Why This Matters
This feature helps you work more efficiently in SubcontractorHub, saving time and reducing manual effort so you can focus on growing your business.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1: With this exciting update, it’s never been more efficient to close a deal o
Step 2: Now, the entire sales flow from qualifying to signing contract documents, v
Step 3: What’s more, the summary details are now also available within the finance
Step 4: This means that sales reps can now finalize a finance option and go straigh
Step 5: Here’s a detailed look at each of these new features.Please contact the acc
Step 6: See everything from system size to dealer fees in one place
Step 7: For organizations that prefer PPW pricing, the PPW pricing toggle is availa
Step 8: With this update, sales reps can go beyond finalizing, qualifying and signi
Step 9: As one step is completed, further steps become available on the finance car
Step 10: Completed steps turn green, while incomplete steps remain grey, ensuring th
Step 11: Submitting a ProjectOnce a sales rep goes through all the steps, they can s
Step 12: This means it’s easy to verify whether everything is completed before submi
Step 13: As a direct result of this new workflow, sales reps no longer have to scrol
Step 14: Related ArticlesHow to Adjust the PPW Toggle Settings for Financing Summary
Step 15: How to Qualify Your Customers for FinancingHow to Use SubcontractorHub’s Pe
Pro Tips
💡 Explore related features to get the most out of SubcontractorHub.
💡 Check the release notes for updates that might enhance this feature.
💡 Reach out to support if you have questions — they're here to help.
Troubleshooting
Problem | Solution |
Page won't load | Clear your browser cache and try again in Chrome or Edge |
Settings not saving | Make sure you have Admin access and click Save after each change |
Feature not visible | Check with your account manager to confirm your plan includes this feature |
Change Log
Date | Change |
2026-05-19 | Article rewritten for clarity and contractor-friendly tone |
Split Analysis: This article covers a single focused topic and does not require splitting into sub-articles.