Build and download a free HVAC proposal with good, better, and best system options — each priced with its own feature list — plus a recommended pick, an auto-calculated deposit, and customer sign-off. PDF, Excel, or Word export.
Present good / better / best options for a big-ticket job — mark one recommended, let the customer pick and sign the one they want.
HVAC · 3 options
Proposal #
Date
Valid until
Deposit
Job title
Project summary
Contractor (your company)
Phone
License #optional
Prepared for (customer)
Phone
Emailoptional
Your options
3 of 4Features (one per line)
Features (one per line)
Features (one per line)
Selected option
Better — 16 SEER2 Two-Stage
Selected price
$8,400.00
Deposit (50%)
$4,200.00
Terms
Prepared by (contractor)
Print name
—
Date
Accepted by (customer)
Print name
—
Date
Download your proposal:
Add your company, the hvac customer, a job title, and a short project summary so the proposal opens with exactly what you are quoting.
Lay out good, better, and best — each with a price and a clear list of what is included. Mark one option as recommended to guide the customer toward the right choice.
Pick the option the customer selects, set the deposit percentage, and add a valid-until date so the price has a deadline. The deposit amount calculates automatically.
Add your terms, capture the prepared-by and accepted-by signatures, and export a polished PDF, Excel, or Word file the customer can sign off on.
A system replacement is one of the biggest purchases a homeowner makes, and a single take-it-or-leave-it price often loses the sale. Presenting good, better, and best — a solid single-stage unit, a two-stage sweet spot, and a variable-speed premium — turns the decision into "which one," and lets the customer match the system to their budget and comfort goals.
The tiered proposal also protects your average ticket. Anchored against the premium option, the middle choice looks reasonable, and the buyer who wants the quietest, most efficient system has a clear reason to spend more. Mark your recommendation, show what each tier includes, and let the customer choose with confidence.
Use this free HVAC proposal builder to present replacements the way high-close shops do. Pair it with CloseCrew so Larry, your AI receptionist, books the in-home estimate while your comfort advisors focus on presenting the options.
More free downloads for your HVAC template library.
Bill customers with line items, tax, and payment terms built for HVAC jobs.
A hvac proposal presents a bigger job — a replacement, upgrade, or install — as a clear set of options the customer can choose from, each with a price and what it includes. Unlike a single-line quote, it lets the customer buy up or down and makes the recommended option obvious.
Giving three tiers moves the conversation from "yes or no" to "which one." It anchors value, lets budget-conscious customers still say yes, and gives the buyer who wants the best a reason to spend more. Contractors who present options consistently close larger average tickets.
A quote is a single fixed price for a defined scope. A proposal presents multiple options with features and a recommendation, and is used for larger, considered purchases where the customer is choosing between levels of quality or scope. Use a quote to confirm one job; use a proposal to sell a replacement or upgrade.
Yes. A deposit secures the commitment and funds your material order; a valid-until date creates healthy urgency and protects you from honoring old pricing as costs rise. This template calculates the deposit from the selected option and has a valid-until field built in.
Yes. Build and download it free as a PDF, Excel, or Word file — no login. Customize the option tiers, features, and pricing for your hvac business and reuse it on every replacement or upgrade.
