Who it’s for
Docsiv is built for agencies that produce a high volume of client-facing documents: proposals, reports, statements of work, contracts, presentations, and more. If your team spends hours drafting and formatting documents every week, Docsiv is designed to cut that time down significantly.Core value proposition
- AI-assisted creation — Generate full documents from a brief, refine tone, rewrite sections, and ask the AI follow-up questions inside the editor.
- White-label delivery — Clients receive and view documents through a branded portal that shows only your agency’s identity.
- One hub for everything — Documents, clients, team members, and analytics live in one place per workspace.
Key features
| Feature | What it does |
|---|---|
| Documents | Create, edit, and share rich documents with a full-featured editor |
| AI assistant | Draft and refine document content using built-in AI |
| Client portal | Deliver documents to clients through a branded, secure portal |
| Analytics | Track document views, time spent, and client engagement |
| Team | Invite team members with Member or Admin roles |
Supported document types
Docsiv supports four core document formats, each with purpose-built templates and AI prompts:- Document — Long-form reports, briefs, and general writing
- Sheet — Structured data, pricing tables, and spreadsheets
- Presentation — Slide decks and pitch materials
- Contract — Agreements, statements of work, and legal documents
Next steps
Quick Start
Sign up, complete onboarding, and create your first document.
Workspaces
Understand how workspaces organize your clients and documents.
Documents
Learn how to create, edit, and manage documents.
AI features
Explore what the AI assistant can do inside the editor.