How to View Public Proposals

Sales reps can present proposals to customers by sharing a public-facing version of the proposal. SubcontractorHub provides multiple ways to access, copy, email, or download this version, making it easy to present the information to homeowners in the format that works best. Use the methods below to locate and share public proposals.

Option 1

Step 1: Locate the “Customers” tab on the left-hand side.

Step 2: Locate your customer, go to the “Actions” section and click on “Proposals”.

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

Step 4: After finishing the proposal, click “View Proposal” from the header to access the public proposal.

Step 5: Click on the “Copy” icon to copy the public proposal URL. 

Step 6: Click on the “Mail” icon to send the proposal to the customer’s email address. 

Step 7: Click the “Download” icon to download the public proposal. 

Option 2

Step 1: Locate the Summary section of the proposal.

Step 2: Click “View Proposal” to access the public proposal.

Step 3: Click on the “Copy” icon to copy the public proposal URL.