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How to Add Default Standard Savings Button to a Proposal?

Why Does This Matter?

With this setting for standard savings, you can define default rates by state so every proposal starts with the right baseline. This keeps your numbers consistent, saves time, and makes your savings estimates more reliable from the start.

What You Will Need

  • Admin access to SubcontractorHub Platform.

Step by Step Instructions

Step 1: Click “Settings” from the main menu.

Step 2: Scroll to find “Proposal Settings”.

Step 3: Click the “Edit” icon.

Step 4: Locate “Standard Savings Default” and turn the toggle on.

Step 5: Once the toggle has been switched on, a dropdown appears listing all the states. You can select the preferred state from the list.

Step 6: Scroll back up and click “Update” to save the changes.

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