The Proposals feature in Productive lets you manage all aspects of deal proposals in one place.
You can create proposals, send them to clients, allow them to accept and sign electronically, and track engagement—all without leaving the platform.
Proposals help reduce back-and-forth communication, speed up approvals, and provide a clear record of client interactions.
What You Can Do with Proposals
Create a proposal based on your deal, selecting a document template, tax rate, and optional notes and attachments.
Send proposals via email directly from Productive.
Share proposals via public links (Professional & Ultimate plans).
Accept & Sign proposals electronically for a formal, legally traceable approval.
Track Engagement through analytics (Ultimate plan).
Plan Availability
Plan | Features |
Essential | Create and send a single PDF proposal per deal. |
Professional | Send proposals, share via link, accept electronically (1 per deal). |
Ultimate | All above, plus multiple proposals per deal and engagement analytics. |
Where to Access Proposals
The Proposals tab is available on the Deal screen.
Only users with Add, edit, and delete deals permissions can add, edit, or delete proposals.
By default, these are users with Manager (restricted and unrestricted), Profitability Manager (restricted and unrestricted) and Admin permissions.
Once in the tab, you can quickly create, view, and manage all proposals related to a deal.
Recommended Next Steps
For detailed guidance, follow the links below:
Creating and Managing Proposals – How to add, edit, delete, and regenerate proposals.
Sending Proposals via Email – How to email proposals to clients, including layout and sender options.
Accepting and Signing Proposals – How clients approve and sign proposals electronically.
Proposal Tabs: Document, Feed, and Analytics in Productive – How to view the proposal document, track changes, collaborate in the feed, and analyze client interactions with public proposal links.
📌 This overview serves as your starting point for using proposals in Productive. Each link will take you to a detailed, step-by-step guide for the respective feature.