Dock review
A strong customer portal for deal collaboration, but not a full pricing and approval desk.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Dock is a web-based collaboration platform for sales, customer success, and marketing teams that need shared customer-facing workspaces. Its portals combine project plans, phases, checklists, Kanban boards, statuses, due dates, timelines, file sharing, surveys, embedded content, messaging, threaded feedback, and engagement analytics. Customers can access portals without Dock accounts, while teams can use templates, permissions, order forms, electronic signatures, and CRM integrations to support revenue workflows. It is best suited to organizations that want a polished collaboration layer around customer projects and deals.
The freemium structure makes Dock accessible for smaller evaluations and limited workflows. The Free plan includes 10 workspaces, 25 CMS assets, one playbook, one course, and one order form, with free access for external collaborators. Standard costs $350 per month and includes five users, unlimited workspaces, five playbooks, and priority support. Premium costs $1,000 per month when billed annually, includes 10 users, and adds unlimited playbooks and courses while removing the Dock logo. Enterprise includes 25+ users, a custom domain and emails, API access, SCIM provisioning, and a dedicated customer success manager. The published plans show a clear progression, though the paid tiers represent a substantial commitment.
Dock’s strongest fit is customer-facing coordination rather than internal deal governance. Integrations with Salesforce, HubSpot, Slack, Microsoft Teams, Google Drive, SharePoint, Loom, and PandaDoc help it sit alongside sales, communication, content, and document tools. Task synchronization with Asana, ClickUp, Jira, and Linear extends project tracking into existing systems. Custom domains, single sign-on, and SCIM provisioning support more structured deployments, while AI capabilities are also available. Teams seeking customer portals, shared plans, signatures, and feedback should consider Dock; organizations prioritizing detailed pricing management and approval controls should choose a more specialized deal desk platform.
Dock pros and cons
- Where it wins
- Free plan includes portals, forms, file exchange, and external collaborator access
- Order forms, electronic signatures, and engagement analytics support revenue workflows
- Syncs tasks with Asana, ClickUp, Jira, and Linear
- Where it doesn't
- Lacks core pricing and approval controls
- Standard starts at $350 per month
- Advanced features require Premium or Enterprise plans
Dock fact sheet, pricing and score →
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