Primary Contacts
List role, full name, direct phone, email, and backup contact for each party. Include time zone and preferred contact window to reduce missed communications and delays.
A single coordination document improves visibility, reduces missed pickups and delivery delays, and preserves an auditable record of decisions. It clarifies responsibilities, standardizes required paperwork, and supports electronic execution and retention consistent with ESIGN and UETA frameworks.
Operational teams prepare and rely on this document to coordinate daily logistics activities and exceptions.
External carriers, brokers, and customers reference the document for pick-up instructions, timelines, and contacts.
List role, full name, direct phone, email, and backup contact for each party. Include time zone and preferred contact window to reduce missed communications and delays.
Provide pickup date/time, required delivery window, handling instructions, pallet counts, package dimensions, and declared weight to align carrier booking and capacity planning.
State carrier name, SCAC or carrier ID, equipment type, driver check-in process, access codes, and required safety PPE or site-specific restrictions.
Enumerate bills of lading, commercial invoices, customs forms, certificates of origin, packing lists, and any permits required for transport or cross-border movement.
Describe how changes are requested, authorized, and recorded (who approves cost or schedule changes and how those approvals are documented).
Record known risks, insurance requirements, liability allocation, and the escalation path for damaged goods, shortages, or customs holds.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signer order to reflect approval hierarchy |
| Authentication | Email link, SMS code, or KBA depending on risk profile |
| Conditional Fields | Show carrier-specific fields only when that carrier is selected |
| Notifications | Email and webhook notifications on signature and exception events |
Use a platform that supports PDF and DOCX templates, audit trails, and standard integrations to minimize rework.
Ensure the chosen platform can produce a tamper-evident PDF and retain a complete audit log for legal and regulatory needs.
Confirm within 24 business hours of receipt
Book carrier at least 48–72 hours before requested pickup for standard freight
Submit at least 72 hours prior to export manifest filing
Respond to shipment exceptions within 48 hours to avoid demurrage
Upload POD within 24 hours of delivery
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |