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Sales Templates
Customer Success Templates
Proposal Templates
Featured Templates
Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.
Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.
Collaborate with customers in a shared client portal with this free template.
Guide your champion through the sales process with mutual action plans.
Create a consistent implementation process with this multi-phase software implementation plan.
Use this free sales pilot template to work more collaboratively with your clients and clearly define your goals and success criteria.
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Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.
Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.
Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.
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.
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.
Use this free template to get buy-in from prospects and stay aligned with the MEDDIC sales methodology—leading to more closed deals.
View all Customer Success templates →
Deliver a high-value customer experience that improves customer retention and increases profitability with this account management template.
Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.
Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.
Collect data, files, and key project information with this customer intake form template.
Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.
View all Proposal templates →
Make your branding proposal stand out from the crowd with a dynamic and interactive presentation using Dock’s free branding proposal template.
Design and share professional and effective business proposals using Dock’s dynamic automated templates.
A structured proposal for outlining consulting services, deliverables, timeline, and pricing to win consulting contracts.
Use this consulting quote template for a faster way to share pricing, scope, and project details—without the back-and-forth
Create a convincing design proposal using Dock’s free template. Share design proposals in a single link with dynamic embeds like Figma.
Share digital marketing recommendations and pricing options with this template.
Agency Templates
View all Agency templates →
Collaborate with clients throughout the brand design process with this free project plan template.
Collaboration software designed to keep everyone aligned to reach project goals.
