--- title: "ProposalKit Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ProposalKit Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/10038276/ProposalKit/" page_type: "product" language: "en" --- # ProposalKit Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) ProposalKit ## What is ProposalKit? ProposalKit is proposal software built specifically for HVAC contractors. It replaces handwritten quotes, Word documents, and manual follow-ups with a streamlined workflow that takes contractors from quote to signed contract in minutes. Contractors can build itemized proposals with their equipment catalog and labor rates, send them to clients via a branded link, collect electronic signatures, and track proposal status in real time — all in one place. ProposalKit is designed for solo technicians and small HVAC companies who want to look more professional, follow up faster, and close more jobs without the complexity or cost of enterprise field service software. Free 14-day trial, no credit card required. ## What is ProposalKit used for? [Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ProposalKit?[Manage this product listing](https://www.g2.com/products/proposal-kit-for-hvac/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ProposalKit 0.0 VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (9,484) Value For Money 0.0 (0) Value For Money 4.3 (5,929) Customer Service 0.0 (0) Customer Service 4.3 (5,620) ## ProposalKit alternatives [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) Highest Rated [Prospero](https://www.capterra.com/p/184953/Prospero/) [4.8 (136)](https://www.capterra.com/p/184953/Prospero/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184953/Prospero/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) ## FAQs about ProposalKit Overview ### What company size and specific industries is ProposalKit built for? ProposalKit is designed for small HVAC contractors, including solo technicians and companies with 1 to 10 employees. It fits service businesses in heating, ventilation, and air conditioning that currently create quotes in Word, Excel, or by hand and want a more professional presentation. Features and Usability ### What are the key features of ProposalKit? ProposalKit offers proposal generation, quotes and estimates, and RFP management for creating sales documents. It also includes document automation and templates for standardized output, plus document management, version control, electronic signature, workflow management, collaboration tools, alerts and notifications, reporting and statistics, and an activity dashboard. Integrations ### Which third-party tools and platforms does ProposalKit integrate with? ProposalKit integrates with 8 third-party tools and platforms, including CompanyCam, Google Calendar, Housecall Pro, Mailchimp, QuickBooks Online, ServiceTitan, Stripe, and Zapier. These catalog integrations cover scheduling, marketing, accounting, field service, payments, and broader app connectivity. Getting Started and Support ### What training and onboarding options does ProposalKit offer? ProposalKit provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos support visual, self-paced learning for reviewing tasks and product functions. Getting Started and Support ### What customer support options does ProposalKit offer? ProposalKit provides email/help desk support, a FAQ/forum, and a knowledge base. These channels give users written guidance for common questions and issue resolution. No reviewer feedback about support experience is available, so support quality, response times, and helpfulness cannot be described from user sentiment. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of Proposal Management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) ProposalKit supports **Proposal Generation** and **Quotes/Estimates**, helping teams create proposals faster and prepare accurate pricing details in one system. However, it does not include **Customizable Templates**. Instead, it offers other important capabilities that reviewers also value, including **Electronic Signature** (**57%**), **Document Management** (**45%**), and **Templates** (**43%**), providing teams with ways to speed up approvals, keep proposal files organized, and reuse content more efficiently. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Document Management Store, manage, and track all electronic documents in a centralized location Electronic Signature Digitally sign online documents ProposalKit 13 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Templates: Sample files or documents that could be customized as needed or used as is - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Free Trial Starter $29.00 Flat Rate,Per Month Professional $69.00 Flat Rate,Per Month Business $149.00 Flat Rate,Per Month ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)[ ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[ CompanyCam](https://www.capterra.com/p/171143/CompanyCam/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.