How to Manage Proposal Expenses and Analyze Profit

While in the 4th step of creating a proposal, you will see a new tab ‘Expenses’. Here you are able to add or remove expenses, analyze your profit for the current proposal, both with and without the additional expenses.

Manage Proposal Expenses and Analyze Profit
Add expense

To add a new expense, click the ‘Add expense’ button on the right and fill in the necessary fields.

Create proposal expense
Create proposal expense

Expense vendors and categories can be defined under Settings > Expenses and will be used as autocomplete options while you are creating the expense.

Define expense vendors and categories
Define expense vendors and categories

 

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