UI Flow Changes to Quote Cards and New Summary Section

With this exciting update, it’s never been more efficient to close a deal on SubcontractorHub. Now, the entire sales flow from qualifying to signing contract documents, verifying the perfect packet, and completing the welcome call is laid out step-by-step within the finance card. What’s more, the summary details are now also available within the finance card, along with the PPW pricing toggle (if the organization has enabled it). This means that sales reps can now finalize a finance option and go straight from qualifying to submitting their project in one place. Here’s a detailed look at each of these new features.

New Pricing Summary

Forget scrolling down to the pricing summary every time you finalize a quote, now, the summary details are available directly within the finance card in the collapsible “Details” section. See everything from system size to dealer fees in one place. For organizations that prefer PPW pricing, the PPW pricing toggle is available in the same place, too. 

Step-By-Step Process

SubcontractorHub constantly strives to increase efficiency for sales reps, and the new finance quote UI is yet another enhancement that accelerates sales. With this update, sales reps can go beyond finalizing, qualifying and signing finance documents to complete the perfect packet, sign the installer document, complete the welcome call, submit their proposal for review and finally, submit the project in one streamlined workflow.

As one step is completed, further steps become available on the finance card. Completed steps turn green, while incomplete steps remain grey, ensuring that sales reps know what tasks they have done and which are yet to complete.

Submitting a Project

Once a sales rep goes through all the steps, they can submit the project directly from the finance card. This means it’s easy to verify whether everything is completed before submitting the project. As a direct result of this new workflow, sales reps no longer have to scroll down to the summary section to see the pricing summary, sign the installer contract or fulfill the perfect packet; it’s all embedded in the finance card. 

We hope these updates enhance your SubcontractorHub experience!