Productive

Create a deal from scratch, from a copy or from a template, fill in the deal form, and add a new client company on the spot.

Creating a Deal

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

How to Set the Deal Value

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

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

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

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

Retainer Deals

Create deals, set their value and services, and set up retainer deals.

Setting Up Deals

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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