Create Your Proforma Invoice Mẫu Effortlessly with airSlate SignNow

Understanding Proforma Invoices

A proforma invoice is a preliminary bill of sale sent to buyers before the actual sale occurs. It outlines the items or services to be provided, including their prices, quantities, and any applicable terms. This document serves as a commitment from the seller to deliver the specified goods or services and is often used for customs purposes in international transactions.

Using airSlate SignNow, businesses can easily create and customize proforma invoices to meet their specific needs. By preparing these invoices digitally, companies can ensure accuracy and efficiency in their billing processes.

Creating a Proforma Invoice with airSlate SignNow

Creating a proforma invoice using airSlate SignNow is straightforward. Users can start by selecting a template or creating a new document from scratch. The platform allows for easy input of essential details such as:

• Seller and buyer information
• Description of goods or services
• Pricing and payment terms
• Delivery and shipping details

Once all necessary information is added, users can save the document and prepare it for sharing or eSigning.

Editing Proforma Invoices

Editing a proforma invoice is crucial for ensuring that all details are accurate and up to date. With airSlate SignNow, users can easily modify existing invoices by:

• Adjusting quantities and prices
• Adding or removing items
• Updating buyer or seller information

The intuitive interface allows for quick changes, ensuring that the document reflects the most current agreement between parties.

Sending Proforma Invoices for Signature

Once a proforma invoice is finalized, it can be sent for eSignature directly through airSlate SignNow. This feature simplifies the approval process by allowing recipients to review and sign the document electronically. Users can:

• Choose signers and set signing order
• Track the status of the document
• Receive notifications when the invoice is signed

This streamlines the workflow and ensures that all parties are aligned before proceeding with the transaction.

Storing and Sharing Proforma Invoices Securely

After a proforma invoice has been signed, it is essential to store it securely for future reference. airSlate SignNow provides a safe environment for document storage, allowing users to:

• Organize invoices by date or client
• Access documents from any device
• Share invoices securely with clients or stakeholders

This ensures that all parties have access to important documentation while maintaining confidentiality and security.

Benefits of Using Digital Proforma Invoices

Utilizing digital proforma invoices through airSlate SignNow offers several advantages, including:

• Increased efficiency in document preparation and processing
• Reduced risk of errors compared to manual entry
• Faster turnaround times for approvals and payments

By embracing digital solutions, businesses can enhance their operational workflows and improve overall productivity.