What's New
Changelog
Stay up to date with every improvement we make to ProposalKit. We ship new features and fixes regularly based on contractor feedback.
v1.3February 2026Latest
Analytics Dashboard & Equipment Catalog
- New analytics dashboard with proposal performance metrics and trends
- Equipment catalog with brand-name HVAC units and real-time pricing
- Drag-and-drop line item reordering in the proposal builder
- Bulk proposal export to CSV for reporting
- Improved search and filtering on the proposals list
- Performance improvements across the entire application
v1.2January 2026
E-Signatures & Client Portal
- Legally binding electronic signatures for proposals
- Client portal where customers can view and sign proposals from any device
- Automatic email notifications when proposals are viewed and signed
- Signed proposal PDF generation with signature block
- Proposal expiration dates with automatic reminders
v1.1December 2025
PDF Generation & Email Delivery
- Professional PDF proposal generation with company branding
- One-click email delivery to clients with branded review links
- Real-time proposal status tracking (Sent, Viewed, Accepted, Declined)
- Custom warranty notes and payment terms on proposals
- Tax calculation and display improvements
v1.0November 2025
Initial Launch
- HVAC proposal builder with 7+ job type templates
- Pre-populated line items for AC, furnace, duct cleaning, heat pump jobs
- Customer management with contact information and history
- Company profile and settings with default values
- Proposal status dashboard with summary cards
- Mobile-responsive design for on-site use
- Secure authentication and user accounts