Why This Matters

Streamlined margin management helps you control pricing and protect profitability across all your proposals. Set it once and every quote reflects your target margins.

Maximum sales margin gives organizations tighter control over proposal pricing while preserving a sales rep's flexibility. Sales reps can apply a margin during proposal creation, up to the configured maximum percentage, helping maintain pricing guardrails without slowing down the sales process. For connected sales organizations, the EPC's maximum sales margin is enforced automatically; otherwise, the sales organization can define its own limit. Follow the steps to set the maximum sales margin limit.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click "Settings" from the main menu.

Step 2

Scroll down to find "Public Proposal" and click it.

Step 3

Click the "Edit" icon.

Step 4

Scroll down to find "Max Sales Margin Limit". Type the margin limit you want to set.

Step 5

Click "Update" to finalize the changes.

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 Set Maximum Sales Margin Limit?