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.

Proposal incentives are fully visible and manageable within the proposal workflow, giving teams clearer control over pricing and greater transparency. Under Discount Details, all incentives that match the eligibility criteria will automatically appear, allowing users to apply or remove them as needed. Follow the steps below to add or remove incentives from proposals.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click "Customers" and then select the preferred customer from the list.

Step 2

Click "View Detail" to view the details of the proposal.

Step 3

Click "Discount Details". Select "Incentives" from the options to view the incentives that apply to the proposal. Click "Apply" beside the incentive to apply it to the proposal. You can also click on the "View Incentive Detail" icon to view the details.

Step 4

Click "Yes".

Step 5

Once the incentive is added, you can also remove it using the "Remove" button.

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/Remove Incentives From Proposals?