Draft the proposal from your notes
Upload the call transcript, your scoping notes, or a past proposal. Docsiv writes the scope, approach, and fees in your voice. You make the judgment calls.
For consultants
Proposals and findings that look like a top firm made them.
Docsiv drafts proposals, findings decks, and executive summaries from your notes and transcripts, in your firm’s voice. Clients sign, comment, and read everything in one branded portal.
Your written work is the product. It has to look like it.
Clients pay for judgment, but they buy on the proposal. A scoping document that looks like an old Word file undercuts the thinking inside it, and most consultants have no design team, so the polish costs a weekend. Docsiv handles the polish, the signature, and the delivery, so the weekend goes back to the work.
Works instead of
- Word
- PowerPoint
- Proposify
- DocuSign
- Google Drive
- Typeform
From discovery call to signed engagement.
Three steps, one workspace, and nothing to reformat on the way.
Send it and get it signed
Signers sign one at a time, in order. You get an email when the client opens it and again when they sign. The signed PDF carries a certificate of completion.
Deliver the findings as a deck
Build the readout in Docsiv and export a PowerPoint file with editable text, or share the link and see which slides the partners spent time on.
Built for a firm of one, or of twelve.
The parts consultants lean on between the first call and the final readout.
An intake form before the kickoff
Send a questionnaire built from 12 answer types, from short text and ratings to file uploads. Get an email for every submission and read the answers in one Responses view.
Know when the partners read it
Views, unique viewers, time on the document, and reading time by section. Forwards you cannot identify show as Anonymous visitor.
Your frameworks, saved as templates
Save any proposal, statement of work, or readout as a template. The next engagement starts from your structure, not a blank page.
One portal per client
Documents, agreements, and support threads in one place branded as your firm. The Action Center tells the client exactly what is waiting on them.
Every document an engagement needs.
Each deliverable on a real Docsiv document type, in your firm’s brand.
Engagement proposalsProposal
Statements of workContract
Findings decksDeck · PPTX export
Executive summariesDocument
Interim reportsReport
Discovery questionnairesForm
Workshop mapsWhiteboard
Fee invoicesInvoice
Questions consultants 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 practice from one calm workspace.
Proposals, signatures, findings, and invoices for every client, in one place.