OnboardHive vs Dock: An Honest 2026 Comparison for Agencies and Revenue Teams

Last updated: July 2026. Every price and feature below was checked against each vendor's official site, help articles, and third-party reviews (G2, Capterra, Gartner Peer Insights).

Dock is a serious tool, and this is the closest matchup in our whole comparison series. Look at the two products side by side and you will see a lot of the same parts: interactive proposals, buyer engagement analytics, e-signatures, onboarding workspaces, tasks, and links clients can open without a password. So this is not a case of one tool doing something the other cannot.

The real difference is who each one was built for. Dock is built for B2B revenue teams that run their sales motion out of a CRM. OnboardHive is built for agencies and service businesses that want to win a client and onboard them from one link, without a CRM and without a big monthly bill.

We make OnboardHive, so we have a side. We also checked every claim here against public sources, and we say plainly where Dock is the better choice. When two tools match this closely, fairness is the only useful way to compare them.

Quick verdict

OnboardHive is a focused proposal-to-onboarding platform for agencies. You send a tracked interactive proposal, close it with an e-signature, and carry the client into a branded onboarding portal through one passwordless magic link. It starts free, and Pro is $15.83 a month.

Dock is an AI revenue enablement platform for B2B sales, customer success, and onboarding teams. It centers on shared digital sales rooms and deal rooms that pull live data from Salesforce or HubSpot, plus content management, mutual action plans, and onboarding portals. Its first paid plan, Standard, is $350 a month.

Choose OnboardHive if you are an agency that wants a simple, cheap, trackable way to sign and onboard clients. Choose Dock if you are a CRM-driven revenue team that needs branded sales rooms, a large content library, and deep Salesforce or HubSpot syncing across many deals.

TL;DR

• Best for agencies that want proposal-to-onboarding in one link: OnboardHive
• Best for CRM-driven B2B sales and customer success teams: Dock
• Cheapest entry: OnboardHive (free plan, then Pro at $15.83/mo). Dock has a free plan too, but its first paid tier, Standard, is $350/mo.
• Closest feature match in our series: Dock also has proposals, engagement analytics, e-signatures, onboarding workspaces, tasks, and passwordless links. This is a near tie on features.
• CRM dependence: Dock is designed around Salesforce and HubSpot (gated to Standard and up). OnboardHive needs no CRM at all.
• E-signatures: Native in both. Dock's e-sign is powered by a DropboxSign integration. OnboardHive's is built into the onboarding flow.
• AI direction: Dock's AI writes proposals and business cases from live CRM data and runs enablement agents. OnboardHive's AI turns client intake answers into a kickoff brief.
• Automation and API: In Dock, both are gated to the Enterprise plan. OnboardHive automates onboarding reminders on Pro, and does not publicly list an API.

OnboardHive vs Dock at a glance

Verified July 2026. Confirm current details on each vendor's site before you buy.

Who should read this

Read this if you are weighing a client-facing workspace tool and you are not sure whether you need a full revenue platform or a focused onboarding one.

You are likely in one of three camps. You run an agency or consultancy and you want proposals plus onboarding without a CRM or a $350 bill. You are on a B2B sales or customer success team and you are checking whether a cheaper tool could replace part of Dock. Or you found Dock on a "best sales room software" list and want to know if it fits agency work.

If you are a revenue team that lives in Salesforce or HubSpot and sells complex deals to committees of buyers, Dock may be the better home for you, and we explain why below.

What is OnboardHive?

OnboardHive is a client onboarding platform that connects the proposal to the onboarding in one link. Its idea in a line: win the client, onboard the client, same link.

Here is the flow. You send an interactive proposal. OnboardHive tracks when the client opens it, how long they actively read it, and when they come back, and it alerts you in real time. The client signs the agreement, confirms payment, fills in intake forms, and uploads assets, all through one branded portal reached by a passwordless magic link. No account. No password. An AI feature then turns the intake answers into a ready-to-use kickoff brief so your team starts with context.

A stall detection radar flags where a client is stuck so nothing sits quiet for a week. Files can live in your connected Google Drive as links or in encrypted hosted storage. OnboardHive lists integrations with Google Drive, Notion, Slack, and Dodo Payments. It is built for agencies, consultants, and B2B service teams that want the sales-to-onboarding handoff to feel modern and be measurable, without standing up a CRM.

What is Dock?

Dock is an AI revenue enablement platform. Its own words describe it as "built for the way people buy today." The product is organized around shared, branded workspaces called digital sales rooms and deal rooms, which a rep and a buyer use together through a deal.

Dock serves a wide set of revenue roles: account executives, sales engineers, sales enablement managers, customer success teams, marketing, and revenue operations. Its features cover the full customer lifecycle. You get digital sales rooms, pricing quotes and order forms, native e-signatures, mutual action plans, a content management library with engagement analytics, learning management with playbooks and courses, and client onboarding workspaces.

The engine underneath is the CRM. Dock's sales rooms auto-personalize using Salesforce or HubSpot data, and it can create workspaces, control content visibility, and mark tasks complete based on CRM activity. It also connects to Gong and Slack.

Dock added a deep AI layer. Dock AI lets teams build custom agents that connect to their data and work inside Dock, Claude, and ChatGPT. AI Documents and Workflows generate proposals, business cases, mutual action plans, and follow-up emails from live customer data. There is also an AI Enablement Agent for tasks like deal review and competitor comparison, and AI tagging and search for the content library.

Dock holds strong reviews, around 4.7 out of 5 on G2 across roughly 436 ratings as of mid-2026, with users skewing mid-market and small business. It is not built for solo creatives or for teams that do not run a CRM. It is a revenue-team platform.

Feature comparison

This table maps the same feature set both tools are measured on. A "Yes" means the feature is native. "Partial" means it is limited or gated. "Not documented" means we could not confirm it from official sources, so we do not claim it either way.

The honest read: on the core client-facing features, this is close to a tie. Dock matches OnboardHive on proposals, analytics, e-signatures, portals, tasks, and passwordless access. The gaps are elsewhere: Dock leans on a CRM and reserves automation and API for Enterprise, while OnboardHive adds dedicated intake forms, AI kickoff briefs, and a much lower price.

Pricing comparison

Pricing is the single biggest difference between these two tools, and for most agencies it is decisive.

A few things matter before you read the headline numbers.

Dock's Standard plan at $350 a month includes 10 internal users, with extra seats at $50 each. That is fair value for a sales team, but it is a large step up from a free plan, and it is the price you pay to unlock Salesforce and HubSpot syncing. Some third-party listings still show Standard as a 5-user plan. Dock's own pricing page shows 10 users on Standard and 25 on Premium as of July 2026, so we use the official numbers.

Dock's Premium plan is $1,000 a month billed annually, which adds branding removal, a larger content library, and higher AI usage. Automation, public API access, and custom domains are reserved for Enterprise, which is a custom annual contract.

OnboardHive's free plan is a true free plan, not a trial, and it does not require a CRM. Pro is $15.83 a month with unlimited tracked proposals and onboarding automation. Scale is $40.83 a month and adds white-label and unlimited onboardings.

The math is stark. For a small agency, OnboardHive Pro costs about what one extra Dock seat costs. Neither price is wrong. Dock's price buys a full revenue platform for a team. OnboardHive's price buys the win-and-onboard moment for a fraction of the cost.

Ease of use

Both tools review well on ease of use, so this is not a case of one being clunky.

Dock earns praise for being simple to use and quick to set up. Reviewers repeatedly call it a clean, one-stop portal, and setup simplicity is one of its most-cited strengths on G2. The most common complaints are about customization limits and a learning curve on the more advanced pieces, like configuring CRM automations and the content library at scale. That makes sense: Dock does more, and the deeper features take setup time.

OnboardHive is built to launch fast. There is one core flow, proposal to onboarding, and clients never make an account because access is a magic link. A small team can send a tracked proposal this week.

The fair summary: Dock is easy for a sales team to adopt, but its full power lives in the CRM setup and the content library, which take time. OnboardHive has less to configure because it does one job, so it is faster to first value for a small agency.

AI features

Both tools invested heavily in AI, but they point it in different directions.

Dock's AI is built for revenue work. Dock AI lets you build custom agents connected to your data that run inside Dock, Claude, and ChatGPT. AI Documents and Workflows generate proposals, business cases, mutual action plans, and follow-up emails from live CRM data. An AI Enablement Agent handles prompts like deal review and competitor comparison, and AI tagging keeps the content library searchable. Dock also says you do not have to buy credits or manage tokens, since AI usage is tiered by plan.

OnboardHive's AI is built for onboarding. It turns a client's intake form answers into a ready-to-use kickoff brief, so the project lead starts with the key details organized instead of a blank doc. OnboardHive uses AI credits on paid plans, 400 a month on Pro and 3,000 on Scale.

The split is clear. Dock's AI helps a rep move a deal and helps enablement scale content. OnboardHive's AI helps an agency start the actual client work faster. If you want AI drafting business cases from Salesforce data, Dock is stronger. If you want AI turning intake into a brief, OnboardHive is more targeted.

Automation

This is one place where the plan you pick changes the answer.

Dock can automate real work: creating workspaces from CRM records, updating content visibility, and marking mutual action plan tasks complete based on CRM activity. The catch is that full automation is reserved for Dock's Enterprise plan. On Standard and Premium, you get the sales rooms and CRM sync, but the automation layer sits at the top tier.

OnboardHive automates the onboarding sequence on Pro and up: auto-reminders for stalled clients, the intake-to-brief step, and the movement of a client from proposal through signature to kickoff. Its stall detection radar flags where a client froze instead of waiting for you to notice.

So the comparison depends on budget. Dock's automation is powerful but priced for enterprise revenue teams. OnboardHive's automation is narrower, focused on onboarding, and available on a $15.83 plan.

Integrations

Dock has the CRM-heavy integration story, which fits its role. It connects to Salesforce and HubSpot (Standard and up), Gong for call intelligence, Slack for notifications, and DropboxSign for e-signatures. A public API is available on Enterprise for custom connections. This is a stack built for a revenue org that already runs on a CRM.

OnboardHive lists Google Drive, Notion, Slack, and Dodo Payments. Its file handling can point at your Google Drive so assets live where your team works. A public API and a native Zapier app are not listed on OnboardHive's site today, so if deep third-party automation is a must, confirm the current state with their team.

For a company running on Salesforce or HubSpot with Gong in the mix, Dock's integrations are a clear advantage. For an agency that lives in Slack and Notion and does not want a CRM, OnboardHive covers the essentials without asking you to adopt one.

Client portal and passwordless access

Here is where a lot of comparisons get lazy, so we will be precise. Both tools offer passwordless, link-based client access. This is a match, not an OnboardHive-only feature.

Dock gives you flexible access levels. A workspace can be open to anyone with the link, gated by an email address for tracking, restricted to specific emails or domains, verified by a magic link or Google sign-in, or protected by a passcode. That range is a strength for security-conscious B2B deals where the buying committee spans several companies.

OnboardHive uses a single passwordless magic link. The client clicks one tokenized URL and lands in a branded space with no account to create. Everything, the proposal, the signature, the intake forms, and the uploads, lives behind that one link. The design goal is fewer client logins and fewer support emails.

The difference is scope, not whether passwordless exists. Dock's access model is richer and tuned for multi-stakeholder deals. OnboardHive's is simpler and tuned for one client moving through one onboarding. Pick the model that matches how your clients actually engage.

Proposals, order forms, and e-signatures

Both tools take a proposal to a signature, and both do it well.

Dock builds pricing quotes and order forms inside a sales room, and a buyer can review and sign in the same workspace. Its e-signature is native to the flow but powered by a DropboxSign integration, which Dock positions as an alternative to Docusign. You can set signing orders and send signature reminders. One limit worth noting: Dock does not process payments directly, so you still need Stripe or another processor to actually collect money.

OnboardHive treats the proposal as a measurable event. It shows when the proposal was opened, how long the client actively read it, and when they reopened it, then carries them into signing the agreement, confirming payment through Dodo Payments, and completing intake, all in one link. Section-level read tracking is native.

Both get you a signed agreement with engagement data attached. Dock's strength is packaging a quote and contract for a B2B buying committee. OnboardHive's strength is tying the signed proposal directly into the onboarding steps that follow.

Sales rooms and content library (where Dock is strong)

This is Dock's home turf, and it deserves a fair look.

Dock's content management library lets a revenue team store, tag, and share sales and enablement content, then see exactly what buyers engage with and what drives outcomes. Reps can spin up branded deal rooms that pull the right content and CRM data automatically. For a sales org running many deals across many reps, that central library and the per-deal sales room are real value. It reduces the "where is the latest deck" problem and gives enablement a way to measure content.

OnboardHive does not try to be a content library or a sales enablement hub. It shares files tied to a specific onboarding, not a company-wide asset library with tagging and enablement analytics. If your need is a large, searchable content operation across a sales team, Dock is built for that and OnboardHive is not. This is a genuine boundary between the two.

Security

Both take a reasonable approach for their category. Dock offers layered access controls: link-only, email-gated, domain-restricted, magic-link or Google-verified, and passcode-protected workspaces, plus shareable security profiles for buyers. That range suits enterprise buying committees. OnboardHive uses tokenized magic links, which removes shared client passwords from the picture, and offers encrypted hosted storage as an option for sensitive assets.

Passwordless access in both tools reduces one common risk, weak or reused client passwords, because there is no client password to steal. Neither vendor prominently lists a formal certification like SOC 2 on the pages we reviewed, so if you need a specific compliance attestation for a security review, confirm it directly with each vendor.

Scalability

Dock scales as a revenue platform. You add internal seats at $50 each, move up tiers for a bigger content library and higher AI usage, and reach for Enterprise when you need automation, API access, and custom domains. It is designed for a growing sales and customer success org, and its limits are framed in users, workspaces, playbooks, and content assets.

OnboardHive scales by volume of proposals and onboardings. The free plan caps completed onboardings, Pro raises the limit, and Scale removes the cap and adds white-label and priority support. For an agency onboarding a steady stream of clients, that volume-based model maps to how the work grows.

Neither is a mismatch for its buyer. Dock scales by adding revenue-team seats and content. OnboardHive scales by adding onboarding volume. Your choice depends on which axis your growth actually runs on.

Agency use cases

Picture a seven-person marketing agency signing four new clients a month. The pain is the handoff: a proposal goes out, intake details get chased over email, and kickoff slips. OnboardHive fits this shape. The team sends a tracked proposal, sees when the client reads it, closes with an e-signature, and the same link carries the client into intake and asset upload. The AI kickoff brief means the project lead starts with context. The whole thing runs on a $15.83 plan with no CRM to maintain.

Could the same agency use Dock? Yes. Dock can run proposals, onboarding workspaces, and e-signatures, and its sales rooms look sharp. The trade-offs are the $350 monthly entry price, the expectation of a Salesforce or HubSpot backend to get the most out of it, and automation locked to Enterprise. For an agency without a CRM and without an enterprise budget, that is a lot of platform for the job at hand.

Enterprise and revenue-team use cases

Now picture a 40-person B2B software sales team selling to buying committees, running everything through Salesforce, with a customer success group handling onboarding after the deal. This is Dock's core buyer. Reps launch branded deal rooms that auto-fill from the CRM, enablement measures which content moves deals, mutual action plans keep multi-stakeholder deals on track, and AI drafts business cases from live data. Onboarding workspaces then carry the account into implementation.

OnboardHive is not built for that shape. It has no CRM engine, no company-wide content library, and no enablement analytics across a sales team. A revenue org of that size would outgrow it quickly. When the job is orchestrating complex B2B deals inside a CRM, Dock is the right tool and OnboardHive is not.

Migration difficulty

Moving to OnboardHive from Dock is light if you only carry over your proposal and onboarding process. You recreate your proposal template, your intake questions, and your onboarding steps, then start sending links. Most teams stand this up in a day, and there is no CRM to wire in.

Moving off Dock is heavier if you relied on its CRM sync, content library, and enablement features, because those functions need a new home. That is not a knock on either tool. It reflects that Dock does more for a revenue team, so replacing all of it is a bigger project. Many agencies never used those parts, which is exactly why they can switch easily.

Moving to Dock from OnboardHive makes sense only if you are adding a CRM-driven sales motion and a content operation, not just onboarding.

Pros and cons

OnboardHive pros

• Free plan, then Pro at $15.83 per month, no CRM required
• Proposal-to-onboarding in one passwordless link
• Native proposal open and read-time analytics
• Dedicated intake forms plus AI kickoff briefs
• Fast to set up and built specifically for agencies

OnboardHive cons

• Not a CRM and not a sales enablement content library
• No public API or Zapier app listed today
• Async client messaging, not live chat
• Web app rather than a native mobile app

Dock pros

• Polished digital sales rooms and deal rooms
• Strong buyer and content engagement analytics
• Native e-signatures (via DropboxSign) and order forms
• Deep AI: agents, and documents built from live CRM data
• Salesforce and HubSpot integration, plus Gong and Slack
• High G2 rating (around 4.7 out of 5)

Dock cons

• First paid plan is $350 per month, a big jump from free
• Built to run on a CRM, which agencies may not have
• Automation, API, and custom domains locked to Enterprise
• No direct payment processing (needs Stripe)
• Overkill for a small agency that only needs onboarding

When Dock is the better choice

Choose Dock if you are a B2B revenue team and your sales motion runs through a CRM. If you sell to buying committees, if you want branded deal rooms that auto-fill from Salesforce or HubSpot, if you need a company-wide content library with enablement analytics, and if AI that drafts business cases from live deal data would move the needle, Dock is built for exactly that. Its strong reviews and mid-market user base reflect a product that revenue teams like.

You should also lean Dock if you want one platform to cover sales rooms, mutual action plans, and post-sale onboarding across a larger team, and the $350-plus monthly cost is reasonable for the seats and value.

When OnboardHive is the better choice

Choose OnboardHive if the job is winning and onboarding clients, you do not run a CRM, and you do not want a $350 monthly bill. If you are an agency or consultant, if a proposal-led sales motion is your reality, if you want to know exactly when a client read your proposal, and if a simple single-link experience matters, OnboardHive is built for that. The free plan lets you prove it before you pay.

You should also lean OnboardHive if you want AI that turns intake into a kickoff brief rather than AI aimed at deal review, and if fast setup with nothing to configure is a real advantage for your small team.

Who should choose which

Final verdict

Dock and OnboardHive overlap more than almost any two tools we compare, and that is the honest headline. Both do interactive proposals, engagement analytics, e-signatures, onboarding portals, tasks, and passwordless links. If someone tells you OnboardHive has a feature Dock lacks, or the reverse, on that core list, they are probably wrong.

The split is about fit, not feature counts. Dock is an AI revenue enablement platform for B2B teams that run on a CRM. Its deal rooms, content library, mutual action plans, and CRM-fed AI are built to move complex deals and support a whole revenue org, and it prices accordingly, starting at $350 a month. For that buyer, Dock is excellent.

OnboardHive is a focused proposal-to-onboarding tool for agencies. It delivers the win-and-onboard moment in one passwordless link, with proposal analytics, intake forms, and AI kickoff briefs, for a fraction of the price and with no CRM to run. For an agency, that focus and that price are the whole point.

So if you are a CRM-driven revenue team with an enterprise budget, pick Dock. If you are an agency that wants to sign and onboard clients simply and cheaply, pick OnboardHive. Same category, two different buyers.

Frequently asked questions

Is OnboardHive better than Dock? It depends on your job. OnboardHive is better for agencies that want proposals plus onboarding in one passwordless link, with no CRM and a low price. Dock is better for B2B revenue teams that run on Salesforce or HubSpot and need branded deal rooms and a content library. They target different buyers.

What is the best Dock alternative for agencies? If you want the win-and-onboard part of Dock without the CRM dependence or the $350 monthly price, OnboardHive is a strong Dock alternative. It offers proposal analytics, e-signatures, intake forms, AI kickoff briefs, and passwordless access, starting free.

Which is cheaper, OnboardHive or Dock? OnboardHive is far cheaper to start. Both have a free plan, but OnboardHive Pro is $15.83 per month, while Dock's first paid plan, Standard, is $350 per month. Dock Premium is $1,000 per month billed annually.

Does Dock have a free plan? Yes. Dock offers a free plan with 5 users, 50 workspaces, 1 playbook, and 25 content assets, but no CRM integration. CRM syncing with Salesforce and HubSpot starts on the Standard plan at $350 per month.

Does Dock require a CRM? Dock works best with a CRM. Its sales rooms auto-personalize using Salesforce or HubSpot data, and that integration unlocks on the Standard plan and above. You can use the free plan without a CRM, but the platform is designed around one. OnboardHive needs no CRM.

Does Dock have e-signatures? Yes. Dock offers native e-signatures inside its workspaces, powered by a DropboxSign integration, and positions itself as an alternative to Docusign. You can set signing orders and send reminders. OnboardHive also includes e-signatures in its onboarding flow.

Does Dock have AI? Yes. Dock has a deep AI layer, including Dock AI custom agents that work in Dock, Claude, and ChatGPT, AI that drafts proposals and business cases from live CRM data, an AI enablement agent, and AI content tagging. OnboardHive's AI is aimed at onboarding, turning intake answers into kickoff briefs.

Does Dock have proposal analytics? Yes. Dock tracks buyer and content engagement across its workspaces so reps can see what buyers interact with. OnboardHive also tracks proposal opens, active read-time, and re-opens natively. On analytics, the two are closely matched.

Which is easier to use? Both review well. Dock is praised for a clean interface and quick setup, though its CRM automations and content library take time to configure. OnboardHive has less to set up because it focuses on one flow, so it reaches first value faster for a small agency.

Can I migrate from Dock to OnboardHive? Yes, for the proposal and onboarding parts, which is a light move you can usually finish in a day. If you relied on Dock's CRM sync, content library, or enablement features, you will need a new home for those functions.

Does Dock offer passwordless client access? Yes. Dock lets clients open a workspace by link, with options for email gating, domain restriction, magic-link or Google verification, and passcodes. OnboardHive also uses a passwordless magic link. Both avoid making clients create an account.

Does OnboardHive have intake forms? Yes. OnboardHive includes dedicated intake forms in its onboarding flow, and it uses AI to turn the answers into a kickoff brief. Dock has forms inside workspaces but is not built around agency-style intake in the same way.

Is Dock good for agencies? It can work for agencies, and its onboarding workspaces and e-signatures are capable. It is built primarily for B2B revenue teams that run on a CRM, so agencies without a CRM or an enterprise budget often find it heavier and pricier than they need.

Does Dock process payments? No. Dock does not accept payments directly, so you need a processor like Stripe to collect money after a signature. OnboardHive confirms payment as an onboarding step through its Dodo Payments integration.

How much does Dock cost? Dock has a free plan, then Standard at $350 per month (10 users, plus $50 per extra seat), Premium at $1,000 per month billed annually (25 users), and a custom Enterprise plan. Automation, API access, and custom domains are on Enterprise.

Does Dock have an API? Yes, but only on the Enterprise plan. Standard and Premium do not include public API access. OnboardHive does not list a public API on its site today.

Does OnboardHive replace Dock completely? Not for CRM-driven sales, a company-wide content library, or enablement analytics. OnboardHive replaces the proposal-to-onboarding part. Agencies that never used Dock's revenue features can switch cleanly.

Which is better for a B2B sales team? Dock, in most cases. It is built for revenue teams, integrates with Salesforce and HubSpot, offers deal rooms and mutual action plans, and uses AI to support deals. OnboardHive is built for agency onboarding, not complex B2B sales orchestration.

Does OnboardHive have a client portal? Yes. OnboardHive provides a branded onboarding portal that clients reach through a passwordless magic link, with no account or password to create.

Is there a free trial for OnboardHive? OnboardHive offers a free plan rather than a time-limited trial, so you can use it at no cost within the plan's limits and upgrade when you are ready. Dock also offers a free plan.

What are Dock's main weaknesses? Reviewers most often cite customization limits, some missing features, occasional integration friction, and a learning curve on the advanced pieces. Its pricing also jumps sharply from free to $350 per month, which can be steep for smaller teams.

Which tool is better for onboarding specifically? Both handle onboarding. OnboardHive is purpose-built for it, tying the signed proposal, intake, and asset upload into one link with AI kickoff briefs. Dock offers onboarding workspaces as part of a broader revenue platform. For onboarding alone, OnboardHive is more focused and cheaper.

Sources: OnboardHive (onboardhive.com, pricing page), Dock (dock.us product and pricing pages, feature pages for order forms, mutual action plans, and workspace sharing), G2, Capterra, Gartner Peer Insights, and third-party reviews. Pricing and features verified July 2026 and subject to change. Always confirm current details on each vendor's site.