Proforma Contract Template
Copy our Proforma Contract Template, and automate your contract process.
Copy our Proforma Contract Template, and automate your contract process.
You can create Proforma contract templates automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Proforma contract template which contains all kinds of different elements including your logo, unique contract numbers, payment terms and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs contract template, customise your Proforma contract template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your Proforma contract process from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into Proforma contract templates, double check all the information is correct, save it as a pdf and then send the Proforma contract to your customers. That’s why we’ve come to the rescue.
With Portant, you can connect a Google Sheet to a Proforma contract template, click a few buttons and contracts will be magically generated and sent whenever you need to. You can also customise the email and who it's sent from (e.g accounts@portant.co). It's easy to place your Proforma contracts on autopilot.
Select the Sheet you want to create contracts from.
Connect a Google Doc contract template
Click 'insert' to place tags in your contract template
Then generate a contract from your Google Sheet
To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:
When you connect your Google Sheet, you can replace our contract template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with a contract😀)
Open the document block and add tags into your contract template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same contract (e.g. if your line items are split on separate rows in your Google Sheet)
Open the email block and customise how you'd like to share your contract. You can also edit the email contracts are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your contracts will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!
Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.
Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.
Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.
A proforma contract template is a preliminary document used in business transactions that outlines the terms and conditions of a potential business agreement, such as a partnership agreement. This free contract template includes key terms like payment terms, payment schedule, and legal protections. The proforma contract serves as a draft that provides one party and the other party the opportunity to review the essential elements of the agreement. This contract template is especially useful when independent contractors or service providers are involved, protecting confidential information and intellectual property, while also ensuring services are properly outlined.
Unlike a legally binding document like a final contract, a proforma contract does not constitute a signed agreement and is not legally binding. It is often used at the start of negotiations to outline the scope of work, legal requirements, and the payment schedule. This free contract template is flexible and allows the two parties involved in the agreement to review, describe, and make necessary modifications before transitioning into a legally binding contract. The proforma contract protects both parties by providing a document that outlines intellectual property and confidential information safeguards.
A proforma contract template is typically used at the beginning of negotiations for partnership agreements or independent contractor agreements. It helps define the scope of work, payment terms, and ensures services are described clearly. This contract is especially useful for service providers and independent contractors, as it includes provisions like payment schedule and protects confidential information. Additionally, the free contract template gives both parties time to negotiate payment details, ensuring the contract is customized and meets their business needs.
A strong proforma contract template must include detailed payment terms, payment schedule, and a thorough description of the services to be provided. It should also offer legal protections for confidential information and intellectual property. Legal counsel or legal experts should be consulted to ensure the contract’s legal requirements are met. The document should outline each party’s obligations and responsibilities, ensuring that both sides, including the two parties involved, are protected. Service providers and independent contractors may also want to add provisions regarding expenses and fees to reflect the nature of the services provided.
A proforma contract template aids negotiations by providing a clear structure that outlines both parties' legal requirements, responsibilities, and scope of work. It helps ensure that both the one party and the other party understand their roles and obligations, including the payment schedule and services. Since this contract template is not a signed, legally binding document, the two parties can add or modify terms, customize sections, and adjust fees or intellectual property clauses as needed. The flexibility of the template ensures that negotiations remain focused and that both parties can protect their confidential information and intellectual property throughout the process.
A proforma invoice focuses on payment details, itemizing services or goods provided and outlining the payment schedule. In contrast, a proforma contract provides a more comprehensive framework, covering legal protections, responsibilities, obligations, and intellectual property provisions. The proforma contract template ensures that both parties understand their obligations related to services and confidential information, while the proforma invoice ensures clarity around payment. Together, both documents ensure that the agreement is fully customized, clear, and tailored to meet the needs of both the client and the service provider.
A business may prefer to use a proforma contract template because it provides clarity on the obligations and responsibilities of both the one party and the other party involved in the agreement. The template includes important elements such as payment schedule, payment terms, and legal requirements, offering protections for confidential information and intellectual property. By using this free contract template, businesses can protect themselves from disputes and misunderstandings. Independent contractors and service providers, in particular, benefit from the structured approach of the proforma contract, ensuring all services, fees, and obligations are clearly outlined before signing a legally binding contract.
Changes in a proforma contract should be documented carefully within the template. Both parties should agree on any modifications to the payment schedule, scope of work, or legal protections like intellectual property and confidential information. Independent contractors, service providers, and businesses alike should consult legal experts when making significant changes to ensure that the contract remains legally valid. Flexibility in a proforma contract allows both parties to customize the template according to their needs. This free contract template also ensures that any changes in fees, expenses, or responsibilities are recorded and agreed upon, thus avoiding future disputes.
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