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.

Quarterly Business Review Template

Use this free template to provide a centralized place to share and host business reviews with customers.

Sales Quote Template

Share pricing and sign order forms with this sales quote template. Includes a sample Dock order form.

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.

Business Case Template

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

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.

Sales Pilot Template

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

Sales Proof of Concept Template

Collaborate with customers to design a solution that solves their business needs with this free sales proof of concept template.

Software Implementation Template

Dock’s free software implementation template makes it easy for project managers to work with clients in setting up new software quickly and successfully.

Customer Success Plan Template

Collaborate with customers to build a success plan that helps everyone meet their goals, drives product usage, and reduces churn.

Client Onboarding Checklist

Create a customer-facing client onboarding checklist with to-do lists for admins, instructional videos, and more.

Client Intake Form Template

Collect data, files, and key project information with this customer intake form template.

Business Review Template

Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.

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.

Business Proposal Template

Design and share professional and effective business proposals using Dock’s dynamic automated templates.

SaaS Proposal Template

Use Dock’s dynamic SaaS proposal templates to easily design and share more professional proposals with clients at scale.

Digital Marketing Proposal Template

Pricing Proposal Template

Use Dock’s template to Create a customized pricing proposal that addresses your client's needs. streamline the price proposal process, making it easier for your team and clients.

Pricing Quote Template

Provide a personalized price quote that is tailored to your business requirements and specific to your client’s needs.

Branding Proposal Template

Make your branding proposal stand out from the crowd with a dynamic and interactive presentation using Dock’s free branding proposal template.