Why This Matters

Adding down payments to proposals gives your customers flexible payment options. This can help close more deals and improve your cash flow from day one.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

When creating a proposal, sales reps have the option to add a down payment amount before proceeding with financing.

Step 2

Follow the steps below to add a down payment to a proposal.

Step 3

Step 1:From your proposal, scroll down to the “Financing” section.

Step 4

Step 2:Select thepayment type(percentage or flat), enter thedown payment valueand select the payment method (credit/debit card, cash, check, REF or HDM capital).

Step 5

Click “Update” to save.

Step 6

Note:HDM Capital payment method will only be available if it is enabled by the organization admin.

Step 7

Step 3:The down payment will be added to thepricing summaryof the proposal.

Step 8

Related ArticlesHow to Finance Proposals with Manual EntryHow to Build a Roofing ProposalHow to Enable HDM Capital as a Down Payment Payment Method OptionHow to Integrate HDM FinanceHDM Finance Sales Walkthrough.

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.

Last updated: 2026-05-15 · Source: How To Add A Down Payment To Proposals