When an opportunity has more than one proposal, for example a full scope and a lean option, compare them side by side to see how hours, price and margin change for each role.
Compare proposals
Open the opportunity in Hive CRM and go to the Estimate tab.
On the Next steps card, select Compare scenarios. The button appears once the opportunity has two or more proposals.
Tick 2 to 5 proposals. The first two are selected for you.
Choose a Baseline. It defaults to the primary proposal.
Each role is a row. For each proposal you see Hours, Price (pre-tax), Cost, Margin and Margin %, plus a Total row. Differences from the baseline show under each number, in red where the proposal is lower and green where it is higher.
Good to know
Cost and margin columns only appear if you have permission to see cost rates.
Roles are matched by catalog product, or else by line title (capitals are ignored). Use the same role names across proposals so they line up on one row.
Hours count hourly lines only. Flat fees and other non-hourly items appear under Other items (not hours).
Missing costs: if any line for a role has no unit cost, that cell shows Cost missing on N line(s) instead of a partial figure.
Prices are before tax and leave out non-cash contributions.
Which version is compared: each proposal's current draft lines, or the agreed version once a proposal is accepted.
Limits: compare 2 to 5 proposals from the same opportunity, in the same currency.
To send the proposal you choose, see Send, share, and sign a proposal.