Effortlessly Share and Sign Contracts with SubHub Sign

Signing contracts online removes the need for scheduling an in-person meeting with the involved parties, saving time and resources. As a continuation of our commitment to sales velocity, SubcontractorHub has developed an e-sign integration with which organizations can easily create custom contract templates, send out contracts online and sign them digitally. While other e-sign integrations require dedicated time and resources, SubcontractorHub has ensured that organizations can create, share and sign documents from one place. This new feature has been released for BETA.

## Benefits of Integrating SubHub Sign
- Streamline the process of sharing and signing documents, saving time and removing the need to schedule an in-person appointment. 
- Add document templates and map fields with ease. Our e-sign feature is easy to set up without leaving the SubcontractorHub platform. 
- No need to invest in a third-party e-sign platform, our seamless integration comes at no additional cost to you.

![sch-sign-feature-update-GIF1 (1)](//images.ctfassets.net/yihlkuy6agkx/2BbDYPSBpYmEdkSq7QqR2M/47aaa040b9f264e71b3cf33f2bee192a/sch-sign-feature-update-GIF1__1_.gif)

## Effortlessly Set Up Your SubHub Sign 
Here’s how you can implement SubHub Sign into your organization and get started. Request that the SubcontractorHub team provide you with the SubHub Sign token. This token will be unique to your organization. Use the provided token to connect the SubHub Sign integration with your SubcontractorHub account. 

Once SubHub Sign has been successfully integrated, you may begin by creating a document template in the Contract Document tab. When creating a template, add the template name, email subject line and email body content. Choose whether the document is for the proposal module or the project module. Upload the contract PDF and add recipients, then save. 

Once your template is complete, continue by mapping fields with a simple drag-and-drop functionality. Choose the recipient from the drop-down menu and add fields which the recipient will have to fill out. You can select if the fields are required or not and also change the text format of a field according to your needs. Field types include name, signature, initial, checkboxes, static fields and more. 

SubHub sign templates can be cloned in order to create a copy of a document template and edit it. Once a template is cloned, the fields of the template must be mapped. The cloning feature ensures that you can manage your ocuments and make adjustments with ease.

![sch-sign-feature-update-GIF2](//images.ctfassets.net/yihlkuy6agkx/6Jd9Nh0g7kuHmd5bKqXoT9/bc868e5a615cf688699ee43aa02d7b6d/sch-sign-feature-update-GIF2.gif)

A complete document template can be added to SubcontractorHub’s database as an HIC contract by using the UUID. Simply add the document template to the database, choose the HIC document type, input the UUID, then input other relevant information. If the document is a project or change order document, mark the corresponding checkbox. After filling out the template information, save it. It is important to note that a cloned template will have a different UUID than the original template it was cloned from. 

Once your document template is ready, you can go ahead and start signing with SubHub Sign. SubcontractorHub users can elect to send contracts to recipients via email or open the contract in a new tab for signing with the provided URL. From there, recipients can adopt a signature or create their own and sign their contract online. The first recepient will have the option to add the contracts to the attachments section of the proposal either as a combined document or as separate files. Once the signing process is complete, the recepients will receive an email notification. To this email a downloadable completion certificate will be attached. For contracts that have been signed via SubHub Sign previous to the new completion certificate functionality, a new completion certificate download button has been added to the e-sign activity tab. 

Effortlessly streamlining the contract signing process, SubHub Sign enables organizations to save time and resources by eliminating the need for in-person meetings. With its seamless integration into the SubcontractorHub platform, users can create, send, and sign documents efficiently. Experience the convenience of SubHub Sign and accelerate your deal closures by booking a SubcontractorHub demo today!

Streamline the contract sharing and signing process with SubHub Sign. Create document templates, map fields and sync with SubcontractorHub's database with ease. Simply share documents and sign online- no need for an in-person meeting. 

Easily create templates, map fields and sync with our database. Share documents and sign online- no in-person meeting. 

Streamline Pricing Management SubcontractorHub New Feature-Margin

SubcontractorHub understands the needs of its users and has introduced a new feature, Margin, that will help managers and office administrators handle adders, panels, battery information in the parent organization. This new feature facilitates the seamless integration of pricing information across different offices with a parent organization, ensuring a hassle-free experience and enhancing overall workflow.The core of this new feature lies in its ability to empower managers to effortlessly manage margin and cost-related data.

The margin empowers office admins to consolidate pricing data, encompassing adders, panels, and batteries, all in the parent organization. With a few clicks, data is automatically synchronized with various offices, eliminating the need for manual changes. This systematic approach reduces errors and saves valuable time, ensuring pricing consistency.

Admins can easily manage data by logging in with admin access and navigating to the Database section. Access the Adders list and effortlessly add new data using the form. Admins can get the flexibility to input key details like Unit Price, Fixed Amount, Dealer Price, and the brand-new Margin feature.

Office Managers can benefit from the margin feature, with the authority to fine-tune pricing specifics for adders and batteries. Access, review, and adjust margin values as needed and it automatically calculates the Unit Price and Fixed Price based on the defined margins, streamlining pricing and maintaining consistency.

![add-solar](//images.ctfassets.net/yihlkuy6agkx/5JT49OO4PXEAQlVbIftu8Q/6b29474476c27b799e25958d711f31b9/add-solar.png)

### The key points about the pricing components and calculations to consider with the new margin feature:

1. __Unit Price:__ This refers to the cost of an individual unit of the adder applicable to the parent organization.
2. __Fixed Amount:__ It is an additional sum that gets added to the unit price after applying the margin. The margin is also applied to this fixed amount.
3. __Dealer Price:__ This represents the baseline price of the adder set by the admin for the office. Please note, this value cannot be edited in the office.
4. __Margin:__ The margin is a value applied to both the unit price and the fixed amount. The formula used is: round($cost / (1 - ($margin / 100)), 2).
5. __Territory Pricing:__ If the price of the adder varies across different territories, you can select the second radio button and input the appropriate price.

In summary, SubcontractorHub's Margin feature empowers modern construction businesses with seamless pricing integration, precise adjustments, and enhanced efficiency. By simplifying data consolidation and ensuring consistency, this user-friendly tool exemplifies SubcontractorHub's commitment to streamlined processes and sustainable growth within the construction industry.


Experience effortless pricing integration and precise adjustments with SubcontractorHub's Margin feature. Empower your construction business today!

pricing management with Subcontractorhub new feature-Margin

Enable admins to easily consolidate and synchronize adders, panels, and battery data across different offices within a parent organization. 

Streamline Pricing Management: SubcontractorHub New Feature-Margin

Filter by List View Enhance your Lead, Customer and Project Management

At SubcontractorHub, we're dedicated to innovating and providing comprehensive solutions for your solar sales process, ensuring we are your go-to partner for growing your solar business. Our platform offers a full suite of tools designed to streamline every stage of your sales journey, from lead generation to project management and invoicing.

We're thrilled to introduce a feature update: the "Filter by List View" for Customers and Leads. This enhancement focuses on customizing your experience to meet the specific needs of your role within the organization. It allows for the creation of personalized lists of leads, customers, and projects that can be sorted and filtered by most fields located on each of the objects. This list view can be created by admins, who can add, edit, or delete any list, ensuring a tailored approach to list management.

This innovation is particularly aimed at adapting to the varied requirements of different users within your organization, providing data that’s directly relevant to each individual's tasks and responsibilities. It reflects our commitment to delivering a multi-tenant platform that offers a personalized experience for every user. Sales teams, for example, can now focus on leads generated through referrals, networking, or consultations, streamlining their workflow and enhancing productivity.

Additionally, the "Filter by List View" feature promotes role-specific access and collaboration across your organization. Admins can set up and assign default lists that cater to the distinct needs of different roles, from salespersons to managers, facilitating seamless access to pertinent information. By enabling the sharing of these customized lists among various roles, we further support team collaboration and communication, aligning efforts towards common objectives and strategies more effectively than ever. This update underscores our commitment to not just providing a tool, but fostering an environment where every user's workflow is optimized for success in the solar sales industry.

![filter-by-list-gif-1](//images.ctfassets.net/yihlkuy6agkx/13zJXG0UFvsTGokP3PLcx8/cd465cab2ca6c82b490065ccae049ede/filter-by-list-gif-1.gif)

## Enhancing Efficiency with Filter by List View

Filter by List View is a superior feature to individual filter options because it gives you more control and flexibility over your lead and customer management. With individual filter options, you can only apply one filter at a time, and you have to repeat the process every time you want to change the filter. This can be tedious and time-consuming, and it can also limit your view of your leads and customers. With Filter by List View, you can create and save multiple lists based on different combinations of filters, and you can access them anytime with just one click. This can save you time and effort, and it can also expand your view of your leads and customers.

At SubcontractorHub, our commitment goes beyond providing tools; we are dedicated to offering you the best solutions to foster the growth of your solar business. Filter by List View is a testament to this commitment – an advanced feature designed to elevate your efficiency, collaboration, and overall business success.

If you want to experience the benefits of Filter by List View and other amazing features, book a demo today and get started with SubcontractorHub. 

Introducing Filter by List View! Create personalized lists of leads, customers, and projects. Sort and filter lists by fields located on each of the objects.

Filter by List View: Enhance Your Lead, Customer and Project Management

Create personalized lists of leads, customers, and projects. Sort and filter lists by fields located on each of the objects.

New EasyQuote Widget Feature

EasyQuote, our white-label solution from SubcontractorHub, empowers solar businesses to sell their products online with a direct-to-consumer approach, increasing their revenue making solar more accessible, thereby improving solar business profitability and customer satisfaction.

We offer solar businesses a simple path to going direct to consumer, allowing them to expand the reach of their services, improve accessibility, generate leads, and even complete full transactions online.

As part of EasyQuote’s revolutionary approach to solar sales, we are proud to announce a new feature – Form Widget. This feature meets the growing demands of our loyal users, who want to enhance user interaction and conversion without directing them to a separate landing page.

## What is the Form Widget?
The Form Widget is a simple yet powerful solution that allows you to integrate a popup form or an inline form directly onto your existing website. This way, you can capture leads, generate quotes for potential customers, and complete transactions without redirecting them to another landing page.

The widget tab provides two layout options: a standard form or a step-by-step process, allowing for inline display or form embedding on the current website.

## How Does It Work?
The Form Widget is very easy to use. You can choose from two layouts: Default or Slider. The Default layout displays all the form fields in a single window like a form, while the Slider layout shows one field at a time and slides to the next one after the user inserts their information.

After selecting the layout, you can also choose the display mode to be Inline or Popup. The Inline mode allows you to embed this form into any page on your site, while the Popup mode allows you to use call-to-action buttons on your website to open the form. This new feature gives you the flexibility to customize your lead generation strategy according to your business needs and preferences.

To use the Form Widget, you need to contact your Customer Serivce Manager for EasyQuote and request this feature.

![Form Widget](//images.ctfassets.net/yihlkuy6agkx/575V2vphTaKHbxVPMUq7sm/65e486ec064e570758c3349db5cd3aff/EQ-Widget_Fuction_GIF.gif)

## Why Choose to Use the Form Widget?
The Form Widget offers many benefits for your solar business, such as:
__Seamless Integration:__ You can embed the widget seamlessly into your current website, ensuring a consistent and professional user experience.
__Enhanced User Engagement:__ You can capture the attention of your site visitors and keep them engaged with your solar offerings, without losing them to another page.
__Time-Saving:__ You can save time and effort by avoiding the redirect to the landing page. The widget setting allows you to directly connect your customers to EasyQuote's white label service, where they can get their solar online in a few clicks.

This widget is the latest innovation from EasyQuote. Try it out today and see how it can boost your conversion rates and customer satisfaction.

EasyQuote introduces the new Widget feature- integrate a popup or inline form into your existing website without creating an additional landing page. 

Feature Update | EasyQuote Widget

Integrate a popup or inline form into your existing website without creating an additional landing page.

Enhance Solar Lead Management with SubcontractorHub Page Layout Feature

We're thrilled to announce the launch of our latest feature, Page Layout, a revolutionary update designed to transform your lead management process on the lead detail page. Say goodbye to the tedious task of filling out irrelevant information for each lead. With the new Page Layout feature, customization is at your fingertips.

Now, you have the power to decide what information is crucial. Customize mandatory fields tailored to your specific needs, choosing between dropdowns, text, checkbox, or even attach files to capture the essence of every lead. Recognizing the unique needs of different users in your business, Page Layout allows for the selection of a customized lead layout for specific user roles. Once set up, users will see exactly the fields they need to fill in, streamlining the process and enhancing efficiency.

Prefer to keep things standard? Our default lead feature is still available, offering a mix of standard and custom fields to suit your general needs. However, for those looking to elevate their lead management system, Page Layout provides the tools to create a fully customized experience.

![page-layout-feature-article-gif1](//images.ctfassets.net/yihlkuy6agkx/iOAEX35YXjfI0JIpJKlNW/c12abfb9d82f2bca1be533cd3531722d/page-layout-feature-article-gif1.gif)

Crafting your perfect page layout has never been easier. Whether you're looking to incorporate custom fields unique to your sales process or utilize our standard fields, the drag-and-drop functionality allows for the effortless design of your ideal lead detail page. Step into a world where every detail can be customized to perfection. Our Page Layout feature allows you to craft unique layouts with custom fields and sections, all editable directly within the database tab. This level of customization ensures that lead information is organized and presented according to the distinct requirements of your projects and team dynamics.

We facilitate the creation of multiple page layouts tailored to the specific roles, each layout visible exclusively to the assigned user, ensuring a focused and clutter-free workspace. This means that when team members add or edit lead information, they interact only with the layout designated to them, enhancing productivity and reducing information overload.

In scenarios where a custom page layout is not assigned, SubcontractorHub seamlessly defaults to a standard layout, maintaining continuity and ease of use. This feature guarantees that essential lead information is captured and stored efficiently, without overwhelming users with irrelevant details.

Here's a quick guide to leveraging this feature for your sales team:

1. Navigate to the database tab and select the Page Layout option. Within this, zero in on "Custom Fields" and choose the "Lead" category to begin creating your fields.

2. Proceed to the Layout section under Page Layout, opt for the Lead category, and name your new page. Assign it to a user role to ensure targeted access.

3. Add sections to your layout and populate them by dragging and dropping both standard and custom fields as per your requirements. This drag-and-drop functionality allows for the creation of a fully customized interface tailored to what you need to see and interact with.

Through these steps, SubcontractorHub empowers you to not only customize your leads page layouts but also to ensure that every piece of information added or edited on the Leads tab is relevant and organized according to your specific needs.

![page-layout-feature-article-gif2](//images.ctfassets.net/yihlkuy6agkx/7aEmUHpfxaGG7C6DKgh4z1/eb9ecbeb62b7e28ee228df1c5e8ef049/page-layout-feature-article-gif2.gif)

SubcontractorHub's Page Layout, a revolutionary update designed to transform your lead management process on the lead detail page.

Enhance Solar Lead Management with SubcontractorHub’s Page Layout Feature

Say goodbye to filling out irrelevant lead information. With the  Page Layout feature, customization is at your fingertips.

Enhance Solar Lead Management with SubcontractorHub Page Layout Feature

Enhancing AI Design Accuracy Introducing SubcontractorHub AI Edit Mode

SubcontractorHub’s AI design tool now includes the edit mode feature, offering greater flexibility and precision in solar installation design. This transformative feature gives solar businesses more control over their design, ensuring that each solar layout can be adjusted according to a customer’s specific needs. It also allows sales representatives to correct AI design tool errors without having to switch to the more complex manual design tool. 

With the edit mode feature, SubcontractorHub is ushering in a new era of efficiency, customization and accuracy in the solar design landscape. Using edit mode, sales representatives can quickly adjust AI-generated designs, bypassing the time-consuming manual design process. This efficiency enables them to deliver precise proposals to customers, avoiding delays that might jeopardize a sale. For instance, if the AI tool incorrectly positions solar panels on a home's roof layout, the edit mode empowers sales reps to correct the solar array placement promptly.

*The capabilities of SubcontractorHub’s AI edit mode -*

Adjusting panel sets aids sales representatives in realigning solar panels with the roof if the AI tool has inaccurately assessed the roof area. 
Rotating solar panel sets enables sales representatives to orient them properly for optimal energy efficiency. Aligning the panels with the correct azimuth ensures that solar customers maximize their energy production from the installation. The AI tool will remove solar panels that do not fit within the roof layout after rotation. 

![Enhancing AI Design with Editing Capabilities](//images.ctfassets.net/yihlkuy6agkx/5PinSlmfgvGpaMuEfYoGhV/392701465454dda70ec05de30e7bf349/ai-tool-feature-article.gif)

# Transforming and Streamlining AI Design with Edit Mode
Edit mode within the AI Design tool offers SubcontractorHub users the ability to provide streamlined services without compromising on design quality.  Courtesy of this update, users gain more control over their design process without having to train for manual tools. This feature is highly beneficial to solar businesses, boosting the efficiency of sales operations, and leading to an increased close rate with higher customer satisfaction. 

Let’s take a look at how the edit mode feature works so that your sales representatives can start using the tool. 

Start by following the usual AI design process and generate a solar layout. Once the solar layout is generated, users can edit panel alignment by clicking on the edit icon. The panels are then shown in edit mode with a calculate button. Sales representatives can use edit mode to move and rotate the misplaced panel set so that it is properly aligned with the roof layout. Remember that following each edit, users must click on the calculate button to recalculate the annual production in the solar details section. When the design is complete, click on the “Next” button to save.

SubcontractorHub's AI design tool sets a new standard for customization, revolutionizing the solar sales landscape with its efficient and precise design capabilities. This groundbreaking feature is redefining the integration of AI in solar businesses, enabling sales representatives to cater to customer needs seamlessly with minimal effort. Interested in discovering the potential of edit mode for your business? Schedule a demo with SubcontractorHub now to explore our advanced AI design tool and the innovative edit mode feature in detail.

SubcontractorHub now offers Edit Mode for its AI designs. Simplify your sales process and go from Lead to Proposal in minutes. 

AI Design - Edit Mode | SubcontractorHub

Adjust AI-generated solar layouts to fit customer needs enabling quick corrections to solar panel placements.

Enhancing AI Design Accuracy: Introducing SubcontractorHub AI Edit Mode

AB Test with EasyQuote-s New Multiple Hostname Feature-GIF

[EasyQuote](https://www.easyquote.ai/) stands as a pioneering AI-driven platform designed specifically to revolutionize how businesses approach solar sales. Tailored to meet the unique needs of solar companies, it integrates cutting-edge AI-driven designs and decision engines to empower companies in optimizing and streamlining their solar sales processes.

EasyQuote's core strength lies in empowering businesses to provide instantaneous and accurate AI quotes. Leveraging intelligent algorithms and a vast customizable database, EasyQuote equips businesses with the tools to make informed decisions and enhance their sales strategies.

![easyquote multiple hostname feature](//downloads.ctfassets.net/yihlkuy6agkx/6ZThoNNViuUFhfoEolvEKE/bac3251d8996360b600d751d23d2abd1/Multiple_host_GIF.gif)
## Introducing the Latest Update: Multiple Hostnames Feature
In its commitment to enhancing user control and customization, EasyQuote introduces the revolutionary Multiple Hostnames feature. This latest update is a testament to EasyQuote's dedication to providing unparalleled flexibility and precision.

With the Enhanced Multiple Hostnames feature, businesses can effortlessly add multiple hostnames to their account. This expanded functionality allows for the creation of multiple landing pages, enabling businesses to test changes in content, flow, required questions, and more within the tool. Positioned conveniently at the top right corner during the customization process, this feature simplifies the creation of multiple landing page configurations, enabling businesses to tailor their approach precisely and effectively target diverse audience segments.
![add multiple hostname with easyquote multiple hostname feature](//images.ctfassets.net/yihlkuy6agkx/63TyDZxUYFEAujLs3uOCRm/c275b37b41142312cb560749d293e0f8/EQ.png)
## With EasyQuote's Multiple Hostnames, businesses gain the power to:
- Test variations in content, flow, required questions, and call-to-action approaches.
- Conduct robust A/B tests by directing different traffic segments to distinct configurations.
- Experiment with different messaging strategies tailored for specific audiences.
- Refine user journeys based on location-specific preferences or demographics.
- Explore varying pricing structures to gauge customer response and conversion rates.
And more

Upgrade your solar sales strategy today with EasyQuote's Multiple Hostnames feature and unlock a whole new level of customization and precision in crafting landing pages that resonate with your audience.

EasyQuote’s multiple hostnames feature helps businesses resonate with prospects through a new level of customization and precision in crafting landing pages.

Enhance Solar Sales: EasyQuote's Multiple Hostnames Feature

Create and test various landing page configurations, with different content, flows, and call-to-actions, enhancing customization and targeting of diverse audience segments.

A/B Test with EasyQuote's New Multiple Hostname Feature

Boost Solar Sales with EasyQuote New Preview Button-GIF

EasyQuote has established itself as the go-to solution, leveraging advanced AI-driven designs and decision engines to simplify and elevate the solar purchasing journey for businesses. Its user-centric approach ensures a seamless and efficient experience for both businesses and customers, setting a new standard in the industry.

This innovative platform goes beyond providing quotes. [EasyQuote offers seamless integration with existing websites through its flexible white label solution](https://www.easyquote.ai/), preserving branding and ensuring a cohesive customer experience. Its robust analytics and reporting tools offer valuable insights into customer behaviors, preferences, and trends. This data-driven approach enables businesses to make informed decisions and enhance their solar sales strategy continuously.

![enhance solar sales strategy with preview before publishing software](//images.ctfassets.net/yihlkuy6agkx/5FlrlZSkyYNw4FcR7sdhk2/6484a9077f5d178e90a10a2e50d14767/EQ1.png)
## Introducing the Latest Update: Preview Before Publishing Feature
Adding to its suite of user-centric functionalities, EasyQuote introduces the game-changing Preview Before Publishing feature. This latest update provides users with unparalleled control and precision over their EasyQuote site and flow.

Through a simple click on the 'preview' button, users gain access to a generated preview link. This link offers a comprehensive view of their landing page, enabling them to assess the appearance and functionality before publishing. This meticulous approach ensures alignment with their vision, maintains a professional online presence and contributes to a flawless customer experience.

Ready to experience the seamless control and precision of EasyQuote's Preview Before Publishing feature firsthand? Book a demo today and explore how this tool can revolutionize your solar sales strategy effortlessly, ensuring a refined and impactful customer journey tailored for your business.

The Preview Before Publishing feature offers more control over the appearance and functionality of landing pages, improving strategy and customer experience.

Boost Solar Sales with EasyQuote's New Preview Button

Get a comprehensive view of landing pages before publishing, ensuring they align with your vision for a seamless customer experience.

Feature Updates