Dock

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 Standard Legal Terms

Syncing order form line items and PDFs from Dock to Salesforce

Order Forms & Salesforce Sync

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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