Send Clear and Professional Pre-Invoice Estimates
Before finalizing a sale, it’s common to provide clients with an official price estimate. The Proforma Invoice Excel Template is a ready-to-use solution that helps businesses outline projected costs, shipping details, and payment terms—clearly and professionally—before goods or services are delivered.
Perfect for international trade, B2B sales, or custom orders, this template simplifies pre-sale documentation and helps streamline the transaction process for both parties.
Worksheet Overview – Structured Format for Pre-Sale Communication
This Excel file includes a single sheet formatted as a clean, printable proforma invoice:
Proforma Invoice Sheet – Professional Estimate Layout
Key components of the sheet include:
- Header Details
- Company name and logo
- Invoice number and date
- Buyer information (name, address, contact)
- Quotation Table
- Item or service description
- Quantity
- Unit price
- Line total (auto-calculated)
- Totals Section
- Subtotal
- Tax, shipping, or discount (customizable)
- Grand total
- Additional Information
- Terms of payment and delivery
- Signature block or confirmation line
- Optional remarks and footer notes
All formulas are embedded and editable, allowing for quick customization per transaction.
Use Cases for Sellers, Exporters, and B2B Businesses
The Proforma Invoice Template is ideal for:
- Exporters and importers: Provide customs-ready price estimates
- Sales teams: Present product/service pricing before issuing an official invoice
- Manufacturers and distributors: Quote product pricing on request
- Service providers: Outline project scope and pricing before commencement
- Event planners and agencies: Send itemized estimates for approval
Benefits of Using a Proforma Invoice in Excel
Compared to generic documents or email quotes, this Excel template offers:
- A structured, professional estimate layout
- Editable totals and terms for flexibility
- Transparent itemization to build client trust
- Printable or PDF-exportable format
- Reusability for future orders or template-based quoting
It provides clarity before the sale—ensuring smoother invoicing after approval.
Download and Send Clear Pre-Invoice Estimates Today
Download the Proforma Invoice Excel Template and provide clean, consistent estimates to clients before billing. Ideal for international trade, sales negotiations, and customized services.
Explore more Invoice and Bill Excel Templates to manage quotes, payments, and client billing in Excel.
