Logistics Details
Specify pickup and delivery addresses, authorized delivery hours, carrier name and contact, shipment dimensions and weight, and any staging or entry instructions for delivery personnel.
Using a Delivery Requirements Document reduces ambiguity, aids regulatory compliance, and limits liability by clarifying roles, timing, and documentation. It creates a reference for dispute resolution, supports auditability, and streamlines coordination among procurement, logistics, and receiving teams.
Organizations across procurement, operations, logistics, and compliance teams prepare or rely on this document to define shipping and acceptance terms.
Clear completion practices reduce processing delays and help receiving teams apply inspection criteria consistently at point of delivery.
Specify pickup and delivery addresses, authorized delivery hours, carrier name and contact, shipment dimensions and weight, and any staging or entry instructions for delivery personnel.
Describe packaging standards, palletization rules, fragile or hazardous markings, labeling requirements, barcodes, and any temperature control or tamper-evident packaging expectations, and include photos or diagrams where necessary.
Define acceptance tests, sampling procedures, damage thresholds, how discrepancies are documented, timeframe for rejection, and remedies such as repair, replacement, or credit, including photographic evidence and signed receiving reports.
List required paperwork such as bills of lading, packing lists, certificates of conformity, export/import declarations, insurance certificates, and any compliance attestations needed at handover, with signature blocks for carrier and receiver.
Identify authorized signatories, primary and backup contacts for shipper, carrier, and receiver, escalation paths for disputes, and required certifications for personnel performing inspections, including 24/7 phone numbers and secondary email addresses for emergency contact.
Specify procedures for delays, force majeure, lost or damaged goods, alternate delivery locations, storage instructions, and predefined financial adjustments or penalties for nonperformance, and responsibilities for cost allocation during extended storage or rerouting.
| Workflow field name and purpose | Configuration and intended behavior in the template. |
|---|---|
| Template title and version control | Use clear name plus version for auditability. |
| Auto-populated delivery and contact fields | Enable Magic fields to reduce manual entry. |
| Approval routing, signer order, and notifications | Set signer order and add conditional approvers. |
| Retention, audit trail, and export settings | Configure retention duration and automatic archive exports. |
Electronic submission options vary by recipient; confirm accepted formats, authentication level, and API or portal delivery requirements.
Indicate date/time range and timezone for delivery.
State hours allowed for inspection and discrepancy reporting.
Require carrier check-in time and proof of delivery.
Specify when BOLs and certificates must be provided to receiver.
Define timeframe for cure, penalties, or replacement after noncompliance.
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| Free Trial | 7-day free trial, no credit card required | Trial available; check vendor terms | Trial available; check vendor terms | Trial available; check vendor terms | Trial available; check vendor terms |
| Bulk Send | Yes — available on Business Premium plan | Yes — available on select plans | Yes — available on select plans | Yes — available on select plans | No on basic plans |
| Audit Trail | Yes — full audit trail and timestamps | Yes — audit trail and timestamps | Yes — audit trail and timestamps | Yes — audit trail and timestamps | Yes — audit trail and timestamps |
| HIPAA Compliant | Yes — BAA available | Yes — BAA available | Yes — BAA available | No BAA typically offered | No BAA typically offered |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |