![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){kind=logo}
Presets: How Settings Are Grouped and Saved
### Scanifly Proposal Tool
* Setup and Global Settings
* Presets: How Settings Are Grouped and Saved
##### Setup and Global Settings
### Presets: How Settings Are Grouped and Saved
#### Understand what a preset holds, how many you need, and how to save your changes so you never lose configuration work.
A preset is the container for most of your Proposal Tool configuration. Understanding presets is the difference between settings that stick and settings that quietly disappear, so read this before you spend time in global settings.
🚧 **Admin only** 🚧
Presets are managed in global settings, which requires the **Manage proposals** permission.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
---
##### What a Preset Is
A preset is a saved group of settings. Think of it as one complete way your company works, bundled and named.
In practice, when you change global settings you are changing preset settings. That is the single most useful thing to know about them.
[Image: Screenshot of the preset selector in global settings showing a list of saved presets]
---
##### What a Preset Controls
A preset carries the following:
* **Variables.** Your custom, AI, and input variables, plus adders, incentives, and import adders.
* **Equipment.** Your inverters, optimizers, and other balance of system items, along with module tier pricing if you use it.
* **Company details.** Your proposal contact fields, Default Proposal Controls, and color scheme.
* **Line item visibility.** Which cost and incentive lines show on the proposal by default.
* **Defaults and assumptions.** Your utility, loan provider, lease and PPA provider, ground mount, and environmental libraries.
A preset also controls **Project Builder section visibility**, which is what makes one preset feel simple and another feel advanced to the salesperson using it.
For more information on Control What Your Team Sees: Section and Line Item Visibility, please see this support article: [link placeholder].
---
##### How Many Presets You Need
One preset is fine. If your company has a single way of working, a single preset that represents your company specifics is all you need.
Multiple presets make sense when you genuinely sell in more than one way:
* One for commercial and one for residential
* One per territory, when rates, incentives, or providers differ by region
Every additional preset is another set of settings to maintain, so add them because a real difference requires it, not for tidiness.
---
##### 1. Create a New Preset
In global settings, create a new preset. When you are setting up for the first time, start it as a **new blank preset** so you are not inheriting settings you did not choose.
[Image: Screenshot of the create preset dialog with the blank preset option highlighted]
📘 **Pro Tip:**
If your new preset is mostly the same as an existing one, duplicate the existing preset instead of starting blank, then change only what differs. That saves rebuilding libraries you already got right.
---
##### 2. Duplicate an Existing Preset
Duplicate a preset to get a copy carrying all of its settings, then adjust the copy. This is the fastest path to a commercial preset when you already have a residential one working.
[Image: Screenshot of the preset list with the duplicate action highlighted]
---
##### 3. Save Your Changes
This is the step that matters most.
When you change a setting in global settings, you have three options:
* **Update Preset.** Saves your change to the preset you are working in.
* **Discard.** Throws your change away and leaves the preset as it was.
* **Save as a new preset.** Leaves your current preset untouched and saves your change into a new preset instead.
[Image: Screenshot of the Update Preset, discard, and save as new preset controls in global settings]
❗ **IMPORTANT**
Changes to a preset are not saved until you click **Update Preset**, discard them, or save them as a new preset. If you leave global settings without choosing one of these three, your changes are lost and cannot be recovered. Save as you go, not at the end of a long session.
---
##### What Your Salespeople Experience
Your team does not manage presets. They select one in the editor, and their choice affects which sections they see and which defaults load.
One behavior is worth knowing so you can answer the question when it comes up: **the last preset used with a design becomes that design's default.** The next time someone builds from that design, the same preset loads.
[Image: Screenshot of the Choose Preset control in the Project Builder editor]
For more information on Choose a Preset for Your Proposal, please see this support article: [link placeholder].
---
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Company Details, Branding, and Default Proposal Controls, please see this support article: [link placeholder].
For more information on Defaults and Assumptions: Utility, Financing, Ground Mount, and Environmental Libraries, 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.
---
## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the preset selector in global settings showing a list of saved presets]
2. [Image: Screenshot of the create preset dialog with the blank preset option highlighted]
3. [Image: Screenshot of the preset list with the duplicate action highlighted]
4. [Image: Screenshot of the Update Preset, discard, and save as new preset controls in global settings]
5. [Image: Screenshot of the Choose Preset control in the Project Builder editor]
Capture 4 is shared with D1. Use the same image in both articles.
**Needs clarification:**
- The walkthrough says you can "save presets down" alongside creating and duplicating them. This draft does not describe "save down" as a separate action because its meaning is not clear from the source. [NEEDS CLARIFICATION: what does "save down" mean as a distinct preset action, and is it a separate control from Update Preset and save as a new preset?]
- Confirm whether presets can be renamed or deleted, and whether deleting a preset affects proposals already built with it. Neither was covered.
- Confirm the in-product names of the shipped presets. The salesperson walkthrough references Simple, Advanced, and Roofing, but whether those ship with every account or were built in the demo account is not stated. This draft avoids claiming any preset ships by default.
- Confirm whether Project Builder section visibility is formally part of the "preset controls" list. The walkthrough lists variables, equipment, company details, line item visibility, and defaults and assumptions explicitly, and describes section visibility as differing per preset, so this draft states it separately rather than folding it into the confirmed list.
**Suggested cross-references:**
- D1 (Set Up the Proposal Tool: Order of Operations) should link here from step 2.
- B2 (Choose a Preset for Your Proposal) should link here for salespeople who want to know what a preset actually is.
- A1 (Proposal Tool Basics and Key Concepts) defines preset and should link here.
- Every D and E article should link here, since each one is editing preset data.