SharePoint
Keep contracts and their documents in your own SharePoint repository.
Your systems. Your contracts Connected
Stop typing the same customer and vendor data into your CRM, your ERP and your contracts. Dock brings Microsoft 365, your CRM, your ERP and e-signature into the same contract workflow.
Already in Microsoft 365? So are your contracts
Your documents stay in your SharePoint. Draft, file and collaborate through the Microsoft apps your team already uses.
Microsoft 365 native
Word
Draft and work on contracts with Dock’s desktop Word add-in.
Outlook
File emails and attachments against the contract, using Exchange Online.
Teams
Add the Dock app to Teams (your admin uploads it) and get contract notifications in Teams chat.
Entra ID
Sign in with Microsoft and manage access through Dock roles and Entra ID users or groups.
Azure
Your IT creates the Azure resources, including App Service, Cosmos DB and Key Vault. Dock deploys and configures the application.
Sales and Finance shouldn’t chase the contract
Start from the customer, opportunity or vendor record. Keep the agreement connected to the business process. Salesforce, Dynamics 365, NetSuite and Business Central are annual add-ons. Each supports two-way or one-way sync in either direction, configured to your needs.
CRM
Salesforce
Sales starts the contract from the Opportunity. Legal keeps control of the templates and review process.
- Request or create contracts from centrally managed Dock templates
- Generate Word documents with contract metadata
- CRM users without a Dock licence can submit requests
Create requests and contracts in Salesforce using Dock templates, saved back to Salesforce. Sync two ways or one way in either direction, as configured.
CRM
Dynamics 365 CRM
Bring contract requests into your sales process without moving Legal out of Microsoft 365.
- Create a request or contract from the Opportunity
- Use current Dock templates to generate the Word document
- Let CRM users submit requests without a Dock licence
Dynamics 365 supports two-way or one-way sync in either direction, as configured, including status and field updates.
ERP
Oracle NetSuite
Connect vendor records with their agreements while keeping each team’s work in the right system.
- Manage vendor contracts, COIs and scorecards in Dock
- Track compliance and renewal dates in Dock
- Keep purchase orders, bills and vendor reports in NetSuite
Party and vendor information syncs regularly in either direction, based on your source of truth, with bulk sync and logs.
ERP
Business Central
Create the agreement alongside the customer or vendor record, then keep it in your SharePoint repository.
- Create customer contracts from templates in Sales
- Create vendor contracts from templates in Purchasing
- Store documents in Dock’s SharePoint repository
Party and vendor information syncs regularly in either direction, based on your source of truth. From a synced contract, open the Financial Summary including sales or purchase orders.
Signed shouldn’t mean another filing job
Send documents from the contract record through your signature provider. The executed copy returns to SharePoint, with its contract history.
DocuSign
Send a signature request from Dock using your DocuSign subscription. Keep the signed copy with the contract record.
Adobe Sign
Send a signature request from Dock using your Adobe Sign subscription. Keep the signed copy with the contract record.
Sertifi
Send a signature request from Dock using your Sertifi subscription. Keep the signed copy with the contract record.
- Send one or more documents from a single contract
- Configure sequential signer levels, internal users, party contacts and CC recipients
- Track Sent for Signature and Received Fully Executed status, with signature requests logged
- Once fully executed, Dock AI extracts clauses from the signed copy
Before you connect
A clear setup scope, with your systems and your existing subscriptions.
See Dock work with your systems
Bring your CRM, ERP or signature workflow to a 30-minute demo.
What to expect
- 115-min discovery
- 230-min demo on your contract types
- 3Security pack if IT needs it
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“When we need a contract now, we can actually find it.”