Scale your proposals as you grow
When every tech sends different-looking quotes, you lose deals. ProposalKit keeps your whole team consistent and professional.
Consistent Proposals Across Your Team
Every technician sends the same professional-looking proposals with your company branding, approved pricing, and standard terms. No more inconsistent quotes.
Track All Deals in One Dashboard
See every proposal across your team in a single dashboard. Know which deals are pending, viewed, accepted, or need follow-up at a glance.
Save Time with Templates
Create company-standard templates for your most common jobs. Your team picks a template, adjusts the details, and sends a proposal in under 5 minutes.
Professional Client Experience
Your customers receive clean, branded proposals with easy e-signatures. No more Word docs or handwritten quotes that make your business look small.
Everything your small team needs
ProposalKit's Professional plan gives small HVAC companies the tools to operate like a much larger business — without the complexity or cost.
- Unlimited proposals for the whole team
- Shared company templates and pricing
- Team member accounts with role-based access
- Centralized proposal dashboard
- Custom branding and logo on all proposals
- E-signatures and PDF generation
- Proposal analytics and tracking
- Priority email support