Adjust Adders On Your Proposal

The Add-On section of the proposal builder allows you to include additional equipment, services, or custom charges—known as adders—on a proposal. Available adder options are based on what your organization admin has set up in the system, so selections may vary. Use this feature to customize proposals with items like EV chargers, critter guards, or other project-specific components. This guide walks through how to add and remove adders within a proposal.

Step 1: Locate the “Add-On” section of the proposal.

Step 2: Click on “Add Adders”.

Step 3: Select the adder you want to add. 

Step 4: Click “Done” to add the adder to the proposal.

Step 5: To delete an adder, select the “Delete” option (trash icon) in the “Actions” section.