Free Proforma Invoice & Quotation Format in Excel
Professional Proforma Invoice template for sharing estimated pricing with clients before official dispatch. Includes bank payment details, validity terms, and delivery schedules.
100% Free instant download • No credit card or registration required • Auto-calculating formulas included
Interactive Spreadsheet Preview
| S.No | Description of Supply / Services | HSN/SAC | Qty | Rate (₹) | Discount | Taxable Amount (₹) | GST % | Total (₹) |
|---|---|---|---|---|---|---|---|---|
| 1 | Custom Commercial Display Racks | 9403 | 6 | 8500 | 0% | 51000 | 18% | 60180 |
| 2 | Onsite Installation & Assembly Service | 9954 | 1 | 6500 | 0% | 6500 | 18% | 7670 |
| 3 | Freight & Transit Insurance | 9965 | 1 | 3500 | 0% | 3500 | 18% | 4130 |
This proforma quotation is valid for 15 days from date of issue
50% advance along with Purchase Order; 50% against delivery
Bank Name, A/C No, IFSC Code, Account Type, Branch
Excel Sheet vs UdyogBill Automated Billing
Excel is great for starter lists, but dangerous for growing businesses. See what happens when you upgrade:
Manual Excel Spreadsheet Hazards
- ✕Quotation status (Pending, Approved, Rejected) cannot be tracked systematically
- ✕Customer must re-contact manually to approve or negotiate
- ✕Cannot accept instant UPI advance payments directly through the quote
UdyogBill 1-Click Automation Advantage
- Send interactive Quotes via WhatsApp with 1-click customer approval button
- Accept advance payment via UPI QR embedded directly on the Proforma document
- 1-Click conversion from Proforma Quotation to Final GST Invoice upon order confirmation
Stop Wasting Hours on Manual Spreadsheets
Join 5,000+ Indian shopkeepers and distributors billing in 5 seconds with automatic GST returns.
Frequently Asked Questions (FAQs)
Q:Is a Proforma Invoice a valid legal tax invoice for GST claiming?
No, a Proforma Invoice is only a preliminary quotation to request advance payment. Input Tax Credit (ITC) can only be claimed against an official GST Tax Invoice issued after supply.
Q:Can I convert this Proforma into a final bill automatically?
With UdyogBill, once the customer approves the quote or pays the advance, you can convert the Proforma into a final GST Tax Invoice with 1 click.
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