Why This Matters
Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From your customer’s proposal, click “Sign Now” located in the proposal header.
Step 2
Fill out the perfect packet checklist, then click “Next”.
Step 3
On the right-hand side, click “Sign Via SubHub Sign” to open the contract in the next tab and sign. Alternatively, click “Send Via SubHub Sign” to send the contract to the recipients via email.
Note: The information of the signing parties can be previewed in this window to ensure that the document fields are mapped correctly and that the data is correct.
Step 4
When signing via SubHub Sign, click “Open” to open the document in the next tab, or click to copy the URL. If sending via SubHub Sign, the same document will be sent to the first signer’s email address, where they can continue the process.
Step 5
Click “Start” to begin the signing process.
Step 6
When signing or initialing, select a style or draw your own, then click “Adopt And Sign”.
Step 7
When finished, click “Submit”.
Step 8
After clicking on the Submit button, the first recipient of the contract can choose to send the contracts either as a combined document or as separate files. Select your choice and click “Submit”.
Step 9
The document will automatically send to the next recipient via email. Simply click “Review & Sign Document” to continue.
Step 10
After signing, click “Submit”.
Step 11
To keep track of your progress, go to the “E-sign Activity” section of the proposal.
Step 12
Once all recipients sign the document, they will receive a notification via email and can download the attached copy of the contract.
Step 13
You can download the attached completion certificate from the email.
Note: When signing a document, the navigation bar on the left-hand side will automatically direct the recipient to the next step. Recipients can choose to skip steps and come back later. The navigation bar will automatically redirect the recipient to empty fields, whether required or not. However, the document cannot be submitted until all required fields are filled.
Note: Now you can align multiple elements simultaneously by selecting them with a mouse right-click and using the alignment section to adjust positions left, right, top, and bottom. Drag
Real-World Example
💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.
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 the correct permissions enabled. |
Changes not saving | Refresh your browser and try again. Check your internet connection. |
Feature not working as expected | Clear your browser cache or try a different browser. Contact support if the issue persists. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |