Overview

SubHub Sign lets you create templates, map signature fields, send envelopes, and track completion in one workflow.

Why this matters first: Faster signatures mean faster project kickoff, fewer missed documents, and cleaner audit trails.

💡 Industry term: Envelope = the package sent for signature (document + recipients + signing order/rules).

Prerequisites

Admin permissions
Active SubHub Sign token from your SubHub Sign account
At least one PDF contract template ready to upload

Step-by-Step Instructions

Part A: Connect the Integration

Go to Manage Integrations → Integrations.
Open the E-sign tab.
Click Connect on the SubHub Sign card.
Paste token and click Verify and connect.

Part B: Create and Map a Template

Open Document Manager → SubHub Templates and click + Add.
Fill template basics (name, email subject/body, recipients, signing flow).
Open field mapping and drag fields like Signature, Initial, Date Signed, and Text.
Use Associated Fields for auto-fill values (customer name, address, etc.).
Click Preview, then Save / Save and Close.

Part C: Send Contracts and Track Progress

In a proposal, click E-sign.
Choose Sign Via SubHub Sign (immediate) or Send Via SubHub Sign (email).
Complete signer flow: Start → sign/initial → Submit.
Monitor status in E-sign Activity until all recipients complete.

Part D: Keep Templates Organized and Maintainable

Use SubHub Folders to group templates by state, utility, or finance partner.
Use Clone for variants instead of rebuilding templates from scratch.
To replace a template document, open template Edit and use document replacement.

Pro Tips

💡 Create one “golden template” and clone it for each market/state.

💡 Always run Preview before sending live contracts.

⚠️ If auto-fill data looks blank, recheck Associated Fields mapping.

Real-World Example

An HVAC + solar contractor sets up one base financing agreement template, clones it into CA/TX/AZ variants, and sends envelopes directly from proposals. Contract turnaround drops from 3 days to same day.

Troubleshooting / FAQ

Question	Answer
Integration will not connect	Confirm token validity and that it belongs to the correct organization.
Recipient did not receive email	Verify email address, spam filter, and envelope status in E-sign Activity.
Auto-filled fields are empty	Ensure each placeholder has the correct Associated Field mapping.
Need to update contract language	Replace the PDF in template edit mode, then preview and re-save mappings.

Change Log Summary

Change	Details
Original Title	How To Set Up And Use Subhub Sign
New Title	Set Up and Run SubHub Sign End-to-End for Faster Contract Signing
Key Updates	Condensed 60-step original into role-based workflow, added why-first context, integrated 16 strategic screenshots, added operations-focused tips and FAQs