What is a pro forma invoice template excel for NPOs?

A pro forma invoice template excel for NPOs is a customizable spreadsheet designed to help non-profit organizations create estimates and invoices before a transaction occurs. It often includes sections for itemizing services, costs, and payment information. This template simplifies the invoicing process and ensures proper documentation for your projects.

How can I benefit from using a pro forma invoice template excel for NPOs?

Using a pro forma invoice template excel for NPOs can streamline your financial processes by providing a clear structure for your estimates. This template helps ensure accurate communication with donors, sponsors, or clients about expected costs. It also facilitates budget planning and improves transparency in financial reporting.

Are there any costs associated with the pro forma invoice template excel for NPOs?

Many pro forma invoice template excel for NPOs are available for free or at low cost, making them accessible for non-profit organizations. However, premium features or more advanced integrations may incur additional fees. It's essential to explore various templates to find one that fits your budget and needs.

Can I customize the pro forma invoice template excel for NPOs?

Yes, one of the key features of a pro forma invoice template excel for NPOs is its customizability. You can easily modify fields, add your organization’s logo, and adjust layouts to suit your specific requirements. This ensures that the invoices align with your branding and meet your reporting needs.

What features should I look for in a pro forma invoice template excel for NPOs?

When selecting a pro forma invoice template excel for NPOs, look for features such as itemized expense listings, automatic calculations, and easy data entry. Additionally, options for recurring billing or donation tracking can enhance your invoicing process. Simplicity and ease of use are also essential to ensure your team can utilize the template effectively.

Does the pro forma invoice template excel for NPOs integrate with other software?

Many pro forma invoice template excel for NPOs can be integrated with accounting or project management software. This integration helps streamline your financial processes and maintain accurate records. Check compatibility with existing tools to ensure a smooth workflow and effective data management.

Is a pro forma invoice template excel for NPOs compliant with financial regulations?

Yes, most well-designed pro forma invoice template excel for NPOs are created to comply with financial reporting standards. However, it is crucial to verify that the template includes all necessary elements as per your local regulations. This helps maintain transparency and ensures that you meet legal requirements.

Where can I find a pro forma invoice template excel for NPOs?

You can find a pro forma invoice template excel for NPOs on various websites, including template libraries and specific non-profit resource sites. Additionally, platforms like airSlate SignNow offer templates tailored for NPOs along with support for eSigning documents, making it a comprehensive solution for your invoicing needs.

Electronic Signature
Features
Invoice templates
Pro Forma Invoice Template Excel for NPOs

Discover the Pro Forma Invoice Template Excel for NPOs

Streamline your invoicing process with our easy-to-use template. Empower your non-profit organization to manage finances efficiently and effectively.

Electronic Signature
Features
Invoice templates
Pro Forma Invoice Template Excel for NPOs

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

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 pro forma invoice template excel for npos.

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 pro forma invoice template excel for npos later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly pro forma invoice template excel for npos 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 pro forma invoice template excel for npos 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

How to use a pro forma invoice template excel for NPOs

In the world of non-profit organizations (NPOs), managing finances efficiently is crucial. A pro forma invoice template in Excel can help streamline financial dealings, providing clarity and professionalism in fundraising efforts and donations. This guide will walk you through how to leverage the airSlate SignNow platform to manage your document signing process effectively.

Steps to create a pro forma invoice template excel for NPOs

Open your web browser and navigate to the airSlate SignNow website.
Start your journey with a free trial or access your existing account.
Select the document you wish to have signed or sent for signatures.
If you plan to use this document multiple times, convert it into a reusable template.
Make necessary modifications by opening the file; incorporate fillable fields or any required information.
Proceed to sign the document and add signature fields for the intended recipients.
Finalize the setup by clicking Continue to dispatch the eSignature invitation.

Using airSlate SignNow provides numerous advantages: it offers a rich array of features at a great return on investment. Its user-friendly interface is also designed for small to mid-sized businesses, making it easy to adapt and grow with your needs.

With transparent pricing and no unexpected fees, airSlate SignNow ensures a hassle-free experience. Benefit from around-the-clock support with any paid plans. Start improving your document management process today!

How it works

Access the cloud from any device and upload a file

Edit & eSign it remotely

Forward the executed form to your recipient

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 — pro forma invoice template excel for npos

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.

This service is really great! It has helped...

5

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

Read full review

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

Pro forma invoice template excel for NPOs

[Music] I love you baby although I probably shouldn't I tried to leave you once well know it just couldn't my love is strong you know I can't restrain it I don't believe it's wrong even I can't explain if you believe it's a I hope you can find it in your heart to forgive it we only get this life where I think we

Get more for pro forma invoice template excel for npos

Find out other pro forma invoice template excel for npos

be ready to get more

Get legally-binding signatures now!

Start free trial