Shipment Header
Include shipper and consignee legal names, pickup address, destination, carrier, and purchase order number so the shipment maps to billing and customs records without manual lookup.
A completed Packout Form reduces mis-picks, clarifies special handling, and provides a verifiable chain of custody for carriers and insurers.
The Packout Form is used by operational staff who prepare shipments, by receiving teams, and by external carriers and brokers for verification.
Maintain a single signed copy with the shipment and an electronic copy in your records to support claims and audits.
| Field | Configuration |
|---|---|
| Signers | Two roles: preparer and verifier; require signature and timestamp |
| Authentication | Email plus SMS code for verifier; optional KBA for high-value shipments |
| Attachments | Allow PDF/DOCX upload for invoices and customs documents |
| Retention | Auto-save signed PDF to storage for required retention period |
Ensure your platform supports common document formats and integrates with key systems used in fulfillment and accounting.
Confirm connectors for your WMS, ERP, or cloud storage to automate archive and audit-trail capture.
Include shipper and consignee legal names, pickup address, destination, carrier, and purchase order number so the shipment maps to billing and customs records without manual lookup.
List each SKU or part number with description, quantity per package, unit value, and any lot or serial numbers to support inventory reconciliation and claims.
Record package IDs, gross weight, cubic dimensions, and palletization details to allow carriers to price accurately and to plan container or trailer loading sequences.
Document fragile labeling, temperature control, stacking limits, and required equipment; this instructs handlers and reduces risk of damage during transit.
Declare hazardous materials, export control status, and any customs harmonized codes to enable compliant cross-border movement and avoid regulatory holds.
Capture preparer and verifier signatures, printed names, timestamps, and optional digital audit data to create a verifiable chain of custody for claims or audits.
Carrier pickup deadline for scheduled load
Time window when carrier accepts tender
Submit export docs prior to departure
File damage claims per carrier SLA
Keep copies per retention policy
All items packed, labeled, and form completed by preparer.
Carrier booking confirmed and pickup window established.
Shipment moves under carrier control and tracking is active.
Receiver confirms receipt and inventory is reconciled to form.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
A regional distributor completes a packout to match SKU counts and pallet IDs before carrier pickup, reducing mismatches by ensuring the receiver has a clear inventory list
An exporter adds harmonized tariff codes and export license references to the packout; customs broker verifies values prior to vessel cutoff
Maria Lopez, Logistics Manager. Responsible for final pack verification and signing for outbound shipments. Authorized to certify quantities, weights, and special handling instructions before carrier tender and to sign on behalf of the shipper for routine consignments.
Tom Jenkins, Shipping Coordinator. Completes itemization and package labeling, attaches the Packout Form, and obtains the carrier acceptance signature. Acts as the day-to-day signer for low-value shipments and raises exceptions for high-value or hazmat consignments.