Control What Your Team Sees: Section and Line Item Visibility

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: Proposal Tool Permissions: Who Can Do What.

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.

📘 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: The Proposal Editor: What Each Section Does.

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.

For more information on What's Included in the Standard Proposal, please see this support article: What's Included in the Standard Proposal.

Line Item Visibility Works at Two Levels

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.

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: Presets: How Settings Are Grouped and Saved.

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.

For more information on Adders, Incentives, and Import Adders, please see this support article: Variables: Adders, Incentives, and Import Adders.

For more information on Choose a Preset for Your Proposal, please see this support article: Choose a Preset for Your Proposal.

If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.