Proforma Invoice Template
Proforma Invoice Tracker for Exporters. Send proforma invoices, get the deposit, then convert to the final invoice and ship. Buyers see their proforma on a public link. Free to clone.
Proforma Invoice Template is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Terms Tilly. Its automations include Monday proforma watch, Shipped: draft final invoice summary and Deposit received: draft packing note.
by @john
What you can do with Proforma Invoice Template
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Proforma Invoice Template works
- Monday proforma watch: when Every Monday at 8 AM, then Find all proformas and Turn proformas into text.
- Shipped: draft final invoice summary: when a proforma is set Shipped, then Draft the final invoice summary and Comment the draft on the proforma.
- Deposit received: draft packing note: when a proforma status changes, then Draft the packing note and Comment the draft on the proforma.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Terms Tilly
- Automations: Monday proforma watch, Shipped: draft final invoice summary, Deposit received: draft packing note
- Workspace: 5 projects, 1 AI agent, 3 automations