{"product_id":"pro-forma-invoice-fillable-auto-calculating-pdf","title":"Pro Forma Invoice (Fillable Auto-Calculating PDF)","description":"\u003cp\u003ePrepare clear, professional quotations with BorderPrint’s free, fillable Pro Forma Invoice. This reusable two-page PDF includes 14 line items, automatic calculations, and dedicated quotation fields to help you outline proposed pricing and shipment details.\u003c\/p\u003e\n\n\u003ch3\u003eFeatures\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDigitally fillable fields:\u003c\/strong\u003e Enter seller, buyer, consignee, goods, and proposed shipment information directly into the PDF.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eQuotation details:\u003c\/strong\u003e Include your pro forma number, quote date, validity date, estimated shipping date, requested delivery date, and payment terms.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAutomatic line-item values:\u003c\/strong\u003e Calculates quantities multiplied by unit prices.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAutomatic totals:\u003c\/strong\u003e Adds package counts, quantities, net weights, and goods values across both pages.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCharges and discounts:\u003c\/strong\u003e Calculates the quoted total with insurance, freight, packing and handling, other charges, and a fixed-amount discount.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eContinuation sheet:\u003c\/strong\u003e Provides space for 14 line items in total, with shared company and quotation details linked between pages.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClear Form button:\u003c\/strong\u003e Resets entries on both pages after confirmation. The button does not appear on printed copies.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReusable master:\u003c\/strong\u003e Save a blank copy and create a separate completed PDF for each quotation.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant: A Quotation, Not a Final Commercial Invoice\u003c\/h3\u003e\n\u003cp\u003eA pro forma invoice presents proposed goods, prices, and transaction terms before the final commercial invoice is issued. It should not be treated as a universal substitute for the final commercial invoice used for customs clearance. Learn more in the \u003ca href=\"https:\/\/www.trade.gov\/pro-forma-invoice\" target=\"_blank\" rel=\"noopener\"\u003eInternational Trade Administration’s pro forma invoice guidance\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eDownload Before Completing\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eDownload the PDF and open it in desktop Adobe Acrobat Reader.\u003c\/strong\u003e Use this workflow to complete, review, and save your quotation. Keep an unused master copy for future use.\u003c\/p\u003e\n\n\u003ch3\u003eHow to Complete Your Pro Forma Invoice\u003c\/h3\u003e\n\u003col\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDownload and save:\u003c\/strong\u003e Save the PDF to your computer, then open it in desktop Adobe Acrobat Reader.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEnter company details:\u003c\/strong\u003e Complete the applicable seller, consignee, buyer, and contact fields.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSet your quotation details:\u003c\/strong\u003e Enter a pro forma number, quote date, validity date, estimated shipping date, and requested delivery date where applicable.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSpecify the terms:\u003c\/strong\u003e Enter the shipping method, payment terms, and agreed terms of sale. If using an Incoterm, include the named place in the space below it.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAdd your goods:\u003c\/strong\u003e Enter descriptions, package counts, quantities, units of measure, unit prices, and any applicable tariff and country-of-manufacture information. Use page two for additional items.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEnter weights:\u003c\/strong\u003e Use the total net weight for each row, not the weight of a single unit. Use one weight unit consistently and enter the estimated total gross weight, including packaging, separately.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAdd charges and discounts:\u003c\/strong\u003e Enter applicable additional charges. Enter any discount as a positive monetary amount, not a percentage; the form subtracts it from the quoted total.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eComplete notes and dimensions:\u003c\/strong\u003e Add package dimensions with their units, special instructions, and any additional quotation terms.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReview the calculations:\u003c\/strong\u003e Move out of each completed field, then check line values and totals. Page-two goods values are already included in the page-one total.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSave your quotation:\u003c\/strong\u003e Complete the prepared-by details and use Save As with a new filename. Share or print the completed copy while keeping your master blank.\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch3\u003eBefore Sharing Your Quote\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUse one currency:\u003c\/strong\u003e Enter its currency code and use it for all prices, charges, and discounts.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAvoid duplicate package counts:\u003c\/strong\u003e Count each package once, even if it contains goods listed on several rows.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCheck quantity units:\u003c\/strong\u003e The total-units field adds all quantities. Only treat that figure as a meaningful combined quantity when the units of measure are compatible.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReview the discount:\u003c\/strong\u003e Confirm the amount is correct and does not exceed the quoted charges.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSave before clearing:\u003c\/strong\u003e Clear Form removes entries from both pages, including quotation details and goods information.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eHow You Receive It\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eInstant download:\u003c\/strong\u003e Access your file on the order confirmation page after checkout.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail backup:\u003c\/strong\u003e A download link is also sent to your inbox, with up to three downloads per purchase.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eSave your downloaded master for future quotations. This is a digital PDF product; no physical forms are shipped, and custom company branding is not included.\u003c\/p\u003e","brand":"BorderPrint","offers":[{"title":"Default Title","offer_id":53936519708966,"sku":null,"price":0.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1374\/8271\/files\/Pro-Forma-Invoice-BorderPrint.jpg?v=1790100684","url":"https:\/\/www.borderprint.com\/products\/pro-forma-invoice-fillable-auto-calculating-pdf","provider":"BorderPrint","version":"1.0","type":"link"}