Before using a template, make sure you've created and customized one.
š See Setting Up Document Templates and Customizing Document Templates.
Once saved, document templates can be applied across different areas of Productive.
Invoice
When creating an invoice, select the desired template from the Document Template dropdown.
š This PDF uses the template created with the "Invoice" document type.
Use the Download dropdown to download the invoice PDF or view it, and select Send to Client to pre-fill the email based on the template.
Deal Proposal
To select a default template for a deal proposal:
Open the deal.
Open the deal sidebar and click Edit General Deal Info.
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Choose a document template and optionally add a tax rate.
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Navigate to the Proposals tab and click + Proposal to generate your proposal using the pre-selected template.
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Alternatively, export proposals directly from the deal sidebar. Navigate to the Settings tab in the sidebar and click Export Proposal PDF for quick generation without proposal acceptance features.
š For full details on changing proposal templates, see How to Change a Proposal Template.
š This PDF uses the same template for both deal and budget proposals, created using the "Proposal" document type.
Budget Proposal
To generate a Budget Proposal PDF, open the budget and navigate to the PDF tab in the sidebar. Optionally, add a tax rate to display totals with tax included.
Scroll to the Proposal Document section and click Edit Document Info to update the template or add a custom note. Click Export Proposal PDF to download the document.
š This PDF uses the same template for both deal and budget proposals, created using the "Proposal" document type.
Budget Status
The Budget Status provides a snapshot of your current budget, showing used versus total budget, billable amounts, services, and billing types.
To generate a Budget Status PDF, open the budget and navigate to the PDF tab in the sidebar. Optionally, add a tax rate to display totals with tax included.
Scroll to the Budget Document section and click Edit Document Info to update the template or add a custom note. Click Export Budget Status PDF to download the document.
š This PDF uses the template created using the "Budget" document type.
Purchase Orders
While drafting a purchase order, select the desired template from the Template dropdown.
š This PDF uses the template created using the "Purchase Order" document type.
