This [Free] HVAC Proposal Template Won $10M of Business

Free HVAC Proposal Template That Wins Clients

In 2022 alone, our HVAC proposal template was used over 15,000 times, closing deals worth more than $10 million in total. The best part is, the logo, text, colors, and images are all 100% editable, allowing you to get amazing results in just a few minutes.

View Template

EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisHVAC Proposal 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.

View Template

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.

View Template

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.

View Template

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.

View Template

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.

View Template

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! All digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.

View Template

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.

View Template

Take Payment from Your Client

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 payment from your client the moment they sign your proposal and then, if needed, start a subscription.

View Template

Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Free HVAC Proposal Template That Wins Clients

A look at everything in thisHVAC Proposal Template

Visually Attractive Cover

Pre-Written Introduction Section

Processes and Timelines

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

Automate your sales process with our 50+ integration partners

Your questions, answered

Start sending high conversion proposals today