Storydoc is an AI-native platform that automates the creation of interactive business documents — including pitch decks, proposals, reports, and one-pagers — turning static files into trackable, engaging experiences.
What is Storydoc?
Storydoc is a cloud-based platform for business professionals to create, manage, and scale all types of interactive AI presentations and business documents. It takes text, data, and design inputs and outputs web-based documents with embedded videos, forms, calendars, and dynamic CTAs. The platform is built for teams from solo founders to large enterprises and is trusted by over 400,000 users. Storydoc is developed by Storydoc Inc.
Key Features
- AI creation — Generate structured documents in seconds using AI; no design or writing skills required.
- Interactive & dynamic elements — Embed Calendly, YouTube videos, buttons, dynamic CTAs, and forms directly inside the document.
- Personalization & Automation — Create personalized documents at scale using smart workflows with dynamic fields and live CRM data via Zapier and Make integrations.
- Deep analytics — Track every open, click, and scroll to see what engages and what gets skipped.
- Collaboration — Sync feedback, content, and approvals across functions in one place.
- Centralized document management — Keep all documents searchable, on-brand, and consistent with version control.
Who is it for?
- Marketing Managers — Create product marketing collateral and proposals that automatically personalize for each lead.
- Sales Managers — Generate on-brand, personalized proposals and sales decks directly from CRM, with real-time engagement analytics.
- Agency Owners — Produce high-end proposals and pitch decks, and automate custom RFP/RFI responses with AI.
- CEOs and Founders — Build investor pitch decks and one-pagers to raise capital and update partners, with no design help needed.
What can you do with Storydoc?
- Sales teams — Build interactive sales decks with embedded Calendly and live CRM data, reporting up to 2x closed-won bookings and 30% faster deal cycles.
- Marketing teams — Create interactive reports that increase reading time by 3x, with multimedia and storytelling elements (e.g., Meta’s corporate report).
- Recruiting teams — Develop modern recruiting pitch decks that attract top talent, as shown by Teach For America.
- Customer Success — Generate quarterly business reviews with interactive charts and live data, improving customer engagement (e.g., American Cancer Society example).
How does Storydoc work?
- Choose a template or start from scratch using AI generation.
- Add interactive elements such as YouTube videos, Calendly booking widgets, forms, and buttons.
- Personalize content with dynamic fields that pull data from your CRM via Zapier or Make.
- Share as a web link and track recipient engagement in real time.
Pricing
Freemium model with a 14-day free trial (no credit card required). Paid plans are available; specific tier names and pricing are not publicly listed on the page.
FAQ
Is Storydoc free?
Storydoc offers a 14-day free trial with full access to all features; no credit card is required to start. After the trial, a paid subscription is needed.
Can I embed videos and forms in my documents?
Yes, Storydoc supports embedding YouTube videos, Calendly appointments, contact forms, buttons, and dynamic CTAs directly into the document.
Does Storydoc integrate with CRM tools?
Yes, via Zapier and Make, Storydoc can pull live CRM data to automatically personalize documents at scale.
Is Storydoc secure?
Storydoc is ISO 27001 compliant, GDPR adherent, and supports secure SSO authentication for enterprise accounts.
What types of documents can I create?
You can create pitch decks, sales proposals, reports, one-pagers, marketing collateral, recruiting decks, investor decks, and quarterly business reviews.
