How to Add a New Document Template?

Setting up document templates in SubcontractorHub ensures your team generates the right contracts and forms for every job, based on state, utility, job type, or finance partner.

You can create a standard template or configure advanced options, such as CPUC guidelines, utility-specific conditions, or multi-language support. Read this guide for a thorough setup process for document templates.

Step 1: Locate “Manage Database” and click "Database" on the main menu.

Step 2: Navigate to “Documents”.

Step 3: Select “Document Templates”. Click “Add” on the top right corner.

Step 4: Select the document type.

Step 5: To use a document template within projects, mark the “Is Project Doc” checkbox. All document template types are available for projects.

Note: Admins can now add a CPUC template to the database for proposals based in California. CPUC guides can be added to document templates, and are added based on the utility. You can assign multiple utilities to a single CPUC template.

Step 6: Add the name, Template ID, and State and fill up the necessary fields on the page.

Note: Template ID is a unique identifier associated with a specific document template. It corresponds to a pre-configured template stored in DocuSign or SubcontractorHub’s own SubHub Sign. This ID allows SubcontractorHub to correctly pull in and use the right document format when generating project-related files. You can also select multiple states for a single document template.

Step 7: Scroll down and select your Finance Type.

Step 8: Click “Save” to save your document template.

Note: When you select the document type as “IC/InterConnection”, you will need to fill out the details of the utility and set the system size condition for the document template.

Note: You can select multiple job types for a template from the “Job Types” dropdown.

Note: New document template types have been added: Panel Form, Inverter Form, Adder Form and Roof Type Form.

Note: When you select the document type as “HIC”, you can select a battery type from the “Battery Types” dropdown.

Note: When you select the document type as “HIC”, you can select which offices can access the document template from the “Offices” dropdown.

Note: You can now assign languages to HIC document templates. When initiating the signing process, the contract will be generated based on the language selected in the customer information. The corresponding document template in that language will automatically be used.