms, and line items to the associated Opportunity record in Salesforce. (This mirrors the Hubspot order forms integration we launched back in January.)

What’s so exciting about this?

The new approval rules workflow, combined with our recent launch of workspace views, lets you run your entire deal desk in one place from Dock.

Keep scrolling for quick demo videos of each update.

1. Create order form approval workflows

Your Dock admins can now create approval workflows to control what contracts get sent out for signature.

Here’s a quick demo:

Set multiple approval conditions

When creating an approval rule, you can choose from any of the following conditions:

  • Order form total (e.g., orders > $20k)
  • Discount size (total) (e.g., discounts > 25%)
  • Custom agreement (e.g., there’s a custom agreement)
  • Billing frequency (e.g., monthly billing)
  • Contract length (e.g., contract length of 2 years)
  • Discount size (line item) (e.g., discounts > 25% on a particular item)

You can also combine multiple conditions to make more complex approval rules:

👉 For full details on setting up approval rules, check out our Help Center.

Set your approvers & teams

You can set one or more approvers for each rule. For example, you might want your Sales leader and CFO to approve deals of a certain size or contract length.

You can also choose which teams the rule applies to. For example, your Enterprise Sales team may have different approval conditions than your Mid-Market Sales team.

Easily approve requests

Approving a request is easy. When a rep requests approval on a deal, the approver will get a notification email.

The approver will be taken straight to the order form in the workspace to approve or reject the request. You can also leave a comment.

See all your outstanding requests

You can see any order forms pending approvals by going to the Deal Desk view in the Workspaces tab.

Tip: If you don't see the Deal Desk view, you can add it by following the instructions here.

2. Sync order forms to Salesforce

Dock’s Salesforce integration now lets you automatically sync order form line items and PDFs to the associated Opportunity record in Salesforce.

Dock now syncs:

  • Order form line items will create Opportunity Line Items 
  • Order form terms will get added to the Opportunity as Fields (including billing and business contact details, billing dates, contract dates, payment terms, and more)
  • Order form PDFs (once signed by all parties) will get attached to the Opportunity 

Here’s a quick demo:

Connecting Salesforce with Dock only takes a few minutes. For full details on setting up the integration, check out our Help Center.

Note: The Salesforce integration is only available to customers on our Enterprise plan.

Run your deal desk from Dock

With this update, you can now run your entire deal desk out of Dock. You get one command center to see your order forms and approvals—without the need for heavy enterprise CPQ tools.

  • Set up your products and pricing in the Dock backend
  • Create signable pricing quotes and order forms
  • Set custom deal approval rules
  • Track order form statuses
  • Sync completed orders to Salesforce or HubSpot
  • Get reports on client engagement and sales impact

If you have any questions or feedback about the new approval rules or would like more info on setting up the Salesforce integration, reach out to or message us within the product.

- Alex

Alex Kracov

CEO and Co-Founder of Dock. Tweeting about marketing, SaaS, and startups. Previously the 3rd employee and VP of Marketing at Lattice.