Customs Broker Performance Evaluation Form

When managing international supply chains, your customs broker is a critical partner in ensuring smooth cross-border operations. This Customs Broker Performance Evaluation Form helps import/export businesses systematically assess broker performance across the metrics that matter most: customs clearance speed, documentation accuracy, duty optimization strategies, and regulatory compliance.

Built for logistics managers, procurement teams, and trade compliance officers, this template provides a structured framework to evaluate broker relationships, identify service gaps, and make informed decisions about continuing or changing partnerships. Whether you're conducting quarterly reviews or responding to recurring issues, this form captures both quantitative metrics and qualitative feedback.

Why Paperform for customs broker evaluations?

Paperform's conditional logic ensures evaluators only see relevant follow-up questions based on performance ratings, while calculation fields can aggregate scores across different performance dimensions. The professional, on-brand design means you can share this evaluation with stakeholders or even send it to multiple team members for collaborative assessment.

Once submitted, use Stepper (stepper.io) to automatically route evaluations for review, trigger follow-up conversations with underperforming brokers, or update your supplier management system—keeping your procurement and compliance workflows running smoothly without manual data entry.

For businesses managing multiple brokers across different trade lanes or regions, this template provides the consistency and documentation needed to maintain high standards across your entire customs clearance operation.