Dock Sales Templates | Proposals, action plans, and more

Featured Sales 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.

Mutual Action Plan Template

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

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

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Forms worth filling out

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, metrics, stakeholders, and more.

Change Order Form Template

Manage client change requests and contract changes with this change order form template.

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.

MEDDIC Sales Template

Use this free template to get buy-in from prospects and stay aligned with the MEDDIC sales methodology—leading to more closed deals.

Product-Led Sales Template

Move users from interest to activation with a sales template designed for product-led growth companies.

Renewal Proposal Template

Use this renewal proposal template to guide your renewal discussions with customers. Includes a summary of the previous contract and a price quote.

SMB Transactional Sales Template

Move quickly from deal to deal while making clients feel like a VIP with this free small and medium-sized business (SMB) transactional sales template.