Your proposals are the face of your business. Making sure they look right, contain accurate information, and present a professional image can be the difference between winning and losing a deal. This feature helps you fine-tune your proposals so they work harder for you.

From the left-hand panel, open the“Manage Database” dropdown and select“Database.”

From the“Solar System”(or select the required job type) dropdown, select“Adders”.

Click on the“View Detail” icon for the adder you wish to update.

Click“Edit”.

In the“Available For” dropdown, selectAll,SalesorMain. All- the adder will be available for use in all sales and EPC proposals. Sales- the adder will be available for use only in connected sales organization proposals. Main- the adder will only be available for use in the main organization (organization in which you are managing access, usually an EPC).

Click“Update” to save your changes. Manage Sales Organization VisibilityEPC organizations can select which adders are visible to which sales organizations for different job types. The connected sales organization that owns the proposal will only see the adders the EPC chooses to display to them. Sales organization visibility can be configured within the details of a specific adder, meaning visibility cannot be updated in bulk for all adders. In order to include or exclude specific sales organizations from accessing an adder in proposals, the EPC admin must enter the individual adder details to choose which sales organizations can view it. If no particular sales organizations are specified, which is the default state for any adder, then the adder will be visible to all sales organizations. This approach creates better clarity and transparency for both types of organizations when creating proposals or completing jobs. Follow the steps below to control which sales organizations can see an adder.

From the main menu, click “Manage Database” and select “Database” from the dropdown.

Select the preferred job type and click “Adders” from the dropdown. For this example, we have selected “Solar System”.

Select the preferred adder and click the “View Detail” icon.

Once the adder details page opens, click the “Edit” button.

Scroll down and open the “Visible to Sales Organizations” dropdown.

Select sales organizations from the list to give them permission to view this specific adder.

Click “Update” to save the changes. Related ArticlesHow to Add Adders?How to Set Up Master Adder Pricing for Sales Organizations from EPC OrganizationsHow to Enable Show Installer Contribution DropdownHow to Manage Offer Adder PricingHow to Manage Offer Adder Pricing for HVAC

💡 A solar company uses this feature to ensure their proposals look clean and professional for every customer meeting — helping close more deals with less back-and-forth.