NEW FEATURE • FEB 18 2025
Create Professional Looking Documents
Easily create and send invoices, proposals and budgets PDFs that reflect your brand. Customize the design, add your logo, and send them to your clients.
NEW RELEASE • FEB 3 2025
Productive 4.11
This release brings improvements across the board, with AI and Budgeting getting special attention.
AI ✨
- You can save time and ask AI instead of using manual filters on Projects, Deals, and Invoices.
- Upload a document (e.g., a receipt), and AI will read it to create an expense form.
- Add reactions to AI-generated results using đź‘Ť or đź‘Ž.
Automations 🤖
- Scheduled automations allow triggering actions at a specific time (e.g., Mondays at 8 AM or daily at 3 PM).
Budgeting 💰
- You can manually override the warning that states, “This budget needs invoicing.”
- Use the Scenario Builder to create multiple possible project outcomes. By adjusting who does the work, when they can start, and how much it will cost, you can use your existing services and actual expenses to visualize best and worst-case scenarios.
Invoicing 🧾
- Define a default tax rate that will be used as a fallback if one is not specified.
- Customers from Germany can now add bank account information (required for XRechnung).
Integrations 🧩
- Xero integration now supports tax mapping and tax per line item.
- QuickBooks integration now supports expense exports, and you can sync expense payments.
- Deal line items can now be copied from HubSpot to Productive—a line item will be converted into a service in Productive.
People & Resourcing 👥
- Save time and define time-off approval policies for time-off categories. Specify who must approve a time-off request and who will be notified – previously, this had to be done for each individual teammate.
- Better, cleaner UI: The “Work log,” “Feed,” and “Emails” tabs are now merged into a new tab called “Activity.”
Platform ⚙️
- Advanced “OR” filters can now be used in Projects, Docs, Payments, and Companies.
- Set custom fiscal years to align reports with your financial calendar.
Project & Task Management ✅
- We’ve upgraded project privacy settings—now you can share projects with teams or specific people only.
Reports 📊
- Share a report with a specific person, a team, or a group of people.
- Total scheduled cost and workload can now be tracked in the Capacity and Availability report.
Watch the recap below: