Are proforma invoices illegal?

Include your details, too, as well as the payment terms and shipping information. Although proforma invoices aren't legally binding, they help establish trust between buyers and sellers, and they're also useful for customs clearance. So it's important to make sure all the information on the invoice is correct.

Who prepares a proforma invoice?

A seller can create a proforma invoice anytime at the request of the buyer, so both parties know exactly what to expect from one another.

How to create a proforma invoice in Excel?

Steps to Create a Proforma Invoice Format in Excel Open a new Excel sheet. Using the sample proforma invoice format, create a table with the required rows and columns. The fields must accommodate all the details required to create a proforma invoice.

Is a pro forma invoice legal?

A proforma invoice isn't legally binding A customer or buyer is not legally bound to pay a proforma invoice. At this stage, there's still room for both parties to negotiate. That's why, once the transaction is confirmed, the seller should issue an official, final invoice.

How do I create a proforma invoice in Excel?

Start by opening a new Excel document and creating a table with appropriate columns for the invoice information, such as item description, quantity, unit price, and total amount. Include a header row with the company's name, contact information, and a unique invoice number.

What is a pro forma invoice template?

A pro forma invoice is a preliminary document that outlines the terms of sale when an order is placed. Although it is not final, a pro forma invoice should give the buyer a clear understanding of the terms of sale including the price, date of delivery, and any additional fees.

How do I create a proforma invoice?

Here's a list of some of a proforma invoice's core elements: the company name and contact information. shipping information. the customer's name and contact details. item names and descriptions. the price per unit. the total cost per item line. the invoice's total cost. the invoice's expiration date.

Electronic Signature
Features
Invoice templates
Create Your Invoice Pro Forma Template Easily

Create Your Invoice Pro Forma Template Effortlessly

Streamline your document workflow with airSlate SignNow's user-friendly eSigning solution. Save time and reduce costs while ensuring secure transactions.

Sign documents online

Learn more

Collect payments & signatures

Learn more

Add wet ink signature online

Learn more

Sign documents on iPhone or iPad

Learn more

Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

sample

Checkboxes and radio buttons

Try a sample document

sample

Request an attachment

Try a sample document

sample

Set up data validation

Try a sample document

Understanding the Invoice Pro Forma Template

An invoice pro forma template serves as a preliminary bill of sale, outlining the details of a transaction before it is finalized. This document is particularly useful for businesses that want to provide their clients with a clear estimate of costs. By using a pro forma invoice, companies can ensure that both parties have a mutual understanding of the transaction details, including item descriptions, quantities, prices, and payment terms.

Key Components of an Invoice Pro Forma Template

When creating an invoice pro forma template, it is important to include essential elements that convey all necessary information. Key components typically include:

Header: Business name, logo, and contact information.
Invoice Number: A unique identifier for tracking purposes.
Client Information: Name and address of the recipient.
Itemized List: Description of goods or services, including quantities and unit prices.
Total Amount: The overall cost, including any applicable taxes or discounts.
Payment Terms: Details on payment methods and deadlines.

Benefits of Using an Invoice Pro Forma Template

Utilizing an invoice pro forma template offers several advantages for businesses. These include:

Clarity: Provides a clear outline of costs, reducing misunderstandings.
Professionalism: Enhances the business's image by presenting a structured document.
Efficiency: Saves time when generating estimates, allowing for quicker client responses.
Record Keeping: Helps maintain accurate records of transactions and communications.

How to Create an Invoice Pro Forma Template with airSlate SignNow

Creating an invoice pro forma template using airSlate SignNow is straightforward. Users can follow these steps:

Log in to your airSlate SignNow account.
Select the option to create a new document.
Choose the invoice pro forma template from the available options.
Fill in the required fields with your business and client information.
Customize the itemized list according to the specific transaction.
Save the document and send it for review or approval.

Best Practices for Sending an Invoice Pro Forma

When sending an invoice pro forma, consider these best practices to ensure effective communication:

Follow Up: After sending the invoice, follow up with the client to confirm receipt and address any questions.
Use Secure Methods: Ensure that the document is sent via secure channels to protect sensitive information.
Keep Records: Maintain copies of all sent invoices for future reference and tracking.

Common Use Cases for Invoice Pro Forma Templates

Invoice pro forma templates are versatile and can be utilized in various scenarios, such as:

International Transactions: Providing estimates for shipping costs and duties before finalizing sales.
Service Agreements: Outlining the scope of work and associated costs before project initiation.
Bulk Orders: Giving clients a detailed breakdown of pricing for large purchases.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to invoice pro forma template.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and invoice pro forma template later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly invoice pro forma template without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to invoice pro forma template and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

Check 5000+ reviews

Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

Check 5000+ reviews

Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

Check 5000+ reviews

be ready to get more

Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

Start free trial

Utilizing an invoice pro forma template with airSlate SignNow

Generating and overseeing documents can be a challenging endeavor for enterprises. Nonetheless, with the airSlate SignNow platform, you can simplify your document signing process by using an invoice pro forma template. This guide will help you navigate the steps to effectively make use of this resource for your business requirements.

Instructions to employ an invoice pro forma template with airSlate SignNow

Launch your web browser and head to the airSlate SignNow site.
Establish a complimentary trial account or log in if you already possess one.
Choose the document you intend to sign or send out for signatures and upload it.
If you plan to reuse this document, save it as a template for later use.
Access your uploaded document and make necessary modifications, such as adding fillable fields or incorporating specific details.
Sign the document and add signature fields for the recipients.
Hit 'Continue' to set up and send an eSignature invitation.

airSlate SignNow provides an effective solution for companies aiming to improve their document management practices. With a comprehensive feature set that delivers a great return on investment, it is tailored to be user-friendly and scalable, making it suitable for small to medium-sized enterprises. Furthermore, the clear pricing model guarantees no concealed fees, and exceptional 24/7 support is available for all subscription plans.

Begin refining your document signing process today with airSlate SignNow. Register now and discover the advantages firsthand!

How it works

Open & edit your documents online

Create legally-binding eSignatures

Store and share documents securely

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

Learn more

Create a signing link

Share a document via a link without the need to add recipient emails.

Learn more

Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

Learn more

Create a document template

Create teams to collaborate on documents and templates in real time.

Learn more

Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

Learn more

Archive documents in bulk

Save time by archiving multiple documents at once.

Learn more

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What active users are saying — invoice pro forma template

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

I've been using airSlate SignNow for years (since it...

5

Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

Read full review

Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Read full review

I couldn't conduct my business without contracts and...

5

Dani P

I couldn't conduct my business without contracts and this makes the hassle of downloading, printing, scanning, and reuploading docs virtually seamless. I don't have to worry about whether or not my clients have printers or scanners and I don't have to pay the ridiculous drop box fees. Sign now is amazing!!

Read full review