Add the client and their brand kit
Logo, colors, typography, and voice notes live on the client, so every document for them starts on brand.
For agencies
Every client in their own brand. One workspace for all of them.
Docsiv drafts the proposals, reports, and contracts your account managers send, in each client’s brand. Clients review, approve, and sign them in a portal under yours.
You run an agency. Not nine subscriptions.
Proposals in Google Docs. Decks in Canva. Contracts in DocuSign. Files in Dropbox. Every client sees a slightly different version of your brand, and the team spends Friday restyling documents instead of sending them. Docsiv puts the drafting, the brand, the delivery, and the signature in one place.
Works instead of
- Google Docs
- Canva
- PandaDoc
- DocuSign
- Dropbox
- Typeform
- Notion
Set a client up once. Then just send.
The same three steps for your first client and your fortieth.
Docsiv drafts the document
Drop in the brief, last month’s numbers, or a call transcript. Docsiv pulls in the client’s brand kit, media library, and past documents, then writes. You review before anything goes out.
The client approves and signs in their portal
Each client gets a portal under your brand. The Action Center lists what needs their signature, approval, or files, and what is due.
Built for account teams running a dozen clients.
The pieces agencies use every week, each one attached to the client it belongs to.
Retainers signed inside the document
Place signature, initials, and date fields, set the signing order, and send. Every signed document carries an audit trail and a certificate of completion. No separate e-sign tool.
Projects the client can follow
Board, list, and timeline views for the work behind each document. You choose which tasks show in the client portal.
Invoices from the scope you wrote
Line items, tax, and totals worked out for you. Track each invoice from Draft to Ready, Sent, and Paid, with a Pay now button that opens your payment link.
See which clients read the report
Total views, unique viewers, and time on each document, plus the sections that held their attention. Get an email the moment a client opens it.
Every document your clients expect. Made in one place.
Each one is a real Docsiv document type, drafted by Docsiv and delivered under your brand.
Campaign proposalsProposal
Monthly performance reportsReport
Pitch decksDeck · PPTX export
Retainer contractsContract
Statements of workDocument
Creative briefsBrief
Client intake formsForm
Social graphicsDesign
Retainer invoicesInvoice
Website feedback roundsSite review
Workshop boardsWhiteboard
Media plansSheet · beta
Questions agencies ask.
Something else? Ask us directly or compare plans.
See how each piece works.
Everything on this page is part of the same workspace. Go deeper on the parts you use most.
Run your agency from one calm workspace.
Every client, their brand, their portal, and every document you send them.