HVAC Proposal Template Equipment, Specs & Pricing Done Right
Generate clean HVAC proposals with equipment models, SEER/AFUE ratings, ductwork details, and labor, looking professional enough to close $10K+ installs at the kitchen table.
Why hvac contractors struggle with proposals
The proposal problems hvac pros run into, and how the app fixes them.
- Equipment specs need to be exact
- Carrier 24ACC636A003 vs. just 'new AC.' Specific model numbers and SEER ratings tell the homeowner you're a pro and protect you on warranty claims.
- Manual J & load calcs are critical
- Wrong size = comfort complaints + warranty issues. AI prompts you to reference your load calc so the homeowner sees you sized it properly.
- Ductwork pricing varies wildly
- Replace, modify, or reuse? Each costs very differently. AI generates clear ductwork scope so the homeowner understands the bid.
- Rebates and tax credits sell jobs
- Federal tax credit, utility rebates, manufacturer promotions. The AI can include a rebate section that effectively lowers the price the client sees.
- Permit & inspection paperwork
- Mechanical permit, gas permit, electrical permit, AHRI matched-system certificate. Easy to miss a line, or a $400 fee.
Example hvac proposal pricing
Here is what a hvac pricing table looks like in ProposalPro, itemized, clear, and ready for the client to accept.
| Carrier 3-ton 16 SEER2 AC (24SCA616A003) | $3,400 |
| Carrier 80% AFUE 80kBTU gas furnace (59SC2B) | $2,200 |
| Evaporator coil, matched (CNPVP3617ALA) | $850 |
| Refrigerant line set, pad, thermostat (ecobee) | $1,100 |
| Ductwork modifications & sealing | $1,400 |
| Labor, startup, permits, AHRI cert | $2,800 |
| TOTAL | $11,750 |
From job details to signed proposal in three steps
Fill in the job
Client, project address, hvac scope, materials, labour, and payment terms.
AI writes it
A professional hvac proposal with scope, inclusions, exclusions, and pricing, in about 15 seconds.
Send to your client
Download the PDF or share a link, and let them accept online.
Simple pricing
Free
Forever free
- 3 proposals per month
- 2 styles (Clean, Modern)
- Watermarked PDFs
- Standard AI tone
Pro
7-day free trial · Cancel anytime
- Unlimited proposals
- All 6 styles incl. Legal and Bold
- No watermark on PDFs
- Your logo on proposals
- Online e-signature acceptance
Frequently asked questions
Does it handle equipment matching and AHRI certificates?
Yes. When you specify the outdoor unit, the AI references matching coil and AHRI certificate language. The Legal template includes specifications language and warranty pass-through clauses for the equipment manufacturer warranty.
Can I include rebates and tax credits in the proposal?
Yes. Mention applicable rebates (federal 25C tax credit, utility rebates, manufacturer promos) in the scope and the AI will add a clear 'Available Incentives' section. This is a powerful closing tool. Homeowners love seeing the effective net price.
Does it work for service agreements and maintenance plans?
Yes. Use the Consulting or Modern template for maintenance contracts. The AI generates recurring-service language with 2x annual visits, filter changes, system tune-ups, and priority service clauses common in HVAC maintenance plans.
Can I add my company logo and branding?
Yes on the Pro plan ($9/mo, 7-day free trial). Upload your logo once and it appears on every proposal PDF: header, signature block, and footer. The Free plan has a small ProposalPro watermark on PDFs.
Close more HVAC installs at the kitchen table
Generate your first professional HVAC proposal in 2 minutes, free.
Start freeNo credit card · 3 free proposals · Cancel anytime