Parties
Identify exporter, importer, consignee, and agent with legal names, addresses, tax or registration numbers, and include DUNS or EIN where available to support customs and bank reconciliations.
A uniform form reduces classification errors, shortens customs clearance time, centralizes compliance checks for export controls and sanctions screening, and creates a verifiable audit trail for financial and regulatory reporting.
Primary users are export compliance, logistics, customs brokers, and finance teams responsible for cross-border shipments.
The form centralizes inputs so stakeholders can avoid duplicate entry, speed approvals, and maintain consistent records across systems.
Identify exporter, importer, consignee, and agent with legal names, addresses, tax or registration numbers, and include DUNS or EIN where available to support customs and bank reconciliations.
Provide detailed description, quantity, UOM, net and gross weights, packaging type, and hazardous classifications when applicable to satisfy safety and carrier documentation.
List HTS numbers, tariff subheadings, and ECCN codes with supporting notes or references to avoid reclassification during audits and reduce duty risk.
Record invoice value, currency, discounts, freight and insurance terms, and the currency conversion method used to support transaction value determinations for duty calculation.
Specify Incoterms, carrier, bill of lading, shipment dates, and routing instructions; include carrier booking or airway bill numbers when available to align logistics and filing.
Capture export/import licenses, permits, attestations, and authorized signatures with dates; attach supporting documents to reduce clearance delays and support compliance reviews.
| Field | Configuration |
|---|---|
| Data Validation | Automate HTS and ECCN checks |
| Conditional Sections | Show license fields when controlled goods selected |
| Approval Routing | Assign sequential or parallel signers |
| Submission Options | Send to CBP, broker, or internal system |
Choose platforms that support PDF and Word imports, audit trails, eSignatures, and integrations with ERPs, customs brokers, and cloud storage.
Submit export declarations before vessel or air departure
Match invoice and shipment dates for valuation consistency
Provide completed form to broker per their 48–72 hour cutoff
Pay assessed duties according to customs settlement timelines
Retain records per federal and industry retention rules
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |