Integration
Why Dock 365 + Salesforce?
Accuracy without the hassle
Make sure teams are always working from the current, legal-approved template, not an outdated copy someone saved to their desktop months ago. Generate contracts with accurate customer data pulled straight from Salesforce
Self-serve in seconds
Empower sales to self-serve by using pre-approved templates. Unsure about a contract? Request legal's input directly on Salesforce
One record
Legal and finance work from the same numbers reps close in Salesforce. No more surprises, no more fielding ad hoc questions after the contract is already signed.
How it works
- Pre-approved contracts: Send pre-approved pricing proposals and contracts directly from Salesforce
- Auto-populate customer data: Automatically pre-populate contracts using Salesforce customer data to produce accurate legal agreements.
- Send pre-approved pricing proposals, or internal review requests, directly through Salesforce
- Two-way sync: Link customer data in Salesforce and Dock 365, with updates in any system carried over automatically so it doesn't matter where Sales, Legal and Finance choose to work
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