15,000 businesses already use taclia.

What do you need about Proformas?

Organize your proformas and invoices with full control All-in-One.

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Create a proforma

Share document with client

Convert to invoice in 1 click

Keep proformas organized

Automate your processes

Generate clear, correct Proforma invoices in seconds.

🧮 Automatically calculate subtotals, taxes and withholding.
✅ Avoid human errors with intelligent validations.
🧾 Complies with professional format and all requirements.

Start creating proforma

Proforma creation form with automatic calculation of totals

From the form to the customer, in one click

Send your Proformas by email or WhatsApp directly from taclia.

Save time with integrated drop shipping.

Automatic notifications to the customer.

History of documents sent by each contact.

Send without wasting time

Direct proforma sending screen with custom fields

Do it from your mobile, tablet or any browser

Manage your Proformas wherever you are.

📱 Create and edit proformas from your mobile phone.
🌍 All in the cloud, without installations.
🔐 Secure, multi-user access.

Work without limitations

Proforma interface in mobile view with edit and send options

All your information organized and accessible

Take control of your Proformas: collected, pending or overdue.

Automatic breakdown by state.

Filter by customer, date or service.

Visual expiration indicators.

Visibility over your billing

Proforma control panel with payment statuses and amount breakdowns

Connect your proformas with your financial reality

Reports to see how your Proformas influence Income and Expenses.

📈 Comparison between proformas, invoices and tickets.
📤 Export reports for accounting or auditing.
📅 Check the evolution by month or customer.

More control over income

Visual income and expense report with proforma integration

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FAQs.

What is a proforma invoice and what is it for?

A proforma invoice is a previous document that shows the information of a future commercial transaction, with no book value. It allows the customer to know the details of the product or service before accepting payment.

What are the advantages of making a proforma invoice online?

Generating a proforma invoice online allows you to save time, reduce errors, easily customize data and send it directly to the customer in seconds, without the need for complicated papers or programmes.

How can I make a proforma invoice online with taclia?

With taclia you can create a proforma by filling in the basic data (customer, products or services, prices, taxes) and send it in PDF format by email or WhatsApp. All from your mobile phone or computer.

Can I convert a proforma into a final invoice within taclia?

Yes. Once the proforma has been accepted by the customer, you can automatically convert it into a final invoice, without having to enter the data manually again.

Is it valid to use a proforma in export processes or contracts?

Yes, proforma invoices are very common in international trade and in previous contracts. They are the basic document for confirming orders, requesting advance payments or managing customs procedures.

Do I need to download a program to do proformas with taclia?

No. taclia works 100% online. You don't need to download or install anything: you just log in from your browser or mobile app, create your proforma and send it directly to the customer.