Workspace document drafting

Prepare customs-document drafts from the data you already have

Reuse workspace products and shipment details to build consistent worksheets for operations and broker review—without presenting a partial PDF as a filed customs form.

Drafting boundary: generated documents are working drafts, not official CBP forms, ACE transmissions, carrier-issued bills of lading, or a substitute for a licensed customs broker. Review and complete every required field before use.

Available outputs

Structured drafts with clear review boundaries

3461-style draft

Entry / immediate-delivery worksheet

Organizes available importer, product, HTS, origin, and shipment fields in a reviewable worksheet. It is not an official CBP filing.

7501-style draft

Entry-summary worksheet

Creates a line-item summary from workspace data and leaves unsupported or missing filing fields for broker completion.

Trade document

Commercial invoice draft

Carries product descriptions, quantities, values, parties, and available transaction details into a consistent draft.

Shipping draft

Bill-of-lading worksheet

Structures the shipment details available in the workspace while making missing carrier, port, weight, and routing data visible.

A review-first workflow

1. Reuse workspace data

Start with product descriptions, classifications, origin, value, quantity, and the shipment details already recorded.

2. Complete the gaps

Review every populated field and add the parties, ports, transport data, declarations, and calculations the draft cannot infer.

3. Hand off a clean draft

Download a consistent worksheet for internal control or broker completion in the appropriate official system.

Missing fields remain visible for completion

Classifications remain subject to importer/broker review

Duty amounts are estimates until validated for the entry

Official filing occurs outside the generated PDF

Spend less time copying the same product data

Prepare a structured first draft, then keep the qualified reviewer in control of the final document and filing.

Create a workspace