From pricing quote
to signed deal

Build a quote with products, prices, and terms. Share it in your sales room, then use it to create an order form for signature.

Yes. Admins define products, available terms, and approval rules. Reps build quotes within those guardrails, with exceptions sent for approval.

Dock AI helps draft and edit quotes using your instructions. Add products, change quantities, or apply discounts, then review the quote before sharing it.

Yes. Organize the quote into sections with different quantities or prices for each year. Use one recurring billing frequency per quote; add one-time fees separately.

Yes. Create multiple options in a quote and choose what buyers see, including columns, subtotals, and totals.

Yes. Attach legal documents to products, add your own agreements, or use a buyer’s red-lined contract. Approval rules can route exceptions to your team.

Yes. Buyers can review and sign the order form in Dock. You can set the signing order and keep the completed copy in the customer workspace.

Dock integrates with HubSpot and Salesforce. Use CRM data to prefill quotes and sync deal amounts, line items, and signed documents back to the opportunity.

Dock handles quoting and signatures. Payment collection happens through your billing or payment system.