Send a proforma invoice that quotes goods, quantities, and terms before you ship or deliver, giving buyers a clear estimate to approve and budget against. Share your order details and an AI agent drafts the line items, applies pricing, and labels the document as non-final.
What's Included
- Quoted line items: Itemized goods or services with quantities and unit prices.
- Terms and validity: Fields for payment terms, delivery window, and quote expiry.
- Estimated totals: Subtotal, tax, shipping, and a clear grand total estimate.
- Non-final label: A proforma marker so buyers know it is a pre-sale quote.
How To Use
- Clone the proforma invoice template into Taskade.
- Enter the goods, quantities, and proposed terms.
- Let the AI agent calculate estimated totals and shipping.
- Send it for approval, then convert it to a final invoice when confirmed.
Connect a follow-up agent that converts the approved quote into a billed invoice, or see more invoice templates for product sellers and exporters.