Dock

Video Overview of Order Forms within Dock

What are Order Forms?

Sales Order Forms

Building a Price Quote

Generating an Order Form

How to use the price quote builder for tiered and volume pricing models

Building Tiered & Volume Price Quotes

How to Share a Card Pricing Option with Buyers

Pricing Cards

Using Order Forms as a Team Member

Configuring Order Forms Settings

Creating a product library for quotes and order forms (with examples)

Configuring Products & Pricing Models

Examples of per unit, flat fee, tiered and volume pricing models

Examples of Pricing Models

How to standardize the billing terms in Order Forms

Configuring Terms

How to configure the legal agreement around Order Forms

Configuring Legal Agreement Terms

Syncing order form line items and PDFs from Dock to Salesforce

Order Forms & Salesforce

How to sync order form PDFs and line items to HubSpot

Order Forms & HubSpot

Best Practice: Order Form & Price Quote Templates

Configuring Order Forms as an Admin

Sharing Order Forms

Signing Order Forms

How to cancel or edit an Order Form after it's published

Cancelling & Editing Order Forms

Signing & Sharing

How to set rules and approvers for order forms

Admin: Configuring Approval Rules

How to approve, decline, or comment on order forms as a rule approver

Rule Approvers: Responding to Requests

Submitting an order form for approval and adjusting if a request is declined

Approval Workflows as a Rep

Approval Rules

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