Import/Export Brokerage Service Order Form

Streamline Your Import/Export Orders with Paperform

Running an import/export brokerage means juggling complex logistics, compliance requirements, and client communications—often across multiple time zones. This Import/Export Brokerage Service Order Form template is built specifically for freight forwarders, customs brokers, and international trade companies who need a professional, branded checkout experience that captures every critical detail upfront.

Why this template works for import/export businesses

Instead of chasing clients for commodity codes, insurance preferences, or customs documentation via endless email threads, this form collects everything in one place: shipment details, HS code classification, origin and destination ports, customs clearance service levels, and insurance coverage—all with clear pricing that updates in real time as clients select their options.

The built-in payment integration means you can collect deposits or full payment at the point of order, reducing payment delays and improving cash flow. Conditional logic shows relevant questions based on service selections, keeping the experience clean and professional for your clients.

Connect your workflow with Stepper

Once a client submits their order, you can use Stepper to automate what happens next: create a job in your TMS or ERP, notify your operations team via Slack or email, generate a service agreement with Papersign for electronic signature, and keep your CRM updated—all without manual data entry. Stepper's AI-native automation turns each submission into a tracked, multi-step workflow that keeps your team and clients aligned.

Built for trade professionals who care about brand and compliance

Whether you're a boutique customs broker or a growing freight forwarding operation, this template gives you a polished, on-brand order form that instills confidence. Customize fonts, colors, and add your logo to match your brand, then embed the form on your website or share it as a standalone link.

With Paperform's SOC 2 Type II compliance and flexible integrations, you get enterprise-grade security with SMB-friendly simplicity—perfect for businesses handling sensitive trade data and international transactions. Start converting inquiries into confirmed orders with clear pricing, transparent service options, and a seamless payment experience.