Managing incentives correctly ensures every proposal reflects the rebates and credits your customers qualify for — making your quotes more competitive and accurate.

Admins can use multiple methods to add incentives to their organization database, making incentive management easier and more customizable. Incentives can be added directly from the SubcontractorHub master database by selecting from a predefined list or requested manually. This gives organizations greater control over incentive setup while speeding up database management. Follow the steps below to add incentives to the database.

Click "Database" under "Manage Database".

Select "Plans" under "Incentives". From here, there are two ways of adding incentives to proposals: Admins can select incentives from the master database.

Admins can add incentives to their organization by selecting them from the master incentive database under "Select Incentives". Click "Add" to add the incentive.

If you enable the Auto Apply option, the incentive will be added to the proposal automatically whenever its criteria are met. Note: At this stage, the only actions allowed are adding the incentive from the master list and enabling Auto Apply. No other changes can be made. Admins can manually add an incentive to the database.

Click "Add Incentive". Provide a name, job type, and description for the incentive plan. Choose offices and organizations, who will be able to view the incentives while creating a proposal from the dropdowns of "Visible to Offices" and "Visible to Sales Organizations". You can choose to check the "Auto Apply" box. Geo Constraints The purpose of geo constraints is to ensure that only geo-based incentives matching the eligibility criteria are applied to the relevant proposal.

Under Geo Constraints, you can choose between Allow or Deny. When you choose Allow, the incentive will apply to all states, cities, or postal codes, which you can choose from the "Level" list.

You can select the "Level" by clicking on one of the options from the dropdown.

Under value, you can type the postal code, city, or state. Click "Add" to finish the process.

If you click "Switch to Deny" before clicking Add, the incentive will be denied in all the other levels except the level selected. In the example below, the level is state, and the value is California.

Once you click "Add", the selected state will be placed in the Allow list, and the incentive will be denied for all other states. If you add multiple states, you can drag and drop them to set their priority.

If you choose Deny and select a state, that incentive will not be available for proposals with addresses in that state. Proposal Constraints Proposal Constraints are configurable conditions used to determine incentive eligibility at the proposal level. These constraints are built using Proposal Variables, allowing the system to evaluate specific data points within a proposal to decide if an incentive should be added or not.

Under Proposal Constraints, you will find options for Variables and Operators.

You can create a formula using these options. This formula will become the eligibility criterion for the incentive. Realization Schedule This defines the timing of incentive payouts. A time period of zero indicates an immediate incentive, while any value greater than zero represents an after-sales incentive paid at a later date.

Under the realization schedule, you can choose when to apply the incentive. You can select between a future date of application or immediate application. Note: If the realization is zero, then the incentive is immediate. If there are years or months added, it will appear as After-Sales Incentives Total in the finance card. Incentive Qualifier This decides the incentive amount in the proposal.

Under Incentive Qualifier, you have three type options: Percent, Flat and PPW.

If you choose Flat and provide a value, that amount will be directly deducted from the total system cost or battery cost.

If you choose Percent and then provide a value, that percentage will be discounted from the total system cost or battery cost, according to your preference.

Similarly, PPW applies to per watt and is only applicable to the total system cost. Note: You can also add Maximum Cap Price that will be applied on the proposal total amount.

Provide all additional information like source, category, legal reference, documentation URL, and notes.

You can add any sources from the list.

Click "Add" to finish the process.

Once incentives are added to the list, you can drag and drop them to reorder their position. Incentive priority is determined by its position in the list. Adding the sources to the database requires the following steps

Go to "Sources" under "Incentives" in the main menu.

Click "Add".

Provide a Name for the Source and click "Add" to finish the process. Viewing Incentives in Proposals In a proposal, you will be able to find all the eligible Incentives under Discount Details. You can apply the ones available or remove the ones already applied. If you scroll down, you will be able to see the detailed summary of the incentives applied to the proposal. The incentives will also be available on the public proposal under Net System Cost.

These additional screenshots show the complete workflow:

Last updated: 2026-07-23 · Source: How to Add Incentives to the Database?