Productive

Customize the layout, branding, and content of the PDFs you export from Productive, from document templates to visual styles.

Document Customization

Set up document templates for invoices, proposals, budgets, and purchase orders, and control who can access them.

Setting Up Document Templates

Configure localization, header, table, notes, footer, attachments, naming scheme, and email settings for your document templates.

Customizing Document Templates

Apply document templates to invoices, deal proposals, budget proposals, budget statuses, and purchase orders.

Using Document Templates

Learn how to attach terms and conditions or other files to your document templates, including supported file formats.

Adding Terms and Conditions to Your Document Templates

Create, customize, and apply document templates for invoices, proposals, budgets, and purchase orders.

Document Templates

Create and access document styles to control the visual design of your invoices, proposals, budgets, and purchase orders.

Setting Up Document Styles

Configure typography, page settings, section styling, text settings, tables, and brand colors for your document styles.

Customizing Document Styles

Apply a document style to a template, adjust layout options, and track changes to existing styles.

Applying and Managing Document Styles

Design and manage the visual style of your exported PDFs, from typography and colors to layout and branding.

Document Styles

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

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

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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.

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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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