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Control What Your Team Sees: Section and Line Item Visibility
### Scanifly Proposal Tool
* Setup and Global Settings
* Control What Your Team Sees: Section and Line Item Visibility
##### Setup and Global Settings
### Control What Your Team Sees: Section and Line Item Visibility
#### Use section visibility to decide what your team sees in the editor, and line item visibility to decide what your customer sees on the proposal.
The Proposal Tool has two separate visibility controls, and admins reach for them together and mix them up. The distinction is simple once stated plainly:
* **Section visibility is about your team.** It controls what shows in the editor.
* **Line item visibility is about your customer.** It controls what shows on the proposal.
If you are trying to simplify life for a new salesperson, you want section visibility. If you are trying to control what a homeowner sees about your costs, you want line item visibility.
🚧 **Admin only** 🚧
Both controls are part of global settings, which requires the **Manage proposals** permission. A salesperson can adjust line item visibility on an individual proposal, but only an admin can set the global default.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
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##### Project Builder Section Visibility: What Your Team Sees
Section visibility controls which sections appear in the Project Builder editor, per preset. This is the lever that makes a Simple preset feel simple: turn off the more complex inputs and a basic user gets a shorter, clearer editor.
Toggling any of these on or off turns them on or off in Project Builder for everyone using that preset.
* **Equipment.** The panels and inverter information section.
* **Installation type.** The roof or ground selection.
* **Financing options.** Cash, loan, PPA, or lease.
* **Incentives.** The customizable, clickable incentives section.
* **Import adders.** The rule-based adders that import automatically.
* **Project adders.** The selectable, customizable project adders.
* **One-off adder and discount.** The free-form input field where a salesperson can enter their own adder or discount.
* **Input variables.** Manual inputs your salesperson fills in, including dropdowns, text, and number fields.
* **AI variables.** Prompt-driven variables that generate written analysis from your design data. They produce text, not pricing.
* **Simple Design editor in 3D.** The Scanifly design embed inside Project Builder.
[Image: Screenshot of the Project Builder section visibility panel showing the full toggle list]
📘 **Pro Tip:**
Turning off the one-off adder and discount is the most common way to stop discounting you did not approve. The salesperson keeps every other pricing tool, but loses the free-form field.
For more information on The Proposal Editor: What Each Section Does, please see this support article: [link placeholder].
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##### Line Item Visibility: What Your Customer Sees
Line item visibility controls which cost and incentive lines print on the proposal your customer reads. Toggle off base system cost, adders, or incentives and they will not show by default when your team exports.
❗ **IMPORTANT**
With everything turned on, both the **Executive Summary** and **Technical Details** pages print a full line-by-line breakdown of your costs and incentives, each adder and each incentive named individually with its amount. That is the intended setup for some companies and a serious problem for others. **This article is where you decide which one you are.** A salesperson sending their first proposal will not know what the export reveals unless you have already made this decision.
[Image: Screenshot of the line item visibility settings panel with the base system cost, adders, and incentives toggles]
For more information on What's Included in the Standard Proposal, please see this support article: [link placeholder].
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##### Line Item Visibility Works at Two Levels
Both levels exist, and a rep and an admin will each be looking for a different one.
* **The global default, in settings.** What you set here saves as the default for every proposal built on this preset. When your team goes to the page to export, the lines you turned off do not show.
* **The per-proposal adjustment, on Project Builder.** A salesperson can change line item visibility on an individual proposal without touching your global default.
Set the global default to what you want the majority of the time, and let your team adjust the exception.
[Image: Screenshot of the line item visibility controls as they appear on the Project Builder page]
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##### Save Your Changes
❗ **IMPORTANT**
Both section visibility and line item visibility are preset settings. Nothing is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. If you leave global settings without doing one of those three, your visibility settings revert.
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
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For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Adders, Incentives, and Import Adders, please see this support article: [link placeholder].
For more information on Choose a Preset for Your Proposal, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
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## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the Project Builder section visibility panel showing the full toggle list]
2. [Image: Screenshot of the line item visibility settings panel with the base system cost, adders, and incentives toggles]
3. [Image: Screenshot of the line item visibility controls as they appear on the Project Builder page]
Strongly worth adding for this article specifically: a side-by-side pair of the Executive Summary Investment Summary block with all line items on, and with them off. That comparison is the entire point of the line item visibility section and no amount of prose lands it as well.
Captures 2 and 3 must be visibly different panels, since the two-levels section depends on the reader seeing that these are two places.
**Needs clarification:**
- Confirm the exact in-product label for the section visibility panel. The walkthrough calls it "the project section visibility on the builder section", which is descriptive rather than a clean label. This draft uses "Project Builder section visibility". Verify before publish.
- Confirm the full set of line item visibility toggles. The walkthrough names base system costs, adders, and incentives as examples of what you can hide, and does not confirm that list is complete. This draft treats those three as examples rather than an exhaustive list.
- Confirm whether a per-proposal line item visibility change persists on that saved proposal, or resets to the global default on the next export.
- Confirm whether turning off a section in section visibility also removes its effect on pricing, or only hides the section from the editor. For example, if import adders are hidden, do import adder rules still fire and still price? This matters and is not stated in the source. Do not guess in the published version.
**Product feedback, not a doc issue:**
- The itemized Investment Summary exposing every adder and incentive by name is on by default. Documentation can point admins here, but the default-on behavior is worth revisiting with product, since a new customer's first proposal exposes their margin before anyone reads this article.
**Suggested cross-references:**
- C2 (What's Included in the Standard Proposal) must link here prominently, per the plan. It is the article a rep reads before their first send.
- C1 (Generate, Preview, and Save a Proposal) should link here.
- B2 (Choose a Preset for Your Proposal) should link here to explain why editors differ between colleagues.
- B8 and B9 should link here for the "if a section is missing, your preset has it turned off" explanation.
- D1 links here from step 8.