01
AI drafting and decks
Gamma, Pitch, and general AI tools are excellent at reaching a polished first artifact fast.
Tools in the stack
OpenAIGeminiGamma
Docsiv addsClient context, multi-format output, and a home for the finished work.
One hub for every client deliverable.
Docsiv brings AI creation, client branding, delivery, approvals, signatures, and engagement into one calm workspace for agencies and client-facing teams.
Your stack today
OpenAIGeminiGammaPitchTypeformJotformMarkup.ioMiroGoogle DriveDropboxNotionPandaDocDocSendDocuSignQwilr
15 subscriptions, and your team is the glue between them.With Docsiv
Draft, brand, deliver, and track every client deliverable in one place.
DraftBrandDeliverTrack
Specialists own a slice. Docsiv owns the handoff.
Gamma is great at decks. PandaDoc is great at commercial documents. Notion is great at a flexible workspace. Docsiv is built for the moment after the work is made: when it needs to look like yours, reach the right client, move to a decision, and stay measurable.
When every step lives in a different product, your team becomes the integration layer. These are the handoffs Docsiv turns into one workflow, from the first draft to the intake form, the review, the signature, and the read receipt.
02
Brand systems
A deck tool can make a beautiful one-off. Agencies need the same client voice to hold across every deliverable.
Tools in the stack
GammaPitch
Docsiv addsBrand context for selected document workflows, plus the workspace brand for the client portal and email surfaces.
03
Forms and client intake
Typeform and Jotform collect answers beautifully. Those answers do their best work sitting beside the brief they are about to shape.
Tools in the stack
TypeformJotformGoogle Forms
Docsiv addsBriefs, questionnaires, and approvals filled inside the client portal, under your brand, next to the work.
04
Website review and sign-off
Markup, Pastel, and BugHerd make pinning feedback on a live page easy. Clients act on it fastest when the page sits with everything else you sent them.
Tools in the stack
Markup.ioPastelBugHerd
Docsiv addsPinned comments on the real page across desktop, tablet, and mobile, in the same workspace as the contract.
05
Whiteboards and workshops
Miro and FigJam are where the thinking happens. Clients join in sooner when the canvas opens from the same place as their documents.
Tools in the stack
MiroFigJam
Docsiv addsAn infinite canvas your client opens straight from the portal they already use.
06
Storage and client delivery
Drive, Dropbox, and Notion are familiar places to keep files. The client experience earns a room of its own.
Tools in the stack
Google DriveDropboxNotion
Docsiv addsA branded, scoped client portal with documents, media, messages, and approvals; the domain path depends on plan and configuration.
07
Sign and get paid
PandaDoc and e-signature tools own the final mile. Deals close quicker when the signature lands on the document you just wrote.
Tools in the stack
PandaDocDocuSign
Docsiv addsReview, signing, and itemised invoices sitting next to the deliverable they belong to.
08
Engagement analytics
DocSend and Qwilr tell you who opened the document. Those signals read best right next to the work that earned them.
Tools in the stack
DocSendQwilr
Docsiv addsViews, unique viewers, and response time on every document you send, per client.
The difference is the combination.
Core means the product is built around it. Partial means you get some of the job done there. Elsewhere means that job lives in another tool you already own.
CorePartialElsewhere
| Capability | Full client delivery hub | AI writing toolsOpenAI, Gemini, Gamma | Proposal toolsPandaDoc, Qwilr, DocSend | Agency opsBonsai, Dubsado | Forms and feedbackTypeform, Miro, Markup.io | Workspace toolsNotion, Drive, Dropbox |
|---|---|---|---|---|---|---|
| AI-generated client workBrief to usable first draft | Core | Core | Partial | Elsewhere | Elsewhere | Partial |
| Docs, decks, sheets, and moreMulti-format delivery | Core | Partial | Partial | Elsewhere | Elsewhere | Partial |
| Client-specific brand kitVoice, palette, type, media | Core | Partial | Core | Partial | Partial | Elsewhere |
| Branded client portal and domain optionsBranded delivery destination | Core | Elsewhere | Partial | Core | Elsewhere | Elsewhere |
| Client forms and intakeBriefs, questionnaires, approvals | Core | Elsewhere | Partial | Core | Core | Partial |
| Pinned feedback on a live siteComment on the real page | Core | Elsewhere | Elsewhere | Elsewhere | Core | Elsewhere |
| Whiteboard and workshop canvasMap ideas with the client | Core | Elsewhere | Elsewhere | Elsewhere | Core | Elsewhere |
| Live embeds beside the workFigma, Loom, and video in context | Core | Elsewhere | Partial | Elsewhere | Partial | Core |
| Comments, approvals, e-signMove the work forward in context | Core | Elsewhere | Core | Core | Partial | Partial |
| Engagement analyticsViews, viewers, response signals | Core | Elsewhere | Core | Partial | Partial | Elsewhere |
| Agency and client separationEach client sees only their work | Core | Elsewhere | Partial | Core | Elsewhere | Partial |
| Draft to done in one flowCreation, delivery, close, follow-up | Core | Elsewhere | Partial | Partial | Elsewhere | Elsewhere |
Docsiv is the client-facing layer that ties together the tools your agency already runs on.
Bring the rest of your stack with you.
Docsiv is the client-facing layer, so the tools your team already loves keep doing what they do best. Design in Figma, record the walkthrough in Loom, then embed the live file as a document your client opens beside the proposal, the form, and the invoice. Whiteboards, forms, and site reviews you can run right here. Your CRM, accounting, and project tracker carry on exactly as they are.
Embed it live
Paste a supported Figma, Loom, video, or external link into the client workflow. Whether it stays live or uses a captured snapshot depends on the document type.
FigmaLoomYouTube
Bring the file
Export finished artwork or video from the tool that made it. It lands in that client’s media library, ready to drop into any document you send.
CanvaFigma
Move it in
The client handoff itself comes home: draft, brand, intake, review, delivery, signing, and follow-up in one place.
Google DriveTypeformPandaDocDocSend
How to read this page. Category-level comparison based on public product pages for Docsiv and the named tools, reviewed August 2026. Plans and capabilities change, so treat it as a positioning frame rather than a procurement checklist.
Replace the handoffs. Keep the relationship.
One client-ready hub for the work your agency creates, delivers, and grows.