Productive

Explore how to create, send, share, accept, sign, and track deal proposals in Productive.

Overview of Deal Proposals in Productive

Learn how to create, edit, delete, and regenerate deal proposals in Productive.

Creating and Managing Deal Proposals

Learn how to send deal proposals to clients via email in Productive, including layout, recipients, and plan differences.

Sending Deal Proposals via Email in Productive

Learn how to generate public links, have clients accept and e-sign proposals, and track acceptance via Audit PDF.

Accepting and Signing Deal Proposals

Explore the Proposal workspace in Productive, including Document, Feed, and Analytics tabs for tracking and managing proposals.

Proposal Tabs: Document, Feed, and Analytics

Learn how to create, send, manage, and track deal proposals throughout your sales process.

Deal Proposals

Find answers and get help from Intercom Support and Community Experts

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