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Better Proposals
5
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Your agency shouldn't run on nine different tools.

Nine subscriptions to run one agency.
Six hours a week lost to tool-switching.
Three brand drifts per proposal shipped.

Describe it. Docsiv drafts it. Ship it under your brand.

Every deliverable follows one flow. Say what you need in a sentence. Docsiv Studio drafts the full document in your client's voice. You refine in the right editor (document, pages, canvas, or sheet) and ship as a tracked link, a branded PDF, or a native PPTX. No tool-switching. No brand drift.

Document editor

From prompt to signed proposal, this week, not next.

Describe the engagement, and Docsiv Studio returns a full proposal in your client's voice. Refine in the editor, send a tracked link, and move from first draft to signature without bouncing between tools.

  • Hand the brief to Studio and get back a full proposal with scope, pricing table, testimonials, and close, already written in the client's brand voice. You spend your time refining the last 10%, not staring at a blank page.

Document editor screenshot
Visual pages editor

Decks, visual proposals, reports, one page-based editor.

One engine, every page size. Pitch deck in 16:9, proposal in letter, report in A4. Describe the story and Docsiv Studio lays out a complete multi-page narrative in your client's brand kit. Ship as native PPTX, branded PDF, or a tracked link.

  • Pitch decks, visual proposals, multi-page reports, same editor, same shortcuts, different page presets. You learn it once and use it for every multi-page deliverable, whether it's a 28-slide pitch or a 12-page branded proposal.

Visual pages editor screenshot: Pitch deck · 16:9
Pitch deck · 16:9
Canvas design

Posters, social, ads, without opening Canva.

A free-form design canvas for the one-off creative work that never fits a page template. Shapes, images, text, layers, with every client's brand kit one click away. Export as PNG, PDF, or SVG, or publish straight to the portal.

  • Unlimited layout freedom for posters, social carousels, ad creative, and one-off graphics. Drag, rotate, layer, and mask the way a designer actually works, not the way a document editor fakes it.

Canvas design screenshot
Sheet editor

The numbers live in the doc, not in a stranger's downloads.

Describe the scope, "Q3 media budget, $120k retainer, three channels", and Docsiv Studio returns a structured sheet with categories, line items, formulas, and totals. Refine the cells, embed it in a proposal, or ship it as a branded link. No Excel round-trip.

  • Tell the sheet what you need in plain English. Docsiv Studio returns line items, formulas, and totals scoped to how that client usually structures retainers, media plans, or QBR data.

Sheet editor screenshot

Every client deliverable, in one platform.

From proposals and contracts to decks, reports, sheets, and creative, one workspace, one brand system, one source of truth.

Proposals

Win-ready pitches with AI-drafted structure, scope, and pricing blocks.

Reports

Visual performance and analytics reports with charts, KPIs, and narrative.

Decks

Pitch decks and presentations built slide-by-slide with export to PPTX.

Sheets

Data-heavy work like budgets, trackers, and media plans in a real spreadsheet.

Contracts

Contracts, SOWs, and MSAs that are signature-ready, with sections, clauses, milestones, and version history.

Briefs

Creative and strategy briefs that give teams a shared, structured starting point.

Documents

Everything else: internal notes, playbooks, wikis, and client memos.

Designs

Posters, social graphics, ads, and one-off creatives on a free-form canvas.

One workspace. Two views.

Your team sees every client perfectly separated, with isolated documents and its own brand kit. Your clients log in to a branded portal under your own domain, with proposals, reports, and contracts, all under your brand.

Agency view · docsiv.com
MERIDIAN STUDIO / DOCUMENTS
+ New
Meridian Studio
Brand & creative
Spring Campaign Proposal
PROPOSAL · 12 PAGES
Brand Refresh Brief
BRIEF · DRAFT
Master Service Agreement
CONTRACT · SIGNED
Quarterly Review Deck
DECK · 22 SLIDES
Client sees · meridian.studio/portal
Meridian Studiomeridian.studio/portal
Welcome back, Amelia

Your spring campaign

Everything from your team at Meridian Studio, in one place.
Spring Campaign Proposal
PROPOSAL · AWAITING YOU
March Performance Report
REPORT · READ
Master Service Agreement
CONTRACT · SIGNED
Brand refresh brief
BRIEF · DRAFT SHARED
docsiv studio · meridian
CONTEXT · MERIDIAN STUDIO · BRAND VOICE V3 · 28 PAST DOCS
Draft a one-page proposal for Meridian's spring campaign. Match our last campaign brief's tone.
Spring campaign, one-page proposal
Meridian's spring line asks for a campaign that feels quiet, confident, and a little weather-worn. That's the brand voice we landed on in the Autumn brief. We're proposing a 6-week push across three moments: a slow teaser, a sharp launch, and a residual that keeps the catalog warm through May.
Tighten toneAdd pricingShorterIn bullets

Your studio, briefed on every client.

Docsiv Studio knows every client's brand voice, document history, and preferred formats. Ask it to draft a proposal for Meridian and it writes like Meridian, not a generic assistant.

  • AI scoped to each client's brand kit and voice
  • In-editor drafting, transforms, and generation
  • Every plan includes AI credits

Everything an agency needs. Nothing it doesn't.

40+ templates for every client deliverable

Proposals, reports, briefs, contracts, decks, SOWs. Start from a curated template, adapt to each client's brand in one click.

Proposal
Report
Deck

Brand Kits

Per-client colors, typography, logos, and voice.

Version History

Restore any prior state. Every change tracked.

Threaded Comments

Resolved threads, access-level replies, mentions.

Analytics

See which documents clients actually read.

Publishing + SEO

Publish to the web with slugs, metadata, and indexability.

Share Links + Password

Secure links with optional password protection and expiry.

Coming soon

E-signature

Sign and countersign inside the document.

Built for the firms that run on client work.

The hub for marketing agencies juggling 20+ clients.

  • Proposals that close in 3 hours, not 3 days
  • Per-client brand kits enforce visual consistency
  • Client portals your accounts love showing off
We cut proposal turnaround from 3 days to 3 hours. Our clients love seeing their own branded portal.
SM
Sarah M.
Creative Director, Meridian Studio
See how Docsiv works for marketing agencies
Template · PROPOSAL
Agency proposal
Pre-structured, tone-matched, and ready for your client's brand kit. Customize in minutes.

Docsiv on iOS and Android, coming soon.

Review proposals, approve contracts, and keep up with client activity on the go. Native apps for iPhone and Android are on the way.

Download on theApp StoreComing soon
Get it onGoogle PlayComing soon
Documents on the go
Open, annotate, and approve proposals or contracts anywhere.
Learn more
Client push alerts
Know the moment a client views, comments, or signs.
See full list
Native mobile editor
Edit briefs, reports, and comments without leaving your phone.
See full list
Portal in your pocket
Clients get a branded app experience, not just a link.
See full list
SOC 2 · Audit in progress
GDPR Ready
SSL + encryption at rest
Google SSO

Your client work is your agency's most valuable asset. Docsiv treats it that way.

Your agency, in one document hub.

Join thousands of agencies, consultants, and freelancers who've replaced four tools with one.

Early-access invites · No credit card · Free at launch