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Close the deal before the follow-up call.

Sales teams use Docsiv to draft proposals from their notes, send them through a branded client workflow instead of relying only on PDF attachments, and use available document engagement signals. Supported signing workflows can stay in the same client-facing path.

Start for free How it works
Docsiv
Proposal portal
Acme Corp · Q2 expansion
Platform & AI add-on
Proposed$108K3 line items
Portal activity
3 of 5 stakeholders openedSent Apr 12
  • JM
    Jordan Marsh
    VP Revenue
    Opened 3x
  • PR
    Priya Rao
    CFO
    Read pricing · 4m
  • TK
    Tomás Kowalski
    Head of Security
    Opened security doc
  • AL
    Anna Lin
    Procurement
    Not yet opened
acme.yourcompany.comTracked · signed in portal

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, supporting docs, and supported signing workflow in one branded portal with available document engagement signals.

Discovery to signature, in one branded portal.

Three things that change the moment your proposals stop being PDF attachments and start being branded portals.

acme.yourcompany.com/proposal
YouDraft a Q2 proposal for Acme from these notes.
Notes you provided
NeedTwo tools, no source of truth
ScopePlatform + AI for 40 seats
Budget~$120K from finance
TimingQ2 close target
Acme Corp · Q2 expansion proposal
Platform, AI add-on & SLA
Drafted by Studio
Line itemQuantityYear one
Platform40 seats$72,000
AI add-on40 seats$24,000
Premium SLAorg-wide$12,000
Total$108,000
JMPRTKAL+1
3 of 5 stakeholders opened the proposal

AI proposals from your notes.

Paste your call notes, brief, or transcript. Studio drafts a proposal from the context and brand source you provide. The first draft can arrive faster, but the time depends on the source and review required.

Structured pricing inside the proposal.

Keep scope, terms, and supported pricing content in the same document the buyer is reading. Verify the exact pricing structure and calculation behavior for the proposal format you use.

A branded portal per deal, fully tracked.

Send a branded live link instead of only a PDF. See available document views and reading-time signals, while anonymous forwarded viewers remain anonymous. Use supported signing workflows in the same client-facing path.

Reps stop sending PDFs into the void. Buyers stop downloading attachments they can't open on mobile. You finally see whether the champion read the pricing page, or whether nobody did.

Every document a deal actually needs.

01Sales proposals
02Mutual action plans
03Order forms & quotes
04Master service agreements
05NDAs
06Security questionnaires
07ROI & business cases
08Demo recap one-pagers
09Renewal packets

Questions sales teams ask.

No. Your CRM stays the source of truth for accounts, contacts, and pipeline. Docsiv is what you send out of it: the proposal, the supporting documents, and the signature, all in one branded portal you can track.

Built on top of the Docsiv hub.

Everything above is a feature of the hub. See how each one works.

AI Document Creation

Studio drafts proposals, reports, and decks in your client’s voice. Hours of work, minutes on the page.

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Brand Kits

One brand kit per client. Colors, type, logos, and voice are available to supported documents and AI drafts when selected.

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Client Portal

Branded client portals with domain options that depend on the plan and configuration.

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Built for the way your team delivers.

Run every client project from one calm workspace under your brand.

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