Why This Matters

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

Customer-facing notes allow sales reps to add notes to a proposal that are meant specifically for the customer. Once enabled by the organization admin, these notes can be added in the proposal builder. They will appear on the public proposal and also carry over to the project if the proposal is marked Closed Won and converted into a project. Follow the steps below to enable customer-facing notes for your organization.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click on your profile icon in the top right corner of the page and select "Settings".

Step 2

Go to the "Public Proposal" section and click the "Edit" icon.

Step 3

Enable the "Show Customer Facing Notes" setting.

Step 4

Click "Update" to save your changes. The Customer Facing Notes tab will now appear in the proposal builder.

Additional Screenshots

These additional screenshots show the complete workflow:

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 Enable Customer-Facing Proposal Notes