Why This Matters

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

Sales reps can add cashback to proposals using the discount section. Follow the steps below to add cashback to a proposal.

What You'll Need

From your proposal, scroll down to the "Discount Details" section.

Enter the cashback amount and a description, then click "Update". The cashback will be visible in the public proposal's Cost Summary.

These additional screenshots show the complete workflow:

💡 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.

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 Cashback to Proposals