Why This Matters

To streamline your workflow, you can enable an automated setting that instantly converts a proposal into a project once the contract is signed. Follow these steps to activate this feature:

What You'll Need

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

Step-by-Step Instructions

Step 1

Navigate to the “Hi, Username” option in the top right corner. Select settings from the drop-down menu.

Step 2

Scroll down in your settings to find “Proposal to Project Settings”.

Step 3

Click on the “Edit” button on the right.

Step 4

Enable the permission to"Auto Trigger the Proposal to Project on Contract Signed"and click “Update”.

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: 2026-08-28 · Source: How to Set an Auto Trigger to Convert a Proposal to a Project After a Contract is Signed?