CRM contract management for Dynamics 365 and Salesforce

Sales requests the contract from the CRM. Legal reviews in Dock, with renewal tracking inside Microsoft 365.

  • Live in 6–8 weeks
  • Sales requests contracts from Dynamics 365 or Salesforce
  • Legal reviews and redlines in Word inside Microsoft 365
  • Renewal and notice reminders by email, in Teams or in-app
  • Contracts stored in your own SharePoint
Microsoft 365 native
Stored in your SharePoint
SOC 2 Type II

Trusted by legal, finance, and procurement across industrie

Start contracts from your CRM

Sales requests a contract from Salesforce or Dynamics 365 using legal-approved templates.

ContractsSHAREPOINT / LEGAL
DocumentTypeStatus
WCustomer MSAMSAActive
WSupplier agreementServicesActive
WService scheduleServicesActive
Metadata Renewal dates Version history

Legal stays in control

Review and approval happen in Dock; with Dynamics 365, contract updates sync both ways.

Word · Contract review
9.1 Limitation of liability

Liability shall not exceed all fees paid fees paid in the preceding 12 months.

Legal · Comment
Please confirm the liability cap before approval.

Renewals on the radar

Dock AI pulls key clauses out of every signed contract; turn any clause into a tracked obligation with a due date in one click.

MSA — Northwind Ltd.
§12.1 Auto-renewal

“60 days’ written notice”

Extracted term end · 31 Dec
Send non-renewal notice

User-set date · Due 1 Nov

from §12.1

User-created obligation · Due date set

Dock 365 enables us to do things we couldn’t before

Our contract process didn't fit neatly into the rigid workflows offered by many vendors. Dock 365 adapted to how we work and improved our operational efficiency, tightening compliance and strengthening risk management.

Chris Alexander

General Counsel

Frequently asked questions

  • Which CRMs and ERPs do you integrate with?

    Salesforce, Dynamics 365 Sales, Oracle NetSuite and Business Central.

  • Who controls the contract?

    Legal — sales requests and sees status; review and approval stay in Dock.

  • How long does it take to go live?

    Typically 6–8 weeks for implementation and training. Migrating existing contracts is an optional service, planned with you.

  • How much does it cost?

    Dock is quoted per organisation. Your quote lists year-one costs up front — licences, implementation, training and any optional services such as data migration.

  • Master your contracts in less time.

    Put an end to tedious tracking and missed renewals. Link every agreement directly to its vendors, invoices, and projects while enjoying total visibility and enterprise-grade security.

    ‍

    Our contract process didn't fit neatly into the rigid workflows offered by many vendors.

    Dock 365 was the last vendor I looked at, but it quickly became clear it was the right fit

    Jennifer McGaffey

    Legal Operations Manager, Short Elliott Hendrickson