The Proposal Editor: What Each Section Does

Navigating to the Editor

Upon opening up the Proposal tool, you begin at the Dashboard. The Editor is found in the left menu.

Once in the editor you can access the following variables.

Customer and Utility Information

The imported customer name and address, plus the utility and rate that drive your savings numbers.

For more information, see Review Customer, Address, and Utility Information.

Electrical Usage

The consumption figure your proposal compares production against, imported from the project or entered by hand.

For more information, see Enter or Confirm Electrical Usage.

Simple Design in 3D

An embedded design tool where you can edit the array without leaving the proposal.

For more information, see Edit Your Design From Inside the Proposal.

Financing

Your choice of cash, solar loan, lease, or PPA, using the providers your admin configured.

For more information, see Select a Financing Option: Cash, Loan, Lease, or PPA.

Installation Type

Roof or ground mount, where ground mount pulls in configured trenching and cost defaults for you to fill in.

For more information, see Apply Incentives and Cost Adders.

Incentives

Selectable discounts against system cost. Each can be a flat amount, dollars per watt, or a percentage.

For more information, see Apply Incentives and Cost Adders.

Equipment

Inverters, optimizers, and balance of system items, where you set quantities and see unit cost per line.

For more information, see Price a Proposal with Equipment and Adders.

Project Adders and Import Adders

Cost line items you select, plus rule-based adders that apply automatically off your design data.

For more information, see Price a Proposal with Equipment and Adders.

One-Off Adders and Discounts

A free-form adjustment you control, for a cost or a discount that applies to this proposal only.

For more information, see Price a Proposal with Equipment and Adders.

Input Variables, Such as Sales Rep

Manual fields your admin created for values Scanifly has no native field for.

For more information, see Fill In Custom Inputs.

AI Variables

Generated text produced by running your admin's prompt against your design data, for you to review.

For more information, see Fill In Custom Inputs.

Generate and Preview

The control that renders your proposal so you can look at it, present it, or save it.

For more information, see Generate, Preview, and Save a Proposal.

Active Proposal Selector

Which proposal renders when you generate: the standard proposal, or a custom template.

For more information, see Use a Custom Proposal Template.

Choose Preset

The control in the top right that swaps which settings load and which of these sections you see.

For more information, see Choose a Preset for Your Proposal.

Three Things to Know About the Editor

All adjustments apply live. Change a value and the proposal updates with it. There is nothing to recalculate.

You can generate a preview at any point. You don't have to finish every section first.

Which sections appear depends on your preset. Your editor may look different from a colleague's, and a section described here may not be turned on for you.

For more information on the proposal tool overall, see Proposal Tool Basics and Key Concepts.

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