--- title: "The Proposal Editor: What Each Section Does" description: "The Proposal Editor: What Each Section Does" --- [Skip to content](https://help.scanifly.com/the-proposal-editor-by-section#main-content) English Show submenu for translations ![SCANIFLY-LOGO-Color-2022.jpg\]](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-Color-2022.jpg?height=40&name=SCANIFLY-LOGO-Color-2022.jpg) Open main navigation Close main navigation - English Show submenu for translations Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.scanifly.com/?hsLang=en) 2. [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en) 3. [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) # The Proposal Editor: What Each Section Does ## The editor is where you make adjustments to a proposal. Use this page as a map: find the section you're looking at, read what it does, then follow the link for the details. ### Navigating to the Editor Upon opening up the Proposal tool, you begin at the Dashboard. The Editor is found in the left menu. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-54-03-6384-PM.png?width=255&height=411&name=image-png-Jul-30-2026-01-54-03-6384-PM.png) 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. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-27-02-3096-PM.png?width=670&height=218&name=image-png-Jul-30-2026-01-27-02-3096-PM.png) For more information, see [Review Customer, Address, and Utility Information.](https://help.scanifly.com/review-customer-address-and-utility-information?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Electrical Usage The consumption figure your proposal compares production against, imported from the project or entered by hand. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-27-41-9276-PM.png?width=593&height=388&name=image-png-Jul-30-2026-01-27-41-9276-PM.png) For more information, see [Enter or Confirm Electrical Usage.](https://help.scanifly.com/enter-or-confirm-electrical-usage?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Simple Design in 3D An embedded design tool where you can edit the array without leaving the proposal. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-29-27-1835-PM.png?width=670&height=340&name=image-png-Jul-30-2026-01-29-27-1835-PM.png) For more information, see [Edit Your Design From Inside the Proposal.](https://help.scanifly.com/edit-your-design-from-inside-the-proposal?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Financing Your choice of cash, solar loan, lease, or PPA, using the providers your admin configured. ![financing options - proposal](https://help.scanifly.com/hs-fs/hubfs/financing%20options%20-%20proposal.gif?width=670&height=309&name=financing%20options%20-%20proposal.gif) For more information, see [Select a Financing Option: Cash, Loan, Lease, or PPA.](https://help.scanifly.com/select-a-financing-option-cash-loan-lease-or-ppa?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Installation Type Roof or ground mount, where ground mount pulls in configured trenching and cost defaults for you to fill in. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-36-33-2040-PM.png?width=591&height=383&name=image-png-Jul-30-2026-01-36-33-2040-PM.png) For more information, see [Apply Incentives and Cost Adders.](https://help.scanifly.com/apply-incentives-and-cost-adders?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Incentives Selectable discounts against system cost. Each can be a flat amount, dollars per watt, or a percentage. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-36-51-4447-PM.png?width=603&height=311&name=image-png-Jul-30-2026-01-36-51-4447-PM.png) For more information, see [Apply Incentives and Cost Adders.](https://help.scanifly.com/apply-incentives-and-cost-adders?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Equipment Inverters, optimizers, and balance of system items, where you set quantities and see unit cost per line. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-37-25-7754-PM.png?width=633&height=303&name=image-png-Jul-30-2026-01-37-25-7754-PM.png) For more information, see [Price a Proposal with Equipment and Adders.](https://help.scanifly.com/price-a-proposal-with-equipment-and-adders?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Project Adders and Import Adders Cost line items you select, plus rule-based adders that apply automatically off your design data. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-38-51-1690-PM.png?width=670&height=381&name=image-png-Jul-30-2026-01-38-51-1690-PM.png) For more information, see [Price a Proposal with Equipment and Adders.](https://help.scanifly.com/price-a-proposal-with-equipment-and-adders?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### One-Off Adders and Discounts A free-form adjustment you control, for a cost or a discount that applies to this proposal only. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-39-21-4621-PM.png?width=585&height=363&name=image-png-Jul-30-2026-01-39-21-4621-PM.png) For more information, see [Price a Proposal with Equipment and Adders.](https://help.scanifly.com/price-a-proposal-with-equipment-and-adders?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Input Variables, Such as Sales Rep Manual fields your admin created for values Scanifly has no native field for. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-39-53-3124-PM.png?width=670&height=116&name=image-png-Jul-30-2026-01-39-53-3124-PM.png) For more information, see [Fill In Custom Inputs.](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### 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.](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Generate and Preview The control that renders your proposal so you can look at it, present it, or save it. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-42-14-9548-PM.png?width=670&height=322&name=image-png-Jul-30-2026-01-42-14-9548-PM.png) For more information, see [Generate, Preview, and Save a Proposal.](https://help.scanifly.com/generate-preview-and-save-a-proposal?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Active Proposal Selector Which proposal renders when you generate: the standard proposal, or a custom template. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-43-28-4393-PM.png?width=252&height=503&name=image-png-Jul-30-2026-01-43-28-4393-PM.png) For more information, see [Use a Custom Proposal Template.](https://help.scanifly.com/use-a-custom-proposal-template?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### Choose Preset The control in the top right that swaps which settings load and which of these sections you see. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Jul-30-2026-01-44-09-5079-PM.png?width=670&height=232&name=image-png-Jul-30-2026-01-44-09-5079-PM.png) For more information, see [Choose a Preset for Your Proposal.](https://help.scanifly.com/choose-a-preset-for-your-proposal?hs_preview=rPwmMiHR-194090286416&hsLang=en) ### 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.](https://help.scanifly.com/proposal-tool-basics-and-key-concepts?hs_preview=rPwmMiHR-194090286416&hsLang=en) If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com. - [Getting Started](https://help.scanifly.com/getting-started?hsLang=en#main-content) - [Start Here](https://help.scanifly.com/getting-started?hsLang=en#start-here) - [Technical Requirements](https://help.scanifly.com/getting-started?hsLang=en#technical-requirements) - [Scanifly PV System Design](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#main-content) - [Individual Features / Design Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#individual-features-design-tools) - [Design Tools & Project Info](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-tools-project-info) - [Site Assessment Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#site-assessment-tools) - [Exports](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#exports) - [FAQ's](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#faqs) - [Design Services](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-services) - [Customer Portal Admin](https://help.scanifly.com/customer-portal-admin?hsLang=en#main-content) - [Managing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#managing-projects) - [Sharing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#sharing-projects) - [User Settings](https://help.scanifly.com/customer-portal-admin?hsLang=en#user-settings) - [My Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#my-projects) - [Team Management](https://help.scanifly.com/customer-portal-admin?hsLang=en#team-management) - [Drone FAQs](https://help.scanifly.com/drone-faqs?hsLang=en#main-content) - [FAA Part 107 & Airspace](https://help.scanifly.com/drone-faqs?hsLang=en#faa-part-107-airspace) - [Photo Acquisition](https://help.scanifly.com/drone-faqs?hsLang=en#photo-acquisition) - [Drones](https://help.scanifly.com/drone-faqs?hsLang=en#drones) - [On-Site Photo FAQs](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#main-content) - [Drone Training](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#drone-training) - [Solar FAQs](https://help.scanifly.com/solar-faqs?hsLang=en#main-content) - [Weather Data](https://help.scanifly.com/solar-faqs?hsLang=en#weather-data) - [Production Factors](https://help.scanifly.com/solar-faqs?hsLang=en#production-factors) - [Request Services](https://help.scanifly.com/request-services?hsLang=en#main-content) - [Service Request Pricing](https://help.scanifly.com/request-services?hsLang=en#service-request-pricing) - [Service Requests Design Stages](https://help.scanifly.com/request-services?hsLang=en#service-requests-design-stages) - [Service Request Offerings](https://help.scanifly.com/request-services?hsLang=en#service-request-offerings) - [Scanifly iOS and Android App](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#main-content) - [Mobile Upload Troubleshooting](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-upload-troubleshooting) - [Mobile Device Requirements](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-device-requirements) - [Mobile App Training](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-app-training) - [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design?hsLang=en#main-content) - [Remote Design Training](https://help.scanifly.com/scanifly-remote-design?hsLang=en#remote-design-training) - [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#main-content) - [Getting Started](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#getting-started) - [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) - [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#setup-and-global-settings) - [Equipment and Variables](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#equipment-and-variables) - [Template Builder](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#template-builder) - [Integrations](https://help.scanifly.com/integrations?hsLang=en) - [Release Notes](https://help.scanifly.com/release-notes?hsLang=en#main-content) - [2026](https://help.scanifly.com/release-notes?hsLang=en#2026) - [2025](https://help.scanifly.com/release-notes?hsLang=en#2025) - [2024](https://help.scanifly.com/release-notes?hsLang=en#2024) - [2023](https://help.scanifly.com/release-notes?hsLang=en#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) Scanifly, Inc. 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