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Price a Proposal with Equipment and Adders
### Scanifly Proposal Tool
* Building a Proposal
* Price a Proposal with Equipment and Adders
##### Building a Proposal
### 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 is the densest part of the Proposal Tool, and the part most likely to raise a question mid-appointment. Use this article as a reference for where each number in your system cost comes from.
---
##### 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.
* **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.
Incentives are then applied as discounts against the system cost.
[Image: Screenshot of the pricing area of the proposal editor showing the base cost, adders, and total]
---
##### 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. In the walkthrough, a rep priced out 10 Iron Ridge rails plus 30 attachment feet this way.
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.
[Image: Screenshot of the equipment section with inverters and balance of system items selected and quantities entered]
---
##### 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.
[Image: Screenshot of the project adders section with several adders selected]
---
##### 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.
[Image: Screenshot of the one-off adder and discount field with a value entered]
---
##### 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.
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.
[Image: Screenshot of the import adders section showing one rule applied with its cost and one rule displayed as not applied]
❗**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.
📘 **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.
---
For more information on Pricing Configuration: Price per Watt or Module Tiers, please see this support article: [link placeholder].
For more information on Equipment Library and Module Pricing Tiers, please see this support article: [link placeholder].
For more information on Adders, Incentives, and Import Adders, 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 pricing area of the proposal editor showing the base cost, adders, and total]
2. [Image: Screenshot of the equipment section with inverters and balance of system items selected and quantities entered]
3. [Image: Screenshot of the project adders section with several adders selected]
4. [Image: Screenshot of the one-off adder and discount field with a value entered]
5. [Image: Screenshot of the import adders section showing one rule applied with its cost and one rule displayed as not applied]
Capture 5 matters most. It needs both states visible in one frame, an applied rule and a not-applied rule, because the Pro Tip and the IMPORTANT callout both depend on the reader recognizing the difference. Whatever rule names appear in the capture will read to some customers as built-in rules, so consider annotating the screenshot with "example rules built by an admin" or capturing from an account with deliberately generic rule names.
**Needs clarification:**
- None blocking. Every behavior here is confirmed in the B9 and E4 outlines.
- Deliberately generic: no import adder threshold or dollar amount appears anywhere in this article. Nothing ships preconfigured, so every example is phrased as a rule an admin might build. The multi-roof and steep-roof numbers from the walkthrough recordings are one admin's configuration, not product behavior, and must not be reintroduced during review.
- The base price illustration (3 dollars per watt on a 10 kilowatt system) is labeled as an illustration for the same reason. If a reviewer prefers no number at all here, it can be cut without losing the point.
- Not claimed here: the exact order in which the layers are applied to each other, for example whether a percentage adder is calculated on the base price alone or on the base plus equipment. The outline does not confirm it, so this article describes the layers without asserting the arithmetic. Worth resolving, because it is a likely support question.
**Suggested cross-references:**
- B8 (Apply Incentives and Cost Adders) is the how-to companion and should link here.
- B3 (The Proposal Editor: What Each Section Does) should link here for equipment, project adders, import adders, and one-off adders.
- B6 (Edit Your Design From Inside the Proposal) should link here, since saving a design edit updates these numbers.
- C2 (What's Included in the Standard Proposal) should link here, since the Investment Summary itemizes every one of these lines to the customer.
- D4 (Control What Your Team Sees) is where an admin decides whether the customer sees this breakdown at all, so it should link here.
* Building a Proposal
* Price a Proposal with Equipment and Adders
##### Building a Proposal
### 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 is the densest part of the Proposal Tool, and the part most likely to raise a question mid-appointment. Use this article as a reference for where each number in your system cost comes from.
---
##### 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.
* **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.
Incentives are then applied as discounts against the system cost.
[Image: Screenshot of the pricing area of the proposal editor showing the base cost, adders, and total]
---
##### 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. In the walkthrough, a rep priced out 10 Iron Ridge rails plus 30 attachment feet this way.
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.
[Image: Screenshot of the equipment section with inverters and balance of system items selected and quantities entered]
---
##### 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.
[Image: Screenshot of the project adders section with several adders selected]
---
##### 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.
[Image: Screenshot of the one-off adder and discount field with a value entered]
---
##### 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.
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.
[Image: Screenshot of the import adders section showing one rule applied with its cost and one rule displayed as not applied]
❗**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.
📘 **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.
---
For more information on Pricing Configuration: Price per Watt or Module Tiers, please see this support article: [link placeholder].
For more information on Equipment Library and Module Pricing Tiers, please see this support article: [link placeholder].
For more information on Adders, Incentives, and Import Adders, 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 pricing area of the proposal editor showing the base cost, adders, and total]
2. [Image: Screenshot of the equipment section with inverters and balance of system items selected and quantities entered]
3. [Image: Screenshot of the project adders section with several adders selected]
4. [Image: Screenshot of the one-off adder and discount field with a value entered]
5. [Image: Screenshot of the import adders section showing one rule applied with its cost and one rule displayed as not applied]
Capture 5 matters most. It needs both states visible in one frame, an applied rule and a not-applied rule, because the Pro Tip and the IMPORTANT callout both depend on the reader recognizing the difference. Whatever rule names appear in the capture will read to some customers as built-in rules, so consider annotating the screenshot with "example rules built by an admin" or capturing from an account with deliberately generic rule names.
**Needs clarification:**
- None blocking. Every behavior here is confirmed in the B9 and E4 outlines.
- Deliberately generic: no import adder threshold or dollar amount appears anywhere in this article. Nothing ships preconfigured, so every example is phrased as a rule an admin might build. The multi-roof and steep-roof numbers from the walkthrough recordings are one admin's configuration, not product behavior, and must not be reintroduced during review.
- The base price illustration (3 dollars per watt on a 10 kilowatt system) is labeled as an illustration for the same reason. If a reviewer prefers no number at all here, it can be cut without losing the point.
- Not claimed here: the exact order in which the layers are applied to each other, for example whether a percentage adder is calculated on the base price alone or on the base plus equipment. The outline does not confirm it, so this article describes the layers without asserting the arithmetic. Worth resolving, because it is a likely support question.
**Suggested cross-references:**
- B8 (Apply Incentives and Cost Adders) is the how-to companion and should link here.
- B3 (The Proposal Editor: What Each Section Does) should link here for equipment, project adders, import adders, and one-off adders.
- B6 (Edit Your Design From Inside the Proposal) should link here, since saving a design edit updates these numbers.
- C2 (What's Included in the Standard Proposal) should link here, since the Investment Summary itemizes every one of these lines to the customer.
- D4 (Control What Your Team Sees) is where an admin decides whether the customer sees this breakdown at all, so it should link here.