Dock Features
Content Management (5)
Content Import
As reported in 104 Dock reviews.
Ability to import sales and marketing collateral built outside of the solution
Content Creation
105 reviewers of Dock have provided feedback on this feature.
Provides capabilities for building unique sales and marketing content within the product.
Templates
As reported in 111 Dock reviews.
Provides pre-built templates for fast and simple content creation.
Advanced Search
Based on 91 Dock reviews.
Able to easily search, locate, and retrieve relevant content.
Content Storage
Based on 104 Dock reviews.
Provides the ability to store and organize content.
Analytics (4)
Reporting
As reported in 104 Dock reviews.
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Based on 104 Dock reviews.
Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
101 reviewers of Dock have provided feedback on this feature.
Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
Based on 98 Dock reviews.
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Content (5)
Document Collaboration
As reported in 75 Dock reviews.
Allows users to simultaneously collaborate on a document within the application.
Versioning
65 reviewers of Dock have provided feedback on this feature.
Stores different versions of a document.
E-Signature
63 reviewers of Dock have provided feedback on this feature.
Allows users to provide an e-signature within the platform.
File Request
This feature was mentioned in 69 Dock reviews.
Allows businesses to request files from clients.
Feedback
70 reviewers of Dock have provided feedback on this feature.
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (4)
Billing and Invoicing
Based on 62 Dock reviews.
Provides billing and invoicing within the application.
Instant Messaging
65 reviewers of Dock have provided feedback on this feature.
Provides internal and/or external instant messaging capability.
Project Management
As reported in 76 Dock reviews.
Offer project management features like task creation and tracking within the application.
Analytics
This feature was mentioned in 72 Dock reviews.
Offer analytics concerning productivity or client engagement.
Onboarding Setup (3)
Workflows
As reported in 96 Dock reviews.
Provide customizable workflows for onboarding activities and tasks.
Templates
Based on 96 Dock reviews.
Include templates for onboarding project plans and documents.
Checklists
Based on 100 Dock reviews.
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
As reported in 90 Dock reviews.
Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
As reported in 87 Dock reviews.
Allocate resources to tasks and projects, and track their costs.
Content
This feature was mentioned in 94 Dock reviews.
Manage onboarding documents, training materials, and other content.
Tasks
As reported in 97 Dock reviews.
Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Based on 83 Dock reviews.
Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
As reported in 99 Dock reviews.
Provider a portal for customers and external users to collaborate and share documents.
Engagement
This feature was mentioned in 93 Dock reviews.
Include features to keep customers engaged such as internal communications.
Branding
90 reviewers of Dock have provided feedback on this feature.
Create white-label portals by customer, product, or project.
Visibility
90 reviewers of Dock have provided feedback on this feature.
Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
92 reviewers of Dock have provided feedback on this feature.
Allow internal and external users to collaborate without loging into the system.
Deal Analytics (3)
Engagement Tracking
This feature was mentioned in 74 Dock reviews.
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
As reported in 67 Dock reviews.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
68 reviewers of Dock have provided feedback on this feature.
Find out which pieces of content are performing best.
Administration and Security (3)
User, Role, and Access Management
As reported in 72 Dock reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
70 reviewers of Dock have provided feedback on this feature.
Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
As reported in 63 Dock reviews.
Meets required regulartory compliances.
Platform (8)
E-Signature
Based on 56 Dock reviews.
Allows the signor to easily and intuitively sign documents.
Proposals
This feature was mentioned in 62 Dock reviews.
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
49 reviewers of Dock have provided feedback on this feature.
Provides users with configure, price and quote capabilties.
Video Proposals
As reported in 56 Dock reviews.
Allows users to attach video proposals within the virtual sales room.
Content Sharing
This feature was mentioned in 71 Dock reviews.
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
As reported in 70 Dock reviews.
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
As reported in 46 Dock reviews.
Allows users to run video calls within the browser.
Chat
Based on 52 Dock reviews.
Allows users to chat with prospects within the virtual sales room.
Integrations (3)
CRM Integration
This feature was mentioned in 58 Dock reviews.
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
As reported in 53 Dock reviews.
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
This feature was mentioned in 50 Dock reviews.
Provides features to integrate with vidoe conferencing software.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
As reported in 28 Dock reviews.
Capability to perform complex tasks without constant human input
Cross-system Integration
This feature was mentioned in 28 Dock reviews.
Works across multiple software systems or databases
Adaptive Learning
27 reviewers of Dock have provided feedback on this feature.
Improves performance based on feedback and experience
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
This feature was mentioned in 58 Dock reviews.
Capability to perform complex tasks without constant human input
Natural Language Interaction
This feature was mentioned in 59 Dock reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 58 Dock reviews.
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Learning Management - Sales Enablement (3)
Sales Training
This feature was mentioned in 59 Dock reviews.
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
58 reviewers of Dock have provided feedback on this feature.
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
As reported in 62 Dock reviews.
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
64 reviewers of Dock have provided feedback on this feature.
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Based on 58 Dock reviews.
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
63 reviewers of Dock have provided feedback on this feature.
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth




