Why This Matters

A polished, accurate proposal builds customer trust and wins more jobs. This setting helps your quotes show exactly the right information.

Sales organizations can access a connected EPC's SubHub Sign envelope during proposal creation without having to build or duplicate the setup themselves. Access to envelopes is controlled by EPC organizations. If enabled, connected sales organizations can use EPC SubHub Sign Envelopes when selecting the EPC as the installer in proposals. Follow the steps below to enable the setting that syncs EPC envelopes to Sales organizations and to use the envelopes in sales organization proposals.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click "Settings" in the profile dropdown.

Step 2

Click "SubHub Sign Settings".

Step 3

Click the "Edit" button.

Step 4

Turn on the toggle beside "SubHub Sign Envelopes in Sales Organization".

Step 5

Click "Update" to save the changes. How to Access SubHub Sign Envelopes as a Sales Organization

Step 6

Go to the main menu and select "Customers". Click "New Customer".

Step 7

Enter all the required information. Select the installer (EPC) who has granted access to SubHub Sign Envelopes. Click "Create customer" to go to the next step.

Step 8

Click "SubHub Sign Envelopes" in the left menu.

Step 9

Click "Use Template to Send Envelope" or "Create". Using a Template to Send an Envelope

Step 10

Select "Use Template to Send Envelope".

Step 11

Select the preferred template. This list shows only templates assigned to the EPC organization, not those set up by the sales organization.

Step 12

Click "Create".

Step 13

Once the template opens, choose from the available actions: "Send and Map", "Sign Via SubHub Sign", and "Send Via SubHub Sign". Creating a New Envelope

Step 14

From the EPC SubHub Sign Envelope list, click "Create".

Step 15

Enter the template name and email subject, as well as the email message.

Step 16

Scroll down and upload the document file. Add multiple recipients using the "Add Recipient" button. Entering the email address of the recipient is mandatory, depending on the role.

Step 17

Scroll up and click "Save".

Step 18

Click "Send" to send the template via email to the recipient.

Step 19

Once sent, the status of the template will be visible on the dashboard.

Pro Tips

💡 Pro tip: Bookmark this page for quick reference when you need a refresher.
📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.

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: 2026-07-23 · Source: How to Add EPC SubHub Sign Envelopes to Sales Organization Proposals?