Plans that grow with your business
Start free for 14 days. No credit card required. Upgrade when you're ready.
Every plan includes HVAC-specific templates, e-signatures, PDF exports, and mobile-friendly proposals. Pick the plan that fits your team size and volume.
Starter
Perfect for solo HVAC technicians who want to replace handwritten quotes with professional proposals. Send up to 15 proposals per month with e-signatures and PDF downloads.
- Up to 15 proposals / month
- HVAC job type templates
- E-signatures
- PDF downloads
- Email delivery
- Status tracking
- Mobile friendly
Professional
For growing HVAC businesses with 2-10 technicians that need unlimited proposals, custom branding, and analytics to track their pipeline.
- Unlimited proposals
- Everything in Starter
- Custom branding & logo
- Proposal analytics
- Client portal
- Financing options display
- Priority email support
- Equipment catalog
Business
For established HVAC companies with multiple locations, up to 10 team members, role-based permissions, and API access for custom integrations.
- Everything in Professional
- Up to 10 team members
- Multi-location support
- Team proposal templates
- Role-based permissions
- API access
- Dedicated account manager
- Priority email support
Why HVAC contractors choose ProposalKit
Most HVAC contractors still use Word, Excel, or handwritten estimates. ProposalKit is purpose-built for the HVAC industry - with templates, pricing structures, and workflows designed for how contractors actually work.
Cheaper than ServiceTitan
ServiceTitan costs $200-500 per month and takes weeks to implement. ProposalKit starts at $29 per month and you can send your first proposal in minutes.
Built for HVAC, not generic
Generic proposal tools like PandaDoc and Proposify do not understand HVAC line items, equipment specs, or maintenance agreements. ProposalKit does.
Frequently asked questions
Can I try ProposalKit before buying?
Yes! Every plan comes with a 14-day free trial. No credit card required. You can explore all features and send real proposals during the trial.
Can I change plans later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle, and we'll prorate the difference.
Is there a setup fee?
No setup fees, no hidden costs. You only pay the monthly subscription. Cancel anytime with no penalties.
Do my clients need an account to sign proposals?
No. Clients receive a secure link via email and can review and sign your proposal from any device without creating an account.
What happens to my proposals if I cancel?
You can export all your proposals as PDFs before canceling. Your data is retained for 30 days after cancellation in case you change your mind.
Do you offer discounts for annual billing?
Yes! Annual plans save you 20% compared to monthly billing. Contact us for details on annual pricing.
How many proposals can I send per month?
The Starter plan includes up to 15 proposals per month, which is enough for most solo technicians. The Professional and Business plans include unlimited proposals, so your team can send as many as they need without worrying about hitting a cap.
Can I add my company logo and branding?
Custom branding is available on the Professional and Business plans. You can upload your company logo, set your brand colors, and customize the proposal layout so every proposal looks like it came from your company - not from a generic template.
What HVAC-specific templates are included?
ProposalKit includes templates for residential AC installation, furnace replacement, heat pump systems, commercial rooftop units, chiller systems, duct cleaning, maintenance agreements, and more. Each template is written in language that HVAC clients understand, with appropriate line items and pricing structures.
How does the e-signature feature work?
When you send a proposal, your client receives a secure link via email. They can review the proposal on any device - phone, tablet, or computer - and sign it electronically. You get notified instantly when they sign, so you know the deal is closed without waiting for paper documents.