EVERYTHING INCLUDED IN THIS 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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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
