
Performa
Use a Performa template to make your document workflow more streamlined.
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What is the performa invoice?
The performa invoice is a preliminary bill of sale that outlines the details of a transaction before it is finalized. It serves as a commitment to provide goods or services at a specified price. While it is not a legally binding document, it helps both buyers and sellers agree on the terms of the sale, including quantities, prices, and delivery timelines. This type of invoice is particularly useful in international trade, where it can facilitate customs clearance and provide an estimate for import duties.
How to use the performa invoice
Using a performa invoice involves several straightforward steps. First, prepare the document by including essential details such as the names and addresses of both the buyer and seller, a description of the goods or services, the total amount due, and payment terms. Once completed, send the performa invoice to the buyer for review. The buyer can then use this document to arrange for payment or financing. After both parties agree on the terms, a final invoice can be issued, which will serve as the official request for payment.
Steps to complete the performa invoice
Completing a performa invoice requires attention to detail. Follow these steps:
- Gather necessary information about the transaction, including product descriptions, quantities, and pricing.
- Include your business name, address, and contact information at the top of the document.
- Clearly state the buyer's information, including their name and address.
- Detail the items or services being sold, including unit prices and total amounts.
- Specify payment terms, including accepted payment methods and due dates.
- Review the document for accuracy before sending it to the buyer.
Key elements of the performa invoice
A well-structured performa invoice should include several key elements to ensure clarity and professionalism:
- Header: Business name and contact details.
- Buyer Information: Name and address of the buyer.
- Description of Goods/Services: Detailed list of items or services offered.
- Pricing: Unit prices, total amounts, and any applicable taxes.
- Payment Terms: Methods of payment and due dates.
- Signature Line: Space for both parties to sign, if necessary.
Legal use of the performa invoice
While a performa invoice is not a legally binding document, it can still play a significant role in legal matters. It serves as a record of the agreement between the buyer and seller, outlining the terms of the transaction. In the event of disputes, this document can provide evidence of the agreed-upon terms. To enhance its legal standing, it is advisable to ensure that both parties acknowledge and agree to the terms outlined in the performa invoice.
Digital vs. paper version of the performa invoice
The choice between a digital and paper version of the performa invoice depends on business preferences and operational needs. Digital versions offer advantages such as ease of editing, quick distribution via email, and the ability to store documents securely. They also facilitate electronic signatures, making the approval process faster. On the other hand, paper invoices may be preferred in more traditional settings or when a physical signature is required. Regardless of the format, it is essential to maintain accurate records for both versions.
Quick guide on how to complete performa
Effortlessly Prepare Performa on Any Device
Managing documents online has gained immense popularity among businesses and individuals alike. It offers an excellent environmentally friendly substitute for traditional printed and signed paperwork, as you can access the necessary form and keep it securely stored online. airSlate SignNow provides all the tools you require to create, modify, and electronically sign your documents swiftly without any delays. Handle Performa on any device using the airSlate SignNow Android or iOS applications and enhance any document-related process today.
How to Edit and Electronically Sign Performa with Ease
- Locate Performa and click on Get Form to commence.
- Utilize the tools we provide to complete your document.
- Emphasize relevant sections of the documents or obscure sensitive information using tools that airSlate SignNow specifically offers for that purpose.
- Create your signature with the Sign tool, which takes mere seconds and carries the same legal validity as a conventional wet ink signature.
- Review the information and click on the Done button to save your amendments.
- Select your preferred method for delivering your form, whether by email, SMS, or invitation link, or download it to your computer.
Put an end to lost or misplaced files, tedious searches for forms, or errors that necessitate printing new document copies. airSlate SignNow meets all your document management needs in just a few clicks from any device of your choice. Modify and electronically sign Performa and guarantee excellent communication at every stage of the form preparation process with airSlate SignNow.
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How to create an electronic signature for a PDF online
Do you need a one-size-fits-all solution to electronically sign performa? airSlate SignNow brings together ease of use, affordability and security in a single online service, all without forcing additional software programs on you. You just need smooth internet access plus a device to work on.
Follow the step-by-step recommendations below to electronically sign your performa:
- Choose the form you want to sign and click on Upload.
- Click the My Signature button.
- Choose what kind of eSignature to generate. You will find 3 options; a drawn, typed or uploaded eSignature.
- Make your e-autograph and click on the OK button.
- Choose the Done button.
After that, your performa is ready. All you have to do is download it or send the document via electronic mail. airSlate SignNow can make eSigning simpler and a lot more convenient as it offers users a range of extra features like Merge Documents, Add Fields, Invite to Sign, and many others. And because of its cross-platform nature, airSlate SignNow works well on any device, personal computer or smartphone, regardless of the OS.
How to create an electronic signature for a PDF in Google Chrome
Google Chrome’s web browser has acquired its global popularity due to its number of helpful features, extensions and integrations. As an example, web browser extensions have the ability to maintain all of the tools you require a click away. With the cooperation between airSlate SignNow and Google Chrome, find its extension in the Google Web Store and then use it to electronically sign performa right in your web browser.
The guidelines listed below will enable you to make an eSignature for signing performa in Google Chrome:
- Find the extension in the Web Store and click the Add button.
- Log in to the account you have created.
- Click the link to the link to the file you need to eSign and select the Open in airSlate SignNow option.
- Use the My Signature tool to generate a unique eSignature.
- Put it anywhere on the document and click Done.
As soon as you’ve completed putting your signature on your performa, decide what you want to do next - save it or share the document with other people. The airSlate SignNow extension gives you a range of features (merging PDFs, including multiple signers, etc.) for a better signing experience.
How to create an e-signature for signing PDFs in Gmail
Due to the fact that many companies have gone paperless, papers are delivered by means of electronic mail. That goes for agreements and contracts, legal forms and almost any other document that needs a signature. The question comes up ‘How should I eSign the performa I got from my Gmail without any third-party platforms? ’ The answer is clear - use the airSlate SignNow Chrome extension.
Here are 5 simple steps to get your performa eSigned without the need to leave your Gmail account:
- Visit the Google Chrome Web Store and add the airSlate SignNow extension to the web browser.
- Log in to your profile.
- Click on the electronic mail you got with the papers that need signing.
- Choose Sign from the solution’s sidebar and make your electronic signature.
- Click Done and your signature is created. The eSigned document will be connected to the draft email created by airSlate SignNow’s eSignature tool.
The sigNow extension was developed to help busy people such as you to reduce the burden of signing forms. Begin eSigning performa with our solution and join the millions of satisfied customers who’ve previously experienced the advantages of in-mail signing.
How to create an e-signature right from your smartphone
Mobile gadgets like mobile phones and tablet PCs are actually a complete business alternative to laptop and desktop computers. You are able to carry them everywhere and use them while on the run provided that you have a reliable internet connection. Therefore, the airSlate SignNow online app is essential for filling out and putting your signature on performa on the run. In a matter of moments, get an digital paper with a legally-binding signature.
Get performa eSigned right from your mobile device following these six tips:
- Type signnow.com in the phone’s web browser and sign in to your profile. Register if you don’t have an account yet.
- Search for the document you want to electronically sign on your device and upload it.
- Open the file and choose the page which needs to be eSigned.
- Hit My Signature.
- Make your electronic signature, and put it on to the doc.
- Check that everything’s fine and press the Done button.
The whole process can last less than a minute. As a result, you can download the signed performa to your device or share it with other parties involved with a link or by email. Because of its cross-platform nature, airSlate SignNow is compatible with any device and any operating system. Use our eSignature tool and say goodbye to the old days with affordability, efficiency and security.
How to create an e-signature for a PDF on iOS
If you own an iOS device such as an iPhone or iPad, easily create e- signatures for signing a performa in PDF formatting. airSlate SignNow has taken care of iOS users and created an app just for them. To find it, visit the AppStore and enter airSlate SignNow in the search field.
To sign a performa from your iPhone or iPad, just stick to these simple recommendations:
- Download and install the airSlate SignNow app on your iOS device.
- Make an account using your electronic mail or register through Facebook or Google.
- Add the PDF you need to eSign. Do that by pulling it out of the cloud or the internal storage.
- Choose the area you wish to sign and then click Insert Initials or Insert Signature.
- Draw your signature or initials, insert it in the related field and save the changes.
Right after it is eSigned it is up to you concerning how to export your performa: download it to your mobile device, upload it to the cloud storage or send it to other people via electronic mail. The airSlate SignNow mobile app is equally as efficient and powerful as the online solution is. Connect to a smooth web connection and begin executing documents with a fully legitimate eSignature within a few minutes.
How to create an e-signature for a PDF on Android
Despite iOS devices being rather popular among mobile users, the market share of Android OS smartphones and tablets is significantly bigger. Consequently, airSlate SignNow provides a separate app for mobiles working on the Android OS. Easily find the app in the Play Market and set it up for putting your electronic signature on your performa.
To add an electronic signature to a performa, stick to the simple instructions listed below:
- Log in to your airSlate SignNow account. If you haven’t created it yet, it is possible to be done, through Google or Facebook.
- Add the PDF file you want to work with by means of your camera or cloud storage by clicking on the + icon.
- Choose the area in which you need to add your electronic signature after which create it in the popup window.
- Confirm and place it by simply clicking on the ✓ icon after which save the changes.
- Save the resulting document.
If you wish to share the performa with other people, you can send the file by email. With airSlate SignNow, you are able to eSign as many documents in a day as you need at a reasonable price. Begin automating your signature workflows right now.
How to create an electronic signature for a PDF online
Do you need a one-size-fits-all solution to electronically sign performa? airSlate SignNow brings together ease of use, affordability and security in a single online service, all without forcing additional software programs on you. You just need smooth internet access plus a device to work on.
Follow the step-by-step recommendations below to electronically sign your performa:
- Choose the form you want to sign and click on Upload.
- Click the My Signature button.
- Choose what kind of eSignature to generate. You will find 3 options; a drawn, typed or uploaded eSignature.
- Make your e-autograph and click on the OK button.
- Choose the Done button.
After that, your performa is ready. All you have to do is download it or send the document via electronic mail. airSlate SignNow can make eSigning simpler and a lot more convenient as it offers users a range of extra features like Merge Documents, Add Fields, Invite to Sign, and many others. And because of its cross-platform nature, airSlate SignNow works well on any device, personal computer or smartphone, regardless of the OS.
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Here is a list of the most common customer questions. If you can't find an answer to your question, please don't hesitate to reach out to us.
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What is Performa and how does it relate to airSlate SignNow?
Performa is an innovative feature within airSlate SignNow that enhances the document signing experience. It allows users to create customized workflows, ensuring that documents are sent and signed efficiently. By leveraging Performa, businesses can streamline their document processes and improve overall productivity.
How much does airSlate SignNow's Performa feature cost?
The cost of using airSlate SignNow with the Performa feature varies based on the subscription plan you choose. Each plan offers different features and levels of access to Performa, making it a flexible solution for businesses of all sizes. For detailed pricing information, visit our pricing page or contact our sales team.
What are the key benefits of using Performa with airSlate SignNow?
Using Performa with airSlate SignNow provides numerous benefits, including improved workflow automation and enhanced document management. It allows for seamless collaboration, ensuring that all stakeholders can easily review and sign documents. Additionally, Performa helps reduce turnaround times, making your operations more efficient.
Can Performa integrate with other software applications?
Yes, Performa is designed to integrate smoothly with various software applications, enhancing your business processes. Whether you use CRM, project management, or accounting software, airSlate SignNow’s Performa feature can connect with these tools to streamline your document workflows. Check our integration page for a full list of compatible applications.
Is there a mobile app for using Performa on-the-go?
Absolutely! airSlate SignNow offers a mobile app that allows users to access the Performa feature from anywhere. This mobile capability ensures that you can send, sign, and manage documents on-the-go, making it convenient for busy professionals. Download the app from your device's app store to get started.
How does Performa ensure document security?
Performa prioritizes document security by employing industry-standard encryption techniques to protect your sensitive information. With airSlate SignNow, you can trust that your documents are secure throughout the signing process. Additionally, features like audit trails and customizable access controls enhance security and compliance.
What types of documents can I send using Performa?
Performa supports a wide variety of document types, including contracts, agreements, forms, and more. With airSlate SignNow, you can easily upload and prepare these documents for eSigning. This versatility makes Performa suitable for different industries and use cases.
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