HVAC Proposal Software that closes more jobs
The HVAC sales proposal software that speeds up your sales process. Create proposals in minutes, send them to homeowners, and get bids signed online — from your desktop, iPad, or phone. Ready-made templates, e-signatures, and real-time tracking.
No credit card required
See it in action
Build a proposal in minutes
New Proposal
AC Installation - Residential
| Description | Total |
|---|---|
| Carrier 24ACC636 - 3-Ton AC Condenser | $3,250 |
| Installation Labor (2 technicians) | $760 |
| Copper Line Set - 3/8" × 3/4" × 25 ft | $185 |
Key features for HVAC businesses
Made for the HVAC industry. No bloated field service tools you don't need — just proposals, e-signatures, and deal tracking.
HVAC Proposal Templates
Ready-made templates for AC installs, furnace swaps, duct cleaning, heat pumps, and service agreements. Start in seconds.
E-Signatures
Clients review and sign proposals from any device. No printing, scanning, or chasing paperwork. Close jobs faster.
Professional PDFs
Create clean PDF proposals with your logo, line-item pricing, warranties, and payment terms.
Email Delivery & Tracking
Send proposals with one click. Know the moment a client opens, views, and signs your proposal in real-time.
Status Dashboard
See every proposal at a glance - Draft, Sent, Viewed, Accepted, or Declined. Never lose track of a deal again.
iPad, Tablet & Mobile Ready
Build and present proposals on-site from your iPad or phone. Works great on every screen size.
Track every deal
Your proposals at a glance
| Client | Value | Status |
|---|---|---|
| Sarah Thompson | $4,510 | Accepted |
| Robert Chen | $6,280 | Sent |
| Maria Garcia | $890 | Viewed |
| James Wilson | $8,150 | Accepted |
| Emily Davis | $1,200 | Draft |
How it works
Three simple steps to a signed proposal
Build Your Proposal
Pick a job type. Our HVAC templates fill in the gear, labor, and pricing for you. Change anything you need.
Send to Your Client
Email the proposal with one click. Your client gets a clean, branded link to review it.
Get It Signed
Clients e-sign from any device. You get notified right away and can download the signed PDF.
Close deals faster
Clients sign from any device
“We used to spend 45 minutes on each proposal in Word. Now it takes under 5 minutes and looks way better. Our close rate went up 30%.”
What is ProposalKit?
Built just for the HVAC industry
ProposalKit is HVAC sales proposal software made for contractors. It does one thing well: help you create proposals, send them to homeowners, and get bids signed online. It's not a bloated field service tool like ServiceTitan. And it's not a generic doc tool like PandaDoc.
Speed up your sales process
Most HVAC businesses still write quotes in Word, Excel, or on paper. That means 30 to 45 minutes per quote. You add up totals by hand. Then you chase down signatures by email or in person. ProposalKit fixes that with ready-made templates, built-in e-signatures, and real-time bid tracking — so your sales team can close faster.
Works on every device
The whole platform works on iPad, tablet, and phone. Build and present proposals on-site at the client's kitchen table. Whether you run a one-truck shop or a growing HVAC company, ProposalKit helps you boost conversion rates, respond fast, and close more jobs. Check out our pricing options — plans start at $29/month with a 14-day free trial.
Common questions about HVAC proposal software
What is HVAC proposal software?
HVAC proposal software helps contractors create, send, and track sales proposals for heating and cooling jobs. Instead of typing quotes in Word or Excel, you pick a template, fill in the job details, and send it to the client. The client can review and sign the proposal online from any device. It saves time, looks more polished, and helps you close more deals.
How is ProposalKit different from ServiceTitan or Housecall Pro?
ServiceTitan and Housecall Pro are field service platforms. They handle dispatch, scheduling, invoicing, and more. ProposalKit only does proposals. That means it’s simpler, faster, and cheaper. If you just need to create and send HVAC bids, you don’t need a full field service suite.
Can I use ProposalKit on my iPad or phone?
Yes. ProposalKit works on any device with a web browser. Many HVAC contractors use it on their iPad or tablet to build and present proposals on-site at the client’s home. You can also send proposals from your phone while on the go.
Do clients need an account to sign a proposal?
No. Clients get a simple link by email. They click the link, review the proposal, and sign it right there. No login, no app download, no extra steps.
What types of HVAC jobs does ProposalKit support?
ProposalKit comes with templates for the most common HVAC jobs: AC installs, furnace swaps, duct cleaning, heat pump installs, and service agreements. You can also create custom templates for any job type your company handles.
How much does ProposalKit cost?
Plans start at $29 per month. Every plan comes with a 14-day free trial and no credit card is needed to start. There are plans for solo techs, small teams, and larger HVAC companies. You can view all plans on our pricing page.
Can I track when a client opens my proposal?
Yes. ProposalKit shows you when a client opens, views, and signs your proposal in real time. You get a notification the moment they take action, so you always know where each deal stands. No more guessing if the client saw your bid or not.