Templates

Ready-to-use workspaces that are fully customizable.

Featured Templates

Digital Sales Room Template

Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.

Customer Onboarding Template

Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.

Client Portal Template

Collaborate with customers in a shared client portal with this free template.

Mutual Action Plan Template

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

Implementation Plan Template

Create a consistent implementation process with this multi-phase software implementation plan.

Sales Pilot Template

Use this free sales pilot template to work more collaboratively with your clients and clearly define your goals and success criteria.

CRM

CRM Integrations

Forms

Forms worth filling out

Sales Templates

View all Sales templates →

B2B Sales Template

Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.

Business Case Template

Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.

Change Order Form Template

Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.

Demo Follow-Up Template

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.

Enterprise Sales Template

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.