Docsiv vs Dubsado

Dubsado automates the client journey for service businesses: lead capture forms, contracts, invoices with payment plans, scheduling and automated workflows. Docsiv is for the deliverables: proposals, decks, reports and forms that look designed, drafted with AI.

Checked 18 October 2026 against each product’s own site

QuestionDocsivDubsado

Best forAgencies and freelancers making proposals, decks, reports, forms and invoices in one place, with AIService businesses automating the client journey, from enquiry form to final invoice

Starts at$20 a month for the workspace$35 a month for the account

Free planYes: every app and 500 AI credits a monthNo: a 21-day trial

Two good tools. Pick the one that fits the work.

Dubsado is client management for service businesses: forms, contracts, invoices, scheduling and automated workflows. Where it’s the better choice comes first.

Dubsado is the better choice when…

You want the whole client journey automated, from enquiry to final invoice
You book clients through scheduling and payment plans
Lead capture forms should start workflows
You run several brands from one account

Docsiv is the better choice when…

Designed proposals, monthly reports and decks, from templates or Docsiv AI
Editors for the client’s own Office, PDF and design files
Whiteboards and site review for the project work itself
A free plan to start

Docsiv and Dubsado, side by side.

Read on both products’ own sites on 18 October 2026. “Not listed” means their site doesn’t say, not that it can’t.

Yes
Partly
No
?Not listed

Docsiv and Dubsado, feature by feature
Making the documents
	Docsiv	Dubsado
AI drafting	Docsiv AI writes whole proposals, reports, decks and forms from a brief or attached files, then edits them with you. 500 credits a month on Free.	AI email summaries and a meeting notetaker; AI writing of documents isn’t listed.
Designed proposals, decks and reports	Proposals, Decks and Reports apps, with designed templates.	Proposals (public proposals on Premier); no decks or reports.
Forms	Forms app with logic and typed signatures; responses download as CSV. Needs a free account.	Lead capture forms: one on Starter, unlimited on Premier.
Sending and getting paid
Contracts and e-signatures	On Pro (40 requests a month) and Team (unlimited), not Free. Signing order, email codes, reminders, a signed PDF and certificate.	Contracts with legally binding e-signatures on both plans.
Invoices and payments	Branded invoices with your own payment link; it doesn’t take the payment.	Invoicing with payment plans on both plans.
Running the business
Scheduling	No scheduling or time tracking.	On Premier.
Automated workflows	No workflow automation.	On Premier.
People on the account	Team: up to five members for $60 a month.	Three extra users free on either plan; more from $25 a month.
Free plan	Every app, 500 AI credits a month and 5 GB. No e-signature sending or analytics.	No free plan; a 21-day Premier trial.

The whole client job, in one workspace.

Dubsado covers four of these. Docsiv makes all six, from real templates or Docsiv AI, in one workspace.

ProposalAlso in Dubsado
ContractAlso in Dubsado
Welcome deckNot in Dubsado
Enquiry formAlso in Dubsado
HandoverNot in Dubsado
InvoiceAlso in Dubsado

What each costs.

In US dollars, from each company’s own pricing page. Docsiv is priced per workspace; most of the tools it’s compared with are priced per person.

Docsiv

Free$0Every app, 500 AI credits a month, 1 member, 5 GB. No e-signature sending or analytics.
Pro$20 a monthOr $192 a year. 10,000 AI credits a month, 1 member, 50 GB, 40 e-signature requests a month, analytics, your own domain.
Team$60 a monthOr $576 a year, for up to 5 members. 35,000 shared AI credits a month, 100 GB, unlimited e-signature requests.

See every plan

Dubsado

Starter$35 a monthOr $335 a year.
Premier$55 a monthOr $525 a year. Scheduling, workflows and public proposals.

Priced per account, with three extra users free. No free plan; a 21-day Premier trial without a card. Read on dubsado.com/pricing on 18 October 2026. Dubsado’s pricing page

Moving from Dubsado, one job at a time.

There’s no importer, and you don’t need one: start with the next piece of work rather than the archive.

1Bring what you have
Download your Dubsado documents as PDF or Word and open them in the PDFs or Documents app, or attach one to Docsiv AI and ask for a new version built from it.
2Set your brand once
Add your logo, colours and fonts as a brand kit. Templates and AI drafts pick them up, so the first document already looks like yours.
3Run both for a while
Keep Dubsado’s workflows running and attach the proposals and reports you make here.

Testimonials

In their own words.

What agencies and teams say after moving their client work into Docsiv.

Used by

The Boost GroupApsticVirtual XcellenceRecruit Hunt

“Proposals used to take a day across four tools. Now we send them branded from one place, and clients sign the same afternoon.”

MartijnHOA, The Boost Group

“Our decks, proposals and reports live in one place now. The team works on the same files instead of passing versions around, and AI gets us to a first draft fast.”

Virtual XcellenceProduct Manager

“We replaced our proposal tool, our deck tool and our e-sign tool in one afternoon. Everything our clients see now goes out in our brand.”

ApsticFounder

RecruitHunt uses Docsiv for recruitment, staffing and AEC client work.

Asha MehtaFounder, Recruit Hunt

Docsiv and Dubsado: common questions.

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

Can Docsiv replace Dubsado?

Not for workflow automation, scheduling or payments: Docsiv doesn’t do those. It’s the better fit for the documents themselves, and many businesses use both.

Does Docsiv have forms like Dubsado?

Yes: a Forms app with logic, one question per screen if you like, and typed signatures, with responses downloaded as CSV. Its forms don’t start workflows.

Can clients sign contracts in Docsiv?

Yes, on Pro and Team. Send any document with signature fields placed where you need them.