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How To Set Escalation Values For Your Proposals

Why This Matters

Now admins can manage financing options to display only the products best suited for your customers and proposals.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, click“Database”.

Step 2

Open the“Additional” dropdown and select“Hide Product”.

Step 3

Select the financing partner whose product you want to hide.

Step 4

"Unselect" the products that you want hide.

Step 5

Click“Submit Data”.

Real-World Example

💡 A solar contractor uses the hide financial products from your proposal display feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and refresh your browser

Changes don't save

Check your internet connection and try clicking Save again

Feature looks different

Your organization may be on a different plan — contact support


Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors

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