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Price a Proposal with Equipment and Adders

Understand every piece that makes up the system cost in a proposal, from the base price through equipment, adders, and automatic import adders.

This guide explains where every number in your proposal's system cost comes from, from the base price through equipment, adders, and automatic import adders. Use it as a reference for any charge you don't recognize on a proposal.

This is the densest part of the Proposal Tool, and the part most likely to raise a question mid-appointment.

How Pricing Stacks

The system cost is built in layers.

  • Base price. Either a base price per watt applied across the board, or module tier pricing, depending on how your admin configured pricing. As an illustration, if your admin set a base price of 3 dollars per watt, a 10 kilowatt system would price at 30,000 dollars before anything else is layered on. For more on how your account's base pricing is set, see Pricing Configuration: Price per Watt or Module Tiers.
  • Equipment cost. The unit cost of the equipment you select, multiplied by quantity.
  • Project adders. The line items you select yourself.
  • Import adders. Rule-based costs that apply automatically off your design data.

Companies combine these layers differently. Some price almost entirely off the base price per watt with a couple of adders, and others set a lower base and build the rest up from equipment and adders. Your admin decides which approach your account uses, so the layers you actually see in the editor depend on your preset. To see how everything on this page fits into the rest of the proposal editor, see The Proposal Editor: What Each Section Does.


Incentives are then applied as discounts against the system cost. For the steps to apply them, see Apply Incentives and Cost Adders.


[NEEDS CLARIFICATION: confirm whether a percentage-based adder is calculated on the base price alone or on base plus equipment. Customers are likely to ask this; state it plainly here once confirmed.]



Equipment

The equipment section lets you select inverters, optimizers, and other balance of system items, then set a quantity for each. You see the unit cost on each line.


The categories are not restrictive. Companies use the balance of system bucket for racking and attachments, and in a Roofing preset it holds non-solar components such as shingles and flashing. For example, a company might use this section to price 10 racking rails plus 30 attachment feet.


Cost on an equipment item is optional in settings, so your company may use this section purely as a record of what is on the system rather than to price it. See Equipment Library and Module Pricing Tiers for how your equipment list and its pricing are configured.



Project Adders

Selectable line items you control. Each adder is a flat amount, dollars per watt, or a percentage, and adds to the system cost. You choose which ones apply to the proposal in front of you.



One-Off Adders and Discounts

A free-form adjustment for a single proposal, available when your preset allows it. Use it for something that does not belong in your standard adder list, such as a one-time discount for a referral.



Import Adders

Import adders are rule-based. They apply automatically based on your design data, so there is nothing for you to select. Every rule is one your own admin built in variables settings, which means the rules in your account are specific to your company. For example, your admin might build a rule that adds cost when a roof is steeper than a certain pitch, or a rule that adds cost when a system is larger than a certain size. See Variables: Adders, Incentives, and Import Adders for how these rules are built.


Each rule shows whether it applied to this proposal. A rule whose condition was not met displays as not applied, which is normal and not an error.


 

❗IMPORTANT You cannot override an import adder. If a rule's condition is met, the cost applies to the proposal. If you believe an import adder is wrong for a project, the rule itself has to change in settings, which requires an admin. See Variables: Adders, Incentives, and Import Adders to find where those rules live.

📘 Pro Tip: If a cost you expected does not appear, check whether it is an import adder whose condition was not met. If a cost you did not expect appears, it is almost certainly an import adder rule firing.

 

 

If your design changes after you've started pricing, see Edit Your Design From Inside the Proposal to update these numbers without leaving the proposal. To see how this pricing breakdown appears to your customer, see Standard Proposal Example. To control whether your customer sees this level of line-item detail, see Control What Your Team Sees: Section and Line Item Visibility.

 

For more information on Pricing Configuration: Price per Watt or Module Tiers, please see this support article: Pricing Configuration: Price per Watt or Module Tiers.

For more information on Equipment Library and Module Pricing Tiers, please see this support article: Equipment Library and Module Pricing Tiers.

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

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