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

Free HVAC Quote Template That Wins Clients

In 2023 alone, our HVAC quote template was used over 11,000 times, closing deals worth more than $10 million in total. The best part is, you can use our pre-written chapters or customize them completely yourself, as the logo, text, colors, and images are all 100% editable.

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisHVAC Quote Template

Visually Attractive Cover

As a business owner, you know how much a good first impression matters. For that reason, we made sure the first thing your clients see is a stunning cover, with everything you need to start the quote in an attention-grabbing way. Like the rest of this template, every part is editable, from the text and logo to the background image.

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Pre-Written Introduction Section

The best way to explain to companies the benefits of working with you is through our pre-written introduction section. By using this sample quote, you will get an intro that is already structured to suit your needs. Just add a few specifics to make it your own, and it's ready to be sent out!

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Processes and Timelines

Explaining exactly how your company installs HVAC systems to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.

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Pricing

Getting pricing right in the HVAC industry is difficult. Luckily, all you have to do in this automatically calculated pricing table is put the numbers in, type a brief one-line description of your services, and the most important part of your quote is done! If you prefer to charge per hour, sell in quantities, or have optional up-sell products, just click on the settings button and adjust it any way you like.

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Next Steps with Digital Signing

Nothing is more aggravating than losing on a deal you thought was unquestionable. Sadly, this happens when communication drops for any number of reasons. To avoid it, we added the 'Next steps' page, which gives your clients a chance to sign the quote directly! All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.

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Pre-Written Contract

Ensuring your HVAC business is covered with a contract is a great way to manage client expectations and prevent delayed payments. We included all the essentials into the Terms and Conditions chapter, but to ensure they are fully applicable to your business, we are suggesting reading them over with a legal professional.

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Take Payment from Your Client

Getting paid may be the hardest thing to do in business. We all want to find the way to get the money in our accounts as soon as possible. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.

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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 Quote Template That Wins Clients

A look at everything in thisHVAC Quote Template

Visually Attractive Cover

Pre-Written Introduction Section

Processes and Timelines

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

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Your questions, answered

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