Dock has been really helpful to onboard new clients for our bookkeeping company. We had a lot of normal practices for onboardings that weren't written down or automated, as well as a general vagueness about what needed to get done before onboarding each client before Dock. Dock has been helpful to standardize what we need to do as a team; we can build a template that lists all the many tasks we need to complete for an onboarding and specificy what team member should do it.

I love the client-facing aspects of the Dock portal as well. It looks nice and our clients appreciate it, and it makes it very clear to them what tasks they need to do to complete the onboarding (which in our industry is quite a few).

It's been easy to use. Once we got two basic templates set up for our different onboardings (monthly clients and one-off clients), we've basically just been able to create a new Dock portal each time we onboard a client with little to no customization.

We work with a lot of older clients that have a harder time with technology, and overall Dock has been fairly easy for them to use. Review collected by and hosted on G2.com.

Dock has solid customization features in terms of the portal clients can log into and see. You can add your logo, create building blocks with specific tasks, attachments, timelines, etc. However, I wish there were a bit more customization there (fonts, more customization of the timeline feature, etc). Review collected by and hosted on G2.com.

I absolutely love Dock for a number of reasons, making it an invaluable tool in my sales process. Its user experience is exceptional; the interface is really easy to navigate which simplifies the task of finding and adding the information I want to include in my templates. Uploading data or information into Dock is very straightforward, which saves me a lot of time. I truly appreciate the modern look and feel of the tool, enhancing the overall experience. The ease of use is a standout feature because I never have to relearn the software, which is something both my prospective customers and I benefit from after demos—the process runs smoothly. The initial setup alongside our marketing team was pretty effortless, and after that, making changes or modifications to templates was equally easy, taking less than a day. These attributes contribute significantly to time savings for both myself and my prospective customers, making Dock a tool I would highly recommend. Review collected by and hosted on G2.com.

I find Dock can occasionally feel overwhelming, particularly when navigating through long scrolls which make it difficult for prospective customers to find the necessary information. This may be attributed to how I set up my template, but it indicates a potential gap in the training or guidance provided. I feel the need for information to be more succinct and easily accessible, emphasizing the importance of efficient layout or navigation improvements. Review collected by and hosted on G2.com.

Having all the information we've discussed with a customer organized in one clear, concise place has been incredibly helpful. It makes moving deals forward much easier, since the customer can access everything they need in a single location. We now use this approach for every deal, and once a template is set up, creating a new one is straightforward. The templates also make it simple to add more data as we collect it, so we don't have to re-enter the same information for each deal. We had questions at first but customer support got back to us quickly with an answer. Review collected by and hosted on G2.com.

I wouldn't say it was a downside but not every customer is savvy enough to navigate the workspace. I also wish there was a way to send a pdf of the space instead of a live link. Review collected by and hosted on G2.com.

We use Dock for both the pre-sale adoption process and the implementation process at our company. I was involved in the selection process as well as the implementation of Dock for both uses, and what impressed me from the start was the way Dock was designed to address the whole of the customer lifecycle, whereas others seem to place a heavy emphasis on one aspect. As we've continued to use Dock, It's been encouraging to see the steady growth of the product through the regular roll-out of new features - features that are genuinely useful rather than seeming designed just to be able to say they're making improvements. The team at Dock seems to truly understand the needs of their clients, and OUR clients and potential clients seem to greatly appreciate the way that Dock allows us to incorporate information, links, documentation, embedded resources, and checklists all in a single platform. We also appreciate the ease with which you can add users to a Dock instance and the multiple options available to do so. All in all, it's one of the most valuable tools both our sales and client services teams have at their disposal, and it's helped us systematize so many of our processes. Review collected by and hosted on G2.com.

We sometimes encounter minor hiccups in the editing of content directly created in Dock, but it's become a pretty rare thing, and the customer support when we do encounter issues has been top notch - which is vital for something we use so often. Review collected by and hosted on G2.com.

The ease of use and formality it provides during a sales cycle. Implementation is easy, and integrating links, slides and other attachments is simple. I use this on all of my sales presentations. I know that I can count on getting support from the team when needed and they reply quickly. Review collected by and hosted on G2.com.

Some of the copy-and-paste functions are a bit wonky. Review collected by and hosted on G2.com.

The platform excels at delivering engagement and behavioral data throughout the sales process, and it has played a key role in improving our post-signature deal hand-offs. Now, every stage—from partnership evaluation and implementation to onboarding and account management—flows through Dock, giving us the quality control necessary to ensure our reps can use it effectively without needing design skills. We're just beginning to explore the newer AI toolset, but the document builders appear promising for creating initial business case and ROI documents. Review collected by and hosted on G2.com.

This is pretty trivial but it would be great if there were more custom branding options to better align the design with our company branding guidelines. Being able to upload our own font classes would be nice. Review collected by and hosted on G2.com.

At Mediabox, Dock has become one of our most valuable tools for managing and elevating the full account cycle—from initial prospecting, to onboarding, to long-term client success. We rely on it daily, and it has fundamentally improved how we communicate, present, and collaborate with partners.

One of Dock’s greatest advantages is its ability to centralize everything in a single, beautifully organized workspace. Whether we’re engaging a new prospect or supporting a long-standing client, Dock helps us package all relevant materials—presentations, demos, timelines, deliverables, resources, and updates—into a clean, branded experience.This has significantly reduced friction and eliminated the back-and-forth that often comes with emails, links, and attachments. Review collected by and hosted on G2.com.

None, we are very satisfied with this tool Review collected by and hosted on G2.com.

managing complex deals with multiple stakeholders was always a challenge - until we started using Dock. When you're selling marketing compliance software, you're not just talking to one person. You're coordinating with ecommerce directors, legal teams reviewing data privacy requirements, marketing ops evaluating Klaviyo integrations, and C-suite executives who need to see the ROI. Review collected by and hosted on G2.com.

You're asking prospects to go to yet another platform. Some people just want everything in their inbox where they're already working. Older or less tech-savvy stakeholders might find it annoying to click through to a separate link rather than having PDFs they can save. Review collected by and hosted on G2.com.

Dock has been super helpful in creating a "living and breathing" document for all my customers. We use it to track goals, progress, and organize our documentation that can be super helpful for customers especially during onboarding. Review collected by and hosted on G2.com.

There is not anything I can think of that I dislike about Dock. The only thing is there can be a bit of a learning curve when it comes to first adopting it. But that is pretty quick to get by. It's really intuitive and user friendly. Review collected by and hosted on G2.com.

I use Dock to onboard new SMB software clients, and I like that it gives them an organized checklist designed to build on itself to drive faster product adoption. I really appreciate the great template suggestions that are very flexible. The client tracking, progress, and milestones tools are features I value the most. Review collected by and hosted on G2.com.

Some of the newer design features are a little clunky to use. There is very limited mobile functionality. Review collected by and hosted on G2.com.