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Seemless interaction so far, good online support. The company does not yet have the CA Residential Purchase Agreement and Escrow Instructions (effective 11/26/14) available, my only knock. May not be released yet to public as a non-draft document. Ralph 12/13/14
Ralph W
2014-12-13
Pretty easy to use...so far. The only thing that concerns me was I didn't realize I had to pay for this until I had finished filling out a complex form. How did i miss that information at the beginning?
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2016-05-18
Excellent service and customer service! Disappointed however that the maximum number of pages allowable is 150. I'm working with much larger documents. The rest is great though.
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2017-03-25
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2018-08-21
prepare your base document, and save. then save as onto your computer desktop, and rename once downloaded onto your computer desktop. reuse the base document over and over for different clients.... works great and gave me the exact form i was looking for.
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2019-10-29
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Paul is a phenomenal customer support… Paul is a phenomenal customer support rep. Very attentive, prompt and courteous. Took care of my issues immediately.Thank you Paul!
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Shift HVAC Proposal Template

The Shift HVAC Proposal Template offers a straightforward solution to create efficient, professional proposals for HVAC projects. This tool streamlines the proposal process, making it easy for contractors and service providers to impress their clients and win more projects.

Key Features

Customizable templates to match your brand
Easy-to-use interface for quick edits
Automatic calculation of costs and estimates
Incorporation of client details with just a few clicks
Professional layout for better client presentation

Potential Use Cases and Benefits

Create proposals for residential HVAC installations
Draft maintenance agreement proposals for commercial clients
Develop estimates for repair projects quickly
Pitch new HVAC solutions to potential clients
Enhance client relationships through clear communication

By using the Shift HVAC Proposal Template, you can address the common challenges of proposal writing. Save time, reduce errors, and ensure clarity in your offers. This template helps you present your services confidently, allowing you to focus on what you do best: servicing your clients.

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