New in Dock: Templates, Salesforce, Home Page, Automated Navbar & Billing

Over the past couple months, we’ve been busy turning customer feedback into features. Today, we’re excited to release a number of product updates. Here’s a summary of what we shipped: 

• Dock & Company templates
• Salesforce integration
• New home w/ team lead views
• Automated navigation bar
• Free trial and billing system
• Improved naming conventions

Dock & Company Templates

We’ve formalized the concept of templates. Customers will have access to two types of templates - Dock and Company Templates. These templates will make it easier for new customers to get started and help leadership teams standardize key processes. 

Dock Templates

We’ve created 21 workspace templates across a range of different use cases from sales to customers success to agencies. These templates can now be accessed from within the product to make it easy to get started.

Company Templates

Customers can now take any Dock workspace and turn it into a company-wide template.

Company templates enable leadership teams to share processes across the organization. Leadership can use these templates to formalize a sales cycle process, customer onboarding experience, setup client portals and more. 

Salesforce Integration

We’ve built an integration with Salesforce to help sales and customer teams. The integration connects your Salesforce Account & Opportunities with Dock Clients & Workspaces. 

At the core, the integration makes sure that customer data is synced between the two systems. When creating workspaces, users can pull in Account data and link workspaces to Opportunities in Salesforce. 

Dock workspace links are pushed into Salesforce. AEs can easily access Dock right from the Account or Opportunity record.  

This is just the start of our CRM integrations. In the coming months, we plan to push Dock data to Salesforce and automate the creation of workspaces based on Opportunity stages. We’re also building a Hubspot integration, which will be ready in Q2.

New Home with Team Lead View

We’ve completely redesigned the product homepage.

Workspace Creation

Customers can choose between four different ways to create a new workspace. 

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Workspace table

We’ve brought the workspace table to the forefront. Workspaces are the central unit of Dock. It’s where users interact with their customers. We thought bringing it on the homepage would reduce the number of clicks and make the product experience clearer.

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Activity Feed

We’ve moved the activity feed to the right sidebar. This activity feed still shows the activity across all of your workspaces. We’ve also made some thumbnails for each of the different activities to help you visually understand the different activities.

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Team Lead View

Team leads have a customized view that gives a birdseye view of the team.

Team leads get quick access to the different members of the team, so they can see what’s happening in their spaces. 

Team leads have an aggregate number of views at the top of the activity feed. The activity feed also shows activity across all members of the team. This helps the team leads keep tabs on what’s happening across the team. 

Automated Navigation Bar

Navigation bars are now automatically generated. The navbar elements are based on the sections of the workspace. 

When hiding sections, navbar elements automatically hide. When showing a new section, navbar elements automatically appear. No more copying anchor links.

Customers can have different naming conventions for the navbar label and section template name. 

Dock still supports external links and now we pull in the favicon for each link.

Note for customers:

• The navigation bar in active workspaces will continue to operate with anchor links and not receive this update.
• Automated navbar will only be live for new workspaces created after March 30th, 2022.
• If you duplicate a workspace that was created from before 3/30/22, then you’ll have the old navigation system.
• To get the automated nav bar in an existing workspace, just delete the nav bar, add it back in, and title your sections.
• Our recommendation is that you convert an existing workspace into a new company template, so you can use the new navigation system moving forward. This will allow you to take advantage of this feature. Email support@dock.us for any questions.

Free Trial & Billing System

We’ve moving toward a free trial model, so non-paying users will start to notice a free trial banner within the product. At the end of the trial period, you’ll still have access to current workspaces, but you won’t be able to create new workspaces. Here's our pricing and packages.

The current free trial period is 14 days, but if needed, we’re happy to add more time to your evaluation. Just send an email to support@dock.us. 

We’ve also built a billing system within Dock. If you’re ready to move forward with a paid plan, start by navigating to our plan page. Select the plan that’s right for you and add in your credit card information. Once you’re a paying customer, you’ll have access to a billing center where you can update your billing information and access invoices. 

Naming Conventions

To make things clearer, we’ve updated naming conventions across the product.

• Spaces are now “Workspaces”
• Clients are now "Accounts"
• Saved Sections are now "Section Templates"
• Library is now a template hub for Workspace Templates and Section Templates

Looking Ahead to Q2

We have a number of exciting product and company announcements in the coming quarter.

We’ve already started to work on our Hubspot integration and have a number of other projects planned including PDF analytics, tables, dynamic variables and more.