Close the deal before the follow-up call.
Sales teams use Docsiv to draft proposals from their notes, send them as branded portals instead of PDF attachments, and see who actually read what. Sign in the portal. Skip the DocuSign round-trip.
Docsiv- JMOpened 3xJordan MarshVP Revenue
- PRRead pricing · 4mPriya RaoCFO
- TKOpened security docTomás KowalskiHead of Security
- ALNot yet openedAnna LinProcurement
Your proposal is the moment of truth. And it shows up as an attachment.
Notes from the call live in one tool. The proposal gets written in Google Docs. Pricing gets typed into Excel. The contract goes out through DocuSign. Diligence docs are zipped into a Dropbox folder. Five tools to send one proposal, and the rep still can’t tell you who actually opened the pricing page. Docsiv puts the proposal, the supporting docs, and the signature in one branded portal you can watch in real time.
Discovery to signature, in one branded portal.
Three things that change the moment your proposals stop being PDF attachments and start being branded portals.
| Line item | Quantity | Year one |
|---|---|---|
| Platform | 40 seats | $72,000 |
| AI add-on | 40 seats | $24,000 |
| Premium SLA | org-wide | $12,000 |
| Total | $108,000 |
AI proposals from your notes.
Paste your call notes, the brief, or a transcript. Studio drafts a proposal in your voice, grounded in the prospect's context and your past wins. The first draft lands in minutes, not Sunday night.
Structured pricing inside the proposal.
Pricing tables, scope, and terms live in the same document the buyer is reading. No separate quote tool, no Excel attachment that breaks on a phone. Edit the proposal and the pricing block is right where you'd expect it.
A branded portal per deal, fully tracked.
Send one branded link instead of a PDF. See who opened it, how long they spent on each section, and when an anonymous forwarded viewer joins. Sign in the portal. No DocuSign round-trip.
Every document a deal actually needs.
Questions sales teams ask.
Built on top of the Docsiv hub.
Every capability above is a feature of the hub. Dive into how each one works.
Run your agency from one calm workspace.
Replace the stack with one thoughtful workspace your clients will actually love
