🚢 Freight and logistics template
Import shipment documents template
An import shipment checklist for forwarders and customs brokers: the commercial invoice, packing list, transport document, ISF details and customs power of attorney to collect before cargo arrives.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Import shipment"
- Usually repeats
- As needed
Ask the client for
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Commercial invoice
With seller, buyer, description, quantity, value, currency and Incoterms.
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Packing list
Weights, dimensions and package counts.
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Bill of lading or air waybill
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ISF (10+2) details for ocean shipments
Needed at least 24 hours before the cargo is loaded at origin.
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Signed customs power of attorney
Only for new importers.
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Certificate of origin, if claiming a trade agreement
Your steps
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File the customs entry
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Arrange delivery
Tips
- Set the ISF item's due date from the vessel's loading date, not its arrival.
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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