--- title: "APIs and Credentials: OpenAI and SignNow" description: Add an OpenAI key to unlock AI-assisted template building, or a SignNow key to send proposals for electronic signature. Both integrations are optional. --- [Skip to content](https://help.scanifly.com/apis-and-credentials-openai-and-signnow#main-content) English Show submenu for translations ![SCANIFLY-LOGO-Color-2022.jpg\]](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-Color-2022.jpg?height=40&name=SCANIFLY-LOGO-Color-2022.jpg) Open main navigation Close main navigation - English Show submenu for translations Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.scanifly.com/?hsLang=en) 2. [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en) 3. [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#setup-and-global-settings) # APIs and Credentials: OpenAI and SignNow ## Add an OpenAI key for optional AI assistance, and a SignNow key if you send saved proposals for signature. This article shows you how to add an OpenAI key and a SignNow key in your Proposal Tool global settings. APIs and Credentials holds two integrations: an OpenAI key that powers optional AI assistance in the tool, and the SignNow integration for electronic signatures. Neither is required to use the Proposal Tool. 📘 **Not to be confused with:** the [API Integrations Panel](https://help.scanifly.com/api-integrations-panel?hsLang=en), which connects a design to hardware, sales, and finance partners like K2 Systems, Unirac, and IronRidge. This article covers the Proposal Tool's OpenAI and SignNow keys only. 🚧 **Admin only** 🚧 APIs and Credentials is part of global settings, which requires the **Manage proposals** permission. For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [Proposal Tool Permissions: Who Can Do What](https://help.scanifly.com/proposal-tool-permissions-who-can-do-what?hsLang=en). --- ### OpenAI Key The OpenAI key unlocks the AI assistance features in the tool. You have two ways to get one: - Go to OpenAI directly and get your own key. - Contact Scanifly support and ask for an OpenAI key to use with the software. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-07-2026-05-45-23-8817-PM.png?width=787&height=655&name=image-png-Aug-07-2026-05-45-23-8817-PM.png) --- ### What AI Does and Does Not Do This is worth being precise about, because it is the most common misunderstanding about the Proposal Tool. **AI is not required in the Proposal Tool at all.** You can configure the tool completely, build proposals, and generate exports without ever adding an OpenAI key. **What AI helps with:** - Creating custom templates - Creating custom variables - Creating the rules associated with those variables In each case it makes the building process easier. It is a shortcut for you as an admin, not part of how a proposal is calculated. ❗ **IMPORTANT** AI never performs pricing or savings calculations. Every cost, incentive, payment, and savings figure on a proposal comes from your configured settings and the design data, not from a language model. If you are evaluating whether AI is acceptable in your sales process, this is the fact that matters. For more information on Custom, AI, and Input Variables, please see this support article: [Variables: Custom, AI, and Input Variables](https://help.scanifly.com/variables-custom-ai-and-input-variables?hsLang=en). --- ### Related AI Settings The AI settings related to **AI variables** and **page panel defaults** also live in APIs and Credentials, alongside the key itself. Configure them here once your key is in place. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-07-2026-05-47-46-8906-PM.png?width=657&height=865&name=image-png-Aug-07-2026-05-47-46-8906-PM.png) For more information on Build Templates with AI, please see this support article: [Template Builder: Build with AI](https://help.scanifly.com/build-templates-with-ai?hsLang=en). --- ### SignNow API Integration If your company uses SignNow, add your SignNow API key here. Once it is in place, your team can send saved proposals to SignNow for a customer to sign electronically. SignNow is a third-party electronic signature service, separate from Scanifly. Check SignNow directly for more information about their service and about getting your API key. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-07-2026-05-53-26-3554-PM.png?width=656&height=151&name=image-png-Aug-07-2026-05-53-26-3554-PM.png) For more information on Send a Proposal for Signature with SignNow, please see this support article: [Send a Proposal for Signature with SignNow](https://help.scanifly.com/send-a-proposal-for-signature-with-signnow?hsLang=en). --- ### Save Your Changes ❗ **IMPORTANT** Settings in this panel are preset settings. Nothing is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. Leaving global settings without doing one of those three loses your work, including a key you just pasted in. For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [Presets: How Settings Are Grouped and Saved](https://help.scanifly.com/presets-how-settings-are-grouped-and-saved?hsLang=en). --- For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [Set Up the Proposal Tool: Order of Operations](https://help.scanifly.com/set-up-the-proposal-tool-order-of-operations?hsLang=en). For more information on Send a Proposal for Signature with SignNow, please see this support article: [Send a Proposal for Signature with SignNow](https://help.scanifly.com/send-a-proposal-for-signature-with-signnow?hsLang=en). For more information on Variables Overview: The Six Types and What They Do, please see this support article: [Variables Overview: The Six Types and What They Do](https://help.scanifly.com/variables-overview-the-six-types-and-what-they-do?hsLang=en). If you have any questions or need further assistance, please reach out to our chat support or email [hello@scanifly.com](mailto:hello@scanifly.com). - [Getting Started](https://help.scanifly.com/getting-started?hsLang=en#main-content) - [Start Here](https://help.scanifly.com/getting-started?hsLang=en#start-here) - [Technical Requirements](https://help.scanifly.com/getting-started?hsLang=en#technical-requirements) - [Scanifly PV System Design](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#main-content) - [Individual Features / Design Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#individual-features-design-tools) - [Design Tools & Project Info](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-tools-project-info) - [Site Assessment Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#site-assessment-tools) - [Exports](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#exports) - [FAQ's](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#faqs) - [Design Services](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-services) - [Customer Portal Admin](https://help.scanifly.com/customer-portal-admin?hsLang=en#main-content) - [Managing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#managing-projects) - [Sharing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#sharing-projects) - [User Settings](https://help.scanifly.com/customer-portal-admin?hsLang=en#user-settings) - [My Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#my-projects) - [Team Management](https://help.scanifly.com/customer-portal-admin?hsLang=en#team-management) - [Drone FAQs](https://help.scanifly.com/drone-faqs?hsLang=en#main-content) - [FAA Part 107 & Airspace](https://help.scanifly.com/drone-faqs?hsLang=en#faa-part-107-airspace) - [Photo Acquisition](https://help.scanifly.com/drone-faqs?hsLang=en#photo-acquisition) - [Drones](https://help.scanifly.com/drone-faqs?hsLang=en#drones) - [On-Site Photo FAQs](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#main-content) - [Drone Training](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#drone-training) - [Solar FAQs](https://help.scanifly.com/solar-faqs?hsLang=en#main-content) - [Weather Data](https://help.scanifly.com/solar-faqs?hsLang=en#weather-data) - [Production Factors](https://help.scanifly.com/solar-faqs?hsLang=en#production-factors) - [Request Services](https://help.scanifly.com/request-services?hsLang=en#main-content) - [Service Request Pricing](https://help.scanifly.com/request-services?hsLang=en#service-request-pricing) - [Service Requests Design Stages](https://help.scanifly.com/request-services?hsLang=en#service-requests-design-stages) - [Service Request Offerings](https://help.scanifly.com/request-services?hsLang=en#service-request-offerings) - [Scanifly iOS and Android App](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#main-content) - [Mobile Upload Troubleshooting](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-upload-troubleshooting) - [Mobile Device Requirements](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-device-requirements) - [Mobile App Training](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-app-training) - [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design?hsLang=en#main-content) - [Remote Design Training](https://help.scanifly.com/scanifly-remote-design?hsLang=en#remote-design-training) - [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#main-content) - [Getting Started](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#getting-started) - [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) - [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#setup-and-global-settings) - [Equipment and Variables](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#equipment-and-variables) - [Template Builder](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#template-builder) - [Integrations](https://help.scanifly.com/integrations?hsLang=en) - [Release Notes](https://help.scanifly.com/release-notes?hsLang=en#main-content) - [2026](https://help.scanifly.com/release-notes?hsLang=en#2026) - [2025](https://help.scanifly.com/release-notes?hsLang=en#2025) - [2024](https://help.scanifly.com/release-notes?hsLang=en#2024) - [2023](https://help.scanifly.com/release-notes?hsLang=en#2023) [![Chill listening crop-3](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-2022.png?width=79&height=24&name=SCANIFLY-LOGO-2022.png "Chill listening crop-3")](http://scanifly.com) Scanifly, Inc. 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