Slide templates are the source of truth for customized presentations the reps will remix or add an AI slide for personalization.

The most common use case is a sales pitch deck. The pitch deck has a number of slides created by the marketing team, but a couple of the slides (i.e. exec summary or pricing) need to be customized by the customer.

When creating a template, Dock can reference slides from the following:

Admins and content owners should upload the core decks teams will use as a starting point.

Step 1: From your homepage, navigate to Slides on the left hand side under Content

Step 2: Click the Templates sub-tab at the top of the screen

Step 3: Click Create template on the right

Step 4: Upload your slide deck

This can be from a PDF, Google Slides, PPT or an asset you've already uploaded to the Dock library.

Step 1: Choose the PDF file from your drive

Step 2: Select and upload to Dock!

Step 1: Authorize the connection between Dock <> Google.

Step 2: Select the file you want to import into to Dock.

Step 1: Choose the PowerPoint file from your drive

Step 2: Select and upload to Dock!

Within any slide template, you have the ability to add an AI Slide. AI slides allow sales reps to personalize that slide to the customer (i.e. executive summary or pricing slide).

Now when this template gets turned into a presentation, the AI slide can get personalized based on a customer data source and the rest of the deck will use the marketing approved slides.

Learn more about AI Slides →

You can add in image & advanced variables to Google Slides and PowerPoints. This allows them to edit certain components.

Review the articles below for guidance:

You can update slide templates at any time. Depending on the file type you import, there are different recommendations: