This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.

Click on the"Customers" tab from the main menu and select your customer.

Click“View Detail” on the proposal card.​

After completing your proposal, click on the“In Review” stage tab.

A pop-up message will appear, asking you to confirm your selection. Click“Yes”.

After clicking“Yes”, a banner will appear right at the top showcasing that your proposal is under review. How Can a Sales Manager Review a Proposal?

Select “Review Proposal” from the main menu.

Select the proposal that requires a review.

Click on the “Review Proposal” option from the list on the left.

Click on the “Edit” button in the top-right corner of the pop-up window.

Click on the drop-down menu to choose between "Pass" and "Fail" for a specific section of the proposal. You can also add a comment to provide feedback and help the sales representative improve the proposal.

Click“Save”.Note: Email notifications are sent to the sales representatives post the proposal review process, allowing them to update the proposal as per the review. Note:The proposal review feature is available for new proposals as well as change order proposals. Change order proposals can be filtered in the “Review Proposals” tab with the “Filter By Change Order” dropdown.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.