Productive

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

How to Change the Proposal Template

To ensure you never lose track of client communications, BCC emails to Productive and assign them to deals, budgets, and invoices.

BCC Emails to Productive: Organize with Budgets, Deals, or Invoices

PDF Templates and Communication

Find answers and get help from Intercom Support and Community Experts

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