Dock
Dock offers shared workspaces for B2B sales rooms, customer onboarding and client portals, with a content library, learning tools and order forms around them. A workspace can carry an evaluation into implementation, giving buyers access to resources, tasks and agreed next steps. Sales and customer success teams can continue using that shared place as the relationship moves from a buying decision into delivery.
AI can build and edit rooms, answer questions from company knowledge and run agents scoped to selected material. Buyer chat has separate controls. Admins decide whether a template has chat and what it can reference; a seller can disable it but cannot override an unapproved configuration. Default chat uses visible workspace content, excluding material. Approved external agents can add further knowledge, while a global control lets admins disable chat across rooms.
Dock connects the workspace with pipeline records. Salesforce Account and Opportunity fields flow in both directions, buyer activity becomes Tasks, and signed order forms map back to opportunity line items and price books. HubSpot offers another CRM route. The developer interface covers workspaces, assets, tasks and webhooks, with the general API restricted to Enterprise and webhooks available from Premium.
Standard costs $350 per month for five internal users. Premium costs $1,000 per month on annual billing for ten; extra internal seats cost $50 monthly and external collaborators are free. AI generation runs under monthly fair use thresholds set at undisclosed levels. Spotnana reports a 20 percent increase in win rate after adopting shared rooms, without a population or observation period.
Dock excludes customer data from model training and offers workspace PDF export. Personal data return or deletion follows its DPA, including a 180 day window after termination and backup exceptions. Working room configuration and engagement history have no described full export.
Capability Axes
Capability grades
17 of 17 axes rated · 14 graded A or B
Dock AI drafts rooms and business cases, edits pages, answers questions from company knowledge, runs agents scoped to selected material and powers roleplay and AI tutors. Workspaces, mutual action plans, order forms, the content library, slides, playbooks and courses all work without those models. Every plan includes MCP access, so external assistants can read and act in Dock, and Enterprise adds automations. AI usage scales by plan, limited on Free, standard on Standard and high on Premium, with no credits to buy.
Admins configure buyer chat on templates: sellers can switch it off but cannot enable an unapproved template or change its controls, and a global switch turns chat off everywhere. Default answers use visible workspace material, with approved external agents adding sources, and enabling chat on a template also changes existing rooms built from it. Enterprise adds automations. No rollback, and no way to stop a batch, is described for agents that edit rooms or write to the CRM.
Answers draw on selected company content, CRM records and call recordings from Gong, Chorus or Fathom. External buyer chat uses shared workspace material unless an approved agent adds sources. When Dock is used through ChatGPT or Codex, MCP tool results pass through OpenAI as part of that assistant's connection. Model names, versions and the full provider map for Dock's own features are not given, and admins can rename the buyer chat and set its icon and welcome message.
Spotnana reports a 20 percent higher win rate after adopting shared sales rooms, with revenue growth while sales team costs stayed flat, and Bill Tillman, VP of Revenue and Growth, describes a lean team supporting channel partners through long evaluations. Lattice reports a 25 percent win rate gain with Dock AI and Nectar 31 percent, while Loom says it saves two hours onboarding each customer and Assistantly five hours of follow up. None of these accounts gives an opportunity count, observation period or control for deal mix.
The terms prohibit unsolicited commercial email, false return addresses and misleading identities, and they leave the rights and consents for processing information with the customer. Dock sends workspace invitations and collaboration notifications around existing sales and customer relationships rather than prospecting campaigns. Buyers, clients and partners join rooms free of charge as external collaborators. Permission to contact a particular person rests with the customer's own records and practices.
A processor DPA uses the 2021 EU standard contractual clauses and a UK addendum, with subprocessor objection rights and help with individual requests, and Dock states GDPR and CCPA compliance. Shared rooms collect buyer engagement and questions, so external visitors sit beside internal users in the data. The default notice and consent those visitors see is not described. A privacy request form and a public subprocessor list sit alongside the DPA.
Agents use customer workspaces, library assets, playbooks, courses, CRM records and connected calls, and admins can narrow sources to a single playbook or tag. Premium and Enterprise sync content from Google Drive and SharePoint, and Enterprise adds content lifecycle controls. The terms separate customer content from third party material and place responsibility for rights with the customer. Generated business case assumptions carry no accuracy guarantee. Embeds from Loom, PandaDoc and similar tools add outside material to rooms.
The official HubSpot marketplace connection covers workspaces, companies, contacts, activity and order forms. Salesforce setup uses defined object permissions and supports a dedicated integration user with a Dock permission set. MCP authenticates an individual and honors that person's existing Dock permissions, so an external assistant sees only what its user can. Salesforce and HubSpot start on Standard, and the Chrome extension and the Slack and Microsoft Teams connections come with every plan.
Dock excludes customer data from AI model training. Agent source controls and existing permissions limit what material an agent can reach, and the DPA governs return and deletion of personal data. Retention periods at Dock's own model providers, and at whichever external assistant a customer connects through MCP, are not given; MCP tool results enter that assistant's infrastructure. Fair use protections on AI usage exist to prevent abuse rather than to meter customers.
Buyer AI Chat lets admins set its visible name, icon and welcome message, and interface examples identify it as Dock AI, while template settings decide whether chat appears and which sources it uses. No fixed AI label is enforced, and Dock takes no stated position on Article 50. Buyers meet the chat inside rooms shared with them. Premium removes the Dock logo and Enterprise adds a custom domain and branded email, so rooms can appear wholly under the seller's brand.
Salesforce connections exchange Account and Opportunity fields both ways, match Contacts, record buyer activity as Tasks and map signed orders through Opportunity Line Items and price books. HubSpot offers a second CRM route, and Gong, Chorus and Fathom recordings, Slack, Teams, Loom and PandaDoc connect on every plan.
The developer interface covers accounts, workspaces, assets, tasks and webhooks with pagination, errors and retries; webhooks and custom fields start on Premium and the general API on Enterprise. MCP access comes with every plan.
Dock runs as hosted software on AWS with logical separation between customer instances, and its DPA permits transfers to the United States and other subprocessor locations. There is no full regional processing map, customer controlled hosting or selectable EU deployment. Connected CRMs and external assistants add their own processing locations. Dock Labs runs a public status page for availability, and implementation comes as a cohort program on Premium and a managed rollout on Enterprise.
Dock holds SOC 2 Type II and runs annual penetration tests, staff security training, encrypted hard drives, encryption in transit and at rest, and SSO with MFA on its own systems; the DPA adds access and logging measures. The audit firm, coverage dates and report access terms are not given. Google and Microsoft sign in come with every plan, while Okta, Azure and SCIM provisioning need Enterprise. Dock's founding engineers came from Lattice and Zendesk.
The free plan covers ten workspaces, 25 content assets and one playbook, course and order form. Standard costs $350 a month with five internal users, and Premium $1,000 a month billed annually with ten; extra seats cost $50 a month on either, and external collaborators are free. Enterprise uses a custom annual contract from 25 users. AI runs without credit packs under fair use thresholds whose levels are not disclosed. Content allowances (100 assets on Standard, 250 on Premium), repository sync, webhooks and API access rise with the edition.
Whole workspaces or single pages export to PDF. The DPA requires return or deletion of personal data on request or within 180 days after termination, with protected backup exceptions, and standard terms require nonrenewal notice at least 30 days before the term ends and normally end workspace access at termination. No export carries working configuration and engagement history in full. Content synced from Google Drive or SharePoint stays in those systems, and Enterprise API access can pull structured records out.
Workspace sharing and collaboration produce invitations and notifications, and Enterprise adds a custom domain and branded email for them. The terms prohibit spam and disguised sending identities. These messages serve an existing room or customer relationship rather than a prospecting campaign, so volume follows the number of people invited. Buyers enter a workspace through a shared link governed by its permissions.
B2B sales, enablement and customer success teams use Dock for deal rooms, onboarding plans and client portals, so one workspace can carry an evaluation into implementation. Named customers include Lattice, Spotnana, Nectar, Merge, BrightHire, Champify, Marqii, Carta Healthcare, Loom, Robin and Assignar. Plans run from a free tier to Enterprise, and external collaborators never need paid seats. Dock also supplies templates for sales rooms, onboarding plans, mutual action plans and pricing proposals.
Alternatives to Dock
Vendors in the same categories as Dock whose graded profiles look most alike, with a line on what each product does.
Similar is not the same, so check that each one does the job you need. No vendor pays for placement.
Mediafly draws together sales content, buyer engagement, value selling and learning for enterprise revenue teams.
Minoa builds financial business cases from a company's value framework and the context of a specific deal.
GetAccept is a digital sales room platform covering the late stage of a deal, from proposal through signature to stored contract.
Paperflite organizes sales content, helps sellers find it and packages it into Collections and digital deal rooms with engagement tracking.
SalesHood puts content management, seller training, AI practice, guided selling and digital sales rooms in one revenue enablement platform.
ValueCore, formerly VisualizeROI, turns ROI spreadsheets and customer evidence into interactive financial applications.
Ordered by how closely the graded profiles match across the seventeen axes, inside the same categories. See how each axis is graded in the methodology.
Compared With
Editorial comparisons are published only where the index assesses two vendors as direct competitors for the same buyer. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.
Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Dock offers a free plan with ten workspaces and 25 content assets. Standard costs $350 monthly for five internal users; Premium costs $1,000 per month billed annually for ten. Additional internal seats cost $50 monthly, while buyers and other external collaborators have free access. Enterprise uses a custom annual contract. AI generation and editing have monthly fair use limits, with no figures given.
How the price works
What you are charged for, and what makes the bill go up.
Company plan plus additional internal seats
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
No BAA tier listed.
Getting started
What it costs and what is included before the product is running.
Premium includes cohort implementation and Enterprise includes managed implementation, with no separate fee listed.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
Premium costs $1,000 per month billed annually and includes ten internal users. Additional Standard or Premium seats cost $50 monthly. External collaborators are free. Enterprise requires a quote. General API access requires Enterprise, while webhooks and CRM integrated order forms start at Premium.