Proforma Invoice | Zulu
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proforma
Create Proforma
from any Quote in one click
Once your document is ready, you only need to click on “convert to Proforma” to create your new document. One more click and your new document is sent as a PDF to your customer. Done.
Modify individual
descriptions
Some customers may request specific descriptions for certain products. Type those descriptions inside the Proforma to create ‘one-off’ descriptions of your products.
Includes INCOTERMS
Our template includes all the commonly used INCOTERMS for you to choose from. Other details oriented for exporting are included as well.
Set different currencies by customer
From the moment you add a Lead in Zulu, you can set their preferred currency which will be automatically taken into account when creating a Proforma for them.
other quick facts…
  • Upload logo and change colors according to your brand
  • Automatic running number (default)
  • Start your Proforma from any number you want
  • Display product photographs in different sizes
  • Document number duplication prevention
  • Set discounts by percentage or amount
  • Attach a digital signature for quick approval
  • Includes INCOTERMS
  • Automatic, smart calculations
Everything a Sales Warrior needs
See all features
Uniquely you
Highly customizable documents
Security levels
Share data or private data for sales
Live chat
Built-in live chat within application
Search+
Advance search with precision
Transfer
Transfer products to other warehouse