Customs Broker Importer NDA & Agreement

Protect Your Import Operations with a Professional Customs Broker NDA

When working with customs brokers, importers need to share sensitive information about shipment contents, proprietary tariff classifications, and trade secrets. This Customs Broker Importer NDA & Agreement template provides customs brokers and import/export businesses with a comprehensive solution that combines confidentiality protection with streamlined payment processing.

Built for International Trade Professionals

Whether you're a licensed customs broker managing multiple importers or a business importing goods internationally, this template addresses the unique confidentiality requirements of the customs brokerage industry. It covers protection for shipment manifests, HS code classifications, supplier relationships, pricing structures, and proprietary logistics strategies—all critical elements that require ironclad confidentiality.

The form includes conditional logic that adapts based on the type of goods being imported and the scope of services required, making it suitable for everything from one-time shipments to ongoing brokerage relationships.

Streamlined Payment Processing with Paperform

Beyond the NDA itself, this template integrates secure payment collection for brokerage fees directly into the agreement workflow. Connect your Stripe, PayPal, or Square account to collect retainers, per-shipment fees, or ongoing service payments as part of the onboarding process. This eliminates the need for separate invoicing systems and ensures you're paid before commencing sensitive work.

Automate Your Brokerage Workflow with Stepper

Once an importer submits this form, you can use Stepper to automatically trigger your entire onboarding workflow: send the completed NDA to your document management system, create a new client record in your CRM, notify your operations team, and generate welcome packets with next steps. Stepper's AI-native automation connects Paperform to your existing tools without writing code, keeping your brokerage operations running smoothly as you scale.

Secure eSignatures with Papersign

For additional legal protection, integrate Papersign to convert form submissions into formal eSignature documents. Both parties can digitally sign the NDA, creating a legally binding agreement with a complete audit trail—perfect for customs brokers who need to demonstrate compliance with trade regulations and confidentiality requirements.

Professional, Compliant & Conversion-Optimized

This template is designed to look professional while maintaining high completion rates. The multi-page layout breaks complex legal information into digestible sections, and the form can be customized with your brokerage's branding. Paperform is SOC 2 Type II compliant, ensuring your clients' sensitive trade data is handled securely from submission through storage.

Trusted by logistics companies, freight forwarders, and customs brokerages worldwide, this template helps you protect confidential information while streamlining client onboarding and payment collection in one professional workflow.