# Templates

## Ready-to-use workspaces that are fully customizable.

### Featured Templates

- [**Digital Sales Room Template**](/content/templates/digital-sales-room/index.html)  
  Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.

- [**Customer Onboarding Template**](/content/templates/customer-onboarding/index.html)  
  Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.

- [**Client Portal Template**](/content/templates/client-portal-template/index.html)  
  Collaborate with customers in a shared client portal with this free template.

- [**Mutual Action Plan Template**](/content/templates/mutual-action-plan/index.html)  
  Guide your champion through the sales process with mutual action plans.

- [**Implementation Plan Template**](/content/templates/implementation-plan/index.html)  
  Create a consistent implementation process with this multi-phase software implementation plan.

- [**Sales Pilot Template**](/content/templates/sales-pilot/index.html)  
  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**](/content/templates/b2b-sales/index.html)  
  Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.

- [**Business Case Template**](/content/templates/business-case/index.html)  
  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**](/content/templates/change-order-form-template/index.html)  
  Manage client change requests and contract changes with this change order form template, designed to streamline the change order process.

- [**Demo Follow-Up Template**](/content/templates/demo-follow-up/index.html)  
  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**](/content/templates/enterprise-sales-template/index.html)  
  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**](/content/templates/meddic-sales/index.html)  
  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**](/content/templates/account-management/index.html)  
  Deliver a high-value customer experience that improves customer retention and increases profitability with this account management template.

- [**Business Review Template**](/content/templates/business-review/index.html)  
  Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.

- [**Client Dashboard Template**](/content/templates/client-dashboard/index.html)  
  Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.

- [**Client Intake Form Template**](/content/templates/client-intake-form/index.html)  
  Collect data, files, and key project information with this customer intake form template.

- [**Client Management Template**](/content/templates/client-management/index.html)  
  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**](/content/templates/branding-proposal-template/index.html)  
  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**](/content/templates/business-proposal-template/index.html)  
  Design and share professional and effective business proposals using Dock’s dynamic automated templates.

- [**Consulting Proposal Template**](/content/templates/consulting-proposal-template/index.html)  
  A structured proposal for outlining consulting services, deliverables, timeline, and pricing to win consulting contracts.

- [**Consulting Quote Template**](/content/templates/consulting-quote/index.html)  
  Use this consulting quote template for a faster way to share pricing, scope, and project details—without the back-and-forth.

- [**Design Proposal Template**](/content/templates/design-proposal/index.html)  
  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**](/content/templates/digital-marketing-proposal-template/index.html)  
  Share digital marketing recommendations and pricing options with this template.

### Agency Templates

- [**Brand Design Project Plan Template**](/content/templates/brand-design-project/index.html)  
  Collaborate with clients throughout the brand design process with this free project plan template.

- [**Client Project Management Template**](/content/templates/client-project-management-template/index.html)  
  Collaboration software designed to keep everyone aligned to reach project goals.