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Apply Incentives and Cost Adders

Add the costs that belong on this project and apply the incentives that bring the price down.

Adders raise the system cost and incentives lower it. Both are set up by your admin, and you choose which ones apply to the proposal you're building. For a full tour of every editor section, see The Proposal Editor: What Each Section Does.

If a section described here is missing from your editor, your preset has it turned off.

1. Set the Installation Type

Choose Roof or Ground. If you select Ground, the proposal loads your admin's configured ground mount defaults - see Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental for what your admin has configured. Update any value that doesn't match this project.

Expected result: the trenching and ground mount cost fields appear in the editor, ready to review or edit.

2. Select Your Project Adders

Project Adders are line items you click to apply. Each is a flat dollar amount, a dollars-per-watt rate, or a percentage, and each adds to the system cost.

Expected result: each selected adder appears as a line item in the cost summary, and the system cost total increases.

3. Add a One-Off Adder or Discount

If your preset allows it, use the One-Off Adder and Discount field for an adjustment that only applies to this proposal. This free-form field is the right place for something like a one-time discount.

adding one off adder to proposal

Expected result: the cost summary total updates immediately to reflect the value you entered.

4. Select Your Incentives

Incentives are the reverse of adders. Each is a flat dollar amount, a rate per watt, or a percentage, and each applies as a discount against the system cost.

Expected result: the selected incentive appears as a discount line item, reducing the system cost total.

Incentive caps

Some incentives carry a maximum cap. Caps are optional, and your admin adds them per incentive — for example, a state tax credit might be set at 25% capped at $5,000.

🚧 Order affects capped incentives 🚧 Incentives apply in the order your admin configured in settings. When a cap is involved, that order changes the result: if Incentive A applies before Incentive B, A's cap is checked against the system cost before B is subtracted, so reordering A and B changes what A's cap actually catches. If a capped incentive doesn't land where you expect, check the configured order with your admin.

For more information, see these related articles:

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