Última actualización el
Jan 16, 2026
Proforma Invoice in Excel
Drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
0
Forms filled
0
Forms signed
0
Forms sent
Try these PDF tools
Edit PDF
Quickly edit and annotate PDFs online.
Start now
Sign
eSign documents from anywhere.
Start now
Request signatures
Send a document for eSignature.
Start now
Share
Instantly send PDFs for review and editing.
Start now
Merge
Combine multiple PDFs into one.
Start now
Rearrange
Rearrange pages in a PDF document.
Start now
Compress
Compress PDFs to reduce their size.
Start now
Convert
Convert PDFs into Word, Excel, JPG, or PPT files and vice versa.
Start now
Create from scratch
Start with a blank page.
Start now
Edit DOC
Edit Word documents.
Start now
Upload your document to the PDF editor
Type anywhere or sign your form
Print, email, fax, or export
Try it right now! Edit pdf
Proforma Invoice Excel Feature
Welcome to our Proforma Invoice Excel feature! This tool is designed to streamline your invoicing process and make your life easier.
Key Features:
Easy-to-use Excel template for creating professional proforma invoices
Customizable fields to fit your specific business needs
Automated calculations for accurate totals and taxes
Professional and polished design for a great first impression
Potential Use Cases and Benefits:
Saves time and reduces errors in invoice creation
Improves cash flow by sending invoices promptly
Enhances professional image with professionally designed invoices
Helps in securing new business by providing detailed and clear estimates
With our Proforma Invoice Excel feature, you can easily create accurate and professional invoices in no time. Say goodbye to manual calculations and formatting woes, and hello to a hassle-free invoicing experience!
All-in-one PDF software
A single pill for all your PDF headaches. Edit, fill out, eSign, and share – on any device.
How to Proforma Invoice in Excel
01
Enter the pdfFiller website. Login or create your account for free.
02
Having a protected internet solution, you can Functionality faster than before.
03
Enter the Mybox on the left sidebar to access the list of the documents.
04
Pick the sample from the list or tap Add New to upload the Document Type from your desktop or mobile phone.
As an alternative, you can quickly import the desired sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.
As an alternative, you can quickly import the desired sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.
05
Your form will open within the feature-rich PDF Editor where you can change the sample, fill it up and sign online.
06
The effective toolkit allows you to type text on the form, put and modify photos, annotate, and so forth.
07
Use advanced functions to add fillable fields, rearrange pages, date and sign the printable PDF document electronically.
08
Click the DONE button to finish the adjustments.
09
Download the newly created document, share, print, notarize and a lot more.
Related features
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Felicia
2017-08-31
PDF Filler is great. However, I wish it had some photo cleanup like features. For instance the ability to white out, or clean up shadows, or dark areas, while leaving all printed in black areas in tact.
Garrick Crouch
2020-02-03
What do you like best?
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
For pdfFiller’s FAQs
Below 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.
What if I have more questions?
Contact Support
What is difference between proforma invoice and invoice?
Proforma invoice is a kind of quotation, containing a commitment by the seller to supply goods at the specified rate and date. Conversely, Invoice is a sort of bill, displaying the amount due to the buyer. Proforma invoice is used for the creation of sales, whereas invoice is used for confirmation of sale.
What are proforma invoices?
A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The invoice will typically describe the purchased items and other important information such as the shipping weight and transport charges.
What is a pro forma invoice?
An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. ... Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
What is the difference between a proforma invoice and an invoice?
Proforma invoice is used for the creation of sales, whereas invoice is used for confirmation of sale. Proforma invoice is provided by the seller, on the request of the buyer before the placement of the order. As opposed to invoice, which is issued by the seller to the buyer to request payment of goods delivered.
Why do you need a proforma invoice?
It is a useful document to have for customs, as a delivery note doesn't always suffice. A proforma invoice functions to provide both buyer and seller with a baseline for the sale, a breakdown of the items or services provided but without being a legally binding document. ... The completed invoice can then be reissued.
Can payment be made on proforma invoice?
An increasing number of businesses are using proforma invoices to obtain payment from their customers but rarely do they follow up with a VAT invoice. ... A proforma is a request for payment, usually to a new customer, generally for goods which will be provided once payment has been received.
What is the difference between a commercial invoice and an invoice?
Invoice and commercial invoice is same. Commercial invoice is used to record 'accounts receivable' for the seller and accounts payable for the buyer. ... However, the final sale price may vary with the pro-forma invoice, as pro-forma invoice is issued prior to actual sale takes place.
What is the purpose of a commercial invoice?
The commercial invoice is a legal document between the supplier and the customer that clearly describes' the sold goods, and the amount due on the customer. The commercial invoice is one of the main documents used by customs in determining customs duties.
What is the difference between tax invoice and commercial invoice?
Commercial Invoice: The seller's bill of sale for the goods sold, specifying type of goods, quantity and price of each type and terms of sale. Tax Invoice: A document issued by a supplier which stipulates the amount charged for goods or services as well as the amount of Goods and Services on which tax payable.
What is shipment invoice?
A shipping invoice, also referred to as a trucking or freight invoice, outlines the items being shipped and the charges for the shipping service. Trucking companies use the shipping invoice as a bill to give to their customers for their service.
Other ready to use document templates
eSignature workflows made easy
Sign, send for signature, and track documents in real-time with signNow.