From Deal to Delivery in One Smart Workflow

Manage your pipeline and close deals with proposals, all in the same workspace. Win a deal? Kick off the project with all the context you need already in place.

Create polished proposals and send them via email or link. Get notified when your client accepts and finalize deals—no switching tools.

With the Scenario Builder, compare different pricing and resourcing scenarios. Build the most profitable and realistic proposal.

Customize your proposal PDFs with the Document Style Editor, from typography to brand colors and content layout.

Build simple, no-code automations and stay on top of your deals with alerts and automatic flows.

Store everything, from contact details to default invoicing options. With the Gmail integration, update the CRM from your inbox.

Always stay in touch with your deal progress. Work on opportunities in multiple pipelines with customizable stages.

Forecast revenue and track pipeline performance with a built-in funnel report. Customize your data and build personalized dashboards.

Deal won? Now seamlessly convert that deal into a completely new project, or add it as a new budget within an existing project.

If HubSpot is your CRM platform of choice, simply sync your deals from your HubSpot pipeline into Productive. A deal will sync to Productive at certain stage with deal, contact, and client information.