HVAC Proposal Kit icon
HVAC Proposal Kit icon

HVAC Proposal Kit

Designed specifically for the HVAC industry, it eliminates the back-and-forth of paper forms, Word documents, and manual follow-ups by giving contractors a streamlined end-to-end workflow from quote to signed contract.

Send HVAC proposals to customers in minutes.

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
Build custom proposals with your branding and send to customers with just a few clicks.
Customers can view on any device. They can sign and pay instantly.
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Features

  1.  Cloud Sync
  2.  Ad-free
  3.  No Coding Required
  4.  Task Time Tracking

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HVAC Proposal Kit information

  • Developed by

    HVAC Proposal Kit

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription that costs up to $149 per month.

  • Alternatives

    2 alternatives listed

  • Supported Languages

    • English

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Office & Productivity

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HVAC Proposal Kit was added to AlternativeTo by Umar-Razzaq on and this page was last updated .
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What is HVAC Proposal Kit?

ProposalKit for HVAC Professional HVAC Proposals & E-Signatures ProposalKit is a purpose-built proposal software for HVAC contractors that lets you create, send, and close proposals in minutes — not hours. Designed specifically for the HVAC industry, it eliminates the back-and-forth of paper forms, Word documents, and manual follow-ups by giving contractors a streamlined end-to-end workflow from quote to signed contract. Key Features:

HVAC-Specific Templates — Pre-built templates for AC installations, furnace replacements, duct cleaning, heat pump installs, and maintenance contracts. Start a proposal in seconds without building from scratch. E-Signatures — Clients can review and sign proposals from any device — no printing, scanning, or chasing paperwork required. Professional PDF Generation — Instantly generate polished, branded PDFs with itemized pricing, warranties, and payment terms. Email Delivery & Open Tracking — Send proposals with one click and get notified the moment a client opens, views, or signs. Proposal Status Dashboard — Track every deal across Draft, Sent, Viewed, Accepted, and Declined stages in one place. Mobile & Tablet Ready — Create proposals on-site from your phone or iPad with a fully responsive interface.

Who It's For: ProposalKit serves solo HVAC technicians, small HVAC companies, and multi-location teams handling both residential and commercial work. Why Contractors Choose It: ProposalKit is built with no bloat and no unnecessary complexity — just the tools HVAC professionals need to win more jobs. Users report creating proposals in under 5 minutes and seeing measurable improvements in acceptance rates after switching from manual methods. Pricing: Offers a 14-day free trial with no credit card required.

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