A purpose-built Excel format reduces manual entry, enforces consistent pricing presentation, and speeds client approvals for travel bookings while preserving clear line-item detail.
Often the primary creator of proforma invoices, the travel agent compiles itinerary details, supplier costs, markups, taxes, and deposit requirements. They use Excel templates to calculate totals, adjust line items for group discounts, and export the completed document for client review or e-signature collection.
Responsible for approving group bookings and overseeing billing policies, the corporate travel manager uses proforma invoices to confirm headcounts, allocate costs to departments, and ensure compliance with corporate travel budgets before final invoicing and payment.
Travel agencies, corporate travel teams, and tour operators rely on proforma invoices for quotes and prepayment requests.
These templates help sales, accounting, and operations coordinate bookings, collect deposits, and reconcile supplier payments efficiently.
Integration with cloud repositories like Google Drive or Dropbox ensures templates and signed invoices are centrally stored, versioned, and accessible to authorized staff, reducing the risk of duplicate or outdated documents.
Embedding an eSignature step converts a PDF export of the proforma into a signed agreement, providing legal intent and an audit trail for deposits and client acceptance of quoted terms.
Linking the proforma template to a CRM automatically populates client contact and booking data, reducing manual entry, ensuring consistency, and allowing faster generation of quotes for repeat customers.
Maintaining standardized Excel templates with locked formula cells and editable client fields speeds quotation creation and enforces consistent presentation and calculations across the organization.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Required | Yes, manager |
| Template Folder | Shared Drive |
| Auto-numbering | Enabled |
| Signature Order | Client then agent |
A boutique agency prepares a detailed Excel proforma for a multi-city package with line items for flights, hotels, and transfers to give the client a clear cost breakdown.
Resulting in faster confirmations and fewer back-and-forth revisions during booking.
A corporate travel manager generates an Excel proforma for a 50-person conference trip, including room blocks, meeting space, and per-person meals.
Leading to streamlined internal approvals and consolidated payments to venue and carriers.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Bulk Send (mass invoices) | |||
| API access for automation | |||
| HIPAA-ready / BAA available |
| Pricing Tier | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Entry Plan Price | From $8 per user per month (annual billing) | From $10 per user per month | From $9.99 per user per month | From $15 per user per month | From $19 per user per month |
| Mid Plan Notes | Includes advanced templates and bulk send | Adds more integrations and admin controls | Adds workflows and single sign-on | Adds team roles and API access | Adds e-sign plus document builder |
| Enterprise Options | Custom enterprise plans with SSO and BAA | Custom pricing and enterprise feature set | Enterprise agreements with SSO | Enterprise and custom plans available | Enterprise plans with sales negotiable |
| Free Trial Availability | Free trial typically offered | Free trial available | Free trial available | Free trial available | Free trial available |
| Included API Access | API included on select plans or enterprise | API on higher tiers | API on business tiers | API available on paid plans | API available on paid plans |
