A rate card simplifies your pricing strategy by listing predefined service prices. In Productive, you can create two types of rate cards:

Using rate cards ensures consistent pricing across deals and budgets, eliminating the need to manually calculate rates or check contracts.

Once a rate card is set up, you can easily select services from a dropdown when adjusting financial details in a deal or budget.

1) To set up one or more default rate cards, hover over your avatar in the upper-right corner and select "My Company" from the dropdown.
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2) From there, open the Default Rate Cards tab and click + Rate Card to create a new one.

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.
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5) Define the service details:

Click Create Rate to save.
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Next time you create a deal or budget, your rates will appear under + New from Rate Card in the deal/budget editor.

Creating client-specific rate cards allows for tailored pricing for each individual client in Productive.

1) To set them up, navigate to CRM > Companies, and choose the client for whom you wish to set up a rate card.

2) Similar to creating a rate card for your company, select the "+ Rate card" or "Create a rate card" option from the Rate cards tab, and add the services to the new rate card.

When adding services to a deal or budget, selecting + New from Rate Card will display both client-specific and default rate options.

To edit or delete rates within a rate card, simply click the service you want to update or select the three-dot menu on the right.

You can also rename, duplicate, archive, and delete whole rate cards by accessing the three-dot menu on the right from the Default rate cards tab.

If you need to update multiple rates at once:

Learn more about bulk updating rate cards here.
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Need to find a specific rate card? Use filters to sort by:

This helps you quickly locate and manage your pricing strategies.