HVAC
Price HVAC replacements and service — tonnage and zone parametric, Good/Better/Best ready.
HVAC proposal software — Good/Better/Best quotes homeowners sign
HVAC proposal software turns any estimate into a three-option proposal a homeowner signs on the spot. ScopeToSign presents Good, Better, and Best on their phone — each option's price, what it adds, and the delta spelled out — then captures a signature and, when enabled, a deposit. From estimate to signed, in one flow.
Start estimating free — no cardFree plan: unlimited estimates, 3 sent proposals, no credit card.
One 3-ton change-out, three options the customer chooses between
Every total and every delta below is real resolver output from the HVAC pack’s researched defaults — the same numbers the estimate produced. Nothing is hand-typed.
Good
$5,844.60
Baseline option
14.3-SEER2 single-stage — a reliable, code-complete like-for-like change-out.
Better
Most picked$6,161.35
+$316.75 over Good
16-SEER2 two-stage — quieter and steadier, with a condensate float switch and surge protector added.
Adds: Condensate float switch, Surge protector
Best
$8,460.10
+$2,615.50 over Good
17–18-SEER2 variable-speed inverter with a smart thermostat — the top comfort and efficiency tier.
Adds: Variable-speed inverter upgrade (17–18 SEER2), Smart thermostat
Why three options win more work
Not a growth-hack claim — a plain mechanism. A homeowner staring at a single number is deciding whether to spend at all. A homeowner looking at three clearly-priced options is deciding which one — a completely different, easier question, and one that often lands above the base. The tool's job is to make those three options honest, fast, and easy to compare on a phone. Here's why it works.
Choice beats yes/no
One price asks “do you accept?” Three options ask “which one?” The homeowner compares comfort and efficiency against a clear price delta instead of deciding whether to spend at all.
The delta does the selling
When Better is only +$316.75 over Good for a two-stage system, a float switch, and surge protection, the upgrade explains itself. The number is computed, not invented.
Honest about the number
We don’t cite a magic close-rate percentage — the studies vary and your market is your own. What we stand behind is that every option’s price is real, and the customer sees exactly what each one adds.
Anatomy of the page the homeowner opens
- Your brand header. Logo, license number, and insured badge — the trust strip a homeowner looks for.
- Option cards with delta framing. Good/Better/Best, each with what it adds and the price difference spelled out.
- Scope of work + visible exclusions. What's included and what isn't — exclusions sit in plain sight, where disputes die.
- Sign bar + deposit. A sticky Accept bar, a typed-name signature, and a deposit step when it's enabled.
From estimate to proposal in one tap
The proposal isn’t a separate document you rebuild — it’s the estimate, presented. Price the change-out once and the three options carry straight into the proposal, so the number the customer signs is the number you built. That’s the difference between a proposal tool bolted onto a spreadsheet and one with the pricing already inside it.
See how the HVAC estimate is built before it becomes a proposal
After they sign
A signature isn’t the end of the job — it’s the moment the estimate becomes a contract. Two things routinely blow up a signed HVAC job: a surprise found once the old system is out, and a customer who agreed to one scope and remembers another. Both are handled here without a phone-call argument.
Change orders, not re-quotes
Found a rusted-out plenum mid-job? A numbered change order adds the delta on top of the signed proposal — the original stays locked, and the customer signs the change the same way.
A maintenance-agreement line
Add a maintenance plan as a scope line on the Best option so the tune-up agreement rides along with the new system — presented, priced, and signed in the same flow.
ScopeToSign vs. the HVAC proposal tools
Played straight. Every competitor detail was checked against their live page on the date shown and linked below.
| Feature | ScopeToSign | Sales Builder Pro | Airship | PandaDoc |
|---|---|---|---|---|
| HVAC pricing engine attached | Built-in trade pack | Price Books add-on | Load calc + pricing | No |
| Estimate → proposal in one tool | Yes | Yes | Proposal (integrates ServiceTitan) | Documents only |
| Good/Better/Best system options | Yes | Yes | Yes | Manual layout |
| E-signature | Yes | eSign Toolkit add-on | Not listed | Yes |
| Deposit / payment collection | When enabled | Financing | Financing / payment plans | Business plan + |
| Published price | Free · Pro $49/mo or $490/yr | From $179/user/mo + $750 setup — imobilesupport.com | Not published — airship.us | Free; Business $49/seat/mo — pandadoc.com |
| Platform | Web + mobile | iPad + Android tablets | Not listed | Web + mobile |
Sources (fetched 2026-07-18): Sales Builder Pro pricing; Airship for HVAC; Airship product; PandaDoc pricing
HVAC proposals — common questions
Does the homeowner e-sign the proposal?
Yes. They pick an option and sign with a typed name right on their phone — no app, no account. You get an evidence-grade acceptance record (the signed option, the time, the version) and a PDF, so a dispute has a paper trail.
Can I collect a deposit when they sign?
Yes, when deposit collection is enabled. Deposits are charged on your own Stripe account — never our balance — so the money is yours from the moment the customer accepts. It's off by default until the Connect setup is complete.
Is there a financing line on the proposal?
You can add a monthly-payment or financing line as a scope item so the customer sees a monthly figure alongside the total. ScopeToSign doesn't originate financing — it presents the line you set; the lender is yours.
Does it work with my current estimating?
It's strongest as one flow — price the change-out in ScopeToSign, then send the proposal. If you already have a number, you can build the three options from custom lines and still get the phone-signed proposal, e-signature, and deposit.
Why three options instead of one price?
A single price is a yes-or-no question; three options turn it into a choose-up. The customer compares comfort and efficiency against the delta and picks — often above the base. We don't quote a magic close-rate number; the mechanism is choice, and the pricing behind every option is real.
Keep exploring
All trades
Proposal software built for the trades — scope, price, options, signature, and deposit in one flow.
Pricing
Free to build estimates and send three proposals; Pro is $49/mo or $490/yr for unlimited sends.
Send a proposal they’ll sign
Build the estimate, present three options, and get it signed on their phone. Start free — no card.
Written by Ashesh Dhakal · The numbers are real resolver output; every price is yours to adjust in your own price book.
HVAC pack defaults are researched from published trade data and labeled researched defaults — a fast start you edit into your own price book. Pro is $49/mo.