Integration
Why Dock 365 + Dynamics 365?
Self-serve in seconds
Sales reps can request a contract, or self-serve using pre-approved templates directly from within Dynamics 365 CRM — no legal request, no switching tools
Accuracy without the hassle
Auto-populate customer data from Dynamics 365 CRM into contract authoring to produce accurate, compliant agreements every time.
One record
Sales, legal and finance work from the same customer data — no more version confusion over which contract has the final pricing, and no more re-keying information after the deal is closed.
How it works
- Pre-approved contracts: Send pre-approved pricing proposals and contracts directly from Dynamics 365
- Auto-populate customer data: Automatically pre-populate contracts using Dynamics 365 customer data to produce accurate legal agreements.
- Two-way sync: Link customer data in Dynamics and Dock 365, with updates in any system carried over automatically so it doesn't matter where Sales, Legal and Finance choose to work
- Send pre-approved pricing proposals, or internal review requests, directly through Salesforce
Speed up your sales cycle
Discover how Dock 365's AI can accelerate your sales cycle by by reducing sales admin for your team.
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