Every feature you need to close more jobs
ProposalKit is designed from the ground up for HVAC contractors. No bloated features you'll never use — just powerful tools to create proposals and get them signed.
HVAC templates that save you hours
Stop building proposals from scratch. Choose a job type and ProposalKit auto-fills equipment, labor costs, and descriptions based on real HVAC work.
- 7+ pre-built HVAC job type templates
- Auto-populated line items with industry pricing
- AC installs, furnace replacements, duct cleaning, heat pumps
- Add custom line items alongside preset ones
- Instant subtotal, tax, and grand total calculations
Get proposals signed without the paperwork
Your clients receive a clean, professional link. They review every detail, type their name, and sign — all from their phone, tablet, or computer.
- No client account required to sign
- Works on any device — phone, tablet, or desktop
- Legally binding electronic signatures
- Instant notification when client signs
- Signed proposals stored securely
Know exactly where every deal stands
From the moment you hit send, ProposalKit tracks every interaction. See when clients open, view, and sign your proposals in real-time.
- Real-time status updates: Draft, Sent, Viewed, Accepted, Declined
- Dashboard with proposal pipeline overview
- Track view timestamps automatically
- Summary cards for total, accepted, pending, and declined
- Never lose track of a proposal again
Download polished proposals in one click
Generate professional PDF proposals branded with your company info. Include itemized pricing, warranties, payment terms, and signatures.
- Company-branded header with your business name
- Itemized pricing table with quantities and totals
- Warranty notes and payment terms included
- Signature block for signed proposals
- Download or email PDFs instantly
Send proposals without leaving ProposalKit
One-click email delivery puts your proposal in your client's inbox with a professional review link. No attachments to lose, no files to manage.
- One-click send from the proposal builder
- Client receives a branded review link
- Automatic status change to 'Sent'
- Track opens and views in real-time
- Confirmation email when client signs
Make it yours with company defaults
Set up your company profile, default warranty notes, payment terms, and notification preferences once — they apply to every new proposal automatically.
- Company name, email, and phone defaults
- Default warranty and terms for all proposals
- Customizable tax rates
- Notification preferences
- Saved settings across all proposals
Coming soon
We're constantly building new features based on what HVAC contractors tell us they need.
Equipment Catalog
Browse and add HVAC equipment with real pricing
Customer Portal
Clients can view all their proposals in one place
Financing Options
Show monthly payment plans on proposals
Team Management
Invite technicians with role-based access