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

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Create your workspace and invite the people you work with.

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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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