Dock Templates

Level up your onboarding process and set your clients up for success

Align buyers around a shared workspace that hosts everything from product explainers to mutual action plans to security information.

Guide your champion through the sales process with mutual action plans.

Guide users to get value from the product and make a purchasing decision

Share quarterly business reviews with customers

Dynamic proposals with prospect analytics

Get buy-in from prospects and stay aligned with the MEDDIC sales methodology

Align prospects around what the success criteria and goals for the sales pilot.

Share a proof of concept with prospects to drive alignment around the sales pilot

Dynamic proposals with prospect analytics

Implement the Sandler Selling System with a collaborative workspace for prospects

Align buyers around a shared workspace that hosts everything from product explainers to mutual action plans to security information.

Guide users to get value from the product and make a purchasing decision

Guide your champion through the sales process with mutual action plans.

Move quickly from deal to deal while making clients feel like a VIP

Transform the sales experience by sharing personalized spaces with your clients.

Every Account Executive sends a demo follow up email with too many links and attachments. Dock turns this messy email into a single link that will impress your champion (and their boss).

Align customers around the definition of success using a shared customer success plan.

Guide customers through the software implementation process

Level up your onboarding process and set your clients up for success

Share quarterly business reviews with customers

Guide your client through the implementation process

Improve how you manage client relationships

Share video production proposals with clients

Manage brand design projects with clients

Share design proposals in a single link with dynamic embeds like Figma.

Website design proposal template for agencies and freelancers

Manage your video production project with clients

Share your deck with investors. Track downloads and views

Run your next fundraise with Dock

Turn investor update emails into a shared private space with your investors.

Share a collaborative project plan with customers

Securely share one pagers. Track views and downloads

Share product demo videos and track views