This free proforma invoice template offers you a blank proforma invoice form that you can use to create professional proforma invoices. A pro forma invoice is a business document that differs from a simple price quotation in that it is usually considered a binding agreement, despite the fact that, like a price quote, the terms of sale are subject to change. Pro forma invoices are used by a wide variety of businesses in virtually all industries.
Uniform Software's free proforma invoice template includes various fields for detailing the transaction between your business and your customer. The spreadsheet is in Excel format, which means you can use various Excel tools to do further customizations, such as replacing the default logo image, adjust fonts, colors, borders, patterns, and even create PDF documents by using a free PDF add-in program.
One interesting point on the pro forma invoice form is that it added many new fields as compared to a general sales invoice template designed by us at Uniform Software, such as 'purchase order date', ''mode of transportation', 'transportation term', 'estimated gross weight', 'estimated net weight', etc. Many newly added fields are related to shipping and handing, since a pro forma invoice is a common form used in both domestic, and most commonly in international trade, to provide buyers as well as in the event of international trade the appropriate import/export authorities, where additional details may be required for customs, with required information about shipment.
The pro forma invoice form is printable with standard A4 paper size. To adjust this, use the Page Setup dialog box in Excel. While the invoice template is designed to meet the requirements of many business types, you may need a different format. If this is the case, you can use our free proforma invoice template as a sample or starting point of creating your own template.
Microsoft Excel/Office 2000/XP/2003/2007/2010