Identification
Unique shipment ID, purchase order number, carrier booking reference, and any tracking numbers to match records and invoices.
A well-drafted Delivery Procedure Document reduces operational ambiguity, shortens dispute resolution time, and documents acceptance for billing and insurance. Where signatures are collected electronically, federal ESIGN standards (15 U.S.C. ch. 96) and state UETA rules govern enforceability; some transaction types remain excluded.
The document is completed by procurement staff, warehouse personnel, carriers, and receiving departments prior to or at the point of delivery.
Accurate completion ensures correct invoicing, faster claims processing, and clearer internal audit trails across departments.
Unique shipment ID, purchase order number, carrier booking reference, and any tracking numbers to match records and invoices.
Full legal names and contact details for shipper, carrier, consignee, and any third-party logistics provider involved in the delivery.
Delivery window, Incoterms or local delivery terms, handling instructions, temperature controls, and required delivery equipment or permits.
Acceptance tests, damage thresholds, unpacking requirements, and documentation required to reject or accept the load at the point of delivery.
Signature block, printed name, date/time, device or method used for signature capture, and fields for photo or barcode verification.
How to record shortages, damages, or delays, plus timelines for filing claims, responsible parties, and escalation contacts.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or stronger MFA per signer role |
| Conditional Fields | Show damage/claim fields only when exceptions are flagged |
| Attachments | Require photos or BOL uploads at delivery step |
| Notifications | Automatic emails to procurement and carrier on completion |
Choose platforms that support required formats, authentication, and integration with your ERP or TMS.
Carrier must acknowledge pick-up within the agreed pickup day.
Receiver should sign and report exceptions immediately at delivery.
File damage or shortage claims per contract terms—commonly within 7–14 days.
Accounts payable may withhold payment until delivery is confirmed.
Keep completed records per retention policy for audits or claims.
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Project manager required a photo and signed POD for every materials drop
NetSuite integration routed delivery records into the billing queue automatically