Productive

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

Control how a deal's value is calculated: automatically from services or set manually, and understand how it affects projected revenue in reports.

How to Set the Deal Value

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

Deal Setup

Set up retainer deals for recurring contracts, track total deal value across periods, and automatically create a recurring budget when won.

Retainer Deals

Understand what happens when you win a Retainer deal, how to set up the recurring budget, and what happens to bookings and tracked data from the deal.

Winning a Retainer Deal

Set up and manage recurring client deals in Productive's CRM.

Find answers and get help from Intercom Support and Community Experts

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