Productive

A guide to efficiently managing, editing, customizing, and exporting data in Productive.

Data Management and PDF Customization

Learn how to create, add, and use custom formula fields in Productive.

Create comprehensive views and reports with relationship fields.

Learn a key difference between numbers and IDs in Productive and how to use them.

A lot of data in Productive is in table format. This allows you to export the data in PDF, CSV or XLSX.

Customize your document exports in Productive by hiding specific fields on proposals, budgets, and invoices with ease.

Set up document templates for deal and budget proposals, invoices or purchase orders, and use them when exporting your PDFs.

Customize your PDFs with Document Styles. Upload fonts, tweak layouts, and style text, tables, and sections to align with your brand.

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

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Track the progress of all tickets related to your company.

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