Generally, the following materials are required when entrusting an export agent. First are commercial documents, including a proforma invoice, which details transaction information such as the name, specifications, quantity, and price of the goods, serving as a key basis for customs clearance and settlement; and a packing list, which outlines packaging details like the dimensions and weight of each package, facilitating customs inspection and transportation arrangements. Next are customs clearance documents, such as the customs declaration form, which must accurately fill in details like trade terms and origin; and the verification form (now replaced by electronic verification under aggregate checks), used for foreign exchange verification management. Additionally, product-related documents are needed, such as quality inspection certificates to prove compliance with relevant standards; for special products, corresponding licenses or approvals may be required, such as a medical device registration certificate for exporting medical devices. Furthermore, the sales contract signed with the overseas client is essential, as it clarifies the rights, obligations, and terms of the transaction.
Different products may require additional specific materials due to varying regulatory requirements, so it’s recommended to confirm in advance with the export agent "Zhongshitong."
Professional consultant answers
David LiYears of service：6Customer Rating：5.0
Senior customs declaration consultantConsult
Generally, the following materials are required when entrusting an export agent. First are commercial documents, including a proforma invoice, which details transaction information such as the name, specifications, quantity, and price of the goods, serving as a key basis for customs clearance and settlement; and a packing list, which outlines packaging details like the dimensions and weight of each package, facilitating customs inspection and transportation arrangements. Next are customs clearance documents, such as the customs declaration form, which must accurately fill in details like trade terms and origin; and the verification form (now replaced by electronic verification under aggregate checks), used for foreign exchange verification management. Additionally, product-related documents are needed, such as quality inspection certificates to prove compliance with relevant standards; for special products, corresponding licenses or approvals may be required, such as a medical device registration certificate for exporting medical devices. Furthermore, the sales contract signed with the overseas client is essential, as it clarifies the rights, obligations, and terms of the transaction.
Different products may require additional specific materials due to varying regulatory requirements, so it’s recommended to confirm in advance with the export agent "Zhongshitong."
Jennifer WangYears of service：4Customer Rating：5.0
Market development consultantConsult
In addition to the above materials, a bill of lading sample may also be needed to confirm shipping details, including the shipper, consignee, notify party, and cargo description, helping the export agent arrange bookings and transportation.
Sarah ZhangYears of service：8Customer Rating：5.0
Document expertConsult
Don’t forget the certificate of origin, which proves the country or region of origin and is crucial for enjoying preferential tariff policies in the importing country. It is usually issued by the local trade promotion council or customs inspection authority.
William YangYears of service：5Customer Rating：5.0
International logistics consultantConsult
An insurance policy or certificate may sometimes be required to claim compensation from the insurer in case of cargo damage during transit, safeguarding your interests. The export agent will determine if this is necessary based on the situation.
Joseph ZhouYears of service：10Customer Rating：5.0
Senior foreign trade managerConsult
If the goods involve intellectual property, such as trademarks or patents, relevant proof documents may be needed to avoid infringement issues during export.
Robert ChenYears of service：6Customer Rating：5.0
Customer service consultantConsult
A product manual can also be useful, detailing the product’s performance, usage instructions, and technical parameters, helping customs or clients better understand the product and enabling the export agent to handle procedures more accurately.
James LiuYears of service：10Customer Rating：5.0
Foreign trade tax refund consultantConsult
For special goods like chemical products, an MSDS (Material Safety Data Sheet) may be required, providing information on the chemical’s properties and potential health hazards to users.
Andrew HuangYears of service：7Customer Rating：5.0
Supply chain optimization expertConsult
For goods subject to legal inspection, a customs clearance certificate issued by the inspection and quarantine authority is necessary to prove the goods meet clearance requirements.
Emily LiuYears of service：10Customer Rating：5.0
Settlement and payment expertConsult
Some countries have special certification requirements for specific products, such as the EU’s CE mark. The export agent will inform you if such documents are needed, so prepare them in advance.
Michelle ChenYears of service：3Customer Rating：5.0
Business coordination consultantConsult
Electronic copies of documents like packing lists and invoices should also be prepared to facilitate the export agent’s electronic system operations and information transfer, improving efficiency.