Why This Matters
Managing incentives correctly ensures every proposal reflects the rebates and credits your customers qualify for — making your quotes more competitive and accurate.
With incentives added as a document trigger in Document Manager, the related incentive form is automatically triggered whenever a matching incentive is selected on a proposal. This helps reduce manual work, keeps documents connected to the right proposals, and ensures the required forms are sent at the right time. Follow the steps below to add an incentive document trigger.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Click "Document Manager" from the main menu and select "Document Triggers" from the dropdown.
Step 2
Click "+Add".
Step 3
Click "Document Type" and select "Incentive Form" from the dropdown.
Step 4
Add the mandatory fields including templates, names, states, job types, and incentives and click "Save".
Step 5
The incentive form will be added to the master list once the process is completed.
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 Incentive Document Trigger?