Proforma Invoice preview
Proforma invoice form with company header, bill-to section, line items for products like ergonomic laptop stands and docking stations, and delivery and payment terms. 1/3

About this proforma invoice spreadsheet template

This proforma invoice spreadsheet template helps sales teams, exporters, and small business owners prepare professional preliminary invoices for international trade and domestic quoting. The main Proforma Invoice sheet captures company details, bill-to information, line items with unit pricing and tax calculations, and delivery and payment terms such as DAP and deposit-based schedules.

The Invoice Register sheet provides a centralized tracker for monitoring all issued proforma invoices with customer names, countries, quoted values, statuses, and conversion outcomes. A third Lists sheet supplies ready-to-use reference data for currencies, status definitions, delivery terms, and a quote-to-approval workflow, making the entire quoting process consistent and efficient.

Every cell, label, and table is fully editable in WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers. Adapt the sample data, currency symbols, and workflow steps to match your own products, pricing, and sales process without rebuilding the structure.

3 integrated sheets

Invoice form, tracking register, and reference lists in one workbook.

Fully editable

Replace sample data, currencies, and terms with your own products and pricing.

Professional layout

Clean, print-ready invoice design suitable for client-facing documents.

Standard XLSX

Works with WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers.

Frequently asked questions
The Proforma Invoice template is designed for preparing preliminary invoices, sales quotations, and international trade documentation. Customize the sample text, line items, and other editable elements in WPS Office for your own project.
Use the native XLSX in WPS Office, Microsoft Excel, or Google Sheets. For Notion workflows, reuse the text and structure in a Notion page; for branded visual documents, adapt the content in Adobe Express.
Download the template, open it in WPS Office, and replace the placeholder text, line items, currencies, statuses, and other editable elements with your own content.
Yes. Select Download to get the editable XLSX file and open it in WPS Office or another compatible spreadsheet application.
Yes. Adapt it for sales quoting, export documentation, client proposals, and financial tracking. It is available for personal and commercial projects, subject to the applicable template license.