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Standard Proposal Example

A page-by-page reference for the built-in proposal, what appears on each page, and where each piece is configured.

The standard proposal works per project with no setup or configuration at all. Finish a design, create a proposal, and generate. Every other part of the Proposal Tool - presets, pricing rules, variables, and custom templates - is optional on top of that.

The Five Page Toggles and Use Saved Defaults

When you generate, you control which pages export. Turn any page off and the page count adjusts, so a four-page export is normal.

  • Use Saved Defaults: falls back to the default page visibility your admin set in global settings.
  • Cover: the title page.
  • Exec Summary: produces the page headed "Executive Summary."
  • Tech Analysis: produces the page headed "Technical Analysis."
  • Tech Details: produces the page headed "Technical Details."
  • Additional Images: produces the page headed "Design Images."

Cover

  • Company name: your company, from your Scanifly company settings.
  • Title and subtitle: the proposal title and subtitle set in Company Details.
  • Prepared For: the customer name and full address, from the project.
  • Project Details: system size in kW DC, panel count, annual production in kWh/yr, and the date.
  • View 3D Design Model: a link to an interactive 3D view of the design.
  • Footer: copyright line with your company name, your phone number, and your website.
  • Page number: shown as page X of Y, reflecting only the pages you left on.

 

Executive Summary

Subtitled "System Performance & Financial Return," with the customer name repeated at the top. This is the page most reps present from.

  • Headline metrics: System Size, Year 1 Yield, Offset, and 25-Year Savings.
  • Investment Summary, itemized: Base System Cost, then each adder on its own named line, a Gross Total, then each incentive as its own negative line, then Net Investment.
  • Cumulative Cost Comparison chart: total cost with solar against the cost of doing nothing over 25 years, plotted as two series, Utility Cost and Solar Cost, from Year 1 through Year 25.
  • Financing metrics: Estimated Monthly Payment with the term and APR, Monthly Utility Savings, Payback Period, and Lifetime ROI.

Technical Analysis

The customer name is repeated at the top.

  • Energy Profile: a monthly chart comparing household consumption to solar production, plotted as two series, Consumption and Production, January through December.
  • System Components: Modules with count and model, Inverter System with unit count and model, and Balance of System with the number of configured items and each item listed with its quantity.
  • Environmental Impact: Trees Planted, Miles Avoided, and CO2 Offset (Tons).

Consumption is divided evenly across twelve months, so the Consumption series sits level while Production varies month to month. Be ready to explain that to a customer who asks.

For more information on entering or confirming electrical usage, see Enter or Confirm Electrical Usage.

Technical Details

Subtitled "Complete System & Financial Snapshot," with the customer name repeated at the top. This is the deepest page, and the one a technically minded customer will read closely.

  • Headline metrics: System Size, Panels, Year 1 Production, Offset, Solar Access (ASA), and Solar Resource (TSRF). The page prints its own inline definition of both terms: "ASA = solar access at the array. TSRF = total solar resource factor including orientation and shading."
  • What's Installed: Module Configuration, Module Model(s), Inverter Configuration, BOS Components, Install Type, Array Segments, Avg Azimuth / Tilt, and Roof Coverage as both a percentage and a square footage.
  • How It Performs: Year 1 Production, Annual Consumption, Design Offset, Production Ratio, Array Solar Access (ASA), Total Solar Resource (TSRF), Weather Station with its ID, name, state, data source, and distance from the project, and Utility Rate per kWh.
  • Financial Snapshot: the same itemized cost and incentive breakdown as the Executive Summary, plus Monthly Payment with term and APR, Payback Period, 25-Year Savings, and Lifetime ROI.
  • Financial Assumptions: Utility Inflation, System Degradation, Projected Life, Net Metering, and Utility Provider.
  • Environmental Impact: Trees Equivalent, Miles Avoided, and CO2 Tons / Year.

What the "(project)," "(default)," and "(assumed)" tags mean. Each financial assumption is labeled with where its value came from, so both you and your customer can see how much of the projection is measured and how much is estimated.

  • (project): the value comes from this project, for example Utility Inflation, which follows the utility you selected in the editor.
  • (default): the value comes from a setting or a product default rather than from this project, for example System Degradation and Projected Life.
  • (assumed): the value is neither pulled from the project nor set as a default. It is a standing assumption in the calculation, for example Net Metering printed as 1:1 Retail.

The Financial Snapshot duplicates the Executive Summary. The itemized cost and incentive breakdown appears on both pages. If you do not want those numbers stated twice, turn one of the two pages off when you generate.

Blank fields print as "Not provided." Any field you leave empty in the editor renders as "Not provided" on this customer-facing page. Install Type is a common one. Scan for it before you send.

For more information, see What are ASA, TOF and TSRF?, Minimum ASA/TSRF for Remote Design, and What are Solar Access Viewsheds?.

For more information on weather station data, see Physical Solar Model Data (PSM Data).

Additional Images

The supporting images you selected when you created the proposal, up to 4 beyond the design image. The page toggle is labeled Additional Images and the page heading reads Design Images.

 

❗IMPORTANT With everything turned on, the itemized cost breakdown appears on both the Executive Summary and the Technical Details pages, and it names every adder and every incentive individually. Your customer sees each line by name and amount. Line Item Visibility is the control that decides this, and it works at two levels: a global default in settings, and a per-proposal adjustment on Project Builder. Check it before your first send, so you know exactly what you are showing.

For more information, see Control What Your Team Sees: Section and Line Item Visibility.

Where Each Piece Is Configured
What you want to change Where it lives Article
Proposal title and subtitle Company Details, Default Proposal Controls Company Details, Branding, and Default Proposal Controls
Which pages appear by default on export Company Details, Default Proposal Controls, default page visibility Company Details, Branding, and Default Proposal Controls
Accent colors Company Details, color scheme Company Details, Branding, and Default Proposal Controls
Phone number and website in the footer Company Details, proposal contact fields Company Details, Branding, and Default Proposal Controls
Which cost and incentive lines appear Line Item Visibility, global default in settings and per proposal on Project Builder Control What Your Team Sees: Section and Line Item Visibility
Environmental figures Environmental impact calculations Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental
Utility rate and inflation Utility library Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental

📘 Pro Tip: The full cash flow table is a report, not a standard proposal page. On the standard proposal, the Cumulative Cost Comparison chart on the Executive Summary is the equivalent view.

For more information, see Generate, Preview, and Save a Proposal and Defaults and Assumptions: Utility, Financing, Ground Mount, and Environmental Libraries.

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