Fillable shipping document

Free Pro Forma Invoice Template

Prepare a pre-shipment quotation invoice with trade terms, item values and validity details.

A non-final invoice used for quotation, buyer approval, advance payment or import planning before the commercial invoice is issued.

Authority and use

A pro forma invoice is not the final demand for payment and may not satisfy customs entry requirements. Replace it with the final commercial invoice when the transaction is completed.

Invoice

Pro forma invoice number*Issue date*Valid until*Buyer inquiry / PO reference

Parties

Seller / exporter*Buyer*Proposed consignee / ship-to*

Trade terms

Currency (ISO code)*Incoterm and named place*Proposed payment terms*Country of origin

Shipment

Production / dispatch lead timeProposed mode of transportProposed destination

Charges

Freight estimateInsurance estimateOther estimated charges

Certification

Quotation conditions / exclusionsAuthorized name, title and signature*

Quoted line items

Add one row per item, package group or container as appropriate.

Row 1

Goods descriptionSKU / part no.HS codeOriginQtyUOMUnit priceLine amountEst. gross kg

Calculated row amount: 0 · calculated CBM: 0

How to prepare this document

1
Fill the shipment, party and reference details.
2
Add cargo lines; relevant totals and CBM update automatically.
3
Review required fields and download PDF, XLSX or DOCX.

Frequently asked questions

Can this replace the commercial invoice?

Usually no. It documents a proposed transaction; the final commercial invoice should reflect the goods actually sold and shipped.

Which formats can I download for this Pro Forma Invoice?

You can complete the browser form and download a generated PDF. Editable XLSX and DOCX starter files are also available for offline work.

Are the details I enter uploaded?

The template form is designed to keep entries in the browser while you prepare the document. Review the finished file before sharing it with a carrier, customer, broker or authority.

Does this template replace carrier, customs or legal advice?

No. A pro forma invoice is not the final demand for payment and may not satisfy customs entry requirements. Replace it with the final commercial invoice when the transaction is completed.