Who typically creates a proforma invoice?

A pro forma invoice is used by a seller to communicate to a buyer the expected costs, fees, and date of delivery for an order. This transparency can help the manufacturer avoid any misunderstandings when the order is delivered.

Are proforma invoices illegal?

Another key difference is that a proforma invoice isn't a legal document and has no fiscal value, with no means of payment included. It's basically a terms of sale that can be amended because the prospective sale hasn't yet completed.

Who can issue a proforma invoice?

They are often required for customs clearance since they declare the value of the items being supplied. The seller issues a proforma invoice to the buyer, including detailed product information, shipping costs, and applicable taxes.

How to get a pro forma invoice?

One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.

How to produce 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.

Why is a proforma invoice not accepted?

The reasoning behind this is... sometimes Client may take a proforma invoice, but not finally pull through with the payment. So traditionally Pro forma invoice has to be a document that doesnt affect banks or customer balance or customer statements or accounts in any way.

Who prepares a proforma invoice?

A pro forma invoice is used by a seller to communicate to a buyer the expected costs, fees, and date of delivery for an order. This transparency can help the manufacturer avoid any misunderstandings when the order is delivered.

Electronic Signature
Features
Invoice templates
Create Proforma Invoice Online Easily

Create Your Proforma Invoice Online Effortlessly

Empower your business with airSlate SignNow's easy-to-use solution for sending and eSigning documents. Save time and reduce costs while streamlining your invoicing process.

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 Proforma Invoices

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It outlines the details of the transaction, including the types of goods, quantities, and prices. This document is not a demand for payment but serves as a good faith estimate for the buyer. Businesses often use proforma invoices to provide their clients with a clear understanding of the costs involved before finalizing a sale.

Creating a Proforma Invoice Online

With airSlate SignNow, creating a proforma invoice online is straightforward and efficient. Users can start by selecting a template that fits their needs or creating a new document from scratch. The platform allows for easy customization, enabling users to input their business details, client information, and specific items being billed. Once the details are filled in, the document can be saved and shared securely with clients.

Benefits of Using Proforma Invoices

Utilizing proforma invoices can streamline the sales process for businesses. Some key benefits include:

Clarity: Provides a clear breakdown of costs, helping clients understand what they are being charged.
Professionalism: Enhances the business's image by presenting organized and detailed documentation.
Facilitates Payment: Helps clients prepare for payment, ensuring they have the necessary funds available.
Legal Protection: Serves as a record of the transaction details, which can be useful in case of disputes.

Editing and Customizing Your Proforma Invoice

Editing a proforma invoice is simple with airSlate SignNow's user-friendly interface. Users can modify any section of the invoice, including item descriptions, quantities, and prices. This flexibility allows businesses to tailor invoices to meet specific client needs or to reflect changes in pricing. Additionally, users can add their branding elements, such as logos and colors, to maintain a consistent company image.

Securely Sharing Proforma Invoices

Once a proforma invoice is ready, sharing it with clients is quick and secure. airSlate SignNow allows users to send documents directly via email or generate a shareable link. This ensures that the invoice reaches the intended recipient without the risk of unauthorized access. The platform also offers tracking features, allowing users to see when the invoice has been opened or viewed.

Tracking and Managing Proforma Invoices

Keeping track of proforma invoices is essential for effective business management. With airSlate SignNow, users can easily manage their invoices by accessing a centralized dashboard. This feature allows businesses to monitor the status of each invoice, follow up on outstanding invoices, and maintain a comprehensive record for accounting purposes. This organized approach helps ensure timely payments and enhances overall financial management.

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 proforma invoice online.

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 proforma invoice online later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly proforma invoice online 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 proforma invoice online 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 Generate a Proforma Invoice on the Internet

Generating a proforma invoice online has never been more straightforward with airSlate SignNow. This service provides a smooth method to handle your documents, guaranteeing that you can dispatch and electronically sign them effectively. With its intuitive design and robust capabilities, airSlate SignNow is tailored to cater to the requirements of small to medium-sized companies.

Instructions for Generating a Proforma Invoice Online

Launch your web browser and head over to the airSlate SignNow portal.
Sign up for a free trial or log into your current account.
Choose the document you want to sign or send for signing by uploading it.
If you intend to reuse this document, transform it into a reusable template.
Open your file to perform necessary modifications, such as adding fillable fields or incorporating specific details.
Sign your document and add signature fields for the recipients.
Press 'Continue' to set up and send an eSignature request.

By leveraging airSlate SignNow, companies can experience a signNow return on investment due to its comprehensive feature set compared to cost. The service is built for simplicity and scalability, making it perfect for small and mid-market businesses. With clear pricing and no concealed fees, users can benefit from excellent 24/7 support across all paid plans.

Begin optimizing your document management today by generating your proforma invoice online with airSlate SignNow!

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 — proforma invoice online

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.

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

airSlate SignNow

5

Jennifer

My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

airSlate SignNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

Read full review