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 the feature is 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 add customer-facing notes to your proposals.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From your customer's proposal page, click "View Detail" to enter the proposal builder.
Step 2
Click the "Customer Facing Notes" tab on the left.
Step 3
Enter your note text and click "Save". The note will appear on the public proposal and also carry over to the project if the proposal is marked Closed Won.
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 Add Customer-Facing Notes to Proposals