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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.

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Entirely cloud-based – never worry about losing data

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Access across devices – Laptop, Desktop, iPad, or Mobile

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Click to Convert – Proposal to PI or PI to Invoice in a click.

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All in One – Manage Proposal, PI & Invoice

Download PDF

Generate the PDF and download or send the PI to your prospect in professional PDF format.

One Click Convert

Simply convert a proposal to a proforma invoice or proforma invoice to invoice in just a click. Never enter the same details again and again.

Manage Payments & Status

You can have your custom status for your proforma invoice and manage the payments received also under the PI module.

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.

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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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