For heating and cooling contractors
HVAC proposal template
A high-efficiency furnace replacement, with central air, a smart thermostat and a yearly maintenance plan as options.
Free plan · No credit card · No account until you send
What your client sees
A small preview. Open it full size to read it like a client would. Not sure what to charge? See what to charge for this work.
What is inside
- High-efficiency gas furnaceIncluded. Supply and install, old unit removed, gas permit and inspection$6,500.00 USD
- Central air conditionerExtra the client can add. Matched outdoor unit and coil, installed with the furnace$5,500.00 USD
- Smart thermostatExtra, on to start. Supplied, installed and set up on your phone$350.00 USD
- Maintenance planExtra the client can add. Yearly furnace and AC tune-up, priority booking, 10% off repairs$20.00 USD per month
Example prices in US dollars. Use any of 16 currencies and change every line.
Why a link beats a PDF
- The client picks the extrasThey switch extras on or off and change amounts within your limits. The total updates as they go.
- They sign on any deviceThey type their name and tap Accept. You both get the signed PDF by email.
- You know when they lookYou get an email when they open it. Set an end date, add a password, or send a reminder.
Start with this template
It opens in the editor with the words and prices filled in. Change what you like. We only ask for your email when you send it.
Free plan · No credit card · No account until you send
Questions
Is this hvac proposal template free?
Yes. Open it in the editor, change the words and prices, and send it on the free plan. We only ask for your email when you send it.
Can my client change the options?
Yes. They switch extras on or off and change amounts within the limits you set, and the total updates as they go.
How does my client sign it?
They open the link on any device, type their name and tap Accept. You both get the signed PDF by email.