Establishing secure connection…Loading editor…Preparing document…

Delivery Procedure Document

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

DELIVERY PROCEDURE DOCUMENT

This Delivery Procedure Document (the "Agreement") is entered into as of Effective Date: by and between Service Provider Name: with principal place of business at and Client Name: with principal place of business at .

RECITALS

WHEREAS, Service Provider is engaged in the business of providing delivery, transportation and associated logistical services and possesses the personnel, equipment and insurance necessary to perform deliveries in accordance with the terms of this Agreement; and

WHEREAS, Client requires delivery services for goods described herein and desires to engage Service Provider to perform deliveries under the procedures, schedules and standards set forth in this Agreement; and

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the parties agree as follows.

SCOPE OF WORK

DELIVERY PROCEDURES

1. Delivery Schedule and Window: Deliveries shall be performed according to the Delivery Schedule set by Client. Standard delivery window: unless otherwise agreed in writing.

2. Packaging and Labeling: Client shall ensure goods are packaged and labeled in accordance with industry standards and any special handling instructions provided in packaging guidelines:

3. Carrier and Personnel Standards: Service Provider shall ensure that all carriers and delivery personnel hold required licenses, valid identification and, where applicable, background checks and training. Proof of insurance and carrier identifiers shall be provided upon written request.

4. Proof of Delivery and Documentation: For each delivery, Service Provider shall obtain either a signed delivery receipt or electronic proof of delivery. Standard required delivery documentation:

5. Acceptance and Inspection: Client shall inspect goods promptly upon delivery. Goods shall be deemed accepted unless Client provides written notice to Service Provider within of delivery specifying the nature of any non-conformity.

PAYMENT TERMS

Compensation for delivery services shall be as follows. Delivery fee per shipment: USD.

Invoices shall be submitted by Service Provider upon completion of delivery unless otherwise agreed. Payment is due within days of invoice receipt. Late payments shall incur a late fee of per month, or the maximum permitted by law, whichever is less.

TERM AND TERMINATION

Term: This Agreement shall commence on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate immediately for material breach that is not cured within thirty (30) days after written notice of such breach or immediately for insolvency or loss of required permits or insurance.

CONFIDENTIALITY

Each party shall keep confidential and shall not disclose to any third party any Confidential Information received from the other party in connection with performance under this Agreement. Confidential Information does not include information that: (a) is or becomes public through no fault of the receiving party; (b) is already in the receiving party's possession prior to receipt; or (c) is rightfully received from a third party without restriction.

The receiving party shall use Confidential Information solely for the purposes of performing its obligations under this Agreement and shall protect such information using at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care. Confidentiality obligations shall survive termination for years.

INSURANCE AND LIABILITY

Service Provider shall, at its expense, maintain commercial general liability, automobile liability and cargo insurance with limits sufficient to cover claims arising from delivery operations. Certificates of insurance shall be provided to Client upon request. Except as otherwise provided, each party's liability to the other shall be limited to direct damages and in no event shall either party be liable for indirect, incidental, punitive or consequential damages.

FORCE MAJEURE

Neither party shall be liable for delay or failure to perform its obligations under this Agreement if such delay or failure is due to causes beyond the party's reasonable control, including acts of God, labor disputes, governmental actions, or severe weather, provided that the affected party promptly notifies the other and uses commercially reasonable efforts to resume performance.

GOVERNING LAW; ENTIRE AGREEMENT

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles.

This Agreement, including any appendices and executed statements of work, constitutes the entire agreement between the parties on the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. Any amendment must be in writing and executed by authorized representatives of both parties.

CONTACTS AND NOTICES

ADDITIONAL TERMS

Special handling required for hazardous, temperature-sensitive, oversized or perishable goods must be specified and will be charged in addition to standard delivery fees. Special handling description:

Check if recipient signature is required for all deliveries

Service Provider Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

Enter text✕

What a Delivery Procedure Document Is and When It Applies

A Delivery Procedure Document records how goods or materials are handed off, tracked, and accepted between a sender, carrier, and recipient. It defines responsibilities, delivery windows, acceptance criteria, proof-of-delivery requirements, and escalation steps for exceptions. Organizations use this document to reduce disputes, standardize carrier handoffs, and ensure consistent handling of damaged or missing goods. For many supply-chain, construction, and healthcare deliveries the document also records chain-of-custody details and required signatures that support invoicing, insurance claims, and regulatory compliance.

Why a Clear Delivery Procedure Document Matters

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.

Why a Clear Delivery Procedure Document Matters

Typical users and signers of the document

The document is completed by procurement staff, warehouse personnel, carriers, and receiving departments prior to or at the point of delivery.

  • Procurement managers who set delivery terms and acceptance criteria for vendors.
  • Warehouse and receiving teams who inspect shipments and record exceptions.
  • Carrier dispatch or driver staff who acknowledge pick-up and proof of delivery.

Accurate completion ensures correct invoicing, faster claims processing, and clearer internal audit trails across departments.

Core sections to include in a professional delivery procedure

Include consistent headings and annexes so each shipment is documented the same way across teams; use clear signatory fields and attachment slots for photos, BOLs, and packing lists.

Identification

Unique shipment ID, purchase order number, carrier booking reference, and any tracking numbers to match records and invoices.

Parties

Full legal names and contact details for shipper, carrier, consignee, and any third-party logistics provider involved in the delivery.

Delivery Terms

Delivery window, Incoterms or local delivery terms, handling instructions, temperature controls, and required delivery equipment or permits.

Inspection Criteria

Acceptance tests, damage thresholds, unpacking requirements, and documentation required to reject or accept the load at the point of delivery.

Proof of Delivery

Signature block, printed name, date/time, device or method used for signature capture, and fields for photo or barcode verification.

Exceptions & Claims

How to record shortages, damages, or delays, plus timelines for filing claims, responsible parties, and escalation contacts.

Essential security and compliance elements

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.
Audit Trail: Timestamped events and IP address logging.
Access Controls: Role-based permissions and least-privilege access.
BAA Availability: Required for HIPAA-related deliveries.
Versioning: Retains historical copies and change logs.
Authentication: Email, SMS code, or stronger methods available.

Step-by-step: completing the Delivery Procedure Document

Follow this linear sequence so parties have the same record at pick-up, transit milestones, and final acceptance.

  • 01
    Prepare document: Populate shipment ID, PO, and carrier details before dispatch.
  • 02
    Attach evidence: Add packing list, photos, weight tickets, and permits.
  • 03
    Collect carrier sign-off: Obtain carrier acceptance with timestamp and driver details.
  • 04
    Capture delivery sign-off: Receiver signs, notes exceptions, and attaches photos if needed.

How to configure the document for online use

Set up the digital workflow so fields route automatically and evidence is attached at each handoff.

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

Routing and submission flow for the document

Route the document in the same order every time: shipper → carrier → consignee → accounts payable for invoicing.

  • Upload Document: Sender uploads the template and supporting files.
  • Place Fields: Add signature, date, and attachment fields in logical order.
  • Send to Signer: Dispatch via email or signing link to carrier and receiver.
  • Finalize & Store: Save completed document in records and notify AP.

Technical considerations for sharing and eSubmission

Choose platforms that support required formats, authentication, and integration with your ERP or TMS.

  • Supported formats: PDF, DOCX, and images for attachments
  • Integrations: CRM/ERP connectors and cloud storage integration
  • Authentication: Email, SMS, KBA, or SSO available

Typical timelines, deadlines, and processing expectations

Define times for carrier acceptance, delivery confirmation, and claim initiation so all parties know their response windows.

Carrier acceptance window:

Carrier must acknowledge pick-up within the agreed pickup day.

Delivery confirmation:

Receiver should sign and report exceptions immediately at delivery.

Claim reporting period:

File damage or shortage claims per contract terms—commonly within 7–14 days.

Invoice hold rules:

Accounts payable may withhold payment until delivery is confirmed.

Retention for audits:

Keep completed records per retention policy for audits or claims.

Common mistakes to avoid

  • Incomplete addresses or missing dock/gate instructions cause misdelivered loads and added reconsignment costs.
  • Failing to attach photographic evidence at delivery increases dispute resolution time and weakens insurance claims.
  • Using ambiguous acceptance criteria or vague damage thresholds invites interpretation disputes between carrier and consignee.
  • Allowing unsigned or undated delivery records can delay invoice payment and complicate liability allocation.

Risks and potential consequences of incorrect documentation

Late delivery penalties: Contractual chargebacks or liquidated damages.
Breach of contract: Failed obligations may trigger termination clauses.
Claims denial: Insufficient evidence can result in denied insurance claims.
Regulatory exposure: Health-sensitive deliveries risk HIPAA or transport violations.
Tax reporting errors: Incorrect documentation can affect cost accounting.
Data breach liability: Poor security controls expose PII to risk.

Comparing eSignature vendors for Delivery Procedure Document workflows

Selection depends on price model, HIPAA requirements, bulk send needs, and envelope or session limits; signNow is listed first for comparison consistency.

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

Real-world examples of delivery procedure use

These brief examples illustrate how different organizations capture delivery events to reduce disputes and speed payment.

Martin Properties — Onsite materials

Project manager required a photo and signed POD for every materials drop

  • Field teams captured photos on mobile
  • Result: fewer billing disputes and faster release of payment for contractors.

Xerox — Integrated ERP routing

NetSuite integration routed delivery records into the billing queue automatically

  • Driver signed at delivery using mobile link
  • Outcome: reduced AR days and consistent audit trails.

Practical tips for accurate and efficient completion

Adopt consistent templates, require evidence on exceptions, and standardize signature and retention practices across locations.

Standardize templates across sites
Use a single validated Delivery Procedure Document template so all locations capture the same fields and evidence for consistent processing and dispute handling.
Require photo evidence for exceptions
Mandate timestamped photos for damaged or missing goods; attach them to the delivery record to support faster claims and insurance submissions.
Use clear acceptance criteria
Define what constitutes acceptable damage or shortage thresholds to reduce subjective rejections and accelerate approvals.
Automate routing to AP and claims
Automatically forward completed PODs to accounts payable and claims teams to shorten invoice holds and reduce manual follow-up.

Frequently asked questions and troubleshooting

Answers to common issues that arise when completing, signing, or storing Delivery Procedure Documents.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users