Free tool

Trade document checklist

Not just which documents you need, but the order they happen in and why each one matters. Pick your scenario and follow the sequence from quote to payment. Free, no account.

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Which documents, in what order.

The full arc of a commodity deal, from the first NDA to the bill of lading, mapped to the 16 documents TradeFlow generates. Follow it top to bottom - it is the order the deal actually happens in. Tap any document to see what it is for.

1

Protect the conversation

Before anyone shares prices, specs, or contacts, lock down confidentiality and the intermediary chain.

2

Signal serious intent

The buyer shows they are real and ready before the seller commits time and product.

3

Make the offer or order

Whoever moves first puts firm commercial terms on the table. Buyer-led deals start with an ICPO; seller-led deals start with an SCO, then an FCO.

4

Know your counterparty

Both sides confirm who they are dealing with before money moves. This is where compliance lives.

5

Agree the deal

The outline terms become a binding contract.

6

Set the intermediary's commission

Where a broker or agent is involved, their fee is protected in writing.

7

Invoice, pack, and ship

The goods move and payment is claimed. Which transport document you use depends on how it ships.

Supporting documents ride alongside these where the trade needs them - a certificate of origin, an independent inspection or quality certificate, and cargo insurance (the seller provides it under CIF or CIP).

Build any of these, free.

TradeFlow generates all 16 on your own letterhead. Draft one now with no account, or sign up to save, sign, and share them.