Dock

Video Overview of Order Forms within Dock

What are Order Forms?

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

How to Share a Card Pricing Option with Buyers

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

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

How to standardize the billing terms in Order Forms

How to configure the legal agreement around Order Forms

Syncing order form line items and PDFs from Dock to Salesforce

How to sync order form PDFs and line items to HubSpot

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

How to set rules and approvers for order forms

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

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

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