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How To Switch To Request Design From Self Design Ai Assisted Flow

Why This Matters

Switching between design modes gives you flexibility. Whether you want AI to handle the heavy lifting or prefer to request a custom design, knowing how to toggle keeps your workflow smooth.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

If a sales rep is unable to complete a design in self-design mode, they can switch to request design mode instead.

Step 2

The request design flow must be enabled for their organization to do this.

Step 3

Follow the steps to switch to the request design flow.

Step 4

Step 1:Create a proposal selecting“Self-Design” as the design tool.

Step 5

Step 2:Fill out the consumption profile and click“Start Design”.

Step 6

Step 3:Click“Run AI Design”.

Step 7

Step 4:Click“Save”.

Step 8

Step 5:Click“Re-Request Design”.

Step 9

Step 7:The design flow will change to the request design flow, showing the design stage and designer details.

Step 10

Related ArticlesHow to Adjust AI-Assisted Design Tool Flow SettingsHow to Request AI DesignsHow to Use Design ApprovalHow to Request Scanifly DesignsHow to Set Up and Use Aurora Self Request Mode.

Pro Tips

  • 💡 Save time: Set up templates for your most common proposal types so you can reuse them.

  • 📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.

  • 🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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