Gerador de PI
Gerador de PI
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.
O Problema Empresarial
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.
O problema empresarial
Old Files Carry Old Information
A copied PI can retain the wrong buyer, currency, bank account, destination, validity date, payment term, or product description.
O impacto prático
Totals Are Recalculated Manually
Quantity, unit price, freight, discount, subtotal, and final amount must all agree before the buyer can confirm the order.
Antes e depois
Move From Copying Old Files to Preparing the Current Deal
Substitua o trabalho manual repetitivo por um processo mais claro, que mantenha ligados o objetivo empresarial, a informação de trabalho e a próxima ação.
Antes
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
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.
Resultado empresarial
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.
Como funciona
Four Steps From Deal Details to a Buyer-Ready PI
Siga uma sequência clara, desde as informações fornecidas pela sua equipe até um resultado que possa ser analisado e usado na próxima ação comercial.
Etapa 1
Sync the Seller
Load the current company identity, preferred trade options, and selected receiving account from Company Profiles.
Etapa 2
Add Buyer and Products
Enter the buyer and shipping details, then select active Product Assets by SKU or add the required line items.
Etapa 3
Confirm Commercial Terms
Choose currency, Incoterm, lead time, shipping method, ports, payment terms, freight, discount, and notes.
Etapa 4
Save and Export
Check the live summary and document preview, save the draft, then export the current PI as an A4 PDF.
Com o que trabalha
Keep the Commercial Information Buyers Need in One Document
Utilize as informações comerciais que a sua equipa já tem e, em seguida, reveja o resultado antes de este avançar para o trabalho com clientes, mercados, documentos ou campanhas.
01
Document Details
PI number, draft status, issue and expiry dates, currency, and selected Incoterm.
02
Vendedor e comprador
Company and contact details for both parties, including buyer country and shipping address.
03
Product Line Items
SKU, item name, description, quantity, unit, unit price, and calculated line amount.
04
Shipping and Delivery
Shipping method, lead time, port of loading, port of destination, and additional packing or validity notes.
Antes de começar
What PI Generator Helps You Do and Where Review Still Matters
Utilize o espaço de trabalho para organizar e preparar o trabalho, mantendo, ao mesmo tempo, a avaliação comercial final e as aprovações importantes com a sua equipa.
Para quem se destina
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.
Limite importante
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.
Perguntas frequentes
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.
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.
Escolha sua próxima etapa
Comece com uma tarefa real
Abra o espaço de trabalho agora ou compare os planos antes de começar.