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How Does Proposal Download Work

Why This Matters

Showing customers exactly how much they'll save on fuel costs makes your generator proposals much more compelling. This calculator helps you present clear, data-backed savings that close more deals.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click the“Customers” tab from the main menu.

Step 2

Locate the customer and click“Proposals”.​

Step 3

Click“View Detail”.​

Step 4

Click the"Download" button in the header.​

Step 5

The proposal PDF will automatically save in the“Attachments” section. Click the"View Detail" icon to view the proposal in the next tab. Click the"Delete" icon to delete the proposal.​

Step 6

Once the proposal is converted into a project, the PDF proposal will automatically be saved in the project’s“Attachments” tab.​

Step 7

Click the"View Detail" icon to view the proposal in the next tab. Click the"Delete" icon to delete the proposal. Click the"Download" icon to download the proposal.

Real-World Example

💡 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.

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.

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