Sales Portal Template
Sales Portal 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.
Who this template is for
Sales reps, sales teams, and buying committees who need a single source of truth to move deals forward faster.
What this template is for
Creating a centralized digital sales room where all the key sales content, next steps, and decision-making tools live. The goal is to make it easier for buyers to get internal buy-in and keep deals from stalling due to missing info or lack of clarity. A good sales portal helps you look buttoned-up and makes your buyer’s job way easier.
How to use this template
- Start by creating a free account in Dock
- Create a new workspace and choose the sales portal template to get started
- Customize it with your brand, messaging, and sales assets (think: demo recordings, pricing decks, case studies)
- Save that as a reusable template for your team
- For every new deal, spin up a personalized sales portal in seconds
- Introduce the sales portal after your first demo to give your champion something to share internally
- Keep updating the portal throughout the deal cycle to reflect next steps, shared documents, and updated proposals
What’s in this template?
Summary
This introductory section gives you space to show why you're the perfect fit for your client’s needs—without relying heavily on internal resources. The mutual action plan helps automate parts of the follow-up process, with a list of tasks that can be checked off as they’re completed and embedded calendars to keep outstanding items top of mind. You can also include a PDF walkthrough of the collaboration, a list of key points of contact, and embedded video recordings of previous meeting calls so previously discussed topics are easy to revisit. This setup not only streamlines content creation, but also enhances customer experiences by keeping everything in one place.
Product Overview
Walk through every aspect of your product, beginning with a PDF that offers a succinct overview. Provide a demo video that walks through your product dashboard, along with screenshots that highlight specific functionality. Including a video walkthrough of your calendar feature can help your client understand the order of operations at a glance. This section is a great place for marketers to collaborate with sales by curating relevant content that supports the conversation, like additional product demos, use case videos, or case studies. Wrap things up with a PDF product roadmap, and consider layering in sales tools such as ROI calculators or pricing sheets to support the deal.
Business Case
The business case is divided into a number of sections:
- Executive Summary — Highlight the goals of the project and where operations currently stand
- Challenges and Solutions — Clearly state any roadblocks to achieving said goals and easily implementable solutions
- Key Metrics — Spotlight crucial numbers and project where they’ll be during certain goal markers
- Additional Requirements — Prioritize non-negotiable guidelines that must be adhered to
- Key Stakeholders — Include employees related to the project and how they’re connected
Sales Pilot Plan
This section will begin with an overview that highlights stakeholders, when meetings will occur, and methods of communication.
Next, the pilot timeline provides a handy visual of goals that must be achieved for the project. Include a list of team members who will be working on the project, in addition to their roles. Success criteria can be outlined by providing criteria and key questions to be asked to achieve said goals. Include admin to-dos with links to help situate the client for success.
You can also link out to internal documents or a shared drive to provide easy access to onboarding materials. PDFs that outline managerial and employee organization at your company will be helpful as well, as will end-user decks and relevant marketing content that supports broader adoption.
Finally, include pilot results through an embeddable chart, and wrap things up with a thorough analysis and recommendation.
Case Studies
The case studies section includes valuable resources to help demonstrate your value to your new client. Embed logos to highlight some of the most successful companies you work with, in addition to case studies and video testimonials.
Pricing Proposal
Here, you’ll include enterprise costs such as recurring fees and implementation costs, breaking down an itemized budget. Also include terms, invoice schedule, and more. An embeddable PDF sample of an order form can also provide a helpful visual for your client.
Competitor Comparison
Here, you’ll be able to differentiate yourself from the competition, breaking down the multitude of ways your company handles operations better than a specific or general competitor. This can be conveyed via a comparison table and through a graphic.
Customer Success
Here, explain your company’s implementation and support through an easily understandable timeline, in addition to helpful explainers like customer success programs. Again reiterate your team members assigned to the project, in addition to a calendar to schedule a kickoff call.
Why use Dock’s Sales Portal Template?
Dock’s sales portal template gives sales teams a clean, professional way to organize everything a buyer needs to make a confident decision. Instead of scattering your sales content across emails, decks, and follow-up threads, you can centralize everything into a single, easy-to-use workspace that your buyer can access and share internally. It brings structure to your sales enablement workflow without slowing anyone down.
With Dock, you’re not just sending over a static pitch deck—you’re building a real-time, collaborative workspace where the sales conversation continues. Salespeople can embed demo recordings, add pricing quotes, link to security documentation, or drop in a custom mutual action plan. And because buyers can open the portal with just an email (no logins or passwords), it’s easy for stakeholders across the organization to access the information they need, when they need it.
Dock’s flexible editor makes it simple to tweak each portal to reflect the specifics of a deal. You can start with a company-approved template from your marketing team, then personalize it by industry, persona, or stage of the deal. The result is a consistent yet customized buyer experience—updated in real time without recreating content from scratch.
Sales leaders can also templatize specific sections—like pricing breakdowns, product functionality overviews, or case studies—so reps don’t waste time rebuilding the same materials. And with Dock’s built-in analytics, you can track who’s engaging with what content and when. If a champion is preparing for an internal pitch, you’ll know it’s happening and can proactively support them.
Here’s how Dock’s sales portal template can help:
Make your buyers’ lives easier
- Organize every sales resource in one place
- Help champions sell internally with a polished, shareable portal
- Cut down on back-and-forth emails asking for links, docs, and pricing
- Show progress and next steps without sending another PDF
Personalize without starting from scratch
- Customize each portal for different verticals, use cases, or deal sizes
- Reuse templates to maintain consistency across the team
- Drop in dynamic content like demo videos, Looms, or testimonials
- Keep messaging on-brand while tailoring the experience
Turn insights into action
- See which stakeholders are viewing which materials
- Track clicks, video views, and downloads
- Use engagement data to guide your follow-up
- Prioritize deals with real buying signals—not just CRM hunches
Standardize your sales process
- Create repeatable templates for follow-up, proposals, or deal reviews
- Align AEs around the same structure and content strategy
- Cut ramp time for new reps with easy-to-use workspace templates
- Scale your team’s best sales motions across every deal
Related Templates
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How do I use this template?
Sign up for Dock for free, then select the sales portal template when creating a new workspace. You can customize the layout, content, and branding to match your sales process. Once you’ve built your ideal version, save it as your own template and reuse it for future deals.
Is this template free?
Yes. Dock is free to try for up to 50 active workspaces. All paid Dock plans include unlimited template and workspace usage, so your whole team can work from shared templates at scale.
Can I modify this template?
Absolutely. You can make your own version of the template and adjust it however you like. You can also tweak each client’s sales portal individually without affecting the original.
Can I personalize this template for every client?
Yes. Personalization is one of Dock’s strengths. You can easily tailor the content, layout, messaging, and visuals for each individual buyer or account.
Can I share this template with my team?
Yes. You can choose to keep your template private or share it across your team. Dock gives you full control over template visibility, so your team can standardize the sales process without stepping on each other’s toes.
What is a sales portal template?
A sales portal template is a pre-built digital workspace that sales reps use to organize and share everything a buyer needs to make a purchase decision. Think of it as a one-stop shop for sales materials—demo recordings, pricing info, technical docs, case studies, mutual action plans, and next steps—all in one link.
Sales portals make it easier for buyers to evaluate your product and present it to internal stakeholders, especially in multi-threaded deals. A good template helps reps move faster and keeps everyone aligned throughout the sales cycle.
Sales portals can also be known as:
- A digital sales room (DSR) — an online hub where buyers and sellers collaborate throughout the deal cycle. It’s similar to a sales portal, and the two terms are often used interchangeably. Some teams use "DSR" for its trendiness; others prefer "sales portal" for clarity. Dock supports both use cases—same tool, different names.
- A deal room — Another term for a sales portal or digital sales room. It’s typically used to describe the workspace created for a specific opportunity. The goal is to give buyers one link that contains everything they need to evaluate and advocate for your product.
What should you include in a sales portal template?
At minimum, you’ll want to include:
- A welcome message or short overview
- Demo recordings or product tour videos
- Pricing information and ROI calculators
- Security documentation or legal links
- Case studies and testimonials
- A mutual action plan or next steps
With Dock, you can embed all of this in one branded microsite—no attachments, no endless email threads.
When should you use a sales portal?
Start using the portal right after your first discovery or demo call. It’s your follow-up, your leave-behind, and your way to stay top-of-mind. Throughout the deal, keep it updated and reference it regularly—it becomes your source of truth.
Sales portal best practices & tips
- Personalize the portal with the client’s name, logo, and use case
- Introduce it during your live demo so they know what to expect
- Keep updating the portal as the deal progresses
- Use Dock’s analytics to track buyer engagement and follow up strategically
- Save time by reusing sections or full templates across deals
Sales portal mistakes to avoid
- Don’t overwhelm the buyer with too much content—curate wisely
- Don’t send the portal too late in the process; earlier is better
- Don’t forget to explain its purpose—set expectations on how to use it
- Don’t leave the portal untouched—update it with new docs, next steps, and context
Dock makes this easy with editable templates, workspace versioning, and content management tools.
How to share a sales portal internally
You can share your customized template with your sales team by setting it as a shared team template in Dock. This makes it easy to standardize follow-up and ensure everyone’s using the same high-quality assets. You can also embed your Dock template into your CRM or playbooks to simplify access.
How to share a sales portal with clients
Send the link after your first call, and walk through it live during a demo or proposal review. Frame it as “your shared workspace” or “your decision-making hub.” Dock doesn’t require a login, so it’s dead simple for clients to share the portal with their internal teams. Keep pointing buyers back to it—it’s where the deal lives.
How is a sales portal different from a proposal or slide deck?
A proposal is usually a static document. A sales portal is dynamic. It holds the proposal, plus everything else: pricing, case studies, demo recordings, implementation plans, etc. It’s built for collaboration and evolves with the deal, unlike a one-off PDF.
Do I need to be technical to use Dock?
No. Dock’s editor works like a website builder—you can drag in files, type text, embed videos, and rearrange sections without any technical knowledge. If you can use Google Docs, you can use Dock.
Can I password-protect or restrict access to a sales portal?
Yes. Dock lets you control access by email domain, specific email addresses, or by requiring login. You can also turn off viewer tracking if needed.
What file types and content can I include in a Dock sales portal?
You can embed almost anything: PDFs, images, videos, Looms, Google Docs, Notion pages, Calendly links, Typeform surveys, and more. You can also create sections with rich text, checklists, timelines, and mutual action plans.
Can I integrate Dock with my CRM?
Yes. Dock integrates with CRMs like HubSpot and Salesforce. You can embed links to Dock workspaces, track engagement, and trigger actions based on buyer activity.
Can I track who views or interacts with the portal?
Yes. Dock provides detailed analytics on workspace views, clicks, and video plays. You’ll see which stakeholders are engaged and what content is resonating—so you know when and how to follow up.
Is this template only for software sales?
No. While software sales teams use it heavily, the template works for any B2B sales process with a complex buying cycle. It’s used by HR vendors, agencies, consultants, and even procurement teams.
Can I use this for RFPs or formal procurement processes?
Yes. You can use Dock to organize all the required materials for RFP responses, compliance reviews, or legal documentation. It’s especially useful for guiding buyers through multi-step procurement.
What if my buyer’s company has strict IT or security policies?
Dock workspaces are just secure web pages with no downloads or installs required. You can also include your own SOC 2 reports, DPA docs, and security questionnaires directly in the portal to speed up compliance reviews.
Does Dock work for multi-stakeholder deals?
Yes. That’s exactly what it’s built for. Sales portals help your champion bring in other stakeholders without starting from scratch. You can track who’s engaging and identify where you’re getting stuck.
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