Automated Custom Documents
Let OrderNXT automatically creates your customs documents and upload to your carrier with fewer steps.
Stop chasing paperwork. With OrderNXT, you define client-specific templates once and we auto-generate the right documents from order data—then auto-deliver them to the correct destination (carrier portals where supported, email). Your team ships; the documents take care of themselves.
Why teams choose Automated Custom Documents
Zero manual uploads: Generate and send documents automatically at the right moment in your workflow.
Consistent branding: Logos, colors, and copy per client/brand so every PDF looks professional.
Fewer errors: Pulls from a single source of truth (orders, products, customers) to reduce typos and mismatches.
Faster SLAs: Documents are created on events like order paid, label created, pickup scheduled, return approved.
Auditable & reliable: Every file has a timeline entry—what was created, by whom/which rule, and where it was sent.
What you can automatically create & send
Client-specific docs: packing slips, delivery notes, pro-forma invoices, RMAs/return instructions, handover/manifest sheets, complaint/claim forms, credit notes, return labels (with your returns rules).
Operational docs: warehouse pick lists, carton content sheets, pallet labels, hand-off summaries.
Customer comms attachments: branded PDFs sent with order confirmation/fulfillment emails.
Triggers, rules & destinations
Triggers: order created/paid, label purchased, pickup scheduled, out for delivery/delivered, return requested/approved.
Rules: if/else logic by country, weight, order value, payment type (e.g., COD), service level, tags, client, warehouse.
Destinations:
Cloud drives: Google Drive, OneDrive/SharePoint, S3 (organized by folders/naming patterns).
Email: to customer, client, accounting or carrier contacts (with CC/BCC and subject templates).
Templates & data mapping
Template once, reuse forever: build a reusable template per client/brand or per document type.
Dynamic fields: order/customer details, line items, prices/taxes, carrier/service, tracking links, dates, warehouse info.
Conditional blocks: show/hide fields (e.g., “If international → include exporter/importer details”).
Localization: auto-format dates/numbers and switch language/currency per destination market.
How it works (rollout in minutes)
Create a template (brand, layout, dynamic placeholders).
Map data fields from your orders/products/customers.
Set triggers & destinations (when to generate, where to send/store).
Test with recent orders, verify a few edge cases.
Go live—documents flow automatically; see events in the order timeline.
Built for real operations
Multi-brand, multi-client: separate templates, assets and rules per account/brand.
Versioning & previews: safe edits with test previews before publishing.
Access control: edit templates vs. view documents.
Common use cases
3PLs & agencies: generate each client’s branded paperwork without touching design files again.
D2C brands: attach return instructions and packing slips automatically in customer emails.
Marketplaces & dropship: standardize documents across vendors while honoring brand differences.
Finance & CS teams: auto-send credit notes, claim forms or proof-of-delivery to the right inbox.
FAQs
What file formats do you support?
PDF is standard for branded docs. CSV/JSON exports are available when a system needs structured data via SFTP/API.
Can I send different templates per market or brand?
Yes—choose templates by client, channel, language, currency, country or tags.
Can documents be routed to multiple places?
Yes—add multiple destinations (e.g., email) per rule.
Do you support digital signatures/stamps?
You can embed signature images/blocks into templates and lock layout to prevent accidental edits.
What if a document fails to send?
You’ll see a clear error and can retry or change the destination without leaving the order.
How is this different from customs paperwork?
This feature handles client-specific custom documents. For cross-border shipments, use Automated Customs Documents to generate commercial invoices, CN23/CP71 and ETD from order data.
