Proforma Invoice is a preliminary invoice that is sent to the buyer before a sale is confirmed. It features the deliverables from the seller’s end such as the quantity of goods and services, their estimated cost, bank details, and other necessary information. After reviewing the proforma invoice, the buyer gives the confirmation of the deal to the seller. The seller proceeds to send a sales invoice and starts working on their part of the deal.
The modern interface makes Tutterfly one of the most practical invoicing solutions. It simplifies the proforma invoice creation process, ensuring a smooth workflow.
Tutterfly’s Proforma Invoice module puts emphasis on providing you with a professional-looking design of proforma invoices to help you stand out in the eyes of your clients.
Tutterfly lets you predefine the default settings for creating a proforma invoice and those details will be automatically captured while creating a new proforma invoice.
Tutterfly CRM leverages automation when it comes to its proforma invoice generator. It empowers you to create invoices for your opportunities with a single click. All the important details get automatically added automatically to the Proforma invoice so there’s no need to enter the same details repetitively.
After generating the proforma invoice, you can either download it or email it directly to the clients from Tutterfly CRM.
Create impressive Proforma Invoices prior to receiving payments from the clients and streamline your sales process. Access the feature from the opportunity module and instantly create and download Proforma Invoice in PDF format or send it directly to the clients via email through the CRM.Get Started