With Shipzy, we have significantly reduced document errors, resulting in smoother customs clearance and improved customer satisfaction. It's easy to find all documents in one place. Show More
Tiles Exporter - Morbi
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Checklist
Track document readiness for every shipment in one place. Define the list of required documents (for example: Commercial Invoice, Packing List, BL draft/AWB details, Certificate of Origin, Shipping Instructions, SLI reference when required, Hazmat/Non-DG declaration if applicable). As each document is created or uploaded, the checklist updates automatically green for done, red for pending.
Here’s how we can help you
- Set required documents at the Proforma Invoice / Sales Order stage (so the team knows what “complete” looks like).
- Auto-status updates: a document is marked complete the moment it’s generated or attached.
- Clear traffic-light view (done vs. pending) across all orders/shipments.
- Sort and search by shipment, customer/consignee, or document type.
- Drill down to open the missing document directly from the checklist, so nothing gets stuck .
Our Clients
Operational Checklist for Export Documents
In global trade, missing paperwork causes the most painful delays cargo holds, missed cutoffs, rework with forwarders, and last-minute “please resend the latest version” requests.
Shipzy’s Checklist ensures every required document is accounted for before dispatch, and gives managers one screen to spot what’s pending.
Managing logistics
The Checklist stays connected to your workflow orders, documents, shipments, and your document repository - so the status is always current. This helps your team move faster while staying structured and audit-ready..
It also fits well alongside logistics and supply chain management software (and a TMS system) because it keeps trade documents aligned with shipment progress.
Auto-Update:
When a required document is generated inside Shipzy, the checklist marks it complete automatically. No manual ticking, no separate tracker, no spreadsheet follow-ups.
Upload & Update:
If a document is created outside Shipzy (for example: carrier-issued BL, a third-party inspection certificate, or a signed COO), you can upload it into Shipzy Drive under that shipment/order folder-and the checklist will mark it complete.
This blended approach means Shipzy tracks both generated and uploaded documents, giving you one unified view of what’s ready and what’s still pending.
Automatic packing list data entry
You don’t need to re-type the same shipment details across multiple documents. Shipzy uses structured order and shipment data (items, quantities, packaging, weights, parties) so documents stay consistent-and the checklist stays accurate.
This is why teams evaluating global trade management software, trade documentation software / SCM software, and compliance software solutions care about checklists: consistency prevents delays.
Customer satisfaction and streamline your shipping process
When documents are complete and consistent, buyers get faster updates, forwarders ask fewer questions, and shipments move with fewer exceptions. A clean checklist reduces “firefighting” and improves reliability-especially when you’re handling many shipments in parallel.
With shipzy, we have significantly reduced document errors, resulting in smoother customs clearance and improved customer satisfaction. It's easy to find all documents in one place.
Tiles exporter - morbi
Shipzy is a game-changer for our export businesses. It has revolutionised our documentation process, saving us hours of manual work. The ability to create documents from anywhere is truly amazing!
Jitendra shah - spice exporter
It has been a rewarding experience working with this Shipzy Export Import Software on our recent software development project, and we are extremely pleased with the results. Mukesh Bhai and Pinal Ma'am are both exceptionally supportive, innovative in their ideas, and quick to respond to any queries or challenges we presented. They consistently delivered high-quality work within our budget and on time and always honoring their commitments. One of the most impressive aspects of working with them is their ability to align innovation with our working patterns, allowing us to achieve smoother operations and significant manpower cost savings. Their team specially Jadeja Bhai and others are not only highly skilled but also cooperative and dedicated to ensuring the success of the project. We highly recommend their services to anyone looking for a reliable and efficient partner in software development.
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Checklist FAQs
What is the Checklist feature in Shipzy?
The Checklist is a shipment-level task and document tracker. It shows what documents are required, what’s completed, and what’s still pending so nothing is missed before dispatch.
What documents can we include in a US export checklist?
You can include documents like Commercial Invoice, Packing List, Shipping Instructions, BL draft or AWB details, Certificate of Origin (COO), Shipper’s Letter of Instruction (SLI), and hazmat or non-DG documents when applicable. You can also track EEI or ITN references when required.
Does the checklist update automatically when a document is created ?
Yes. When a document is generated or attached in Shipzy, the checklist can automatically mark it as complete.
Can we upload third-party documents and still complete the checklist?
Yes. If a document is issued outside Shipzy, such as a carrier BL, inspection certificate, insurance certificate, or signed COO, you can upload it to the shipment folder and complete it through the same workflow.
Can we create different checklists by product type or shipment type?
Yes. Many teams use different checklists for food and agri versus chemicals versus pharma, and for air versus ocean shipments, based on buyer and destination requirements.
How does Shipzy help prevent wrong version document issues?
Shipzy keeps documents stored per shipment and helps teams work from the latest approved version, reducing back-and-forth with buyers, forwarders, and brokers.
Does the checklist help with compliance and audits?
Yes. A structured checklist with document history makes it easier to show what was prepared, what was shared, and what version was approved, supporting compliance readiness.