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How to Add Default Standard Savings Button to a Proposal?

Why This Matters

With this setting for standard savings, you can define default rates by state so every proposal starts with the right baseline. This keeps your numbers consistent, saves time, and makes your savings estimates more reliable from the start.

What You'll Need

  • Admin access to SubcontractorHub Platform.

Step-by-Step Instructions

Step 1

Click “Settings” from the main menu.

Step 1 - How to Add Default Standard Savings Button to a Proposal?

Step 2

Scroll to find “Proposal Settings”.

Step 2 - How to Add Default Standard Savings Button to a Proposal?

Step 3

Click the “Edit” icon.

Step 3 - How to Add Default Standard Savings Button to a Proposal?

Step 4

Locate “Standard Savings Default” and turn the toggle on.

Step 4 - How to Add Default Standard Savings Button to a Proposal?

Step 5

Once the toggle has been switched on, a dropdown appears listing all the states. You can select the preferred state from the list.

Step 5 - How to Add Default Standard Savings Button to a Proposal?

Step 6

Scroll back up and click “Update” to save the changes.

Step 6 - How to Add Default Standard Savings Button to a Proposal?

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.


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