A polished, accurate proposal builds customer trust and wins more jobs. This setting helps your quotes show exactly the right information.

EPC organizations can select which adders auto add to which sales organization's proposals. The connected sales organization must select the EPC as the installer when creating a proposal for the auto add function to trigger within the proposal. Sales organization selection can be configured within the auto add details of a specific adder, meaning auto add configuration cannot be updated in bulk for all adders. In order to include specific sales organizations in auto add, the EPC admin must enter the individual adder details to choose which sales organizations can access it. Follow the steps below to enable Auto Add for an adder.

Click "Manage Database", then select "Database."

Click "Adders," then locate the adder you want to configure and click the "Edit" icon.

Click "Edit."

Click the "Auto Add" check box.

Scroll down and select the sales organizations that should have auto add enabled for this adder.

Click "Update" to save the changes. Note: Once enabled, the sales organization must select the EPC when creating a proposal. Adders will be automatically included in proposals if configured by the EPC 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.

Last updated: 2026-07-23 · Source: How to Set Up Auto Add for Adders in Connected Sales Org Proposals as an EPC