Import/Export Business Client Data Consent Form

Streamline International Trade Compliance with Paperform

If you're running an import/export business, freight forwarding operation, or customs brokerage, you know that handling client data comes with serious responsibility. From customs documentation and shipping manifests to supplier details and international payment information, you're processing sensitive commercial data that crosses borders and jurisdictions every day.

This Import/Export Business Client Data Consent Form template helps you meet GDPR, data protection, and international compliance requirements while building trust with your clients. Instead of buried terms in a contract or verbal agreements, you get clear, documented consent for every type of data processing your business needs to perform.

Built for freight forwarders, customs brokers, and trade compliance professionals

Whether you're a customs broker preparing documentation for clearance, a freight forwarder coordinating international shipments, or a trade compliance consultant managing supplier networks, this template covers the full spectrum of data processing activities common in import/export operations. Your clients can review exactly what information you'll collect, why you need it, where it will be stored, and who will have access.

The form walks clients through consent for customs and regulatory filings, shipping and logistics coordination, compliance record-keeping, supplier and vendor information management, and international payment processing. Each section is clearly explained so clients understand the operational necessity while you maintain a complete audit trail.

Automate follow-up with Stepper workflows

Once consent is captured, you can use Stepper to automate what happens next. Trigger a workflow that updates your CRM with consent status, notifies your compliance team, creates a client record in your trade management system, or sends a welcome packet with next steps. If a client opts out of certain data processing, Stepper can flag that record and ensure your operations team knows to handle their account differently.

Secure, compliant, and audit-ready

This template is designed to meet the documentation requirements of data protection regulations including GDPR, and provides a timestamped record of consent that can be retrieved for audits or client requests. Paperform is SOC 2 Type II compliant, so you can trust that the consent records themselves are stored securely and handled according to industry best practices.

For import/export businesses operating across multiple jurisdictions, having clear, documented consent isn't just good practice—it's essential for compliance, client trust, and business continuity. Use this template to protect your business while delivering the seamless service your clients expect.