What is a proforma invoice example?

For example, a bakery customer might agree to the price of a cake on a pro forma invoice, and the baker will deliver the cake once it is ready. The customer will then pay for it when they receive the final formal invoice. The final invoice amount should be the same or close to the amount on the pro forma invoice.

What is proforma with an example?

Just as you might create a household budget by looking at last year's expenses and planning for changes, companies create pro forma budgets to map out their financial future. For example, a retail chain might use its previous year's sales data plus projections for new store openings to create next year's budget.

How to write a pro forma 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.

What comes first, PO or PI?

The first one is the supplier offer you their PI first, an offer, a bill of sale, preliminary bill of sale. If you confirm their offer with your purchase order, then this PI and PO work together to lock this transaction. At that point, both documents becomes legal and binding.

Discover the Proforma Invoice Contoh for Seamless Document Management

Empower your business with airSlate SignNow's easy-to-use eSigning solution. Save time and reduce costs while managing your documents effortlessly.

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 that outlines the details of a transaction before it occurs. This document serves as a quote or estimate for the buyer, detailing the goods or services to be provided, along with their prices. Proforma invoices are commonly used in international trade to facilitate customs clearance and provide a clear understanding of the transaction terms.

Key elements of a proforma invoice include:

Seller and buyer information
Description of goods or services
Quantities and prices
Payment terms
Delivery terms

Creating a Proforma Invoice with airSlate SignNow

Creating a proforma invoice using airSlate SignNow is a straightforward process that allows you to prepare and send documents efficiently. Users can start by selecting a template or creating a new document from scratch. The platform provides user-friendly tools to fill in necessary details such as item descriptions, quantities, and pricing.

Once the invoice is completed, users can easily save and share it with clients for review. This digital approach not only streamlines the invoicing process but also ensures that all parties have access to the document in real-time.

Customizing Your Proforma Invoice

Customization is essential for making your proforma invoice align with your brand identity. With airSlate SignNow, users can modify templates to include company logos, specific color schemes, and personalized messages. This level of customization helps to enhance professionalism and ensures that your invoice stands out.

Additionally, users can adjust the layout and format of the invoice to meet specific business needs, making it easier to present information clearly and effectively.

Sending Proforma Invoices for Approval

Once a proforma invoice is created, sending it for approval is a critical step. airSlate SignNow allows users to prepare and send documents securely via email. The recipient can review the invoice and provide feedback or approval directly within the document.

This feature not only speeds up the approval process but also maintains a clear record of communications and changes made, ensuring transparency in the transaction process.

Tracking Proforma Invoice Status

Tracking the status of your proforma invoice is vital for managing transactions effectively. With airSlate SignNow, users can monitor whether the invoice has been viewed, approved, or requires further action. This real-time tracking feature helps businesses stay organized and follow up promptly, ensuring that no details are overlooked.

By keeping tabs on the invoice status, users can enhance their workflow and improve customer satisfaction through timely communications.

Benefits of Using Proforma Invoices

Utilizing proforma invoices provides several advantages for businesses. These documents help establish clear expectations between buyers and sellers, reducing the likelihood of misunderstandings. They also facilitate smoother transactions, especially in international trade, by providing essential information for customs and regulatory compliance.

Moreover, proforma invoices can improve cash flow management by outlining payment terms and conditions upfront, allowing businesses to plan their finances more effectively.

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 contoh.

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 contoh later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly proforma invoice contoh 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 contoh 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

Contoh faktur proforma: Panduan langkah demi langkah untuk menggunakan airSlate SignNow

Membuat dan mengelola dokumen dengan efektif sangat penting bagi setiap bisnis. Dengan airSlate SignNow, Anda dapat memperlancar proses penandatanganan dokumen, memudahkan Anda dalam menangani faktur proforma dan dokumen penting lainnya. Panduan ini akan membawa Anda melalui langkah-langkah untuk menggunakan airSlate SignNow secara efektif untuk kebutuhan dokumen Anda.

Contoh faktur proforma: Langkah-langkah menggunakan airSlate SignNow

Buka browser web Anda dan kunjungi situs web airSlate SignNow.
Buat akun percobaan gratis atau masuk jika Anda sudah memiliki satu.
Pilih dokumen yang ingin Anda tanda tangani atau kirim untuk ditandatangani dan unggah.
Jika Anda berencana untuk menggunakan dokumen ini lagi, simpan sebagai template untuk penggunaan mendatang.
Akses file yang Anda unggah dan lakukan perubahan yang diperlukan, seperti menambahkan kolom yang dapat diisi atau menyisipkan informasi tertentu.
Tandatangani dokumen dan tentukan bidang tanda tangan untuk penerima.
Klik 'Lanjutkan' untuk mengonfigurasi dan mengirim undangan eSignature.

airSlate SignNow menawarkan solusi yang kuat bagi bisnis yang ingin meningkatkan pengelolaan dokumen mereka. Dengan berbagai fitur yang ditawarkan, Anda dapat mengharapkan pengembalian investasi yang baik sambil menikmati harga yang transparan tanpa biaya tersembunyi. Selain itu, platform ini dirancang untuk ramah pengguna dan dapat disesuaikan, menjadikannya ideal untuk bisnis kecil hingga menengah.

Kesimpulannya, airSlate SignNow menyederhanakan proses eSignature, memastikan dokumen Anda ditangani dengan efisien. Mulailah percobaan gratis Anda hari ini dan rasakan manfaatnya sendiri!

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

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 is a proforma invoice example?

For example, a bakery customer might agree to the price of a cake on a pro forma invoice, and the baker will deliver the cake once it is ready. The customer will then pay for it when they receive the final formal invoice. The final invoice amount should be the same or close to the amount on the pro forma invoice.
What is proforma with an example?

Just as you might create a household budget by looking at last year's expenses and planning for changes, companies create pro forma budgets to map out their financial future. For example, a retail chain might use its previous year's sales data plus projections for new store openings to create next year's budget.
How to write a pro forma 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.
What comes first, PO or PI?

The first one is the supplier offer you their PI first, an offer, a bill of sale, preliminary bill of sale. If you confirm their offer with your purchase order, then this PI and PO work together to lock this transaction. At that point, both documents becomes legal and binding.

What active users are saying — proforma invoice contoh

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.

Great Tool for Small Businesses

5

Jessica

We have solved the issue of "how do we get contracts to and from clients as easily as possible". Now clients don't have to worry about printing and signing contracts and then either mailing them or scanning/emailing them. This software is simple for them to use. The Guide function allows them to easily fill in the required information and submit it to us.

The airSlate SignNow software is easy to use. From uploading documents to filling in text responses, signatures and specialty form boxes, this software is simple and intuitive. Our clients love the option of online, digital contracts and forms. It is easy for them to fill out and send back to us, complete with an electronic signature.

Read full review

Easy to use. Great value.

5

Sharon

When I started my business, I needed to find a digital signing solution for a low cost... so even though I had never heard of this program, I decided to give it a try instead of using one of the more well-known digital signing programs. My business is small, and I don't need digital signing on a daily basis. So, the lower price very much attracted me. And ultimately, I'm very glad I gave it a shot. It has definitely met my needs and is affordable. Also, there was one occasion when I needed to contact customer service because I changed my e-mail address, which caused a billing error. I sent an email to customer service, and the issue was resolved very promptly and easily.

The program is quite easy to use and navigate. And it appears my clients find it easy to use as well. I've never had any complaints or questions from them.

Read full review

Best Value for Small Business

5

Jim

In my rental property business, I need to have all tenants for each property complete and sign about 8-10 lease documents. airSlate SignNow allows me to create the documents in Microsoft Word with text tags, create conditional fields, custom routing, and signature expiration dates, automatic reminders, etc. airSlate SignNow allows me to process these documents remotely and without paper.

Ability to create documents in Microsoft Word using text tags to automatically transform them into fillable templates when I upload the documents. I can then create document groups and custom signing order, which works great for signing real estate property leases.

Read full review