Docsiv
Docsiv AIDescribe a document, get a designed first draftProjectsKeep each piece of client work in one placeBrand kitsYour logos, colours and fonts in every appDocument analyticsSee who opened it and how far they readDriveEvery file and picture, shared with your team
All features
AgenciesPitches, retainers and reports for every clientConsultantsProposals from your notes, agreements signedCreative studiosBriefs, social sets and website feedbackStartupsDecks, investor updates and offer lettersSalesProposals that show you who read themFreelancersA quote, a contract and an invoice per job
Solutions overview
Make
Invoice generatorFormats: .pdfBranded invoices, downloaded as PDFProposal makerFormats: .pdfScope, timeline and pricing, laid outAI report generatorFormats: .pdfClient reports with chartsAI presentation makerFormats: .pptx, .pdfSlides to PowerPoint or PDFSocial media post makerFormats: .pngPosts, Stories and thumbnailsForm builderFormats: .csvSurveys, intake and feedbackOnline whiteboardFormats: .png, .svgSketch flows and plansVector editorFormats: .svg, .aiLogos, icons and illustrationsUI design toolFormats: .png, .svgApp screens, websites and prototypes
PDFs and files
Sign a PDFFormats: .pdfDraw or type your signatureEdit a PDFFormats: .pdfText, comments, pages, redactionEdit Word filesFormats: .docxOpen, edit and saveEdit PowerPoint filesFormats: .pptxOpen, edit and saveEdit Excel filesFormats: .xlsx, .csvOpen, edit and saveEdit imagesFormats: .jpg, .png, .psdPhotos and Photoshop filesDevelop photosFormats: .jpg, .dngA Lightroom alternative for sets of photos
All free tools
Learn
GuideHow-to docs and product walkthroughsBlogInsights, tips, and product updatesCase StudiesAgency workflows and customer stories
Get started
Help CenterAnswers, guides and a message to the teamMCP ConnectorUse Docsiv from Claude and ChatGPT
Book a demo
TemplatesPricing
Sign inGet started

Brief templates

Briefs that agree the problem, scope and milestones before the work starts, from a project charter to a request for proposal you can send to agencies.

2 templatesOpens in Documents

A closer look at Project Charter.

A six-page project charter for a housing association replacing its tenant portal, from the project facts and business case to objectives, scope, milestones, budget, a RACI, risks and sign-off. Here it is page by page.

See the template
  1. 1A course of bricks, the title and a ledger of the project's facts, then the summary
  2. 2The background and business case with the yearly saving worked out, and five measurable objectives
  3. 3What is in and out of scope, side by side, and seven deliverables with owners and dates
  4. 4Nine milestones with who signs each off, and the budget by capital and revenue
  5. 5A RACI of the team against each deliverable, and the main risks rated for likelihood and impact
  6. 6Dependencies, success criteria, the communication plan and boxes to sign

About brief templates.

Something else on your mind? Ask us in the chat, bottom right of the page.

Are these brief templates free?

Yes. They open in Docsiv’s Documents app with a free account, where you can edit your copy, download it and share it with a link. The Free plan includes every Docsiv app and 500 AI credits a month.

Which app do they open in?

Documents: dOCX, PDF, ODT, RTF and Markdown exports.

Can Docsiv AI write the brief for me?

Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.

Can I change the design?

Yes, all of it: the colours, fonts, photos and every word, and you can add or remove pages. Your brand kit’s colours are in every colour picker.

More from the gallery.

All templates

Describe the brief you need

Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.