Générateur de factures pro forma

Bring approved seller, bank, product, and trade details into one PI workspace, calculate the order total, save the draft, and export a professional A4 PDF for the buyer.

See a PI Example

Open PI Generator

PI Generator form with company, buyer, product, trade terms, totals, and A4 PDF preview

Le problème métier

A Small PI Error Can Delay Payment, Production, or Shipment

Many export teams still prepare proforma invoices by copying an old spreadsheet or document and replacing names, products, prices, banking details, and trade terms one field at a time. PI Generator keeps the information needed for the current deal together and turns it into a saved document and downloadable PDF.

Le problème métier

Old Files Carry Old Information

A copied PI can retain the wrong buyer, currency, bank account, destination, validity date, payment term, or product description.

L’impact concret

Totals Are Recalculated Manually

Quantity, unit price, freight, discount, subtotal, and final amount must all agree before the buyer can confirm the order.

Avant et après

Move From Copying Old Files to Preparing the Current Deal

Remplacez les tâches manuelles répétitives par un processus plus clair qui relie l’objectif commercial, les informations de travail et la prochaine action.

Avant

Before PI Generator

Find an old PI that looks close to the new order. Replace seller, buyer, bank, product, and trade details manually. Recalculate line amounts and totals in a separate spreadsheet. Export the file and check whether any old information remains.

With PI Generator

Start with approved company defaults and the selected receiving account. Add current buyer details and Product Assets by SKU. Review calculated quantities, prices, freight, discount, and total. Save the PI draft and export the current data as an A4 PDF.

Résultat commercial

Approved Details Are Scattered

Seller identity, receiving account, SKU information, Incoterms, lead time, and ports often live in separate files or depend on staff memory.

Illustrative Document

See the Deal Details Before They Become the Buyer’s PI

The example uses a real Product Asset SKU and the same company-level options supported by the platform, then shows how buyer information, line items, shipping, payment terms, and totals appear in the document.

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Comment ça fonctionne

Four Steps From Deal Details to a Buyer-Ready PI

Suivez une séquence claire, depuis les informations fournies par votre équipe jusqu’à un résultat pouvant être examiné et utilisé pour la prochaine action commerciale.

Étape 1

Sync the Seller

Load the current company identity, preferred trade options, and selected receiving account from Company Profiles.

Étape 2

Add Buyer and Products

Enter the buyer and shipping details, then select active Product Assets by SKU or add the required line items.

Étape 3

Confirm Commercial Terms

Choose currency, Incoterm, lead time, shipping method, ports, payment terms, freight, discount, and notes.

Étape 4

Save and Export

Check the live summary and document preview, save the draft, then export the current PI as an A4 PDF.

Ce que vous utilisez

Keep the Commercial Information Buyers Need in One Document

Utilisez les informations commerciales dont votre équipe dispose déjà, puis examinez le résultat avant de l’intégrer à des activités liées aux clients, aux marchés, aux documents ou aux campagnes.

Document Details

PI number, draft status, issue and expiry dates, currency, and selected Incoterm.

Vendeur et acheteur

Company and contact details for both parties, including buyer country and shipping address.

Product Line Items

SKU, item name, description, quantity, unit, unit price, and calculated line amount.

Shipping and Delivery

Shipping method, lead time, port of loading, port of destination, and additional packing or validity notes.

Avant de commencer

What PI Generator Helps You Do and Where Review Still Matters

Utilisez l’espace de travail pour organiser et préparer le travail, tout en laissant le jugement commercial final et les approbations importantes à votre équipe.

À qui s’adresse cet outil

Prepare a Consistent PI Without Starting From an Old Document

Reuse approved seller, bank, product, and trade-option information. Keep buyer-specific details separate for the current transaction. Calculate line amounts and the final order total from entered values. Save PI records with their line items for later editing. Export a structured A4 PDF for buyer review.

Point important

The PI Still Requires Commercial and Banking Review

PI Generator organizes and calculates the information entered into the document. It does not independently approve prices, credit terms, tax treatment, Incoterm suitability, bank-account ownership, product availability, production capacity, freight charges, or compliance requirements. Verify the buyer, products, quantities, prices, currency, bank details, payment terms, dates, ports, freight, discount, and final total before sharing the PDF.

Questions fréquentes

Questions Before You Create Your First Proforma Invoice

PI Generator is for export sales and trade operations teams that need to turn confirmed deal details into a consistent, reviewable proforma invoice without repeatedly rebuilding the document.

Quelles informations peuvent être préremplies ?

Les informations du vendeur, les coordonnées du compte destinataire, les devises préférées, les Incoterms, les délais, les modes d’expédition, les ports de chargement et les conditions de paiement peuvent être chargés depuis les profils d’entreprise. Les informations produit peuvent être sélectionnées parmi les fiches produits actives.

Puis-je ajouter plusieurs produits ?

Yes. The line-item section supports multiple products or services and lets you clone, reorder, and edit the entries before saving or exporting.

How are order totals calculated?

Each line amount is quantity multiplied by unit price. The document subtotal is the sum of line amounts, and the final total adds the shipping fee and subtracts the discount amount.

Can I save and edit the PI later?

Yes. PI drafts and their line items are saved to the current team and can be reopened and updated.

What file can I send to the buyer?

The current export creates an A4 PDF containing the document details, parties, line items, commercial terms, banking information, notes, and order summary.

How many Credits does PI Generator use?

The Tool Market currently displays the applicable access or usage information. Review the current value shown in the App before starting because the public page does not override account billing.

Start With the Current Deal

Prepare the PI Your Buyer Can Review and Confirm

Load approved company information, enter the buyer and order details, check every commercial field, and export the current document as a professional A4 PDF.

Choisissez votre prochaine étape

Commencez par une tâche réelle

Ouvrez l’espace de travail dès maintenant ou comparez les forfaits avant de commencer.

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