Leverage Salesforce to create competent contracts

Speed up your sales and contracting process with Salesforce and Dock 365 integration. It enables your sales team to create, share, approve, and execute contracts from within a platform they're already familiar with.
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Key Benefits
How to make the most of Salesforce-CRM integration

Self-service contracts

With Dock integration, sales can generate self-service contracts using pre-approved templates without leaving the Salesforce platform.

Two-way data sync

When you change contract data in  Dock CMS, users can live-sync Salesforce CRM to reflect the change and vice-versa.

Client-centric contracting

The sales and legal team can utilize customer data available through the integration to create consumer-driven agreements.

Auto-populate customer data

The salespeople can automatically upload client data into contract authoring to produce accurate legal agreements.

Productive collaborations

The integrated system effectively allocates contracting tasks between the sales and legal teams for seamless collaboration.

Sales productivity

The integrated system with automated workflows, e-sign, and customer data accelerates the contract lifecycle to help close deals faster. 

Comprehensive overview

CMS-Salesforce integration offers sales teams instant access to the latest legal documents through centralized repositories. 

Performance metrics

Organizations can leverage contract and customer data for efficient reporting and actionable insights.

Enhanced compliance

With easy and quick access to accurate data and transparency, CMS-Salesforce integration improves contract compliance considerably

How it Works
Streamline contract management with Salesforce
1

Generate accurate contracts

There's no room for human error or duplication with Salesforce integration. Users can import customer data to create error-free sales agreements.
2

Faster review and approval

Utilize Salesforce data to accelerate review and approval workflows by generating compliant and client-focused sales agreements.
3

Quick execution

Get the approved sales agreements straight to customers and close deals faster with secure and diverse e-signature solutions.
4

Organized storage

Integrating Salesforce CRM with Dock 365 provides a centralized platform to store, search, and access all contract-related information. 
Stay on top of contract lifecycle

 Integrating Salesforce CRM with Dock 365 enables the organization to keep track of the contracting process from either platform. Salespeople can initiate contract lifecycle from Salesforce platform. Further, they can monitor approval, review, and renewal workflows without switching platforms. Dock 365's intuitive integrations with diverse integrations make for reduced effort and better results.

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Manage your contracts within Salesforce

No more switching platforms for the contracting process.

There's no need for drawn-out processes to get contracts to the finish line.

Accelerate the end-to-end contracting process within the Salesforce contract management system to close deals faster.

Schedule a live demo to empower your salespeople to manage contracts!

 

Upgrade your contract management

 

Book a Live Demo

See how your business can automate the contract management process
Our success stories
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Matt Waters

COO - AVA Studios

"A number of times in the past I've had to make changes to my programming environment and the Dock folks have always been quick to respond."
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Ray Fager

VP, Sales Operations - King's Hawaiian

"What I've really been pleasantly surprised with is your level of customer service. You have really great expertise on solving any of the issues we needed to solve."
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Ben Hippeli

Founder - Benchmark Training

"Working with the Dock team was so easy. The team was super flexible, checking points to make sure things are going exactly the way we wanted."
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Manish Kothari

CIO - Jax Federal Credit Union

"It was simple, easy, not too much technology jargon to communicate to some of our non-tech people. The Dock portal is very convenient to work with."