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The Proposal Editor: What Each Section Does
Scanifly Proposal Tool
* Building a Proposal
* The Proposal Editor: What Each Section Does
##### Building a Proposal
### The Proposal Editor: What Each Section Does
#### A one-line definition of every section in the proposal editor, with a link to the article that covers it in full.
The editor, also called Project Builder, is where you make adjustments to a proposal. Use this page as a map: find the section you are looking at, read what it does, then follow the link for the details.
---
##### Sections in the Editor
* **Customer and utility information.** The imported customer name and address, plus the utility and rate that drive your savings numbers.
For more information on Review Customer, Address, and Utility Information, please see this support article: [Review Customer, Address, and Utility Information](https://help.scanifly.com/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 on Enter or Confirm Electrical Usage, please see this support article: [Enter or Confirm Electrical Usage](https://help.scanifly.com/enter-or-confirm-electrical-usage).
* **Simple Design in 3D.** An embedded [NEEDS CLARIFICATION: confirm product name] where you can edit the array without leaving the proposal.
For more information on Edit Your Design From Inside the Proposal, please see this support article: [Edit Your Design From Inside the Proposal](https://help.scanifly.com/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 on Select a Financing Option: Cash, Loan, Lease, or PPA, please see this support article: [Select a Financing Option: Cash, Loan, Lease, or PPA](https://help.scanifly.com/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 on Apply Incentives and Cost Adders, please see this support article: [Apply Incentives and Cost Adders](https://help.scanifly.com/apply-incentives-and-cost-adders).
* **Incentives.** Selectable discounts against system cost, each a flat amount, dollars per watt, or a percentage.
For more information on Apply Incentives and Cost Adders, please see this support article: [Apply Incentives and Cost Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Fill In Custom Inputs, please see this support article: [Fill In Custom Inputs](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name).
* **AI variables.** Generated text produced by running your admin's prompt against your design data, for you to review.
For more information on Fill In Custom Inputs, please see this support article: [Fill In Custom Inputs](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name). [NEEDS CLARIFICATION: confirm this article covers reviewing AI-generated output, not just manual fields.]
* **Generate and preview.** The control that renders your proposal so you can look at it, present it, or save it.
For more information on Generate, Preview, and Save a Proposal, please see this support article: [Generate, Preview, and Save a Proposal](https://help.scanifly.com/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 on Use a Custom Proposal Template, please see this support article: [Use a Custom Proposal Template](https://help.scanifly.com/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 on Choose a Preset for Your Proposal, please see this support article: [Choose a Preset for Your Proposal](https://help.scanifly.com/choose-a-preset-for-your-proposal).
[Image: Annotated screenshot of the proposal editor (Project Builder) with every section labeled to match the list above. Capture at full width under an Advanced preset so all sections are visible.]
---
##### 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 do not 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 Proposal Tool Basics and Key Concepts, please see this support article: [Proposal Tool Basics and Key Concepts](https://help.scanifly.com/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.
* Building a Proposal
* The Proposal Editor: What Each Section Does
##### Building a Proposal
### The Proposal Editor: What Each Section Does
#### A one-line definition of every section in the proposal editor, with a link to the article that covers it in full.
The editor, also called Project Builder, is where you make adjustments to a proposal. Use this page as a map: find the section you are looking at, read what it does, then follow the link for the details.
---
##### Sections in the Editor
* **Customer and utility information.** The imported customer name and address, plus the utility and rate that drive your savings numbers.
For more information on Review Customer, Address, and Utility Information, please see this support article: [Review Customer, Address, and Utility Information](https://help.scanifly.com/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 on Enter or Confirm Electrical Usage, please see this support article: [Enter or Confirm Electrical Usage](https://help.scanifly.com/enter-or-confirm-electrical-usage).
* **Simple Design in 3D.** An embedded [NEEDS CLARIFICATION: confirm product name] where you can edit the array without leaving the proposal.
For more information on Edit Your Design From Inside the Proposal, please see this support article: [Edit Your Design From Inside the Proposal](https://help.scanifly.com/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 on Select a Financing Option: Cash, Loan, Lease, or PPA, please see this support article: [Select a Financing Option: Cash, Loan, Lease, or PPA](https://help.scanifly.com/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 on Apply Incentives and Cost Adders, please see this support article: [Apply Incentives and Cost Adders](https://help.scanifly.com/apply-incentives-and-cost-adders).
* **Incentives.** Selectable discounts against system cost, each a flat amount, dollars per watt, or a percentage.
For more information on Apply Incentives and Cost Adders, please see this support article: [Apply Incentives and Cost Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Price a Proposal with Equipment and Adders, please see this support article: [Price a Proposal with Equipment and Adders](https://help.scanifly.com/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 on Fill In Custom Inputs, please see this support article: [Fill In Custom Inputs](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name).
* **AI variables.** Generated text produced by running your admin's prompt against your design data, for you to review.
For more information on Fill In Custom Inputs, please see this support article: [Fill In Custom Inputs](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name). [NEEDS CLARIFICATION: confirm this article covers reviewing AI-generated output, not just manual fields.]
* **Generate and preview.** The control that renders your proposal so you can look at it, present it, or save it.
For more information on Generate, Preview, and Save a Proposal, please see this support article: [Generate, Preview, and Save a Proposal](https://help.scanifly.com/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 on Use a Custom Proposal Template, please see this support article: [Use a Custom Proposal Template](https://help.scanifly.com/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 on Choose a Preset for Your Proposal, please see this support article: [Choose a Preset for Your Proposal](https://help.scanifly.com/choose-a-preset-for-your-proposal).
[Image: Annotated screenshot of the proposal editor (Project Builder) with every section labeled to match the list above. Capture at full width under an Advanced preset so all sections are visible.]
---
##### 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 do not 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 Proposal Tool Basics and Key Concepts, please see this support article: [Proposal Tool Basics and Key Concepts](https://help.scanifly.com/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.