A free HVAC proposal template for residential installs and commercial bids, laid out the way buyers compare offers: load calculation, equipment specs, Good, Better and Best options, permits and warranty. Add your website and Cobl rebuilds it with your brand and your prices.
Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.
Use this templateHomeowners and facility managers usually compare two or three bids. These are the sections they read to decide, in the order they read them.
Click “Use this template”. You start from a real example, with its structure, its method and its design.
Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.
Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.
An HVAC buyer compares bids line by line: the equipment, the efficiency, the warranty and the total. A generic proposal leaves those lines vague.
Model, tonnage, efficiency rating and refrigerant. A bid that says "new 3-ton system" is harder to trust than one that shows what goes in and why that size.
Good, Better and Best tiers side by side let the client trade efficiency and warranty against price, and keep that comparison inside your proposal.
Residential jobs get financing and a maintenance plan. Commercial bids get an equipment schedule, occupancy work windows and the items a facility manager checks.
Yes. Download it as it is, in A4 format, without an account. You only create one when you want Cobl to rewrite it with your own equipment lines, your prices and your branding.
A site assessment with a load calculation, the recommended equipment with model, tonnage and efficiency rating, Good, Better and Best options, the scope of work including removal and disposal, permits, the schedule, pricing and payment terms, and separate manufacturer and labor warranties. The equipment specs and the options are the lines buyers usually compare between bids.
It follows the same structure, with more detail where a facility manager or general contractor checks: an equipment schedule by unit, work windows around building occupancy, submittals, compliance with the bid documents, and a price broken down the way the bid form asks. If the job came from an RFP, answer in the order the RFP sets.
That is the point. Give Cobl your website and it reads your colours, your typography and your tone, then applies them to every page. Upload a past document and it locks onto your real design system.
Yes. Add, remove or reorder anything. A template is a starting structure, not a locked form. Cobl remembers what you changed and applies it to the next document of the same type.
Cobl runs your deals with full context: follow-ups, proposals, entire RFP responses, at the right moment.