Dock

AI revenue enablement platform with digital deal rooms.

AI Proposal
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What is Dock?

Dock is an AI revenue enablement platform that helps revenue teams (sales, customer success, marketing) train reps, organize content, and collaborate with buyers through AI-powered digital deal rooms and workspaces. It replaces static sales enablement with real-time, AI-guided collaboration that spans from deal discovery through onboarding and renewal.

Dock news

  1. New in Dock: Create sales rooms, playbooks, and courses with AI

    Dock AI now generates full deal rooms, playbooks, courses, and order forms from files, call transcripts, and links. Updated editor puts AI chat front-and-center. Available in Dock and via Claude/ChatGPT/Gemini MCP.

  2. AI Revenue Enablement Platform Launched

    Dock evolved from a deal room platform into a full AI revenue enablement platform. Now includes real-time guidance, content automation, and cross-functional team support.

  3. Why we're building the revenue enablement platform for the AI era

    Dock founders announce evolution to AI-powered platform. Company now serves 300+ customers including Lattice, Zip, Postscript, and Transfr.

Key features

Sales Rooms / Digital Deal Rooms

AI-powered buyer workspaces where sales reps and customers collaborate. Includes mutual action plans, buyer activity tracking, AI-generated business cases, and content in context. Transitions from sales deal room to onboarding portal to renewal hub.

Content Management System (CMS)

Centralized library for customer-facing content. AI auto-tags and organizes assets. Tracks content engagement metrics. Syncs with Google Drive and SharePoint. Brand control features let reps personalize while marketing maintains guardrails.

Dock AI

AI engine that generates deal rooms, playbooks, courses, and order forms from call transcripts, CRM data, and templates. Answers questions grounded in company content, CRM, and knowledge bases. Available in Dock, Claude, ChatGPT, and Gemini via MCP.

Learning & Enablement

Playbooks (internal wikis), courses (LMS), and AI practice scenarios with roleplay coaching. Turns training materials into formatted learning programs.

Order Forms / CPQ

Configure-price-quote system integrated with CRM. AI can generate quotes from natural language prompts. Supports product libraries with pricing rules and discounts.

Slides

Customer presentation tool with pre-approved templates. AI-powered creation and editing.

CRM Integrations

Two-way sync with Salesforce and HubSpot. Brings CRM context into workspaces and keeps deal/account information synchronized.

MCP (Model Context Protocol)

Server allowing users to access Dock from Claude, ChatGPT, and Gemini. Search library, create/manage deal rooms, run custom agents within existing permissions.

Slack & Teams Integration

Access workspaces, find content, run AI agents, and get buyer engagement notifications without leaving Slack or Teams.

Dock pricing

Dock AI is included in all plans with fair-use protections. No separate token credits needed.

PlanPriceWhat's included
Free$0 foreverExplore Dock's products with limits: 10 workspaces, 25 CMS assets, 1 slide, 1 playbook, 1 course, 1 order form
Standard$350 per month5 users, unlimited workspaces, 100 CMS assets, unlimited slides/order forms, 5 playbooks, 1 course. Includes Salesforce, HubSpot, MCP, Slack/Teams, call recorders, Google Drive/SharePoint sync.
Premium$1,000 per month (billed annually)10 users, everything in Standard plus: unlimited CMS assets, unlimited playbooks/courses, advanced CMS, learning LMS, custom fields, webhooks, remove Dock logo, priority support, cohort implementation.
EnterpriseCustom annual contract25+ users with volume discounts. Everything in Premium plus: SSO & SCIM, custom domain/emails, API access, automations, dedicated CSM, managed implementation.

Pros & cons

Pros

  • + Founded by SaaS operators (from Lattice) who understand revenue team workflows
  • + Proven customer wins: Lattice reported +25% win rate, BrightHire +22% deals closed
  • + AI is included in all plans with no separate token purchases
  • + Deep CRM integrations with Salesforce and HubSpot for real-time sync
  • + Cross-functional platform unifies sales, customer success, and marketing on one system
  • + MCP support allows use in Claude, ChatGPT, and Gemini without vendor lock-in
  • + Flexible deal room templates that adapt from sales through onboarding to renewal
  • + AI buyer engagement summaries and deal momentum tracking reduce manual admin work
  • + Content library with AI-powered tagging and search reduces time reps spend finding assets

Cons

  • − Premium plan ($1,000/mo) may be steep for smaller teams
  • − AI output requires review before sharing with customers (guardrails exist but add workflow step)
  • − Free plan is quite limited (10 workspaces, 25 assets) for meaningful evaluation
  • − Requires existing CRM (Salesforce or HubSpot) to unlock full value of data integrations

Who is Dock best for?

  • • SaaS companies with dedicated revenue teams (sales, customer success, marketing)
  • • Organizations managing complex B2B sales cycles requiring buyer collaboration
  • • Teams using Salesforce or HubSpot who want to bridge enablement and CRM
  • • Revenue leaders looking to reduce deal cycle time and improve win rates
  • • Companies wanting to integrate AI into sales workflows without building custom solutions

Frequently asked questions

Do customers need a Dock account to access deal rooms?

No. Customers access workspaces via a shared link and do not need their own Dock account.

How does Dock AI handle data security?

Each AI agent's sources can be scoped to specific playbooks, tags, or content. Fair-use protections prevent abuse. SSO and SCIM available on Enterprise plan.

Can Dock replace our existing sales enablement stack?

Dock consolidates deal rooms, content management, training, and onboarding into one platform. It replaces static enablement with real-time AI guidance.

What call recorders does Dock integrate with?

Gong, Zoom, Fathom, and more. Call transcripts feed into Dock AI for personalization and training.

Is there a per-user seat pricing model?

No. Dock charges per plan tier with included user seats. Additional users are $50/month (Standard/Premium) or custom pricing (Enterprise).

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