Why It Matters
Manually adding components (like specific mounts, optimizers, or energy management devices) to every solar proposal is repetitive and leaves room for costly mistakes; especially when specific conditions (panel manufacturer, system size, county, utility, etc.) determine what should be included.
Auto Adders remove this manual burden by automatically inserting the right components when predefined conditions are met. It ensures proposals are accurate, consistent, and faster to generate, which matters even more as your team scales across multiple reps and territories.
What You Need
Access to Manage Database → Database from the main menu
Clear criteria in mind for when the adder should apply (e.g., manufacturer, system size, panel count, distance, county, lead source, utility, roof type)
Step-by-Step Instructions
Step 1: Locate “Manage Database” on the main menu and select "Database".
Step 2: Click on the “Solar System” tab.
Step 3: Select “Adders”.
Step 4: Click “+Add”.
Step 5: Fill out all the mandatory fields.
Step 6: Scroll down further and click the “Auto Add” checkbox. Fill out all the essential details.
Step 7: At the bottom, you will be able to select the finance type.
Step 8: Once all the details are filled out, scroll back up and click “+Add”.
In order to change an existing adder's details, follow the following steps.
Step 1: Choose your "Adder" .
Step 2: Click on the “View Detail” button.
Step 3: Click on the “Edit” button on the right.
Step 4: Select “Auto Add” and click “Update”.
Note: You can choose more than one option in the County, Lead Source, Utility, and Roof Type fields. Each of these drop-down menus supports multi-select.
Note: Adders will be automatically included in proposals if configured to do so, either when specific conditions are met (such as panel, battery, or inverter manufacturers or types, system size, or distance criteria), or always, if the “Always” option is selected during setup, which overrides all conditions.
Note: Enter the total panel number to enable automatic addition of adders in proposals. If the panel quantity meets the auto-add conditions configured in the database, the corresponding adder will be automatically included in the proposal.
If an adder was added via automation and the proposal design is later updated, resulting in a change to the total panel count, the adder will be automatically removed if it no longer meets the required conditions.
Note: When any of these adders (mounting type, optimizer, energy management device) are selected in a proposal, the details are automatically reflected in the System Details section. A new Energy Management Device (EMD) option is now available and can be added to proposals from the Battery section.
You can manage and maintain your own list of Energy Management Devices in the Additional section of the database, making it easy to select and include them in proposals. Energy Management Devices act as supplemental system information that can be specified alongside batteries.
Step 8: Under “Available For,” select the applicable proposal option available for your organization.
Note: The options under “Available For” may vary based on the organization’s configuration. This setting is supported for Roofing, Solar and Batteries.
Step 9: Complete any remaining auto-add conditions, then click “Update.”
Pro Tip
Use the "Always" option sparingly. It overrides all other conditions, so it's best reserved for adders that genuinely apply to every proposal regardless of specs. For everything else, get as specific as possible with your conditions (panel count, manufacturer, county, etc.) so adders don't accidentally apply to the wrong proposals. Also remember: since panel count changes can automatically remove an adder that no longer qualifies, it's worth double-checking proposals after any major design revision to confirm the adder list still makes sense.
Troubleshooting
Issue | Likely Cause | Fix |
Adder isn't auto-applying to a proposal | Conditions (panel count, manufacturer, county, etc.) don't match what's configured | Revisit the adder's "Auto Add" settings and confirm the conditions align with the proposal's actual specs |
Adder disappeared after editing proposal design | Panel count changed and no longer meets the auto-add threshold | This is expected behavior, re-check the conditions if the adder should still apply |
Can't find multi-select option for County/Lead Source/Utility/Roof Type | Misinterpreting field as single-select | These fields support multi-select, click again to add multiple values |
EMD not showing up in Battery section | EMD not added to the database's Additional section | Go to Manage Database → Additional and add the device to the list first |
Adder not visible for a specific proposal type | "Available For" setting doesn't include that proposal type | Edit the adder and check the correct option(s) under "Available For" |
Changes to an adder aren't saving | "Update" not clicked after editing | Ensure you click "Update" (not just "Save") after editing an existing adder |
Real-Life Case
Scenario: A solar installation company frequently uses a specific mounting system whenever panel count exceeds 20 and the installation is in a particular county with stricter permitting requirements. Previously, reps had to remember to manually add this every time and sometimes forgot, causing proposal errors and rework.
The admin:
Goes to Manage Database → Database → Solar System → Adders → +Add
Fills out the adder details, checks Auto Add, and sets conditions for panel count (20+) and the specific county (using multi-select)
Selects the applicable finance type and sets Available For to "Solar"
Clicks +Add to save
Change Log
Date | Change |
1st September, 2026 | Content rewritten for better understanding and contractor-friendly tone |