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How to write your Heating and Air Conditioning Proposal

You can create your customized editable version of this document using Proposal Kit. Follow these steps to get started.


Proposal Pack includes everything you need to get started now
  • This sample proposal plus
  • Library of all 200 samples
  • Library of editable templates
  • All templates in this design
  • Basic contracts and invoices
  • Financial calculators
  • Wizard proposal software
  • How to Write a Proposal e-books
  • Customize with your logo

Screenshots of 4 of 5 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack HVAC #2 Title Page

Proposal Pack HVAC #2 Body Page
Proposal Pack HVAC #2 Body Page
Proposal Pack HVAC #2 Back Page

1. Get a Proposal Pack such as HVAC #2

This sample was created using the design theme Proposal Pack HVAC #2. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Heating and Air Conditioning Sample Proposal in PDF and editable Word format chapters that can be customized using the included Wizard software.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor.

4. Import the Quick Start layout titled 'Heating and Air Conditioning Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software.

The Heating and Air Conditioning (HVAC) Services Proposal is an example of a proposal using Proposal Pack to pitch the services of an HVAC company to install a heat pump in a customer's home.

This is a good example to follow for any business or individual offering contracting services to clients.

General contractors, home repair and improvement and other service providers.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Heating and Air Conditioning Sample Proposal - The Narrative

Zapata Heating and Air Conditioning

Please find enclosed our proposal for installing your new HearthStar Heat Pump in your home. You’ll find that the HearthStar offers the most energy efficient system for your heating and cooling needs for our climate here in South Carolina. We guarantee both the heat pump and our labor for full year after installation is complete.

The prices listed here are good for days. Heat Pump Installation. Please find enclosed our proposal for installing your new HearthStar Heat Pump in your home. The prices listed here are good for days.

Please contact us as soon as possible to lock in the price and schedule your start date.

  • HearthStar Heat Pump
  • Pleinair Electrostatic Air Filter New ductwork for connection
  • Labor

Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary does in no way constitute warranty of final price.

Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract. Delivery and installation of HearthStar Heat Pump and Plenair Filter System. HearthStar Heat Pump Plenair Filter System ductwork materials. Delivery and installation services men.

Zapata Heating and Air Conditioning will use reasonable diligence in the completion of this project and endeavor to meet the delivery date. Customer acknowledges however that this delivery deadline is an estimate and may depend on inventories available from 3rd party suppliers. Customer agrees to clear access to the house crawlspace and to the rear of the house for heat pump and ductwork installation. Customer has been informed that heating to the household will not be operational during the installation process.

Zapata Heating and Air Conditioning will remove all extra supplies and debris at the conclusion of the project. Customer agrees to pay total amount upon project completion. The above prices specifications and conditions are hereby accepted. Zapata Heating and Air Conditioning is authorized to execute the project as outlined in this Agreement.

Payment will be made as proposed above. This is another example of how very short quotes and proposals can be create using the templates and software. For longer and more complex HVAC projects you can create longer proposals if you have to outline details such as installation, products, scheduling, warranties, policies and so on. Small project quotes like this may be great for day jobs and small projects.

Commercial projects and product sales generally would require a much more detailed proposal.

Business proposal example What Our Clients Say

Adding information, click to next section, then add more information to then see the final layout in WORD is amazing. No need to worry about formatting, so I just pick what information I want for the proposal, report, or contract, and ensure what I want to say makes sense--the fixings are there and I just add the meat & potatoes."

Richard Guadalupe McDonald
Global Health Science Institute

Length of Sample

5 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Cost Summary, Work Order (Without Deposit), Back Page.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Sales letter
  • Letter proposal
  • Short contract, quote or bid proposal
  • Construction, contracting, building proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack HVAC #2. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Business #23
Business Proposal TemplatesProposal Pack Electrical #4

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Business #12
Business Proposal TemplatesProposal Pack Business #3
Business Proposal TemplatesProposal Pack Business #4
Business Proposal TemplatesProposal Pack Business #5
Business Proposal TemplatesProposal Pack Business #6
Business Proposal TemplatesProposal Pack Business #7
Business Proposal TemplatesProposal Pack Contemporary #11
Business Proposal TemplatesProposal Pack HVAC #1
Business Proposal TemplatesProposal Pack Roofing #1

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You can create countless variations on the Heating and Air Conditioning Sample Proposal with a Proposal Pack template library and Wizard software.
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