Docsiv
AI Document CreationTurn notes and briefs into polished documentsClient PortalBranded client workspaces on your domainProject ManagementRun every client engagement on one boardBrand Kits and preferenceLock fonts, colours, and tone per clientDocument AnalyticsSee who opens, reads, and signsMedia LibraryOne asset store, filtered per client
All features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shop
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GuideHow-to docs and product walkthroughsBlogInsights, tips, and product updatesCase StudiesAgency workflows and customer storiesCompare DocsivHow Docsiv replaces the delivery stack
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Replace scattered tools with one branded workspace

AI drafts your proposals, contracts, decks, and invoices. Clients open, review, and sign them in a portal under your brand.

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“We replaced the proposal tool, the portal tool and the e-sign tool in one afternoon. Clients think we built the portal ourselves.”
Founder · Apstic

Create with AI

Proposals, decks, contracts and invoices in your brand.

Your workspace

Every document, project and asset filed by client.

Client portal

Review, approve and sign in one branded place.

Works instead of
  • Canva
  • Gamma
  • Pitch
  • Typeform
  • Jotform
  • Markup.io
  • Miro
  • Google Drive
  • Dropbox
  • Notion
  • PandaDoc
  • DocSend
  • DocuSign
  • Qwilr

From rough notes to a client-ready draft

Drop in whatever you have. Docsiv drafts it in the client's brand, then you share it as a tracked link, an export, or a portal item.

Start anywhere

Drop in notes, PDFs, links, or a quick voice memo.

Generate and refine

AI drafts proposals, documents, decks, and contracts in your client's brand.

Share your way

Send a tracked link, export a file, or drop it straight into the client portal.

Every document your clients expect. Made in one place.

Drafted by AI, delivered under your brand, signed without another tool.

Proposal

Scope, timeline and a pricing table that totals itself, with the signature block already in place.

Contract

Your terms filled in for this client, ready to e-sign without a second subscription.

Deck

A full presentation in your brand, exported as a real PowerPoint file rather than flat images.

Report

Your numbers written up for the client, with the headline results and what to fix next.

Invoice

Line items taken from the scope you already wrote, with tax and totals calculated for you.

Form

Chat-style, single-page or multi-step forms in your brand, with every response in one place.

Sheet

Describe the numbers you need and get a client-ready sheet with working formulas.

  • Document
  • Design
  • Brief
  • Whiteboard
  • Embed
  • Site Review

And 6 more

Documents, designs, briefs, whiteboards, embeds and site reviews, all in the same workspace.

One portal for every client. Your brand on all of them.

Set your logo, colour, and domain once. Every client gets their own portal to review, approve, and sign. Explore the client portal

Try a brand

  • Your domain and logo

    Clients sign in at your own address and see your brand, not Docsiv.

  • Email from you

    Invites, reminders, and signing requests go out under your name.

  • Review, approve, sign

    Proposals, contracts, and approvals wait in one place, ready to e-sign.

  • Only their own work

    Each client sees their documents, projects, files, and support threads. Nothing else.

An AI that already knows your client.

Before it writes a word, Docsiv pulls in the client's brand kit, your media library, and the documents you've already made for them. You review every draft before it goes out.

AI Editor
Draft a Q2 proposal for Meridian
Got client context2s
Generated cover image4s
Drafting sections8s
Meridian Q2 Proposal
Visual Document
A comprehensive proposal deck for Meridian Q2, outlining strategy, scope, and pricing. Includes strategic imagery to reflect the brand.
COLORS
FONTSPlus Jakarta Sans
SLIDES
1Title Slide AI Image
  • Full-bleed hero image with Meridian branding overlay. Minimalist, modern background.
  • Project title in large bold white typography
2Project Overview
  • Summary of Q2 objectives and core engagement scope
  • 2-column layout for 'The Problem' and 'The Solution'
3Target Audience Persona AI Image
  • Portrait photo of a target audience persona representing the modern professional.
  • Key demographics and psychographics for Meridian customers
4Pricing & Timeline
  • Tiered pricing table with quarterly milestones
  • Delivery cadence: weekly check-ins, monthly readouts
Approved

Writes in their brand

Logo, colours, fonts, and tone come from the client's brand kit, so the first draft already looks right.

Picks the right images

Upload your files once. Docsiv uses the client's own assets, not stock photos.

Remembers the context

Past drafts, notes, and messages feed the next document, so you never start from zero.

Learns from what you've sent

Earlier proposals, reports, and contracts shape new ones. You check facts and scope before sending.

From blank page to reviewable draft in minutes. Docsiv writes from what it knows about the client; your team makes the final call.

Everything that happens after the draft.

Write it together, see who reads it, keep every version, publish it to the web, and collect signatures, without leaving the document.

E-signature

Sign and countersign inside the document, with a record of who signed and when. No separate e-sign tool.

Analytics

See which shared documents clients open, revisit, and spend time with.

Live collaboration

Write together in real time. See everyone's cursor, edits, and comments as they happen.

Version History

Every save is recorded with who changed what. Preview and restore any earlier version.

Publish to web

Put any document live as a web page, with a custom slug, search preview, and control over whether Google indexes it.

Everything around the client. In one place.

Plan the work, answer client questions, and keep every file in one shared library, right next to the documents you send them.

Project Management

Board, list, and timeline views for the work behind each document. You choose which tasks the client sees.

Support Inbox

All client questions in one shared inbox. Reply with documents attached, and close the thread when it's solved.

Media Library

One place for all your files. Filter by client, organize in folders, and share to the portal.

Built for teams that run on client work.

Proposals, contracts, decks, and client portals for the people who deliver for clients.

Get started
A strategist presenting a campaign board to her teamFor agenciesMarketing agenciesProposals from real context, brand applied, and a client portal account managers keep current.A consultant talking a client through her recommendations across a tableFor consultantsConsultantsStructured contracts, review decks from your source material, and branded delivery for every client.A designer drawing on a pen display in a bright studioFor studiosCreative studiosBrand kits hold each client's fonts, colors, and tone. Decks, briefs, and case studies draw on them.A freelancer at a laptop by the window of a quiet cafeFor freelancersFreelancersOne workspace instead of a pile of tools. Portals make you look bigger, AI drafting does the repeatable work.A prospect smiling across the table during a sales conversationFor salesSales teamsProposals from call notes, structured pricing, and branded pages prospects can open, review, and sign.A small founding team gathered around one table reviewing workFor startupsStartupsPitch decks from a prompt and your metrics, investor updates, and a brand system a two-person team can keep up with.

Run your agency from one calm workspace.

Replace your pile of tools with one workspace your clients will actually love.

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