PI Management
Create a Proforma Invoice before receiving the payment from client and don’t mess up with accounts. Click to download the PDF format or send it to your client directly from the CRM.
Entirely cloud-based – never worry about losing data
Access across devices – Laptop, Desktop, iPad, or Mobile
Click to Convert – Proposal to PI or PI to Invoice in a click.
All in One – Manage Proposal, PI & Invoice
Download PDF
One Click Convert
Manage Payments & Status
One Step Away
Many times we create Tax invoices and it will be difficult to manage the accounts if the payment is not made by the client. Use Proforma Invoice to handle this issue smoothly. You can convert a proposal to a proforma invoice and convert the proforma invoice to Tax Invoice in one click.
Multiple Status
You can have various custom status for your PI and also have the due date and the system will remind you if you missed by any chance.
Convert in One Click
You can convert a proposal to a proforma invoice or a proforma invoice to an invoice in one click. Make and do things faster and better.
Professional Look
Download the professionally crafted PI for you with various header designs based on your business needs in less than a minute.
Predefined Settings
You can predefine the default settings for creating a PI once and these data will be captured automatically while creating new PI
Multiple Layouts
You can create your custom header or PI layout or use any of the existing header which suits you business requirement in a click.
Auto ID
You can predefine the Proforma Invoice ID once and it will create a continuous & unique PI ID for your proforma invoices.
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