New in Dock: Ready-to-Use Workspace & Page Templates

Get started quickly in Dock with 30+ pre-made templates for sales, onboarding, and account management.

We just made it easier to build your ideal Dock workspace—without starting from scratch.

Dock now includes a full library of pre-made workspace and page templates for sales, onboarding, and account management. 

These templates give you a great starting point for making your own customized templates for working with customers.

Check out the new templates in action:

Where to find the new templates in Dock

You can start from a Dock template in two ways:

1. From the Templates gallery

Head to the Templates section in Dock to see the Dock Templates gallery.

At the top, you’ll see Dock’s pre-made Sales, Onboarding, and Account Management templates.

From there, you can explore templates by:

• Workspaces (for full multi-page setups)
• Pages (for individual pages to add to a workspace)

Once you find a template you like, click Use template. Then, you can:

• ✅ Customize it with your company’s branding
• ✅ Edit the content to fit your process
• ✅ Insert dynamic variables (like company names)
• ✅ Save it as your own template for future use

2. From a workspace

You can also add a Dock page template inside any existing workspace:

• Click + to add a new page
• Select From Dock templates

This is a great way to build out your first workspace, page by page.

What templates are available?

So far, we’ve released 5 full workspace templates, including:

• Sales Deal Room – For long sales cycles with shared resources
• Transactional Sales – For short, high-velocity deals
• Enterprise Sales – For longer, multi-stakeholder sales processes
• Customer Onboarding – Guide new customers through implementation
• Account Management – Support ongoing customer success and renewals

We’ve also added 20+ page templates that can be dropped into any workspace. Some examples:

• Mutual Action Plan – Align on deal milestones
• Business Case – Help champions justify your solution
• Sales Pilot Plan – Define success metrics for a proof of concept
• Customer Success Plan – Align with customers on key priorities
• Quarterly Business Review – Standardize your QBR process

👉 Explore the template gallery here

Want a template? Let us know!

We’ll continue to make more templates over time, so keep an eye on the template gallery. 

If there’s a template you’d like to see in Dock, let us know—we’re happy to build what you need.

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