Confirm the shipment profile
Write down origin, destination, cargo type, declared value, and delivery window before you request a quote or generate paperwork.
Identify who is the shipper of record
Make sure the legal shipper name, address, and contact details are consistent across every file you plan to issue.
Match the lane to the right paperwork
Domestic, cross-border, commercial, and dangerous goods shipments all push you into different document requirements.
Check carrier requirements early
Many delays come from carriers asking for missing references, insurance details, or handling instructions after pickup is already booked.
Review customs and commodity data
International shipments should have consistent commodity descriptions and supporting commercial information before handoff.
Set the operating contact
Decide who receives status updates, exceptions, and approval requests so shipment issues do not stall in someone’s inbox.
Lock the handoff plan
Before pickup day, confirm document delivery, carrier assignment, and the exact point where Freightly or your team takes over.