About this template
A proforma invoice serves as a formal quotation or a preliminary bill of sale sent to a buyer before the actual shipment or delivery of goods. It provides transparency, ensuring both the buyer and seller agree on the items, quantities, and pricing before a final commercial invoice is generated. This Doc2Form template simplifies the request process by ensuring you capture all necessary billing and shipping data upfront.
This form is designed for sales teams and business owners who need to standardize their order intake. By using this template, you can collect essential customer contact information, specific item details, and logistics requirements like estimated shipping dates and carrier preferences. This structured approach reduces back-and-forth communication and helps you generate accurate quotes quickly, improving your overall conversion rate and professional image.
Key features
- Capture detailed billing and shipping addresses.
- Collect itemized product lists and quantities.
- Include logistics fields for weight and carrier preference.
- Standardize your sales inquiry process.
- Easy to share via email or embed on your website.
Use cases
- B2B wholesale orders and bulk supply requests.
- International trade and customs documentation.
- Custom manufacturing and bespoke service quotes.
- Project-based billing for professional services.
What this form collects
- Customer Name (Short answer)Enter the full name of the person or company requesting the invoice.
- Email Address (Short answer)Where should we send the finalized proforma invoice?
- Billing Address (Paragraph)Provide the full billing address for the invoice.
- Order Details (Paragraph)Please list the items, quantities, and any specific product codes.
- Shipping Address (Paragraph)Enter the delivery address if different from the billing address.
- Estimated Shipping Date (Date)When do you require the goods to be shipped?
- Mode of Transportation (Multiple choice)Select your preferred shipping method.
- Carrier Preference (Short answer)If you have a preferred shipping carrier, please specify here.
- Acknowledgment (Multiple choice)I confirm that the information provided above is accurate and complete.
FAQ
What is the primary purpose of a proforma invoice?
It acts as a formal price quote or a 'good faith' agreement between a seller and a buyer, detailing the products or services to be provided before the final transaction occurs.
How does this template help my business?
It standardizes the information you collect, ensuring you never miss critical details like shipping weight or specific billing instructions, which speeds up your quote turnaround time.
Can I customize the fields in this template?
Yes, once you convert this template into a Google Form, you can add, remove, or modify any questions to fit your specific business requirements.
Is this form suitable for international shipping?
Absolutely. The template includes fields for carrier information, estimated weight, and transportation modes, making it ideal for logistics and international trade.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.