Storydoc builds interactive AI-powered decks, proposals and reports with analytics and CRM personalization. Plans start at $19.80/month billed annually.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Storydoc is a platform for creating, managing and sharing interactive business documents. It covers presentations, pitch decks, sales decks, proposals, reports, one-pagers, brochures, case studies, e-books, white papers and business plans. The company describes it as an AI-native business documents platform for professionals, from solo founders to large teams.
Instead of static slides or PDFs, documents are built as scrolling, interactive pages. They can include embedded videos, forms, calendar booking and buttons, and the sender can see how readers engage after sharing a link.
The Storydoc site cites 4.7/5 on G2, 4.8/5 on Capterra and over 400,000 users and companies. These figures are company-reported and were not independently verified for this review. Example documents on the site include work for Teach For America, Meta, American Cancer Society, Gong, Wisestamp and Udemy.
Authors can start from a template or ask the AI assistant to generate a complete document from a description. The slide magic assistant redesigns slides with different layouts and color patterns, an AI text assistant writes or rewrites copy, and an AI image generator creates visuals from prompts. A logo fetch tool collects customer logos from a pasted website.
Branding is handled through a brand editor, where teams set fonts and colors. From a master template, users create versions for each customer or use case. Text variables personalize each version, and CRM integrations can auto-fill fields.
Finished documents are shared by link. Analytics record opens, clicks and scrolls, and senders can edit or expire links after sending. Readers can be required to identify by name or email, and the sender can allow readers to export the version they view to PDF.
The interactive layer is central: Calendly, Loom, YouTube and Typeform embeds, buttons, dynamic calls to action and forms sit inside the document. Higher tiers add advanced embeds such as live dashboards, CRM capture forms and live chat, plus e-signature (for example DocuSign) and online payments (for example Stripe).
Personalization and automation let teams scale. Custom variables can carry live data and media, bulk creation produces many versions from a live template, and workflows can run through the Storydoc API, Zapier or a CRM. Analytics integrations send data to tools like Google Tag Manager, GA4 or HubSpot.
Security and control include roles and permissions, multiple workspaces, SAML single sign-on support, version expiry dates and custom DPA documentation. The site lists ISO 27001 and GDPR alongside accessibility credentials.
Storydoc is an AI-native platform for creating interactive business documents, including presentations, pitch decks, sales decks, proposals, reports and one-pagers. Documents are shared by link and include analytics on how readers engage.
Starter is listed at $19.80 per month billed annually ($237.60), and Pro at $36 per month billed annually ($432). The Team plan, for 5+ users, is quoted on request. A pay-monthly option exists, but its prices are not shown in the source.
The site promotes a free start with no credit card required, plus a money-back guarantee. The pricing table, however, lists only Starter, Pro and Team, so check the sign-up flow for exactly what the free start includes.
It suits sales, marketing, customer success and RevOps teams, founders, agency owners and nonprofit leads who send decks, proposals or reports and want personalization and engagement tracking.
The integrations page lists CRMs such as HubSpot, Salesforce, Zoho and Pipedrive, automation tools like Zapier, Make and N8N, AI assistants including ChatGPT, Claude and Gemini, and tools such as Calendly, Stripe, Slack and Google Analytics.
Yes. Dynamic variables personalize a version per person or lead, and CRM integrations can auto-fill fields. Pro and Team plans include personalization with variables, and bulk version creation is unlimited on higher tiers.
The site lists ISO 27001, GDPR, secure SSO and accessibility. Features include roles and permissions, SAML SSO support, identified access, link expiry and custom DPA documentation on the Team plan.
The Starter plan targets individual professionals and Pro targets businesses and teams, so small teams have entry points. Starter limits active documents to 5, so growing teams will likely need Pro.