Shipper & Consignee
Full legal names, billing party, full addresses, contact phone and email for both shipper and consignee.
A complete template reduces delays, customs refusals, and carrier chargebacks by standardizing information and reducing ambiguity across handoffs.
Shipping instructions are used by export/import teams, freight forwarders, carriers, customs brokers, and receiving agents to coordinate movement and compliance.
Keep a designated point of contact and version control so every party acts on the same set of instructions.
Full legal names, billing party, full addresses, contact phone and email for both shipper and consignee.
HS Tariff code, detailed description, quantity, unit of measure, gross/net weight, and NMFC/IMDG class when applicable.
Preferred carrier, service level, routing stops, pick-up and delivery windows, and carrier account numbers.
Package type, dimensions, pieces per pallet, marking and labeling instructions, and special handling notes.
Incoterm, country of origin, commercial invoice references, import/export license numbers, and brokerage instructions.
Signature blocks for preparer and approver, printed name, title, and an effective date formatted MM/DD/YYYY.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or stronger KBA as needed |
| Expiration | Set document expiry (e.g., 14 days) to close stale requests |
| Reminders | Automated reminders at 3 and 7 days |
| Conditional Fields | Show customs fields only for cross-border shipments |
Use a platform that supports PDF and DOCX uploads, audit trails, and common integrations to ensure reliable eSubmission.
Ensure the chosen solution supports your organization’s authentication level, retention policy, and any required compliance addenda.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |