ProposalKit for HVAC
Professional HVAC Proposals & E-Signatures
ProposalKit is a purpose-built proposal software for HVAC contractors that lets you create, send, and close proposals in minutes — not hours. Designed specifically for the HVAC industry, it eliminates the back-and-forth of paper forms, Word documents, and manual follow-ups by giving contractors a streamlined end-to-end workflow from quote to signed contract.
Key Features:
HVAC-Specific Templates — Pre-built templates for AC installations, furnace replacements, duct cleaning, heat pump installs, and maintenance contracts. Start a proposal in seconds without building from scratch.
E-Signatures — Clients can review and sign proposals from any device — no printing, scanning, or chasing paperwork required.
Professional PDF Generation — Instantly generate polished, branded PDFs with itemized pricing, warranties, and payment terms.
Email Delivery & Open Tracking — Send proposals with one click and get notified the moment a client opens, views, or signs.
Proposal Status Dashboard — Track every deal across Draft, Sent, Viewed, Accepted, and Declined stages in one place.
Mobile & Tablet Ready — Create proposals on-site from your phone or iPad with a fully responsive interface.
Who It's For:
ProposalKit serves solo HVAC technicians, small HVAC companies, and multi-location teams handling both residential and commercial work.
Why Contractors Choose It:
ProposalKit is built with no bloat and no unnecessary complexity — just the tools HVAC professionals need to win more jobs. Users report creating proposals in under 5 minutes and seeing measurable improvements in acceptance rates after switching from manual methods.
Pricing:
Offers a 14-day free trial with no credit card required.