A rate card simplifies your pricing strategy by listing predefined service prices. In Productive, you can create two types of rate cards:
Company rate cards: Default pricing for your services (Settings > Rate Cards)
Client-specific rate cards: Tailored pricing for individual clients (CRM > Companies > Rate Cards)
Using rate cards ensures consistent pricing across deals and budgets, eliminating the need to manually calculate rates or check contracts.
When adding services in a deal or budget, the + New from Rate Card option will show:
Company rate cards: Available for all client budgets and deals
Client-specific rate cards: Shown only when working with that client
Rate Cards by Plan
The number of available company rate cards depends on your subscription plan:
Essential → not available
Professional → up to 10
Ultimate → up to 30
📌 Note: Client-specific rate cards do not count toward this limit. They are unlimited because they belong only to individual clients, while company rate cards are global and reusable across all clients.
Setting Up a Default Rate Card for Your Company
1) Hover over your avatar in the upper-right corner, select Settings, and search for Rate Cards.
2)To add a new rate card, click + Rate Card.
3) Enter a name for your rate card.
4) The rate card starts empty. Click Add Rate (top right) or Create Rate (center of the screen) to add services.
5) Define the service details:
Billing type (e.g., Time and Materials, Time and Materials with a Fixed Cap, Fixed, Non-Billable)
Service name and description
Quantity, unit (hour, day, piece), price, and currency
Estimate (for fixed/non-billable types), discount, and markup
Tracking options
Service custom fields (if available)
6) Click Create Rate to save.
Your rates will now appear under + New from Rate Card in the deal or budget editor.
Creating a Client-Specific Rate Card
Client-specific rate cards allow for tailored pricing for individual clients in Productive.
Navigate to CRM > Companies, and select the client for whom you wish to set up a rate card.
In the Rate Cards tab, select + Rate Card or Create a rate card, and add services.
When working with that client’s deal or budget, selecting + New from Rate Card will display both the client-specific and default rate options.
Editing and Managing Rate Cards
To edit or delete individual rates within a rate card, click the service you want to update.
To manage the whole rate card, access the three-dot menu in the settings or the upper-right corner of an open rate card to rename, duplicate, archive, or delete it.
Archiving Rate Cards
Archiving a rate card removes it from active use without affecting historical data.
📌 Filtering and Access
Filter rate cards by status (Active or Archived) to locate and manage them.
Select Archived to view archived rate cards.
📌 Usage Restrictions
Archived rate cards cannot be added to new deals, budgets, or invoices.
Existing deals and budgets that already use the rate card remain unchanged.
📌 Editing Behavior
When editing items containing an archived rate card, a warning appears, but changes can still be made.
Duplicating a deal or budget with an archived rate card will prompt you to select a new active rate card.
Updating Rate Cards in Bulk
If you need to update multiple rates at once:
Export the rate card as a pre-formatted CSV for import.
Modify the rates in a spreadsheet editor.
Re-import the updated file as a new version.
Filtering Rate Cards
Need to find a specific rate card? Use filters to sort by:
Status (Active or Archived)
Creation date
Rate card name
This helps you quickly locate and manage your pricing strategies.
