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title: Scanifly Proposal Tool | Help Center
description: All articles pertaining to the Scanifly Proposal Tool.
---

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1. [Help Center](https://help.scanifly.com/)
2. [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool)

# Scanifly Proposal Tool

 All articles pertaining to the Scanifly Proposal Tool.

## Getting Started

- [Proposal Tool Permissions: Who Can Do What](https://help.scanifly.com/proposal-tool-permissions)
- [How to Open the Proposal Tool: Dashboard or Project](https://help.scanifly.com/two-ways-to-open-the-proposal-tool-dashboard-or-project)
- [Proposal Tool Basics and Key Concepts](https://help.scanifly.com/proposal-tool-basics-and-key-concepts)

## Building a Proposal

- [Price a Proposal with Equipment and Adders](https://help.scanifly.com/price-a-proposal-with-equipment-and-adders)
- [Apply Incentives and Cost Adders](https://help.scanifly.com/apply-incentives-and-cost-adders)
- [Standard Proposal Example](https://help.scanifly.com/standard-proposal-example)
- [Generate, Preview, and Save a Proposal](https://help.scanifly.com/generate-preview-and-save-a-proposal)
- [Review Customer, Address, and Utility Information](https://help.scanifly.com/review-customer-address-and-utility-information)
- [Choose a Preset for Your Proposal](https://help.scanifly.com/choose-a-preset-for-your-proposal)
- [Create a New Proposal from a Design](https://help.scanifly.com/create-a-new-proposal-from-a-design)
- [The Proposal Editor: What Each Section Does](https://help.scanifly.com/the-proposal-editor-by-section)
- [Export Proposal Data to CSV or JSON](https://help.scanifly.com/export-proposal-data-to-csv-or-json)
- [Enter or Confirm Electrical Usage](https://help.scanifly.com/enter-or-confirm-electrical-usage)
- [Select a Financing Option: Cash, Loan, Lease, or PPA](https://help.scanifly.com/select-a-financing-option-cash-loan-lease-or-ppa)
- [Edit Your Design From Inside the Proposal](https://help.scanifly.com/edit-your-design-from-inside-the-proposal)

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## Setup and Global Settings

- [Company Details, Branding, and Default Proposal Controls](https://help.scanifly.com/company-details-branding-and-default-proposal-controls)
- [Set Up the Proposal Tool: Order of Operations](https://help.scanifly.com/set-up-the-proposal-tool-order-of-operations)
- [Presets: How Settings Are Grouped and Saved](https://help.scanifly.com/presets-how-settings-are-grouped-and-saved)
- [Control What Your Team Sees: Section and Line Item Visibility](https://help.scanifly.com/control-what-your-team-sees-section-and-line-item-visibility)
- [Pricing Configuration: Price per Watt or Module Tiers](https://help.scanifly.com/pricing-configuration-price-per-watt-or-module-tiers)
- [Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental](https://help.scanifly.com/defaults-and-assumptions-utility-financing-ground-mount-environmental)
- [Media Library and PDF Content Pages](https://help.scanifly.com/media-library-and-pdf-content-pages)
- [APIs and Credentials: OpenAI and SignNow](https://help.scanifly.com/apis-and-credentials-openai-and-signnow)

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## Equipment and Variables

- [Equipment Library and Module Pricing Tiers](https://help.scanifly.com/equipment-library-and-module-pricing-tiers)
- [Variables Overview: The Six Types and What They Do](https://help.scanifly.com/variables-overview-the-six-types-and-what-they-do)
- [Variables: Adders, Incentives, and Import Adders](https://help.scanifly.com/variables-adders-incentives-and-import-adders)
- [Variables: Custom, AI, and Input Variables](https://help.scanifly.com/variables-custom-ai-and-input-variables)

## Template Builder

- [Template Builder: Access, Templates, and Pages](https://help.scanifly.com/template-builder-access-templates-and-pages)
- [Template Builder: Block Types and Building a Page](https://help.scanifly.com/template-builder-block-types-and-building-a-page)
- [Template Builder: Build with AI](https://help.scanifly.com/build-templates-with-ai)

- [Getting Started](https://help.scanifly.com/getting-started#main-content)

    - [Start Here](https://help.scanifly.com/getting-started#start-here)
    - [Technical Requirements](https://help.scanifly.com/getting-started#technical-requirements)
- [Scanifly PV System Design](https://help.scanifly.com/scanifly-pv-system-design#main-content)

    - [Individual Features / Design Tools](https://help.scanifly.com/scanifly-pv-system-design#individual-features-design-tools)
    - [Design Tools & Project Info](https://help.scanifly.com/scanifly-pv-system-design#design-tools-project-info)
    - [Site Assessment Tools](https://help.scanifly.com/scanifly-pv-system-design#site-assessment-tools)
    - [Exports](https://help.scanifly.com/scanifly-pv-system-design#exports)
    - [FAQ's](https://help.scanifly.com/scanifly-pv-system-design#faqs)
    - [Design Services](https://help.scanifly.com/scanifly-pv-system-design#design-services)
- [Customer Portal Admin](https://help.scanifly.com/customer-portal-admin#main-content)

    - [Managing Projects](https://help.scanifly.com/customer-portal-admin#managing-projects)
    - [Sharing Projects](https://help.scanifly.com/customer-portal-admin#sharing-projects)
    - [User Settings](https://help.scanifly.com/customer-portal-admin#user-settings)
    - [My Projects](https://help.scanifly.com/customer-portal-admin#my-projects)
    - [Team Management](https://help.scanifly.com/customer-portal-admin#team-management)
- [Drone FAQs](https://help.scanifly.com/drone-faqs#main-content)

    - [FAA Part 107 & Airspace](https://help.scanifly.com/drone-faqs#faa-part-107-airspace)
    - [Photo Acquisition](https://help.scanifly.com/drone-faqs#photo-acquisition)
    - [Drones](https://help.scanifly.com/drone-faqs#drones)
- [On-Site Photo FAQs](https://help.scanifly.com/on-site-photo-faqs#main-content)

    - [Drone Training](https://help.scanifly.com/on-site-photo-faqs#drone-training)
- [Solar FAQs](https://help.scanifly.com/solar-faqs#main-content)

    - [Weather Data](https://help.scanifly.com/solar-faqs#weather-data)
    - [Production Factors](https://help.scanifly.com/solar-faqs#production-factors)
- [Request Services](https://help.scanifly.com/request-services#main-content)

    - [Service Request Pricing](https://help.scanifly.com/request-services#service-request-pricing)
    - [Service Requests Design Stages](https://help.scanifly.com/request-services#service-requests-design-stages)
    - [Service Request Offerings](https://help.scanifly.com/request-services#service-request-offerings)
- [Scanifly iOS and Android App](https://help.scanifly.com/scanifly-ios-and-android-app#main-content)

    - [Mobile Upload Troubleshooting](https://help.scanifly.com/scanifly-ios-and-android-app#mobile-upload-troubleshooting)
    - [Mobile Device Requirements](https://help.scanifly.com/scanifly-ios-and-android-app#mobile-device-requirements)
    - [Mobile App Training](https://help.scanifly.com/scanifly-ios-and-android-app#mobile-app-training)
- [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design#main-content)

    - [Remote Design Training](https://help.scanifly.com/scanifly-remote-design#remote-design-training)
- [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool#main-content)

    - [Getting Started](https://help.scanifly.com/scanifly-proposal-tool#getting-started)
    - [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool#building-a-proposal)
    - [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool#setup-and-global-settings)
    - [Equipment and Variables](https://help.scanifly.com/scanifly-proposal-tool#equipment-and-variables)
    - [Template Builder](https://help.scanifly.com/scanifly-proposal-tool#template-builder)
- [Integrations](https://help.scanifly.com/integrations)
- [Release Notes](https://help.scanifly.com/release-notes#main-content)

    - [2026](https://help.scanifly.com/release-notes#2026)
    - [2025](https://help.scanifly.com/release-notes#2025)
    - [2024](https://help.scanifly.com/release-notes#2024)
    - [2023](https://help.scanifly.com/release-notes#2023)

[![Chill listening crop-3](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-2022.png?width=79&height=24&name=SCANIFLY-LOGO-2022.png "Chill listening crop-3")](http://scanifly.com)

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