Dovetail buyer’s guide

We want buying Dovetail to be easy for you and your team. That’s why we've crafted a four-step guide to help you through your buying journey. From maximizing your seven-day trial to equipping procurement teams with everything they need for approval, we’ve got you covered.

Get Dovetail for free, or join your exiting team on Dovetail. You can start a free seven day trial from your workspace to make an informed decision about whether Dovetail aligns with your needs and solves your challenges.

Dovetail Free is great if you are looking for a fast, lightweight solution for automated analysis. Pro is a better option if you are a team looking for fast and automated analysis, and to build out a smart insights hub that houses all of your customer interactions.

Check out the differences in our plans in more detail here!

Join a live webinar

Learn about our product, ask questions and meet others in our community with live events and helpful videos. Head here to register or watch a recording.

Resources on demand

Build confidence with the tools to expand your skills, increase industry knowledge, and inspire your team to build better products. Head to Dovetail Academy to level up your skills, and visit our Help center any time you need.

It’s time to get your team and boss on board. Get your stakeholders bought in with resources that help you showcase the power of Dovetail and the challenges we solve for your team.

Proposal to present to your boss and team

We’ve built a custom proposal generator to help communicate the value of Dovetail, the challenges we solve, and how we solve them. No need to pull all the info together yourself, we’ve got you covered.

Business case template

Our business case template provides a structured format that you can customize to fit your unique requirements. We’ve included evidence-backed reasons for why customer insights are essential for business success and the potential impact of not getting on board with Dovetail. Just download the template, pick the criteria that makes sense for you and your team, and you’re good to go.

We know there are many moving parts to navigate when purchasing a new tool. Simplify your buying process with our comprehensive procurement pack and provide the right information to all your teams.

Finance

Your finance team will likely need you to complete the following steps to approve your purchase of Dovetail.

1. Raise a quote

   • Raising a quote is usually the first step. A workspace admin can generate one from within your Dovetail workspace.

2. Confirm payment method

   • You can choose to pay by credit card or invoice. To be eligible to pay by invoice, your team must be on a yearly billing cycle and have a subscription above $5,000 USD.

3. Add your purchase order number (PO) to your invoice or quote

   • You can add your PO or reference number when updating your plan or downloading your quote. You will be prompted to input your billing details, and your invoice or quote will include your nominated PO.

4. Provide our company information and bank details

   • Your team may require this information when adding Dovetail as a new or existing vendor for your organization. This page is a great resource to also share with your legal, privacy, and security teams if they require further information about Dovetail for internal processing.

Legal

Our legal center is the one-stop shop for our customer terms, user terms, privacy policies, GDPR information, and agreements.

Your legal team may also want quick links to our Master Subscription Agreement and our User Terms of Service. Please note, we can only consider changes to our agreements for customers purchasing our Business or Enterprise plans.

Security

We have labored over creating a single source of truth that allows your security team to tick off Dovetail as an approved vendor.

Share our Trust Center with your team for access to our policies, real-time monitoring, and supporting documentation including our DPA.