Integration · CRM
Bidirectional Proposal Sync Between SubcontractorHub and EasyQuote
The SCH-EasyQuote Connection keeps proposal data identical across both platforms in real time — contact records, proposal line items, and job status sync bidirectionally so contractors using both tools never face manual re-entry or version mismatch between systems.
What Connects Between SCH-EasyQuote Connection and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Bidirectional Contact and Lead Sync
New contacts created in EasyQuote appear in SubcontractorHub immediately, and new SubcontractorHub contacts push to EasyQuote with the same field mapping — name, phone, email, address, job type, and lead source. Updates to contact information in either platform push to the other within minutes, keeping records aligned without reconciliation. Contact sync eliminates the 'which system has the correct phone number?' problem that plagues teams using both EasyQuote and SubcontractorHub simultaneously.
Proposal Line Item and Pricing Sync
Proposals created or modified in EasyQuote sync to SubcontractorHub with full line item detail — equipment, labor, materials, and custom line items — and proposals created in SubcontractorHub push to EasyQuote with the same fidelity. The bidirectional sync ensures that whether a rep works in EasyQuote or SubcontractorHub, the proposal record is identical in both systems. Pricing changes made after the initial proposal draft update in both systems automatically, preventing the version mismatch that results in a signed document that doesn't match the job cost estimate.
Job Status and Stage Sync
When a proposal is marked won, lost, or in progress in SubcontractorHub, the status updates in EasyQuote — and vice versa. Job stage progression in either platform stays aligned, so the operations team managing jobs in SubcontractorHub and the sales team managing pipeline in EasyQuote always see the same deal status. Status sync eliminates the 'I thought that deal was closed' conversation that consumes sales management time in organizations using multiple pipeline tools.
Document and E-Signature Record Sync
E-signature completion events in SubcontractorHub — signed contracts, change orders, completion certificates — sync to EasyQuote as completed document records, and EasyQuote e-signatures push to SubcontractorHub's document vault. Both platforms maintain a complete legal document record for each project without separate document management workflows. Document record parity across platforms is critical for contractors who generate proposals in one system and manage project billing in another.
How to Connect SCH-EasyQuote Connection with SubcontractorHub
Activate EasyQuote Connection in SubcontractorHub
In SubcontractorHub integrations, select EasyQuote Connection and enter your EasyQuote API credentials to initiate the bidirectional sync.
Run Initial Data Reconciliation
SubcontractorHub compares existing records in both systems and identifies conflicts — review and resolve conflicts for contacts or proposals that exist in both systems with differing data before activating live sync.
Configure Sync Direction Rules
Set which fields are authoritative in SubcontractorHub versus EasyQuote — for example, pricing fields may be authoritative in SubcontractorHub while lead source fields are authoritative in EasyQuote.
Activate Live Bidirectional Sync
Enable live sync and test with a new contact and proposal in each system to confirm the bidirectional push works correctly in both directions before relying on it for active deals.
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Who Uses the SCH-EasyQuote Connection Integration
Sales Team on EasyQuote, Ops Team on SubcontractorHub
A solar company's sales team builds and sends proposals in EasyQuote because they're comfortable with its interface; the operations and project management team runs installations, permits, and billing in SubcontractorHub. The SCH-EasyQuote Connection keeps both teams working from the same data without requiring either team to change platforms. Cross-team system division is common in growing contractor companies — the integration enables it without creating data silos.
Migrating From EasyQuote to SubcontractorHub
A contractor transitioning from EasyQuote as their primary tool to SubcontractorHub as their full platform uses the SCH-EasyQuote Connection as a bridge during migration — running both systems simultaneously with bidirectional sync while training staff on SubcontractorHub. Active deals in EasyQuote complete without disruption while new deals originate in SubcontractorHub. The bidirectional sync prevents migration from requiring a hard cutover date that would disrupt in-flight proposals.
Partner Companies Using Different Primary Platforms
Two contractor companies that share a sales partnership — one using EasyQuote as their primary CRM, one using SubcontractorHub — use the SCH-EasyQuote Connection to share lead and proposal data for co-marketed projects. Shared pipeline visibility across different primary platforms enables collaboration without requiring one partner to change systems. Joint proposals created in either platform are visible in both, supporting transparent partnership operations.
Accounting Integration Requiring SubcontractorHub Records
A contractor whose accounting software integrates with SubcontractorHub but not EasyQuote uses the SCH-EasyQuote Connection to ensure all EasyQuote-generated proposals and jobs flow into SubcontractorHub automatically — enabling the accounting integration to capture all revenue without manual job entry. SubcontractorHub becomes the accounting data hub by receiving all proposal data from EasyQuote, even when sales activity originates there. Accounting integration completeness depends on SubcontractorHub having a complete record of all jobs regardless of where they were quoted.
Common Questions About the SCH-EasyQuote Connection Integration
What happens if a proposal is updated in both platforms simultaneously — which version wins?
The SCH-EasyQuote Connection uses a last-write-wins conflict resolution rule by default — the most recent change overwrites the older one. For critical fields like pricing and scope, you can configure SubcontractorHub as the authoritative source so SubcontractorHub values always take precedence over EasyQuote. Conflict logs are stored in SubcontractorHub's integration settings for review, and alerts can be configured when a conflict override occurs.
Is the sync truly real-time or is there a batch delay?
The SCH-EasyQuote Connection uses webhook-based event triggers for most record types — contact updates, proposal status changes, and e-signature events push in near-real-time, typically within 60–90 seconds. Line item detail syncs run on a five-minute interval to batch the more data-intensive proposal content updates. Status events that trigger downstream workflows (like job stage changes) are always webhook-based for real-time reliability.
Can we choose to sync only certain record types and not others?
Yes — the sync is configurable by record type. You can sync contacts and proposal status without syncing line item detail, or sync complete proposals without syncing document records. Granular sync control is valuable for contractors who want the pipeline visibility of bidirectional sync without the complexity of syncing detailed proposal content between platforms.
Does the integration work if we use EasyQuote for HVAC proposals but SubcontractorHub for solar?
Yes — the sync can be configured to include or exclude records by job type. HVAC proposals from EasyQuote can sync to SubcontractorHub while SubcontractorHub's solar proposals remain SubcontractorHub-only. Job type filtering in the sync rules prevents solar-specific fields and workflows in SubcontractorHub from being populated with irrelevant HVAC data from EasyQuote.
Is there an additional cost for the SCH-EasyQuote Connection?
The SCH-EasyQuote Connection is included in SubcontractorHub's Professional and Enterprise plans at no additional charge. EasyQuote subscription costs are separate and billed directly by EasyQuote. For SubcontractorHub plans below Professional, the EasyQuote Connection is available as a paid add-on — contact SubcontractorHub's sales team for current add-on pricing.
Connect SCH-EasyQuote Connection with SubcontractorHub
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