Productive

Add services to deals in the sales phase. Use different pricing models to set up a fixed price or time and materials proposal.

Adding Services to a Deal

Disable time and expense tracking on deals by turning off these options for each stage in your sales pipelines.

How to Disable Tracking Time and Expenses on Deals

Enable approval for time tracked in deals. Entries are recognized but remain non-billable until the deal is won.

Time Approval in Deals

Save time and ensure consistency with deal templates—predefine services and settings to quickly create structured deals in Productive.

Deal Templates

Link a deal to a project to track related work, tasks, and collaboration in one place. Easily connect new or existing deals to projects.

Adding a Deal to a Project

Learn to share deals with your team and ensure you're always informed about deal activities with watch notifications.

Sharing Options for Deals

Distribute your projected deal revenue across a date range to improve revenue forecasting and reporting accuracy.

Distribute Projected Revenue Across Time in Deals

Learn how to configure deals with services, templates, and sharing options before moving them through your pipeline.

Deal Setup

Find answers and get help from Intercom Support and Community Experts

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