Video Tutorials
Watch step-by-step video guides to learn everything about ProposalKit. From setup to advanced features, we have you covered.
Getting Started with ProposalKit
A complete walkthrough of setting up your account, configuring your company profile, and navigating the dashboard.
Creating Your First Proposal
Step-by-step guide to building a professional HVAC proposal from scratch using templates and custom line items.
Setting Up Templates
Learn how to customize templates for your most common HVAC jobs and save them for reuse across your team.
Using E-Signatures
How to send proposals for electronic signature and track when clients open, view, and sign your proposals.
Managing Customers
Organize your customer database, view proposal history, and manage contact information in one place.
Analytics Dashboard
Explore the analytics dashboard to understand your proposal performance, win rates, and revenue trends.