One platform, every location
When you operate across multiple branches, every location needs to send proposals that represent your brand consistently. ProposalKit gives you centralized templates, team permissions, and cross-location analytics - so you can scale your HVAC business without losing visibility or quality control over your proposal process.
Business plan at $149/month · 14-day free trial
Scale your operations with confidence
When you have teams across multiple locations, consistency and visibility are everything.
Manage Multiple Locations
Organize proposals by branch or service area. Each location can have its own team members while sharing company-wide templates and branding.
Team Member Management
Add technicians with role-based permissions. Managers see everything; techs see only their own proposals. Control who can edit templates and pricing.
Centralized Templates
Maintain a single source of truth for pricing and templates. Update equipment costs once and every location uses the latest numbers.
Cross-Location Analytics
Compare proposal performance across branches. See win rates, average deal size, and response times by location to identify best practices.
Challenges of managing proposals at scale
Every new branch you open multiplies the complexity of your proposal process. Here is what multi-location HVAC companies deal with.
Brand inconsistency across branches
Your Austin office sends sleek PDFs. Your San Antonio office sends Word docs. Clients who work with multiple locations get a different experience depending on which branch they call.
Pricing discrepancies
Without centralized templates, each branch sets its own pricing. You find out one location has been undercharging for condenser installs for three months, eating into company margins.
Zero cross-location visibility
You manage four branches but have no single dashboard showing total pipeline value, win rates by location, or which branches need help closing deals.
Onboarding new hires takes too long
Every new technician at every location needs to learn your proposal process from scratch. Without shared templates, each branch trains their own way.
No permission controls
A junior technician can edit the master pricing template. A new hire can see every proposal in the company. Without role-based access, you cannot control who does what.
Integration with existing systems
Your CRM, accounting, and scheduling tools do not talk to your proposal system. You need API access and integrations to avoid double-entering data across platforms.
ProposalKit's Business plan solves these problems with centralized templates, role-based permissions, cross-location analytics, and API access - all for $149 per month with up to 10 team members.
Built for growing HVAC businesses
The Business plan gives multi-location HVAC companies the tools to standardize their proposal process across every branch and team member.
Update a template once and every location uses the new pricing immediately. Add a new team member in minutes with the right permission level. See your entire company pipeline in one dashboard regardless of how many branches you operate.
- Up to 10 team members included
- Multi-location support and organization
- Role-based permissions (Admin, Manager, Tech)
- Centralized template and pricing management
- Cross-location analytics dashboard
- API access for custom integrations
- Dedicated account manager
- Phone and chat support