Built for HVAC companies
Win more HVAC jobs with proposals that close.
Stop losing momentum to slow follow-up, generic PDFs, and unsigned estimates. Proposo helps HVAC companies build beautiful, itemized proposals homeowners and facility teams can review and sign online.
Trusted by HVAC companies
Everything your sales workflow needs
From estimate to signed agreement in one tool
Replace scattered docs, email attachments, and manual signature follow-up with a workflow built for high-intent proposals.
Itemized proposals
Break down scope, pricing, options, and terms so homeowners and facility teams understand exactly what they are approving.
Real-time tracking
See when a proposal is opened, where attention goes, and when the deal is ready for a timely follow-up.
Online e-signatures
Let clients approve from any device without printing, scanning, or waiting for a wet signature.
Reusable templates
Create consistent templates for system replacements, maintenance plans, ductwork, IAQ upgrades, and service agreements so every proposal feels on-brand and complete.
Fast follow-up
HVAC buyers often need a decision quickly when comfort, downtime, or equipment failure is on the line. Proposo helps your team send while the conversation is still fresh.
Audit-ready signing
Every signed proposal includes timestamps and a tamper-evident audit trail for cleaner records.
Close faster
Send the proposal while the buyer is still engaged
HVAC buyers often need a decision quickly when comfort, downtime, or equipment failure is on the line. With Proposo, your team can turn a conversation into a professional proposal quickly, then track exactly when homeowners and facility teams are ready to move.
- Build from reusable branded templates
- Add line items, options, images, and terms
- Send secure signing links by email
- Export completed PDFs for your records
Look professional
Make every proposal feel easy to approve
Good, better, best options make it easier to compare systems, warranties, rebates, and install timelines. Proposo gives your team a clean, branded way to package the offer, answer common questions, and make the next step obvious.
- Brand every proposal with your logo and colors
- Include project images, scope notes, and optional upgrades
- Standardize terms across your team
- Know which proposals need follow-up
By the numbers
“We stopped chasing unsigned PDFs and started sending proposals clients could review and sign on their phone. The faster follow-up alone changed our close rate.”
Common questions
Questions from HVAC companies
Ready to close more work
Send your first proposal today.
Free to start, no credit card required. Build a proposal in minutes and see how fast your next approval can feel.