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HVAC quote template

An HVAC quote template is a fixed price for one piece of equipment that is already chosen, with a date the offer ends and a line for the client to accept it. This one is a single ductless head. Switch to a condenser only, one return, a rooftop unit, or a blank sheet, and download it as a PDF, Word or Excel file.

Pick a starting quote. Switching replaces the line items and the notes. The dollar amounts are round samples so the math can be checked, not a price for the work.

QUOTE
No.
Issued
Offer holds until
DescriptionQtyRateAmount
Subtotal$0.00
Discount$
Tax %$0.00
Total$0.00

Pick a design for your quote

All three carry the same details, your accent color, and your logo if you add one. Tap one to use it, then download.

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An HVAC quote for one ductless head

An HVAC quote template names one piece of equipment that is already chosen, and one price. The sheet loaded above is a matched indoor head and outdoor condenser, sample model Northwind 12, for one room. Before tax it is $4,660: the equipment $3,800, 15 feet of line set $420, condensate to an existing drain $180, and the pad and whip $260.

There is no second option in the notes. A second room is a different quote. The dollar amounts are round samples so the addition can be checked. They are not a price for the work, and Northwind is not a real manufacturer.

LineAmount
Matched indoor head and outdoor condenser, Northwind 12$3,800
Line set, 15 ft$420
Condensate to an existing drain$180
Pad and whip$260
Quote before tax$4,660

The date on the sheet is the end of the offer. A deposit of $1,000 is due when the offer is accepted, because that model is ordered for the job. The deposit is a term of this offer. Acceptance is the signature line, or a written reply that names this quote.

Opening the refrigerant circuit

EPA's Section 608 questions and answers say that adding or removing refrigerant from a mini-split during installation, and connecting or disconnecting hoses or pre-charged lines, requires Section 608 certification (read October 15, 2026). The same rule is summarized at epa.gov/section608. This ductless install connects the line set, so the certification applies. The return button does not open the circuit. Patch and paint on that return are outside its $570.

A condenser, and a rooftop unit

The condenser button is $2,580: a Northwind 36 condenser $2,400, with the air handler staying, plus a new disconnect and whip $180. The line set is reused. A new air handler is outside the price. If the circuit is opened, Section 608 certification applies here too. A full heat pump and air handler, with a second option in the notes, is the HVAC estimate template.

The rooftop button is a packaged heat pump on the existing curb, $7,250: the unit $5,400, a half day of crane $900, a curb adapter $650, and the crane path $300. A new curb is outside it. A no-cool repair, with a capacitor, a contactor, and refrigerant by the pound, is the HVAC invoice template.

Where a home-improvement deposit rule applies

Where the work is a home improvement, California's writing rule and down payment cap are on the construction quote template. Other states write their own rules. The $1,000 deposit on this sample is a term of the offer. This page is not legal advice. More forms are on the templates page.

Download the HVAC quote

Fill in the quote on this page, then download it as a PDF in three designs, a Word file, or an Excel file. Pick the job first. The file uses the lines that are on screen.

Questions HVAC techs ask

What is an HVAC quote template?+

An HVAC quote template is a fixed price for equipment you have already chosen, with a date the offer ends and a line for the client to accept it. The one-room ductless sheet here is $4,660 before tax for sample model Northwind 12. There is no second option. The dollars are samples so the math can be checked, not a price for the work.

What should an HVAC quote include?+

The model, what stays and what is replaced, the date the offer ends, any deposit, and a place for acceptance. On this ductless sample the deposit is $1,000, due when the offer is accepted, because the model is ordered for the job.

Who can connect a mini-split?+

EPA's Section 608 questions and answers say that adding or removing refrigerant from a mini-split during installation, and connecting or disconnecting hoses or pre-charged lines, requires Section 608 certification. This page is not legal advice.

Can I download an HVAC quote template as Word or Excel?+

Yes. The quote you fill in downloads as a PDF in three designs, and as a Word file and an Excel file.

Missing a line you always need? Email support@vanreceipts.app and we will add it to the template.

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