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 proposals from deals, scenarios, or uploaded documents, and manage, sync, and track them in Productive.

Creating and Managing Deal Proposals

Learn how to switch between document templates when sending a sales proposal.

How to Change the Proposal Template

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 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

Create proposals, send them to clients, and get them accepted and signed.

Proposals

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