Personalized workspaces for buyers & customers

Customer Workspaces

Organize everything for your customers in one place with Dock workspaces.

Your customers will love you for it.

Sales and customer teams at leading companies use Dock
Dock CustomersDock Customers

Workspaces for key moments
in the customer lifecycle

Digital Sales Rooms
Simplify the buying experience
to close more deals.
Onboarding Portals
Speed up time to value
in hours—not days.
Client Portals
Manage projects and win

Customized to
your process

Dock doesn’t lock you in to one workspace format.

Our flexible editor lets you customize workspace sections to the nuances of your sales and onboarding processes.

Customized to
your brand

Brand your workspaces with your logo,
banner, brand colors, and more.

See how teams customize
their Workspaces ↓
Onboarding Portals
Digital Sales Rooms
Digital Sales Rooms
Make it your own in
minutes with simple settings

Widgets built for
customer collaboration

Manage the customer lifecycle from sales to onboarding to renewal.

Project plans Manage tasks with checklists and kanban boards.

Timelines Summarize project tasks, statuses, and deadlines.

Pricing tables & cards Share pricing quotes with customers.

Order Forms Send sales
orders for signing.

Security profiles Upload security documentation for enterprise customers.

Embed your
favorite tools

Loom, Gong, Zoom, Typeform, Google,
Wistia, Pandadoc... and anything else

Get valuable engagement insights.

See who’s engaging with your workspaces—and who isn’t—to measure customer health.

Tracks content engagement, task progress, order form statuses, and more.

Share info & docs more securely

Choose who can access your workspaces.

Protect workspaces by email or domain, or
authenticate access through magic links or
Google Sign In.

“My ultimate goal is to reduce the time-to-value for our customers, and using Dock allows us to get the right resources into the right hands—quickly.”
Brittany Soinski
Brittany Soinski
Onboarding Lead, Loom
“The Lattice team loves Dock! The platform streamlines the buying experience and empowers our champions to make the case for our product to internal stakeholders at their companies.”
Dini Mehta
Dini Mehta
CRO, Lattice
“Our customer’s reaction to our Dock space: ‘Origin came through with the best onboarding resources I've ever seen.'”
Erin Faverty
Erin Faverty
Head of Customer Success, Origin