Dock

Dock is a revenue-enablement platform for sales, customer success, and marketing teams. It suits teams that want to coordinate buyer-facing content, follow-up, and order paperwork in a shared workspace. Its combination of engagement signals and sales workflows is compelling, but the paid plans make it a substantial investment.

Overview

Dock sales rooms put buyer-facing content, conversations, and next steps together. That gives teams a place to coordinate the sales process rather than simply send files. Person-, page-, and asset-level engagement data can help salespeople decide what to follow up on; teams that only need basic file sharing may not benefit from the broader workflow.

Key features

Teams can see who visited a workspace, what they viewed, how long they spent, and which actions they took. Dock AI can create workspaces, slides, order forms, playbooks, and training courses, though usage scales by plan and is subject to fair-use protections. The free plan's limited AI usage is a poor fit for teams expecting to depend on AI day to day.

Pricing proposals and order forms, approval rules, and signatures are handled within Dock. Salesforce and HubSpot connect account and deal context with sales workflows. Other integrations include Gong, Zoom, Microsoft Teams, Chorus, Fathom, Avoma, Slack, Google Drive, SharePoint, Notion, and Confluence. The Chrome extension brings Dock content, workspaces, and its AI assistant into Gmail, LinkedIn, a CRM, or elsewhere in the browser.

Dock says it is GDPR compliant and SOC 2 Type II certified. Its stated security practices include annual penetration tests, employee security-awareness training, encryption in transit and at rest, and required SSO and MFA for its systems. External collaborators have free access; charges apply only to internal team members, which can help keep buyer participation from increasing seat costs.

Pricing

The Free plan costs nothing, billed forever. It allows 10 workspaces and 25 CMS assets, but caps slides, playbooks, courses, and order forms at one each, with limited AI usage. It is useful for a small-scale introduction, not a full-featured operating plan.

Standard costs $350 a month, billed per month, and includes five users, unlimited workspaces, 100 CMS assets, five playbooks, one course, and unlimited order forms. Additional seats cost $50/mo. It fits a team that needs the core buyer-facing and order-form workflow but can work within the course and playbook limits.

Premium costs $1,000 a month, billed annually. It includes 10 users, unlimited workspaces and order forms, 250 CMS assets, and unlimited playbooks and courses; additional seats cost $50/mo. It is the more suitable paid tier for teams producing playbooks and courses at scale, though the annual billing term and higher price make the commitment more consequential.

Enterprise uses custom pricing under a custom annual contract. It includes 25+ users, unlimited workspaces and CMS assets, API access, SCIM provisioning, a dedicated CSM, and managed implementation. Those additions are aimed at larger organizations needing provisioning and implementation support.

Platforms

Dock is available on the web, through an extension, and via API. Request intake, work tracking, file sharing, custom domains, and single sign-on are supported.

Who it's for

Dock is best suited to sales and customer-facing teams that want buyer workspaces tied to engagement tracking, CRM context, and order-form workflows. Its free external-collaborator access is useful when many buyers need to participate. It is less suitable for teams seeking an inexpensive, simple file-sharing tool or those unable to justify the paid-plan costs.

Pros and cons

• Pros: Shared workspaces combine buyer content, conversations, and next steps, while engagement tracking gives teams signals at the person, page, and asset level.
• Pros: Order forms, approval rules, and signatures sit alongside Salesforce and HubSpot sales context.
• Pros: External collaborators have free access, and the Chrome extension works across common browser contexts such as Gmail, LinkedIn, and CRMs.
• Cons: The free plan limits AI and allows just one slide, playbook, course, and order form, so it is restrictive for ongoing work.
• Cons: Standard starts at $350 a month for five users, with additional seats at $50/mo; Premium costs $1,000 a month and is billed annually.

Alternatives

For a broader range of client portal options, browse Customer Portal Software. Teams prioritizing sales approvals and order paperwork can compare Deal Desk Software, while buyer-facing sales workspaces are covered by Digital Sales Rooms.

If organizing and distributing sales materials is the main need, consider Sales Content Management Software; for customer transition workflows, see Customer Onboarding Software. Teams focused on creating presentations can explore Sales Presentation Software.

FuseBase offers a free plan with one client portal and one workspace, alongside a free trial and broad platform support. ProjectSend is a free, self-hosted, GPL v2 option with client accounts, uploads, and custom branding. Plutio has a free plan and trial; its Core plan is $19 a month, billed monthly, and includes nine active clients.

Assembly is a freemium option with an Empower plan priced at $36 a year per user, billed annually. Assembly's legal client portal is another freemium option. Clio for Clients offers a freemium plan with contact, matter, and document management, time and expense tracking, and online client payments. Client Hub is a paid option with a free trial; its Solopreneur plan costs $49 a month on annual billing and is limited to single-user solo firms.

Clinked is a paid option with a free trial and a Start Up plan at $11 a month, with 200 GB of storage and 1–25 users shown.

Verdict

Choose Dock if your sales or customer-facing team needs shared buyer workspaces, engagement signals, and order forms in one workflow, especially when external collaborators should not add seat costs. Look elsewhere if you need a low-cost tool: the free plan is tightly capped, and meaningful paid use starts at $350 a month.