I use Dock as a collaborative onboarding space for our customers and really appreciate the ease of use in designing the templates, which just look good without having to spend a lot of time formatting. It also gives us the flexibility to create an engaging workplace that customers can interact with and helps in providing all the key information in one place. We've just started using multiple workspaces across the customer journey and I enjoy the analytics. It's been helpful because it reduced our demo time to prospects by providing them with all the relevant material. Review collected by and hosted on G2.com.

I find that a lot of the information from Salesforce doesn't flow through like we require. It would be better if Dock opened up to more custom objects, which would let us provide more information about the subscription the customer has directly in Dock without having to double entry. Review collected by and hosted on G2.com.

I use Dock for SaaS implementation project management because it allows me to place all implementation content in one place, easily accessible by our internal team and our customers. I like that I can link out to different areas of Dock when I want to direct someone to particular information within a page. I can share notes via email and link to that week's note section, and I can link to a presentation we discussed by linking to the exact spot in Dock, which means less digging for the customer team. Creating templates was relatively easy, and I like that there are different types of standard sections to choose from, instead of having to start from scratch. I also like the Salesforce integration. Review collected by and hosted on G2.com.

In a task list, I wish I could enter a person's name ad-hoc, rather than entering their email address. The calendar widget could be easier to use. Review collected by and hosted on G2.com.

Dock is very easy to use for both our team and our prospect, so adoption was quick and training was minimal. Implementation was straightforward, and the HubSpot integration was easy to set up and fit naturally into our workflow. Their Customer Success team, especially Madison has also been excellent! They are really responsive and genuinely helpful whenever we’ve had questions and always happy to jump on a call or lend a hand to help us out. Review collected by and hosted on G2.com.

Honestly I haven't had any major issues with Dock outside of a small bug. One small annoyance is around creating templates from the template library by cloning existing templates here rather than directly within a digital sales room. Building inside a room is super simple, but when creating a bunch of similar templates it would be great to be able to build them from the library as well. Review collected by and hosted on G2.com.

As an account manager, I'm able to use dock to help my customers be more successful with the platform. I can use it as a one stop portal for them to be able to stay aligned on our project plans, keep up to date on our product updates, as well as refer back to previous meetings we've had.

It definitely has the biggest impact at renewal. I'm able to have all the resources they need in one place - their previous contract, their renewal pricing, product adoption + links to all relevant resources for security questionnaires. Review collected by and hosted on G2.com.

There's probably a bit more that could be done to be more customisable, sometimes the pre built templates are quite rigid. Review collected by and hosted on G2.com.

I really like Dock's intuitive user interface and clean layout, which makes it very easy to use. The shared view is the most useful feature for me, as it allows us to create separate tabs for different use cases and product onboardings. Within these, I can create checklists, post slides, and maintain an end-to-end schedule for the customer, making it easy to track specific onboarding milestones. Additionally, being able to update things internally and have the customer see them in a single point of reference, instead of sending multiple emails, is a big plus. Overall, the setup was generally intuitive. Review collected by and hosted on G2.com.

I think more ease of training materials and clarity on how to get to them early on would be useful. Right now, I'm mostly relying on my team members. It would be nice to have a high-level overview, maybe from a quick FAQ document or something easily found within the Dock platform. Review collected by and hosted on G2.com.

I like that Dock is very customizable and agile, making it simple to use. It allows me to create a lot of inserts like links, photos, and PDFs which I can directly insert for the client's onboarding. This makes it easier for them to see what inserts or files we need to send, as they can directly view everything. The customizable nature of Dock makes it 100% usable and very useful for streamlining interactions with clients. The insert capabilities like adding updated PDFs or new links are really valuable for making the client onboarding system very usable for each client. Review collected by and hosted on G2.com.

I want to improve Dock with a wider range of colors, especially in the title part. The color options feel limited, and I want something more flexible where I can randomly change colors. Review collected by and hosted on G2.com.

I like that Dock is always evolving and I get notifications of updated features all the time. It's also extremely easy for me to reach tech support, and the communication style is always friendly and helpful to get problems resolved quickly. I think the most valuable feature for us is the proposal sign-off feature, which allows us to have a concrete moment where clients agree to the scope of work and sign off on it, providing a point of demarcation to begin projects. Additionally, it took almost no time to get aligned with the software, and we were able to incrementally improve our client-facing presentation using the tools Dock has embedded to enhance graphic design and branding. Review collected by and hosted on G2.com.

Some features needed improvement, particularly the exports of final scope of work PDFs. Not everyone is comfortable viewing their project as a website style, and some executives still request PDFs of our full presentation proposal, which is difficult to export from Dock and ultimately needs to be rebuilt in another platform. Review collected by and hosted on G2.com.

I use Dock to create a dedicated content library for my prospective clients. I like that it enables all information to be in one single page. The UI is something I appreciate, as it allows me to follow in real-time what my prospects are checking. I really value the fact that I can duplicate my previous workspace within seconds. The workspace feature is particularly valuable as it enables me to have all my company information, videos, recordings, and use-cases in one single place for prospects to always refer to and forward. Review collected by and hosted on G2.com.

I find the upload of Excel files not well displayed on the page and the process isn't user-friendly since you have to upload it where it says 'upload PDF'. Also, I cannot personalize the URL link, which is a feature that competitor tools offer. Review collected by and hosted on G2.com.

I like having a place where clients can go and feel that there's a location where they can get information without having to ask us directly or visit a website. It's like having a website that's customized specifically for them. This makes their information secure, and they can share the information they need with us. It's also great that clients can pull information about the services we offer and see a corporate snapshot of where we are in the process of going live with certain parts of our services. Review collected by and hosted on G2.com.

I would love to see a way for Dock to alert clients better, maybe via text message or something along those lines. The emails that come through don't really differentiate between a customer just viewing the website and when they take an action or make a communication. I would prefer alerts to highlight actual actions rather than passive activity. Also, the setup was a little complicated, and there's some confusion around how template updates can be applied to all clients at once, which would be really useful. Review collected by and hosted on G2.com.

I use Dock to help with customer onboarding as a Customer Success Manager. Dock is a great way to provide a "home base" for customers for important information and help them keep track of the implementation phases. I like that Dock can be used as a tool for both the sales and customer success teams, helping keep us on the same page within the go-to-market team. Dock does a good job of keeping records and everything in one place, and of tracking customer activity. Review collected by and hosted on G2.com.

Sometimes, not everything we need is in the Dock, so we have to look elsewhere to find the resources we need. It would be nice to have an easier way for customer success managers to add and upload new materials and resources without having to request them from an admin. Review collected by and hosted on G2.com.