🚢 Freight and logistics template
Export shipment documents template
An export shipment checklist: the shipper's letter of instruction, commercial invoice, packing list and export filing details to collect before booking and cutoff.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Export shipment"
- Usually repeats
- As needed
Ask the client for
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Shipper's letter of instruction
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Commercial invoice
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Packing list
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Schedule B or HS codes for each product
Needed for the export filing.
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Export license, if the goods need one
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Cargo ready date and pickup address
Your steps
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Book space and file the export declaration
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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