Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS TEMPLATE
Visually attractive cover
No matter which industry you're working in, the first impression always matters. In this HVAC proposal template, the first thing your client sees is a nicely designed cover, fit for a world-class HVAC company like yours. You can change everything, from the text, logo, and background image to make it a better fit for your needs.
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Pre-written introduction section
You are not sure if you want to start your proposal by writing a meeting summary or by introducing your services? Luckily, that is something you don't have to stress over, as our pre-written introduction section is already structured for you.
You just need to add a few client specifics and that's it. Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.
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Processes and timelines
Explaining the HVAC installation process to someone outside of your industry may not be the easiest thing. You want to give enough detail but not so much it seems overwhelming. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.
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Case study example
The best way to be taken seriously by your clients is to mention the customer reviews or examples of your work in a proposal. The goal is to show them that you understood their wishes and you came up with a practical solution. In this HVAC sample proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.
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Pricing
Our pricing page is already set up and ready for your quote. Just add labor hours and air conditioning accessory services, and the table will automatically calculate the total amounts for you. It also allows you to write HVAC systems descriptions, so your customers will have a complete understanding of what their money is getting them.
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Next steps with digital signing
Nothing is more aggravating to a business than losing a promising client. Sadly, this happens when communication becomes poor for any number of reasons. The 'Next steps' page allows for a clear and concise explanation of the steps following the proposal's signing and gives your clients a chance to do it directly!
Our digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.
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Pre-written contract
Ensuring your heating, ventilation, and cooling services are covered with a contract is a great way to manage client expectations and curb delayed payment issues. We have included all the essential things on your Terms and Conditions page, but to ensure they are fully applicable to your HVAC services company, we would suggest reading them over with a legal professional.
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Take payments from your clients
Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.
Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal.
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