How to Use SubcontractorHub’s Perfect Packet

Follow the steps below to use SubcontractorHub's perfect packet checklist.

Step 1: From the main menu, go to the “Customers” tab.

Step 2: Locate the “Actions” section and click “Proposals”.

Step 3: Click “View Detail” on the proposal card.

Step 4: Click the “Perfect Packet” tab on the left.

Step 5: Click on the action button on the right-hand side.

Step 6: Add the attachment details and upload the file.

Step 7: Click “Save”.

Step 8: Mark the action as completed by clicking on the empty check box.