Proposal Templates

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NorthAir Heating & Cooling

18 Summit Pkwy, Springfield | (555) 010-7782 | hello@northair.example | northair.example

AC Repair Proposal

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Prepared forSofia Alvarez

Client companyAlvarez Family Home

Emailsofia@example.com

Phone(555) 014-2240

ProjectFull System Installation

Site address64 Linden Ave, Springfield

Project Overview

This proposal outlines the scope, pricing and schedule for ac repair work. Click any text in the preview to edit and style it.

Scope of Work

Diagnose cooling issue
Test refrigerant and electrical
Replace failed capacitor or contactor
Clean coil and drain line
Verify temperature drop

Repair Terms

Parts carry a 90-day warranty. Major repairs beyond this scope are quoted before work begins.

Pricing

Description	Qty	Unit	Unit price	Total
Diagnostic fee	1	Visit	$129	$129.00
Replacement parts	1	Lot	$240	$240.00
Technician labor	2	Hours	$125	$250.00

Subtotal$619.00

Total$619.00

Timeline

Same day.

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Terms & Conditions

A 50% deposit is due at signing and the balance is due on completion. Pricing is valid until the expiration date. Changes to the scope require a written change order. This is a template; review it before sending.

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | Created with FastProposal

HVACFREE

AC Repair Proposal

Diagnosis and repair for cooling problems.

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NorthAir Heating & Cooling

18 Summit Pkwy, Springfield | (555) 010-7782 | hello@northair.example | northair.example

Commercial HVAC Proposal

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Prepared forSofia Alvarez

Client companyAlvarez Family Home

Emailsofia@example.com

Phone(555) 014-2240

ProjectFull System Installation

Site address64 Linden Ave, Springfield

Project Overview

This proposal outlines the scope, pricing and schedule for commercial hvac work. Click any text in the preview to edit and style it.

Scope of Work

Load calculation and submittals
Crane lift and set rooftop units
Connect ductwork and controls
Wire and commission equipment
Start-up and balancing
Operator training

Crane & Access

Crane time and roof access are scheduled with the property manager.

Pricing

Description	Qty	Unit	Unit price	Total
Rooftop unit (10 ton)	2	Unit	$14800	$29,600.00
Controls and thermostats	1	Lot	$3900	$3,900.00
Installation labor	1	Job	$12500	$12,500.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$46,000.00

Total$46,000.00

Timeline

2-3 weeks.

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | Created with FastProposal

HVACPRO

Commercial HVAC Proposal

Rooftop units and tenant HVAC for businesses.

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NorthAir Heating & Cooling

PROPOSAL

Ductless Mini-Split Proposal

Prepared for Sofia Alvarez, Alvarez Family Home

Full System Installation

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Contacthello@northair.example

Total investment$9,980.00

Timeline1-2 days.

Valid until2026-11-24

Executive Summary

This proposal presents ductless mini-split for your project. Zone cooling and heating without ducts. Estimated timeline: 1-2 days.

Why Choose Us

No ductwork required

Independent room control

Rebate-ready documentation

Scope of Work

Site visit and zone plan
Mount indoor heads
Install outdoor unit
Run line sets and condensate
Electrical connection
Commission and demonstrate

Project Phases

Plan

Zone layout.

Install

Heads and outdoor unit.

Commission

Test and walkthrough.

Investment

Description	Qty	Unit	Unit price	Total
Multi-zone mini-split	1	System	$6400	$6,400.00
Line sets and electrical	1	Lot	$980	$980.00
Installation labor	1	Job	$2600	$2,600.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$9,980.00

Total investment$9,980.00

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | (555) 010-7782 | northair.example | Created with FastProposal

HVACPRO

Ductless Mini-Split Proposal

Zone cooling and heating without ducts.

Preview Use template

NorthAir Heating & Cooling

18 Summit Pkwy, Springfield | (555) 010-7782 | hello@northair.example | northair.example

Ductwork Installation Proposal

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Prepared forSofia Alvarez

Client companyAlvarez Family Home

Emailsofia@example.com

Phone(555) 014-2240

ProjectFull System Installation

Site address64 Linden Ave, Springfield

Project Overview

This proposal outlines the scope, pricing and schedule for ductwork installation work. Click any text in the preview to edit and style it.

Scope of Work

Design duct layout
Remove old ductwork
Install trunk and branch lines
Seal and insulate ducts
Install registers and returns
Test airflow and balance

Airflow Testing

System airflow is measured and balanced room by room. A report is provided.

Pricing

Description	Qty	Unit	Unit price	Total
Ductwork materials	1	Lot	$3200	$3,200.00
Insulation and sealing	1	Lot	$850	$850.00
Installation labor	1	Job	$4600	$4,600.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$8,650.00

Total$8,650.00

Timeline

3-4 days.

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | Created with FastProposal

HVACPRO

Ductwork Installation Proposal

New or replacement duct system with balancing.

Preview Use template

NorthAir Heating & Cooling

18 Summit Pkwy, Springfield | (555) 010-7782 | hello@northair.example | northair.example

Furnace Tune-Up Proposal

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Prepared forSofia Alvarez

Client companyAlvarez Family Home

Emailsofia@example.com

Phone(555) 014-2240

ProjectFull System Installation

Site address64 Linden Ave, Springfield

Project Overview

This proposal outlines the scope, pricing and schedule for furnace tune-up work. Click any text in the preview to edit and style it.

Scope of Work

Inspect heat exchanger
Clean burners and flame sensor
Test safety controls
Replace filter
Check carbon monoxide levels
Provide written report

Maintenance Plan

An optional annual plan adds priority service and a discount on repairs.

Pricing

Description	Qty	Unit	Unit price	Total
Tune-up service	1	Visit	$149	$149.00
Filter	1	Each	$25	$25.00
Combustion test	1	Visit	$40	$40.00

Subtotal$214.00

Total$214.00

Timeline

1-2 hours.

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | Created with FastProposal

HVACFREE

Furnace Tune-Up Proposal

Seasonal inspection and cleaning for heating systems.

Preview Use template

NorthAir Heating & Cooling

18 Summit Pkwy, Springfield | (555) 010-7782 | hello@northair.example | northair.example

HVAC Installation Proposal

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Prepared forSofia Alvarez

Client companyAlvarez Family Home

Emailsofia@example.com

Phone(555) 014-2240

ProjectFull System Installation

Site address64 Linden Ave, Springfield

Project Overview

This proposal outlines the scope, pricing and schedule for hvac installation work. Click any text in the preview to edit and style it.

Scope of Work

Perform load calculation
Remove existing furnace and condenser
Install new condenser and air handler
Connect refrigerant lines and ductwork
Install thermostat and condensate drain
Commission and test system

Equipment Details

Equipment model, SEER2 rating and manufacturer rebates are listed here. Edit with the final selection.

Pricing

Description	Qty	Unit	Unit price	Total
3-ton heat pump system	1	Unit	$6900	$6,900.00
Ductwork modifications	1	Job	$1400	$1,400.00
Installation labor	1	Job	$2800	$2,800.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$11,100.00

Total$11,100.00

Timeline

1-2 days after equipment delivery.

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | Created with FastProposal

HVACPRO

HVAC Installation Proposal

System replacement with equipment and efficiency details.

Preview Use template

NorthAir Heating & Cooling

PROPOSAL

HVAC Service Agreement Proposal

Prepared for Sofia Alvarez, Alvarez Family Home

Full System Installation

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Contacthello@northair.example

Total investment$429.00

Timeline12-month term.

Valid until2026-11-24

Executive Summary

This proposal presents hvac service agreement for your project. Planned maintenance for homes or commercial buildings. Estimated timeline: 12-month term.

Why Choose Us

Lower breakdown risk

Priority service

Documented service history

Scope of Work

Two seasonal tune-ups
Filter replacement
Coil and drain cleaning
Safety and efficiency testing
Priority repair response
Written service reports

Project Phases

Spring

Cooling tune-up.

Fall

Heating tune-up.

Report

Annual summary.

Investment

Description	Qty	Unit	Unit price	Total
Annual service agreement	1	Year	$329	$329.00
Filters	4	Each	$25	$100.00
Priority fee waiver	1	Year	$0	$0.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$429.00

Total investment$429.00

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | (555) 010-7782 | northair.example | Created with FastProposal

HVACPRO

HVAC Service Agreement Proposal

Planned maintenance for homes or commercial buildings.

Preview Use template

NorthAir Heating & Cooling

PROPOSAL

Premium HVAC System Proposal

Prepared for Sofia Alvarez, Alvarez Family Home

Full System Installation

Proposal no.FP-2026-0001

Date2026-10-25

Valid until2026-11-24

Contacthello@northair.example

Total investment$14,850.00

Timeline2-3 days.

Valid until2026-11-24

Executive Summary

This proposal presents premium hvac system for your project. Comfort-focused system with variable-speed equipment. Estimated timeline: 2-3 days.

Why Choose Us

Right-sized with a written load calculation

Quiet, efficient equipment

Comfort guarantee period

Scope of Work

Manual J load calculation
Remove existing equipment
Install variable-speed system
Install smart thermostat
Seal and balance ductwork
Commission and educate owner

Project Phases

Measure

Load calculation.

Install

Equipment swap.

Tune

Balancing and training.

Investment

Description	Qty	Unit	Unit price	Total
Variable-speed heat pump	1	System	$9800	$9,800.00
Smart thermostat and zoning	1	Lot	$1450	$1,450.00
Installation labor	1	Job	$3600	$3,600.00

Optional add-ons

Priority scheduling (optional)$250

Extended workmanship warranty (optional)$400

Subtotal$14,850.00

Total investment$14,850.00

Warranty

Workmanship is warranted for one (1) year from completion. Manufacturer warranties apply to materials. Edit this placeholder language, and have all terms reviewed before sending.

Our Team

Alex MorganProject Lead

Sam RiveraSite Supervisor

Client Testimonials

“Replace this with a real quote from a past client.”
Past client, Similar project

“Add another testimonial, or remove this section.”
Past client, Similar project

Project Photos

Before

After

Terms & Conditions

Acceptance

NorthAir Heating & Cooling (Contractor)

Sofia Alvarez (Client) Date: ________

NorthAir Heating & Cooling | (555) 010-7782 | northair.example | Created with FastProposal

HVACPRO

Premium HVAC System Proposal

Comfort-focused system with variable-speed equipment.

Preview Use template