Salesforce Proforma Invoice for Finance & Accounting
Auto-generate accurate Proforma Invoices directly from Salesforce: customer details, quoted line items, estimated taxes, and payment terms populated automatically from your Salesforce records, ready to send before the final invoice is raised.
Generate up to 50 documents/month for FREE
Get the full template
Enter your email to receive the complete Proforma Invoice Excel template - ready to customize and use immediately.
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 InstantDocs Word add-in panel.
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
About this Salesforce Proforma Invoice Template
This Salesforce proforma invoice template helps Finance and Accounting teams generate accurate preliminary invoices directly from Salesforce records without manually copying customer, product, and pricing details into separate documents. With 360 InstantDocs for Salesforce finance document automation, fields such as quoted line items, estimated costs, and total amounts payable can be populated automatically from Salesforce Account, Opportunity, and custom financial object data.
When to use this template
- Request advance or upfront payments before goods are shipped or services begin, using details from an approved Salesforce Opportunity.
- Support international shipments when customs authorities, banks, or import processes require a preliminary document showing the value and description of goods.
- Provide customers with formal, itemized price estimates to support internal purchase approvals or purchase order creation.
- Use Salesforce Flow to trigger proforma invoice generation when an Opportunity reaches the quote-approved stage.
- Generate preliminary invoices for multiple Opportunities during seasonal sales campaigns or distributor programs in a single bulk action.
Customizing this Salesforce Proforma Invoice template
Customize the line item table and estimated totals to match your products and pricing structure. Add shipment details, the validity period, advance payment terms, and any relevant notes required by your sales process. Apply your company letterhead and include the customer and order information needed to create a clear, professional preliminary invoice.
Leave all {placeholder} fields exactly as-is, 360 InstantDocs maps these to your Salesforce fields (Account, Opportunity, Opportunity Product, Pricebook, or custom quote object) automatically.
Use cases & Salesforce integrations
Auto-generate proforma invoices from approved Salesforce Opportunities
Configure Salesforce Flow to initiate proforma invoice generation when an Opportunity reaches the quote-approved stage. 360 InstantDocs can populate customer details, product line items, quoted prices, and estimated totals from mapped Salesforce records, reducing repetitive manual document preparation.
Support export and customs documentation from Salesforce
Map Incoterms, country of origin, shipping addresses, and other relevant details from Salesforce Account and custom shipment records. Include the information needed for cross-border orders and help teams prepare consistent preliminary documents for review by customs authorities, banks, or logistics partners.
Prepare the final invoice without re-entering order data
Use shared Opportunity Products and Pricebook data to keep proforma invoice details aligned with the final invoice. Once the order is fulfilled and the final billing details are confirmed, generate the appropriate invoice from Salesforce records to reduce duplicate data entry and maintain consistent documentation.
Stop Retyping Quote Details into a Preliminary Invoice for Every Order
360 InstantDocs pulls customer details, quoted line items, and estimated totals straight from Salesforce, so every proforma invoice is accurate and ready to send.
- Start trial- 50 documents free/month
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
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