Quotation Proforma Invoice Template
Give a firm priced offer in invoice form — items, total and validity — that the buyer can approve.
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Proforma Invoice
How to write a quotation proforma invoice
A quotation proforma invoice is a priced offer set out as an invoice, so the buyer sees exactly what they will be billed and can approve or raise a PO against it. It is more formal than a quote and the buyer often treats it as the order confirmation.
This template opens with itemised lines. Fill in the buyer, the items with prices, set the validity, and download a PDF proforma invoice the buyer can sign off or pay.
What to include
- “Proforma Invoice” label, number and date
- Seller and buyer details
- Items or services with quantities and prices
- Subtotal, tax and total
- Validity period, lead time and payment terms
Terms: Valid 30 days · approve to confirm the order
Frequently asked questions
What is the difference between a quote and a quotation proforma invoice?
A quote is an informal estimate; a quotation proforma invoice is the same offer set out as a formal invoice, with a number and validity. Buyers often treat the proforma as the order confirmation and raise a PO or pay against it.
Does the buyer pay a quotation proforma?
They can — many buyers pay or raise a purchase order directly against it. It is still preliminary, so you issue a final invoice once the order is fulfilled.
Is the quotation proforma invoice template free?
Yes — create and download it with no account.
Is this proforma invoice generator free?
Yes — CalculatorAI's proforma invoice generator is completely free. Create, customise and download as many professional PDF proforma invoices as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, history and the Invoices Tracker.
What is the difference between a proforma invoice and an invoice?
A proforma invoice is a preliminary, good-faith estimate sent before the sale is final — it is not a demand for payment and not a tax invoice. A commercial (final) invoice is issued once the goods or services are delivered, and that is the document the buyer pays and books against.
Turn your proforma into a paid invoice
A proforma confirms the deal before it is final. When the order is on, the Invoices Tracker turns it into a real invoice and keeps your clients, payments and what is still owed in one place.
Open the Invoices Tracker