# Create white-label client portals with Dock

Provide a consistent, on-brand experience for your clients with Dock.

Onboard customers, manage projects, share files, embed tools, track engagement, and sign renewals—all while reinforcing your brand identity.

[Get started for free](/content/solutions/white-label-client-portal#/index.html)  
[Talk to sales](/content/schedule/demo/index.html)

Sales and customer teams at leading companies use Dock

## Create a branded destination for client collaboration

With Dock, every customer touchpoint is a reflection of your brand. Provide a cohesive client experience from start to finish.

[Project Plans](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-0/index.html)  
[Timelines](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-1/index.html)  
[File Sharing](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-2/index.html)  
[Surveys](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-3/index.html)  
[Embeds](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-4/index.html)  
[Order Forms](/content/solutions/white-label-client-portal#w-tabs-0-data-w-pane-5/index.html)

## White-label Dock to your brand.

White-label your client portals with your logo, banner, custom colors, and website domain to make Dock an extension of your company.

## Customize Dock to your process.

Most white-label client portal software locks you into one rigid format. Dock is different. Our flexible workspace editor lets you tailor every section and page of your portal.

## Personalize Dock for each customer.

Start from a company portal template to launch a new client portal in seconds. Then instantly personalize it with your customer’s logo, account name, and other custom CRM fields.

## Align your team and clients with shared project plans

Most project management tools are built for internal projects. Dock is designed specifically for collaborating with clients.

### Multi-phase project plans

Use checklists and Kanban boards to manage client projects.

### Timelines

Track deliverables, deadlines, and project statuses with progress timelines.

### Context-rich tasks

Attach files, embeds, videos, and links to each task.

### Task notifications

Send automatic reminders for upcoming tasks to keep clients on schedule.

## Give customers one space for file sharing and feedback.

Stop wasting time bouncing between different tools. Dock’s white-label portals centralize all your files, deliverables, and communication in one place.

### Embed anything.

Share PDFs, images, videos, links, tools, and more.

### Send surveys.

Use Dock’s built-in forms or embed your favorite survey tools.

### Collect files.

Ask clients to upload files directly to the portal.

### Centralize communication.

All feedback lives in the portal, keeping communication clear.

### Share securely.

Control access to your portal with user or domain-based permissions.

## Create branded resource hubs for customers.

Easily share the most up-to-date content and resources with your customers through your white-labeled portal.

### Organize content.

Share step-by-step guides, links, and key contact information in one place.

### Keep content up-to-date.

Push content updates across multiple client portals with one click.

## Track portal engagement. Win more renewals.

Identify your most engaged customers and spot those who need extra attention during onboarding or leading up to a renewal.

### Measure engagement.

Track which client contacts are engaging with your portal.

### Share proposals.

Add pricing tables and price quotes to your portal.

### Sign renewals.

Collect e-signatures directly within the portal to simplify the renewal process.

## Customer teams love Dock

**Erin Faverty**  
Head of Customer Success, Origin  
"Dock has changed the follow up game. After every intro call, I send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer will all information needed. Dock is improving my deal cycles tremendously."

**Dini Mehta**  
CRO, Lattice  
"The Lattice team loves Dock! The platform streamlines the buying experience and empowers our champions to make the case for our product to internal stakeholders at their companies."

## Explore Dock templates

[Digital Sales Room Template](/content/templates/digital-sales-room/index.html)  
[Customer Onboarding Template](/content/templates/customer-onboarding/index.html)  
[Client Portal Template](/content/templates/client-portal-template/index.html)  
[Mutual Action Plan Template](/content/templates/mutual-action-plan/index.html)  
[Implementation Plan Template](/content/templates/implementation-plan/index.html)  
[Sales Pilot Template](/content/templates/sales-pilot/index.html)

## Frequently asked questions

### How do account executives use Dock?

Account executives use Dock a few different ways:
- **Intro/Demo Follow Up:** After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.
- **Enable Champions:** Dock helps AEs package everything champions needs to know in one place that can easily be shared with internal stakeholders.
- **Differentiate from the Competition:** Dock makes it easy for AEs to provide a personalized buying experience for prospects.

### What features should I consider when choosing white-label client portal software?

Here are a few client portal features you’ll want to consider and decide which are most important to you:
- Collaboration tools like secure file sharing, shared calendar view, and instant messaging.
- File sharing with customizable permission/access levels.
- Project or task management.
- Customizable interface.

### Does Dock support mutual action plans?

Dock gives sales teams the tools to create and share mutual action plans. Learn more.