Trade Compliance Scope of Work Form

Trade compliance is a critical function for businesses engaged in international trade, and having a clear scope of work is essential for ensuring regulatory adherence and minimizing risk. This Trade Compliance Scope of Work Form template helps organizations define project parameters, requirements, and deliverables for trade compliance initiatives—whether you're conducting classification reviews, managing export licensing, screening restricted parties, preparing for audits, or implementing training programs.

Built for compliance officers, legal teams, logistics managers, and consulting firms, this template streamlines the scoping process by capturing all relevant details in one structured document. Instead of juggling spreadsheets, emails, and PDF attachments, you can collect project information, client requirements, and deliverables through a single branded form that integrates seamlessly with your existing workflow.

Paperform makes it easy to customize this template to match your organization's specific compliance frameworks and client needs. Add conditional logic to show or hide sections based on service type, use calculation fields to estimate project timelines and costs, and connect responses directly to your CRM, project management tools, or contract workflows via Stepper automation.

For compliance consulting firms working with multiple clients, this template can be embedded on your website, shared via custom domains, or sent directly to stakeholders. Once submitted, you can use Papersign to convert scope agreements into legally binding contracts with eSignature capabilities, creating a seamless handoff from scoping to project execution.

Whether you're a freight forwarder setting up compliance programs, a manufacturer navigating export controls, or a third-party logistics provider managing customs documentation, this template provides the structure you need to define scope, align expectations, and deliver compliant trade operations with confidence.