HVAC Proposal Software
that closes more jobs
Build HVAC proposals in minutes. Send to homeowners. Get bids signed online from desktop, iPad, or phone.
14-day free trial · No credit card required
Features
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
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
The HVAC proposal software contractors switch to
Stop writing quotes in Word and Excel. Join HVAC businesses who close more deals with clean proposals, e-signatures, and real-time tracking.
14-day free trial · No credit card required