Templates

Ready-to-use workspaces that are fully customizable.

Featured 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.

• 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.

• 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 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, key metrics, stakeholders, and more.

• Change Order Form Template
  Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.

• 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.

Customer Success Templates

• Account Management Template
  Deliver a high-value customer experience that improves customer retention and increases profitability with this account management template.

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

• Client Dashboard Template
  Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.

• Client Intake Form Template
  Collect data, files, and key project information with this customer intake form template.

• Client Management Template
  Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.

Proposal Templates

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

• Business Proposal Template
  Design and share professional and effective business proposals using Dock’s dynamic automated templates.

• Consulting Proposal Template
  A structured proposal for outlining consulting services, deliverables, timeline, and pricing to win consulting contracts.

• Consulting Quote Template
  Use this consulting quote template for a faster way to share pricing, scope, and project details—without the back-and-forth.

• Design Proposal Template
  Create a convincing design proposal using Dock’s free template. Share design proposals in a single link with dynamic embeds like Figma.

• Digital Marketing Proposal Template
  Share digital marketing recommendations and pricing options with this template.

Agency Templates

• Brand Design Project Plan Template
  Collaborate with clients throughout the brand design process with this free project plan template.

• Client Project Management Template
  Collaboration software designed to keep everyone aligned to reach project goals.