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Scanifly Proposal Tool
All articles pertaining to the Scanifly Proposal Tool.
Getting Started
Building a Proposal
- Price a Proposal with Equipment and Adders
- Apply Incentives and Cost Adders
- Standard Proposal Example
- Generate, Preview, and Save a Proposal
- Review Customer, Address, and Utility Information
- Choose a Preset for Your Proposal
- Create a New Proposal from a Design
- The Proposal Editor: What Each Section Does
- Export Proposal Data to CSV or JSON
- Enter or Confirm Electrical Usage
- Select a Financing Option: Cash, Loan, Lease, or PPA
- Edit Your Design From Inside the Proposal
Setup and Global Settings
- Company Details, Branding, and Default Proposal Controls
- Set Up the Proposal Tool: Order of Operations
- Presets: How Settings Are Grouped and Saved
- Control What Your Team Sees: Section and Line Item Visibility
- Pricing Configuration: Price per Watt or Module Tiers
- Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental
- Media Library and PDF Content Pages
- APIs and Credentials: OpenAI and SignNow