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10 Templates
Standardize your follow-up and speed up your sales cycle with our free sales templates.
Featured Sales Templates
Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.
Guide your champion through the sales process with mutual action plans.
Use this free sales pilot template to work more collaboratively with your clients and clearly define your goals and success criteria.
CRM
Forms
All Sales Templates
Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.
Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.
Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.
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.
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.
Use this free template to get buy-in from prospects and stay aligned with the MEDDIC sales methodology—leading to more closed deals.
Move users from interest to activation with a sales template designed for product-led growth companies.
Everything your sales team needs to know to sell your product—all in one place.
Use this renewal proposal template to guide your renewal discussions with customers. Includes a summary of the previous contract and a price quote.
Get SaaS deals over the finish line with this simple, but powerful order form template.
Use this sales close plan template to drive deals past the finish line.
Get your new sales reps ready to close deals from their first day with this onboarding template.
Make it easy for your new customer to sign on the dotted line with this sales order form template.
Use this template to centralize sharing key sales materials—like decks, pricing, case studies, and next steps—so buyers have everything they need to evaluate your solution in one place.
Collaborate with customers to design a solution that solves their business needs with this free sales proof of concept template.
Make the closing process easier for everyone with this dynamic, automated sales proposal template.
Share pricing and sign order forms with this sales quote template. Includes a sample Dock order form to help streamline the quoting process.
Move quickly from deal to deal while making clients feel like a VIP with this free small and medium-sized business (SMB) transactional sales template.
Get to yes faster with a sales proposal that does it all.
Customer Success Templates
Proposal Templates
Standardize your sales team's follow-up process with Dock's pre-made sales templates for deal rooms, mutual action plans, business cases, and more.
