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Invoicing & Billing · Estimates & Quotations

Pro Forma Invoice Template

Professional pro forma invoices with customizable company details and multiple layout options.

This template generates professional pro forma invoices for quotation and pre-sale documentation. It includes configurable company settings, multiple layout formats (standard, landscape, and letterhead), and automatic calculation of line items and totals. Perfect for businesses that need to provide detailed pricing estimates before formal invoicing, helping you establish clear expectations with clients and streamline your sales-to-invoice workflow.

What's inside

  • Multiple layout formats (standard, landscape, letterhead)
  • Configurable company details via Settings sheet
  • Automatic line-item calculations with SUM formulas
  • Bill To and Ship To fields
  • Formula-driven conditional display of company information
#pro forma invoice#quotations#estimates#billing#sales documentation

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.xlsx · 5 sheets · included with lifetime access

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