HVAC Proposal Generation & Price Management

I need a streamlined way to turn site notes into polished HVAC quotes and proposals without re-typing the same numbers over and over. The core task is straightforward: give me a tool or workflow that lets me build professional proposals quickly, then export or share them with a client in a clean, branded format.

Every proposal must automatically display:
• Equipment, labor, and material costs broken out clearly
• A concise scope of work, the warranties attached to each line item, and my standard payment terms

For pricing, use the “Data Center” method I follow internally—if you’re familiar with that approach, great; if not, I’ll supply the rules so your calculations align 1:1 with the way I price jobs today.

I’m open to Excel with macros, Google Sheets, an off-the-shelf quoting platform that you customize, or a lightweight web app—whichever delivers speed, accuracy, and an intuitive interface for my techs in the field.

The finished solution should let me:
• Select or enter parts and labor quickly
• Pull in my preset scope, warranty, and payment blocks
• Generate a client-ready PDF in one click
• Save proposals for future reference and edits

Hand-off isn’t complete until I can duplicate one of my current quotes using your system, see identical numbers, and produce the same professional look.