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Home/Trade Resources/Excel Templates/Proforma Invoice Excel Template

Proforma Invoice Excel Template

Proforma invoice for quotations, L/C applications, and customs valuation. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Professional Version · Excel Templates

Format
EXCEL
Updated
2026-07-01
Version
v3.0.0

Download

Download Professional Template

Professional Version — ready for direct business use. Replace with your company data and verify against contract and regulations.

Resource Overview

Proforma invoice for quotations, L/C applications, and customs valuation. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Usage

Proforma invoice for buyer approval, L/C opening, and import license applications. Use to prepare export/import documents — keep data aligned with contract and related forms. Professional export teams use this page to brief operations, finance, and forwarders before cutoff — keep wording aligned with the sales contract, commercial invoice, packing list, and bank presentation set.

Template Includes

  • Proforma number & date
  • Seller & buyer parties
  • Goods description & HS code
  • Quantity, unit price, amount
  • Incoterms® 2020 & ports
  • Validity & payment terms

Proforma Invoice Excel Template is a downloadable workbook/template — not a commercial invoice preview. Download the file and edit locally.

How to Use

How to Use

  1. Issue after quotation acceptance — align with PO if issued.
  2. Mark clearly as PROFORMA — not tax invoice for clearance.
  3. Match L/C application fields if buyer opens credit.
  4. Convert to commercial invoice after shipment with final quantities.
  5. Keep proforma in document chain for audit.

Common Errors

  • Using the wrong document type for bank presentation (e.g. PO instead of invoice)
  • Party names or addresses inconsistent across the document set
  • Missing Incoterms® 2020 named place or delivery window

Tips

  • Cross-check with commercial invoice and packing list before shipment.
  • Archive signed PDF with contract file.

FAQ

Is this Proforma Invoice the same as a commercial invoice?
No — Proforma Invoice serves pre-shipment commercial offer for approval; invoice is for customs/bank value declaration.
Can I present this to the bank under L/C?
Usually not alone — follow L/C Article 46 for required document types.
How to edit after download?
Open in Excel/Word/PDF editor locally — Trade31 does not store your data.
Who signs?
Authorized buyer/seller signatories per your company policy and contract.
How to align with Trade31 tools?
Use quotation/landed-cost tools for figures, then transfer to template.
Sample vs Professional?
Professional includes full fields; Sample shows structure only.

Related Resources

Commercial Invoice Excel Template (Professional)

Enterprise-ready commercial invoice workbook with Invoice, Packing List, and Instruction sheets. Includes Seller/Buyer, Incoterms® 2020, HS codes, bank detai…

Export Quotation Excel Template

Multi-line export quotation with unit price, MOQ, validity, and Incoterms column. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Packing List Excel Template

Carton-level packing list with weights, dimensions, and marks for export documentation. — enterprise trade guide with workflow, examples, FAQ, and related tools

Related Knowledge

What is a Proforma Invoice (PI)? Buyer & Seller Decision Guide

Proforma invoice decisions — when to use PI vs quotation vs commercial invoice, required fields, deposits, L/C opening, and common mistakes.

Commercial Invoice vs Proforma Invoice

Side-by-side comparison of commercial invoice and proforma invoice for export ops.

Writing Export Quotation Emails

Structure quotation emails with price, Incoterms, validity, and next steps.

What is a Trade Quotation? How Buyers Should Read & Compare

Export quotation decision guide — Incoterms, validity, MOQ, lead time, and how to compare offers.

Commercial Invoice — Complete Guide for Exporters & Importers

Commercial invoice for customs clearance — mandatory fields, HS codes, Incoterms® 2020, examples, and country rules for CN, US, EU, JP, VN, MY, SG.

Related Tools

FileText

Commercial Invoice Generator

Generate commercial invoice documents for export shipments. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Calculator

FOB Calculator

Calculate FOB price from product cost, packaging, inland freight, and export charges. Runs locally in your browser. — enterprise trade guide with workflow, exam

TrendingUp

Landed Cost Calculator

Estimate total import landed cost: CIF + duty + VAT + destination charges. Runs locally. — enterprise trade guide with workflow, examples, FAQ, and related tool

Next: complete your trade workflow

Recommended next step

  1. Use with calculators
  2. Read filling guides
  3. Start RFQ

Suggested actions

Use with calculatorsRead filling guides

Recommended tools

  • Commercial Invoice Generator
  • FOB Calculator
  • Landed Cost Calculator

Recommended templates

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  • Export Quotation Excel Template
  • Packing List Excel Template

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