--- title: Choose a Preset for Your Proposal description: Choose a Preset for Your Proposal --- [Skip to content](https://help.scanifly.com/choose-a-preset-for-your-proposal#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. [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) # Choose a Preset for Your Proposal ## Pick the preset that controls which editor sections you see and which defaults load into your proposal. A preset is a saved bundle of settings. Choosing one is the fastest way to change how much of the editor you have to deal with. ### 1. Open Choose Preset In the top right of the editor, click **Choose Preset**, then select the preset you want. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-12-56-44-1234-PM.png?width=670&height=232&name=image-png-Jul-30-2026-12-56-44-1234-PM.png) ### 2. Understand What Changes A preset controls which editor sections appear and which defaults load. - **Simple** shows a handful of inputs. - **Advanced** adds equipment, adders, and import adders. - **Roofing** swaps in non-solar components, which live in the Balance of System section. ![simple vs advanced proposal presets](https://help.scanifly.com/hs-fs/hubfs/simple%20vs%20advanced%20proposal%20presets.gif?width=670&height=363&name=simple%20vs%20advanced%20proposal%20presets.gif) ### 3. Know That Your Choice Is Remembered Your preset choice is remembered per design. Next time you build from that design, the same preset loads by default. For more information on Presets: [How Settings Are Grouped and Saved](https://help.scanifly.com/presets-how-settings-are-grouped-and-saved?hs_preview=rPwmMiHR-194090286416&hsLang=en). For more information on Control What Your Team Sees: [Section and Line Item Visibility.](https://help.scanifly.com/control-what-your-team-sees-section-and-line-item-visibility?hs_preview=rPwmMiHR-194090286416&hsLang=en) For more information on The Proposal Editor: [What Each Section Does.](https://help.scanifly.com/the-proposal-editor-by-section?hs_preview=rPwmMiHR-194090286416&hsLang=en) If you have any questions or need further assistance, please reach out to our chat support or email 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. Copyright © 2026, Scanifly