{"id":10038,"date":"2026-08-19T05:56:44","date_gmt":"2026-08-19T05:56:44","guid":{"rendered":"https:\/\/tradegoai.app\/solutions\/create-proforma-invoices\/"},"modified":"2026-08-20T15:27:00","modified_gmt":"2026-08-20T15:27:00","slug":"criar-faturas-proforma","status":"publish","type":"solutions","link":"https:\/\/tradegoai.app\/pt\/solutions\/create-proforma-invoices\/","title":{"rendered":"Gerador de PI"},"content":{"rendered":"
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Gerador de PI<\/p>\n\n\n

Gerador de PI<\/h1><\/div>\n\n\n

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.<\/p>\n\n\n

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See a PI Example<\/div><\/a><\/div><\/div>\n\n\n
Open PI Generator<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n<\/div>\n\n\n
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\"PI<\/figure><\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n
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O Problema Empresarial<\/p>\n\n\n

A Small PI Error Can Delay Payment, Production, or Shipment<\/h2><\/div>\n\n\n

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.<\/p>\n\n<\/div>\n\n\n

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O problema empresarial<\/p>\n\n\n

Old Files Carry Old Information<\/h3><\/div>\n\n\n

A copied PI can retain the wrong buyer, currency, bank account, destination, validity date, payment term, or product description.<\/p>\n\n<\/div>\n\n\n

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O impacto pr\u00e1tico<\/p>\n\n\n

Totals Are Recalculated Manually<\/h3><\/div>\n\n\n

Quantity, unit price, freight, discount, subtotal, and final amount must all agree before the buyer can confirm the order.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Antes e depois<\/p>\n\n\n

Move From Copying Old Files to Preparing the Current Deal<\/h2><\/div>\n\n\n

Substitua o trabalho manual repetitivo por um processo mais claro, que mantenha ligados o objetivo empresarial, a informa\u00e7\u00e3o de trabalho e a pr\u00f3xima a\u00e7\u00e3o.<\/p>\n\n\n

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Antes<\/p>\n\n\n

Before PI Generator<\/h3><\/div>\n\n\n

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.<\/p>\n\n<\/div>\n\n\n

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With PI Generator<\/p>\n\n\n

With PI Generator<\/h3><\/div>\n\n\n

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.<\/p>\n\n<\/div>\n\n\n

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Resultado empresarial<\/p>\n\n\n

Approved Details Are Scattered<\/h3><\/div>\n\n\n

Seller identity, receiving account, SKU information, Incoterms, lead time, and ports often live in separate files or depend on staff memory.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Illustrative Document<\/p>\n\n\n

See the Deal Details Before They Become the Buyer\u2019s PI<\/h2><\/div>\n\n\n

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.<\/p>\n\n\n

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Open PI Generator<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n<\/div>\n\n\n
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\"PI<\/figure><\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n
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Como funciona<\/p>\n\n\n

Four Steps From Deal Details to a Buyer-Ready PI<\/h2><\/div>\n\n\n

Siga uma sequ\u00eancia clara, desde as informa\u00e7\u00f5es fornecidas pela sua equipe at\u00e9 um resultado que possa ser analisado e usado na pr\u00f3xima a\u00e7\u00e3o comercial.<\/p>\n\n\n

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Etapa 1<\/p>\n\n\n

Sync the Seller<\/h3><\/div>\n\n\n

Load the current company identity, preferred trade options, and selected receiving account from Company Profiles.<\/p>\n\n<\/div>\n\n\n

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Etapa 2<\/p>\n\n\n

Add Buyer and Products<\/h3><\/div>\n\n\n

Enter the buyer and shipping details, then select active Product Assets by SKU or add the required line items.<\/p>\n\n<\/div>\n\n\n

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Etapa 3<\/p>\n\n\n

Confirm Commercial Terms<\/h3><\/div>\n\n\n

Choose currency, Incoterm, lead time, shipping method, ports, payment terms, freight, discount, and notes.<\/p>\n\n<\/div>\n\n\n

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Etapa 4<\/p>\n\n\n

Save and Export<\/h3><\/div>\n\n\n

Check the live summary and document preview, save the draft, then export the current PI as an A4 PDF.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Com o que trabalha<\/p>\n\n\n

Keep the Commercial Information Buyers Need in One Document<\/h2><\/div>\n\n\n

Utilize as informa\u00e7\u00f5es comerciais que a sua equipa j\u00e1 tem e, em seguida, reveja o resultado antes de este avan\u00e7ar para o trabalho com clientes, mercados, documentos ou campanhas.<\/p>\n\n\n

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01<\/p>\n\n\n

Document Details<\/h3><\/div>\n\n\n

PI number, draft status, issue and expiry dates, currency, and selected Incoterm.<\/p>\n\n<\/div>\n\n\n

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02<\/p>\n\n\n

Vendedor e comprador<\/h3><\/div>\n\n\n

Company and contact details for both parties, including buyer country and shipping address.<\/p>\n\n<\/div>\n\n\n

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03<\/p>\n\n\n

Product Line Items<\/h3><\/div>\n\n\n

SKU, item name, description, quantity, unit, unit price, and calculated line amount.<\/p>\n\n<\/div>\n\n\n

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04<\/p>\n\n\n

Shipping and Delivery<\/h3><\/div>\n\n\n

Shipping method, lead time, port of loading, port of destination, and additional packing or validity notes.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Antes de come\u00e7ar<\/p>\n\n\n

What PI Generator Helps You Do and Where Review Still Matters<\/h2><\/div>\n\n\n

Utilize o espa\u00e7o de trabalho para organizar e preparar o trabalho, mantendo, ao mesmo tempo, a avalia\u00e7\u00e3o comercial final e as aprova\u00e7\u00f5es importantes com a sua equipa.<\/p>\n\n\n

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Para quem se destina<\/p>\n\n\n

Prepare a Consistent PI Without Starting From an Old Document<\/h3><\/div>\n\n\n

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.<\/p>\n\n<\/div>\n\n<\/div>\n\n\n

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Limite importante<\/p>\n\n\n

The PI Still Requires Commercial and Banking Review<\/h3><\/div>\n\n\n

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.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Perguntas frequentes<\/p>\n\n\n

Questions Before You Create Your First Proforma Invoice<\/h2><\/div>\n\n\n

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.<\/p>\n\n\n

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\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tQue informa\u00e7\u00f5es podem ser pr\u00e9-preenchidas?<\/span><\/div>

As informa\u00e7\u00f5es do vendedor, os dados da conta de recebimento, as moedas preferenciais, os Incoterms, os prazos de entrega, os m\u00e9todos de envio, os portos de carregamento e as condi\u00e7\u00f5es de pagamento podem ser carregados a partir dos Perfis da Empresa. As informa\u00e7\u00f5es dos produtos podem ser selecionadas entre os Ativos de Produtos ativos.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tPosso adicionar mais de um produto?<\/span><\/div>

Sim. A se\u00e7\u00e3o de itens de linha \u00e9 compat\u00edvel com v\u00e1rios produtos ou servi\u00e7os e permite clonar, reordenar e editar as entradas antes de salvar ou exportar.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tComo s\u00e3o calculados os totais da encomenda?<\/span><\/div>

O valor de cada linha corresponde \u00e0 quantidade multiplicada pelo pre\u00e7o unit\u00e1rio. O subtotal do documento \u00e9 a soma dos valores das linhas, e o total final adiciona a taxa de envio e subtrai o valor do desconto.<\/p><\/div><\/div><\/div>\n<\/div>\n\n\n

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tPosso guardar e editar a Fatura Proforma mais tarde?<\/span><\/div>

Sim. Os rascunhos de PI e os respetivos itens de linha s\u00e3o guardados na equipa atual e podem ser reabertos e atualizados.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tQue ficheiro posso enviar ao comprador?<\/span><\/div>

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

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow many Credits does PI Generator use?<\/span><\/div>

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.<\/p><\/div><\/div><\/div>\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

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Start With the Current Deal<\/p>\n\n\n

Prepare the PI Your Buyer Can Review and Confirm<\/h2><\/div>\n\n\n

Load approved company information, enter the buyer and order details, check every commercial field, and export the current document as a professional A4 PDF.<\/p>\n\n<\/div>\n\n\n

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Escolha sua pr\u00f3xima etapa<\/p>\n\n\n

Comece com uma tarefa real<\/h3><\/div>\n\n\n

Abra o espa\u00e7o de trabalho agora ou compare os planos antes de come\u00e7ar.<\/p>\n\n\n

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Open PI Generator<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n\n

Ver pre\u00e7os e planos \u2192<\/a><\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"

Prepare faturas proforma com dados aprovados do vendedor, banco, produtos e com\u00e9rcio, calcule o total do pedido, salve o rascunho e exporte um PDF A4 profissional.<\/p>","protected":false},"featured_media":10037,"template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"spectra_gs_classes":"[\"\"]"},"class_list":["post-10038","solutions","type-solutions","status-publish","has-post-thumbnail","hentry"],"spectra_custom_meta":{"rank_math_internal_links_processed":["1"],"wp_statistics_words_count":["761"],"_thumbnail_id":["10037"],"rank_math_title":["PI Generator - TradeGo AI"],"rank_math_description":["Prepare proforma invoices with approved seller, bank, product, and trade details, calculate the order total, save the draft, and export a professional A4 PDF."],"rank_math_focus_keyword":["proforma invoice generator for international trade"],"rank_math_facebook_image":["https:\/\/tradegoai.app\/wp-content\/uploads\/2026\/08\/pi-generator-real-workflow.webp"],"rank_math_facebook_image_id":["10037"],"rank_math_twitter_image":["https:\/\/tradegoai.app\/wp-content\/uploads\/2026\/08\/pi-generator-real-workflow.webp"],"rank_math_twitter_image_id":["10037"],"_tradegoai_solution_faq":["a:6:{i:0;a:2:{s:8:\"question\";s:34:\"What information can be prefilled?\";s:6:\"answer\";s:243:\"Seller information, receiving-account details, preferred currencies, Incoterms, lead times, shipping methods, loading ports, and payment terms can be loaded from Company Profiles. Product information can be selected from active Product Assets.\";}i:1;a:2:{s:8:\"question\";s:32:\"Can I add more than one product?\";s:6:\"answer\";s:143:\"Yes. The line-item section supports multiple products or services and lets you clone, reorder, and edit the entries before saving or exporting.\";}i:2;a:2:{s:8:\"question\";s:32:\"How are order totals calculated?\";s:6:\"answer\";s:181:\"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.\";}i:3;a:2:{s:8:\"question\";s:33:\"Can I save and edit the PI later?\";s:6:\"answer\";s:98:\"Yes. PI drafts and their line items are saved to the current team and can be reopened and updated.\";}i:4;a:2:{s:8:\"question\";s:34:\"What file can I send to the buyer?\";s:6:\"answer\";s:155:\"The current export creates an A4 PDF containing the document details, parties, line items, commercial terms, banking information, notes, and order summary.\";}i:5;a:2:{s:8:\"question\";s:39:\"How many Credits does PI Generator use?\";s:6:\"answer\";s:195:\"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.\";}}"],"astra_style_timestamp_css":["1787212006"],"_tga_solution_pre_spectra_content_20260820":["

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\n PI Generator<\/span>\n

Create Accurate Proforma Invoices Without Rebuilding Every Document<\/h1>\n

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.<\/p>\n

\n See a PI Example<\/a>\n Open PI Generator<\/a>\n <\/div>\n
Company and bank details prefilled<\/span>Products selected by SKU<\/span>A4 PDF export<\/span><\/div>\n <\/div>\n
\"PI<\/figure>\n <\/div>\n<\/section>\n\n
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The Business Problem<\/span>

A Small PI Error Can Delay Payment, Production, or Shipment<\/h2><\/div>

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.<\/p>

PI Generator keeps the information needed for the current deal together and turns it into a saved document and downloadable PDF.<\/p><\/div><\/div>\n

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Old Files Carry Old Information<\/h3>

A copied PI can retain the wrong buyer, currency, bank account, destination, validity date, payment term, or product description.<\/p><\/article>\n

Totals Are Recalculated Manually<\/h3>

Quantity, unit price, freight, discount, subtotal, and final amount must all agree before the buyer can confirm the order.<\/p><\/article>\n

Approved Details Are Scattered<\/h3>

Seller identity, receiving account, SKU information, Incoterms, lead time, and ports often live in separate files or depend on staff memory.<\/p><\/article>\n <\/div>\n <\/div>\n<\/section>\n\n

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Illustrative Document<\/span>

See the Deal Details Before They Become the Buyer\u2019s PI<\/h2>

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.<\/p>

Example quantities and prices are illustrative.<\/strong> Your saved PI uses the values your team enters and confirms.<\/p><\/div>\n

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PI-20260819-001<\/strong>Draft Ready<\/span><\/div>\n
Product<\/span>

J-518 Polyurethane Automotive Windshield Adhesive, selected from Product Assets by SKU.<\/p><\/div>

Trade Terms<\/span>

USD, FOB, Sea Freight, Qingdao port, and the selected lead-time and payment options.<\/p><\/div><\/div>\n

Document Parties<\/span>

Seller and receiving-account details from Company Profiles, plus buyer and shipping information for this deal.<\/p><\/div>

Calculated Summary<\/span>

Line amount, subtotal, shipping fee, discount, total quantity, and final amount are calculated from the current form values.<\/p><\/div><\/div>\n <\/div>\n <\/div>\n<\/section>\n\n

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Before and After<\/span>

Move From Copying Old Files to Preparing the Current Deal<\/h2>
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Before PI Generator<\/h3>