ProductBoard

• Define Objectives and Key Results (OKRs): Establish clear goals for your product development process to align your team and stakeholders.

• Consolidate Customer Insights: Gather and centralize customer feedback and research findings within Productboard to inform product decisions. ​

• Prioritize Features: Use Productboard prioritization tools to evaluate and rank features based on customer needs and business objectives.​

• Create a Product Roadmap: Develop a visual roadmap that outlines timelines, feature prioritization, and strategic direction to guide the product team and communicate plans to stakeholders. ​

• Integrate with Development Tools: Connect Productboard with tools like Jira, Slack, and others to ensure seamless collaboration and data flow between teams.​

• Onboard and Train Team Members: Educate your team on using Productboard effectively, utilizing resources like the Productboard Academy for quick tips and best practices.

• Monitor and Iterate: Regularly review product performance and customer feedback to refine features and adapt the roadmap as necessary.​

• Custom Feature Statuses: Tailor feature status values to reflect your product development lifecycle stages, aiding in precise tracking and management of features. ​

• Custom Fields: Add custom fields to features, allowing you to associate numerical values, text, URLs, or assign workspace members. This flexibility is useful for capturing additional information such as design mockup links, responsible teams, or assigned personnel. ​

• Custom Company Data Fields: Configure custom data fields for company entities to include meaningful data, which is particularly valuable for prioritizing by company segmentation.

• Custom Task Status Values: Define specific status values and associated colors for tasks, enabling better tracking of common tasks before feature delivery. ​

• Customized Roadmaps with Card Attributes: Personalize roadmaps by exposing data about roadmap items through card attributes, allowing stakeholders to access essential information without navigating away from the roadmap.

• Managing Features Across Multiple Platforms: Utilize Productboard to oversee functionality across various platforms (e.g., iOS, Android, web app), screens (e.g., iPad, iPhone), or devices, ensuring comprehensive feature management.

• Workflow Modeling with Feature Boards: Create multiple feature boards to represent different stages of your workflow, such as ideation, prioritization, delivery planning, and status tracking, thereby enhancing organization and clarity. ​

• Productboard AI add-on: An optional feature costing $20 per maker per month, which provides AI capabilities such as summarizing feedback, identifying patterns, and writing product specifications.

• Billing type impact: Monthly billing rates are higher than yearly billing rates, so choosing monthly billing can increase overall cost.

• Number of Makers: Pricing is based on the number of Makers (users with editing and prioritization rights). Contributors and Viewers are unlimited and free, but Makers incur costs according to the plan selected.

• Enterprise plan custom pricing: Enterprise plans are custom quoted and can be significantly more expensive, with quotes ranging from approximately $70,000 to $100,000 per year for 20 Makers, equating to about $300-$400 per Maker per month.

• Subscription changes and overages: Adding additional Makers or upgrading plans during a subscription term results in prorated charges. Exceeding purchased usage levels may incur overage fees, which are billed accordingly.

• Taxes: Customers are responsible for paying all applicable taxes related to their use of Productboard services.

• Productboard Academy: An online learning hub offering self-paced courses, certifications, quick tips, and a complete training catalog to help users achieve product excellence. ​

• Getting Started Guides: Tailored onboarding paths for different user roles, such as contributors and maker admins, to facilitate a smooth transition into using Productboard. ​

• Support Center: A comprehensive help center featuring articles, FAQs, and best practices to address common queries and challenges faced by users. ​

• Community Engagement: Opportunities to connect with other product management professionals through forums and discussions, fostering knowledge sharing and collaboration. ​

• Data Encryption: All data transmitted to and from Productboard is encrypted using 256-bit encryption. The platform's API and application endpoints are TLS/SSL-only, achieving an A+ rating on Qualys SSL Labs' tests. Additionally, data at rest is encrypted with the industry-standard AES-256 algorithm. ​

• Access Controls: Access to Productboard production network is restricted based on explicit need-to-know principles, employing least privilege policies, regular audits, and monitoring. Employees require multifactor authentication and undergo extensive background checks. The platform also supports SAML Single Sign-On (SSO), two-factor authentication (2FA), and enforces strong password policies across services like OKTA, GitHub, Google, AWS, and Productboard itself. ​

• Compliance Certifications: Productboard is SOC 2 Type II certified, adhering to rigorous security and availability standards. While specific details on ISO 27001 certification are not provided, Product board security architecture aligns with ISO 27002:2013 controls and SOC 2 focus points. Additionally, all payments processed through Productboard utilize Stripe, with the company having completed the PCI-DSS Self-Assessment Questionnaire (SAQ-A) to ensure compliance with industry standards. ​

• Operational Security: Productboard maintains industry-standard operational security practices, including organizational security measures, change management processes, data backup, and disaster recovery policies, to ensure data protection and availability.

• New Platform Experience (April 2025): A major redesign introduced streamlined navigation, new board views (Grid, Timeline, and Column), enhanced strategic planning features such as real-time OKR and initiative tracking, and collaborative documents for co-creating and sharing product plans and customer insights. This update aims to boost productivity, improve cross-team alignment, and simplify the user interface without sacrificing power or flexibility.

• Teamspace Data Visibility (May 2025): Admins and teamspace owners gained control over the visibility of specific data fields within teamspaces, helping reduce clutter in large workspaces with many teams.

• Bulk Actions on New Boards (May 2025): Users can now select and edit multiple items simultaneously, including timelines and custom fields, improving efficiency in managing large feature sets.

• Jira and Salesforce Integration Enhancements: Productboard now supports syncing Jira components to custom fields with managed, read-only options and offers automatic syncing of Salesforce accounts and open opportunities, ensuring customer data is up-to-date without manual intervention.

• AI and Automation Improvements: The Productboard Pulse AI agent was upgraded to better recognize mentions of customers and segments, enhancing insights generation. Additionally, an AI agent integration with Slack allows teams to analyze feedback and co-author documents without leaving their communication platform

• Custom Roles and Field Visibility: Enhanced role-based access controls allow organizations to tailor which feature data fields are visible or editable by different team members, supporting better data governance.

Data Ownership:

• Customer as Data Controller: Productboard acknowledges that the customer (Subscriber) acts as the data controller, while Productboard functions as the data processor. This delineation is specified in their Data Processing Agreement, which is part of the Master Subscription Agreement.

Data Portability:

• Right to Access and Portability: Productboard Privacy Policy grants individuals the right to access their personal information held by Productboard. In certain circumstances, individuals may also have the right to have their data provided to them in a manner that allows for transfer to another provider. ​

• Subscription Plans: Productboard provides various pricing plans—Starter, Essentials, Pro, and Enterprise—each tailored to different organizational requirements and sizes. ​

• Billing Cycles: Subscriptions can be billed monthly or annually. Monthly subscriptions offer flexibility, enabling adjustments at any time to suit changing needs. Annual subscriptions provide cost savings in exchange for a yearly commitment.

• Adjusting Subscriptions: Organizations can upgrade or downgrade their plans as their needs change. Upgrading provides immediate access to additional features, while downgrading may result in the loss of certain functionalities. It's important to note that downgrades typically take effect at the end of the current billing cycle to prevent service disruption.​

• Adding or Removing Users: Administrators can manage user licenses by adding or removing users through the admin console. Charges adjust accordingly, with prorated billing applied for mid-cycle changes.​

• Cancellation Policy: Subscribers can cancel their subscriptions at any time. For monthly plans, cancellation usually takes effect at the end of the current month, while annual plans may be subject to specific terms regarding early termination. It's advisable to review the Master Subscription Agreement or consult with Productboard support team for detailed information.

Contract Renewal:

• Automatic Renewal: Subscriptions automatically renew for a term equivalent to the expiring one unless either party provides notice of termination at least 30 days before the current term ends. ​

• Subscription Upgrades: If usage exceeds purchased levels, a Subscription Upgrade is executed, and fees for subsequent terms will reflect this increase.

Contract Cancellation:

• Termination Notice: Either party can terminate the subscription by providing notice at least 30 days before the end of the current term. ​

• Refunds: No refunds or credits are provided for early termination or downgrades before the term's end. ​

• Data Retention Post-Cancellation: Data remains accessible for 90 days after cancellation, during which customers should export necessary data. After this period, data is permanently deleted. ​

Service Level Agreement (SLA):

• Uptime Guarantee: Productboard ensures 99.0% operational availability monthly. If unmet, customers may request a service credit equal to 1/52 of the annual fee.

• SOC 2 Type II Certification: Productboard has achieved SOC 2 Type II certification, demonstrating adherence to rigorous security and availability standards.

• ISO 27001:2013 Certification: Productboard is ISO 27001:2013 certified, reflecting a comprehensive information security management system that includes risk management, detailed documentation, internal audits, and continual improvement processes.

• PCI-DSS Compliance: All payments made to Productboard are processed through Stripe. Productboard has completed the PCI-DSS Self-Assessment Questionnaire (SAQ-A) to ensure compliance with this industry standard.