Dock Reviews & Product Details

As a salesperson, Dock is extremely powerful and I used it for every single one of my strategic deals. I love how it creates an easy Workspace for my prospective customers and also gives me intel on who my champions are and whether or not their engaged with the resources I have provided.

I love that its user friendly and shareable. Limited branding makes it feel like its simply a portal, not another piece of software that they need to engage with. Review collected by and hosted on G2.com.

Very little to dislike here. I wish there was a Call Recording section where we could automatically pull in Gong links rather than manually posting links. I've also definitely run into slow loading time with DockAI. Review collected by and hosted on G2.com.

Our team is using Dock everyday for our sales process. It's getting prospects more engaged, with information in one centralized location. We are loving this tool because it is encouraging prospects to have a collaborative conversation with us, personalize their own packages, and easily share information with the relevant stakeholders. Follow ups to prospects is easy and we can progressively reveal information to a prospect using this tool. Review collected by and hosted on G2.com.

Dock could have more templates to use. Some image uploading features are not templatable. Review collected by and hosted on G2.com.

Dock makes creating and sharing customer-facing work incredibly easy. The templates, collaboration features, and layout options save me so much time, and the final product always looks polished and professional. It’s become one of my go-to tools for organizing onboarding plans, success materials, and client resources. Highly recommend. Review collected by and hosted on G2.com.

The only thing I’ve struggled with is adding new pages to existing templates. It’s probably user error, but I haven’t found an intuitive or one-click way to insert additional pages into a template without rearranging things manually. A smoother workflow there would make the template-building experience even better. Review collected by and hosted on G2.com.

I love how simple and intuitive Dock is to use. It gives me a clean, organized way to share everything with prospects in one place. I no longer have a long email chain of decks, timelines, next steps, and resources. The analytics are the standout feature for me. Being able to see exactly what prospects are viewing, when, and for how long has made my follow ups more strategic and helps me understand true buyer engagement. Review collected by and hosted on G2.com.

Honestly, very little. The platform is strong. If anything, I’d love even more customization options for branding and layout, but that’s more of a wishlist than a frustration. Overall, the experience has been smooth and reliable. Review collected by and hosted on G2.com.

I love how easy the tool is to use (once everything is set up), how customizable the templates are, and the clean UI/UX designs. The AI templates are also incredible and save you a TON of time on the back end. The ability to drill down and see the usage and analytics is also so critical and gives real time insight into your deal. Review collected by and hosted on G2.com.

Initial learning curve can be steep for those who aren't overly tech savvy. Setting up the templates and getting all of your content into the tool requires a dedicated person on the project, but once set up it's easy to use and navigate. Review collected by and hosted on G2.com.

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.