Pro forma in seconds.
Generated directly from an existing quote.
CRM + Business Management
Create pro forma invoices and turn them into invoices in one click
Generate the pro forma from your quote and convert it into an invoice without duplicating data, as a draft you can review before issuing.
- ✓Generate the pro forma directly from a quote
- ✓Convert to an invoice in one click, without duplicating data
- ✓Draft invoice, ready to review before issuing
From
€12
/month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
From quote to invoice, with nothing duplicated
No duplicated data.
The invoice keeps the same data as the original pro forma.
Review before issuing.
The invoice is generated as a draft so you can review it at your leisure.
Everything linked to the customer.
Quote, pro forma and invoice, always in the same record.
Pro forma invoices, all in one place
Pro forma invoicing is part of the CRM + Business Management module, included in all wiwink plans at no extra cost.
Pro forma invoice
Included in CRM + Business ManagementGenerate the pro forma from a quote and turn it into an invoice in one click, without re-entering any data.
Includes
No extra cost on top of your CRM + Business Management
Nothing to install
Up and running from day one
Creating pro formas
Generate the pro forma from an existing quote
Select the quote, fill in the relevant fields and create the pro forma without leaving the CRM.
- Direct generation from existing quotes
- Same items, prices and terms as the original quote
- Send directly to the customer by email
- PDF download
From pro forma to invoice
Turn your pro forma into an invoice in one click
Select the pro forma, click "create invoices" and confirm: the invoice is generated as a draft, ready to review before you issue it.
- Convert to an invoice in one click, without duplicating information
- Invoice generated as a draft for prior review
- Check the conversion status from the pro forma itself
- Complete history: quote, pro forma and invoice all connected
Your whole business connected, at every step.
⚡Adapt the workflow to your sector
Marketing Hub
CRM + Business Management + Verifactu
Digital signature
Schedule control
Works
Loyalty
Automations
1Connect web or API
2Manage the client
3Sign quotes and contracts
4Control your team
5Organise the work
6Invoice and get paid
7Keep your clients loyal
8Automate tasks
Adapt wiwink to your business
Pay annually and save 20% on CRM, modules and users
Enable JavaScript to calculate modules and users. Base prices and sign-up links remain available.
Basic
CRM + Business Management
Verifactu
1 user included
Basic does not include modules: for Schedule control or Works users, choose Adapta or Pro.
CRM · Boost your sales
- ✓Contacts
- ✓Quotes
- ✓Tasks
- ✓Products and services
Management · Save time and money
- ✓Verifactu
- ✓Electronic invoicing
- ✓Clients
- ✓Automatic invoicing
- ✓Bank remittances and online payments
- ✓Client portal
- ✓Suppliers
- ✓Purchase orders
- ✓Delivery notes
- ✓Proforma
- ✓Expenses · scanning
Includes
- ✓Unlimited invoices per year
- ✓Unlimited recurring invoices
- ✓Custom roles
CRM automationsIncluded▾
CRM-only automations. To automate across modules, choose Adapta.
From15€/month
★ Recommended
Adapta
Choose your modules
2 users included
Basic
CRM + Business Management
Verifactu
(Included in your Adapta plan)
What does your business do?
We recommend the modules most used in your sector
Schedule control €10/month ▾
- ✓Schedule control
- ✓Absences and holidays
- ✓Geolocation
Digital signature €10/month ▾
- ✓Signing of quotes and contracts
- ✓Sent from the CRM
- ✓Legally valid
Loyalty €10/month ▾
- ✓Satisfaction surveys
- ✓Customer follow-up
Marketing Hub €10/month ▾
- ✓Web forms connected to the CRM
- ✓Automations
Works €10/month ▾
- ✓Work reports
- ✓Technician scheduling
Cross-module automationsIncluded▾
Connect your modules and automate tasks and processes between them. CRM-only automations are already included in Basic.
From15€/month
Pro
All modules included
3 users included
Basic
CRM + Business Management
Verifactu
(Included in your Pro plan)
ADAPTA
(Included in your Pro plan)
Schedule control €10/month ▾
- ✓Schedule control
- ✓Absences and holidays
- ✓Geolocation
Digital signature €10/month ▾
- ✓Signing of quotes and contracts
- ✓Sent from the CRM
- ✓Legally valid
Loyalty €10/month ▾
- ✓Satisfaction surveys
- ✓Customer follow-up
Marketing Hub €10/month ▾
- ✓Web forms connected to the CRM
- ✓Automations
Works €10/month ▾
- ✓Work reports
- ✓Technician scheduling
Cross-module automationsIncluded▾
Connect your modules and automate tasks and processes between them. CRM-only automations are already included in Basic.
From49€/month
Connect with your favourite tools
The wiwink core and every module integrate with the tools your business already uses — without relying on external integrations to work.
SStripe
PPayPal
ZZoom
Google Calendar
MGoogle Meet
CGoogle Contacts
TMicrosoft Teams
CCalendly
WWooCommerce
WWordPress
⚡Zapier
Everything you can achieve with wiwink
Every benefit comes from combining the wiwink core with the modules you choose, so it fits your business model.
Win clients
Track sales, assign tasks, send quotes and sign digital contracts, all from the wiwink CRM.
Find out more →
Save time and money
Automate repetitive tasks, avoid duplicating data and enable online payment with a single click from your invoices.
Find out more →
Centralise your information
From the client record, access quotes, invoices, signed documents, purchased products and more, all in one place.
Find out more →
Build client loyalty
Segment your database and send campaigns or surveys, or manage issues without leaving wiwink.
Find out more →
Stay in control of your business
Check income, expenses, pending payments and best-selling products, and manage your team with real-time data.
Find out more →
Stay compliant
Generate FacturaE, comply with Verifactu, send GDPR-compliant campaigns and sign documents with legal traceability.
Find out more →
Frequently asked questions
We answer the most common questions about pro forma invoices in wiwink.
What is a pro forma invoice?
It is a document that presents a commercial offer, with prices and terms, before the sale is confirmed. It has no tax value like an invoice, but it lets both parties agree before closing the deal.
How do I create a pro forma invoice in wiwink?
From an existing quote: in the Quotes floating menu, click the pro forma icon, fill in the relevant fields and click "Create".
How do I convert a pro forma into an invoice?
Select the pro forma, click "create invoices" and confirm with "Accept". A draft invoice is generated with the same data as the pro forma, visible in the "Invoice" column so you can review it.
Is the invoice issued automatically when I convert the pro forma?
No. The invoice is created as a draft so you can review it at your leisure before issuing it definitively.
Can I email the pro forma to my customer?
Yes. You can send the pro forma directly by email from wiwink, or download it as a PDF.
What is the difference between a quote, a pro forma and an invoice?
The quote is the initial proposal; the pro forma is an intermediate step that formalises the offer with the same data, and the invoice is the final document with tax validity. In wiwink all three are connected, with no duplicated information.
Is pro forma invoicing included in all wiwink plans?
Yes. Pro forma invoicing is part of the CRM + Business Management module, available to all users from day one at no extra cost.
What types of business use pro forma invoices?
They are common in B2B transactions, high-value sales and exports, where the customer needs a formal offer before confirming the purchase.
Can I see the pro forma history from the customer record?
Yes. The customer record shows their quotes, pro formas and invoices, all centralised in one place.
Start invoicing with pro formas today
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