Product
Products
Workspaces
Create personalized workspaces for buyers and customers.
Pricing Quotes & Order Forms
Build accurate pricing quotes and get them signed.
Sales Content Management
Organize sales collateral and track customer engagement.
Client-Facing Project Plans
Keep customers aligned with tasks, due dates, and notifications.
Integrations
Hubspot
Salesforce
All integrations
Solutions
Digital sales rooms
Transform the buyer experience
Customer onboarding
Onboard customers with dynamic plans
Client portals
Manage projects and ongoing relationships
Virtual data rooms
Raise money from investors
Pricing
Templates
Revenue Lab
About us
Product
Workspaces
Collaborate with buyers & customers
Content Management
Manage content for teams
Quotes & Order Forms
Close deals fast with order forms
Security Profiles
Streamline security reviews
Solutions
Digital sales rooms
Transform the buyer experience
Customer onboarding
Onboard customers with dynamic plans
Client portals
Manage projects and ongoing relationships
Virtual data rooms
Raise money from investors
Pricing
Templates
Revenue Lab
About us
Talk to Sales
Log in
Start for free
Log in
Start for free
Workspaces for
Buyers & Customers
Organize everything
in one place for
buyers & customers
Get Dock for Free
Common Use Cases
Digital Sales Rooms
Customer Onboarding
Client Portals
Start from our templates for sales,
customer success, and project management.
Explore templates →
Digital Sales Room
Sales
Customer Onboarding Plan
Customer Success
Client Portal
Customer Success
Mutual Action Plan
Sales
Brand Design Project Plan
Agency
Video Production Project Plan
Agency
Workspace Features
Editor
Embedded
content
Mutual
action plans
Implementation plans
Analytics and notifications
Templates
Secure information sharing
Comments
& Messages
Revenue enablement
that customers love
Get Dock for Free