TemplatesPricingOur Story

From prompt to client inbox, in 30 minutes.

Three steps replace the stack. Docsiv drafts the work, your client’s brand kit applies automatically, and you ship under your own domain. No tool switching.

Start from anywhere

Drop in notes, PDFs, links, or a quick voice memo. Studio reads everything before it writes a word.

Generate & edit any deliverable

Studio drafts proposals, documents, designs, and contracts — then refine any block with our pro AI editor.

Share in any format

Ship as a tracked link, branded PDF, native PPTX, image, or to a client portal on your own domain.

One workspace, every editor.

The right editor loads automatically based on what you're creating.

Document / Proposal editor

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

Describe the engagement. Docsiv drafts a full proposal in your client’s voice. Refine it, share a tracked link, and move from first draft to signature without switching tools.

  • Draft in minutes, not days
  • Every block is structured to convert
  • Move from proposal to signature in one flow
Document / Proposal editor screenshot
Deck editor

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

Pitch decks, visual proposals, and multi-page reports share one layout engine built around your client’s brand. Learn once and ship everywhere.

  • One editor for every page format
  • Export native PPTX, not flat slides
  • Never ship an off-brand page
Deck editor screenshot: Pitch deck · 16:9
Pitch deck · 16:9
Canvas editor

Posters, social, and ads without opening Canva.

Use a free-form creative canvas for one-off visuals that still live inside the client's brand kit and portal.

  • Design without page grid limits
  • Client brand applied automatically
  • Export PNG, PDF, or publish to the portal
Canvas editor screenshot
Sheet editor

The numbers live inside the deliverable, not in spreadsheets you resend.

Describe what you need in plain language and Docsiv builds structured sheets with formulas, totals, and client-ready layouts.

  • AI builds structured sheets from your scope
  • Embed directly inside proposals and reports
  • Always client-branded, never spreadsheet-branded
Sheet editor screenshot
Whiteboard editor

Brainstorms, flows, and diagrams that stay attached to the deliverable.

Sketch ideas, map workflows, and run workshops on an infinite canvas that lives with the rest of your client work.

  • Map flows directly inside the workspace
  • Drop diagrams into proposals or reports
  • Share as tracked links under your brand
Whiteboard editor screenshot

One workspace for your team. One portal for every client.

Your team works in Docsiv. Every client gets a polished portal on your domain with their documents, brand kit, media, support, approvals, and signatures in one place.

Custom domainNo Docsiv brandingClient documentsMedia librarySupport inboxSigning
Clients/Meridian Studio
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Meridian Studio
Brand & creative24 documents
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Open
Spring Campaign Proposal
Today
Draft
Brand Refresh Brief
Today
Signed
Master Service Agreement
Yesterday
Open
Quarterly Review Deck
Apr 18

Nine deliverables. Each with its own editor.

Proposals, contracts, decks, reports, sheets, invoices, and creative, each in an editor tuned to the format, all in your client’s brand.

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

Invoices

Branded invoices with line items and totals, generated and ready to send.

Whiteboards

Free-form whiteboards for brainstorms, diagrams, flows, and visual collaboration.

Documents

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

Designs

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

Your studio, briefed on every client.

Docsiv Studio reads every client's brand kit, media library, and past conversations before it writes a word. Drafts sound like them, look like them, and pick up where you left off.

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

Knows every client's brand

Logo, palette, typography, and voice. Stored once, used every time Studio writes.

Pulls from the right library

Drop assets in once. Studio reaches for the right ones per client, not generic stock.

Remembers every thread

Past drafts, inbox messages, and internal notes. Revisions continue the conversation.

References every past document

Studio reads your shipped proposals, reports, and contracts before drafting. New work inherits the patterns that already work.

Go from a blank page to a polished, on-brand draft in seconds. Studio writes with the voice of the client and the continuity of your team.

Everything an agency needs. Nothing it doesn't .

A tight surface of features that earn their place: analytics, sharing, publishing, versioning, review, and signature. No bloat, no empty menus.

Total Views
210 ↗ New
Unique
3 ↗ New
Shared
6 ↗ New
Avg reply
16 min
Activity 30d
Doc status
Draft
14
Open
4
Signed
2

Analytics

See which documents clients actually open, read, and return to, and where they drop off.

Anyone with the linkTracked · analytics onCan edit ▾
Set ▸
JJane Sharmajane@circle.coOwner

Share + Access

Invite by email, password-protect links, or lock to a workspace. Every link tracked.

virtual.docsiv.com/apstic
Apstic · Brand Refresh 2026Proposal · 12 min read
virtual.docsiv.com › apstic
Apstic · Brand Refresh 2026 · Docsiv
A 4-week sprint to reposition Apstic for enterprise. Discovery, system design…

Publish to web

Custom slugs, SEO preview, and index control. Go live in one click.

Version history14 saves
v14 · pricing revisedDan11:41
v13 · scope updatedDan11:38
v12 · auto-saveSystem01:30
v11 · restoredJessApr 19
Restore v12

Version History

Every save, attributed. Preview and restore any prior state.

JM
Jess M.2m
Tighten the opener. @Dan, thoughts on moving the ask up?
DR
Dan R.just now
Done, pushed v14. ✓ RESOLVED

Threaded Comments

Resolved threads, mentions that route, and per-recipient replies.

Apstic · Contract questionsCircle Design
Open
JM
Jane M.9:12
Can we extend the scope to include onboarding emails?
DR
Dan R. · Teamjust now
On it, drafting an addendum.Scope-v2.pdf

Support Inbox

A shared inbox for client questions. Reply with attached documents, assign to a teammate, close when resolved.

Sign the contractESC
N. Sharma
← Back · ClearSave signature

By signing, I confirm I have read and agree to all contractual terms, which become legally binding.

Manage signatures

E-signatureComing soon

Sign and countersign inside the document. Audit trail, no third-party detour.

Built for the firms that run on client work.

Selected document
NJ_Campaign_Brief.pdf
A Q3 campaign proposal for Nike in our agency brand style
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PROPOSAL
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