Generate proforma, packing list and production Excel from one sales record

Export proforma PDF and Excel output management means handling priced or unpriced Excel, custom Excel, Packing List, Production Excel, PDF and print options from the same proforma record.

How to Manage Export Proforma PDF and Excel Outputs
1

An export proforma is not only a price document; it also feeds logistics and production outputs.

2

Delbig connects output options to the same quote/proforma record to reduce version confusion.

3

CBM, packages, weight and container calculation should be considered together with document outputs.

Different export documents should come from the same data

An export team may send a priced proforma to the customer while giving operations a different Excel output. If those outputs are prepared from separate files, product rows, dimensions, packages or price versions can diverge.

  • PDF and print outputs can be used for customer sharing.
  • Packing List and Production Excel give operations different views.
  • Priced or unpriced Excel options can be generated from the same record.

CBM and container calculation should stay with document flow

In furniture export, dimensions, CBM, weight, package count and container planning are evaluated together with product rows. Delbig keeps those fields in the quote/proforma context so the export file stays organized.

  • 20DC, 40DC and 40HC planning can be considered with proforma data.
  • Package, weight and dimension details stay connected to the sales document.
  • Document output, customer sharing and operation follow-up remain on one sales file.

Frequently asked questions

Should a Packing List be prepared separately from the proforma?

It can be exported as a separate file, but using the same proforma/sales record lowers error risk.

Why are priced and unpriced Excel outputs needed?

Customers, production, logistics and internal teams may need different levels of information.

Review this workflow with Delbig

Share your sales, quoting, stock or operation flow with us; we will map the right Delbig setup for your team in a short meeting.