Scanifly Proposal Tool

Proposal Tool

• Backup, Restore, and Environment Setup
• Global Settings Explained
• Controlling What Customers See
• Adding Static Documents to Proposals
• Managing Images and Assets
• APIs and Credentials: Integrations Setup Guide
• Managing Products and Pricing
• How to Use Custom, Input, AI, and Incentive Variables
• Creating Branded Proposal Templates
• How to Export Data to CRM, Excel, or Reports
• How to Compare Multiple Proposals and Financing Options
• How to Save and Manage Proposals
• Understanding Proposal Economics
• How to Create a Custom Proposal (Template-Based)
• How to Generate a Default Portrait/Landscape Proposal
• How to Review and Validate the Summary Panel
• How to Use and Refresh AI Variables
• How to Add Incentives and Cost Adders (Without Double Counting)
• How to Set Installation Type
• How to Size a System and Select Equipment
• How to Enter Customer and Financing Information
• Proposal Builder Overview: How It Works
• How to Import a Design from Scanifly
• Managing Your Pipeline and Insights
• How to Navigate the Sidebar and Dashboard
• Proposal Tool Basics and Key Concepts