This guide covers everything you need to know about viewing and sharing public HVAC proposals in SubcontractorHub. Whether you're presenting a proposal to a homeowner or preparing it for download, this walkthrough shows you how to access, manage, and share proposals efficiently using the built-in tools.
Follow the steps below to view a public proposal for HVAC.
Step 1: From the top right corner of your proposal, click “View Proposal”.
Note: Alternatively, click “View Proposal” from the “Summary” section.
Step 2: The public proposal will open in the next tab.
To copy the proposal URL, click the “Copy” icon.
To send the proposal to the customer via email, click the “Mail” icon.
To download the proposal, click the “Download” icon.
