Description
PREPARE · SHIP · RECONCILE
Export documentation Excel templates, from quotation to payment follow-up.
Turn your shipment details into a connected working document set. Prepare invoices and packing lists, organise certificate evidence, review your quote and keep payment follow-ups in one reusable Excel bundle.
6 workbooks · 78 worksheets · 12 linked shipment document views
For first-time exporters, merchant exporters, manufacturers and established export operations teams in India.
Enter shared details once
Shipment inputs, product lines and package groups feed the linked document views. Review the outputs before issue.
Keep follow-ups visible
Track partial receipts, bank charges, invoice allocations, EGM status and eBRC preparation in working registers.
Learn from an example
Follow a fictional completed shipment, then use the blank workbook for your own verified transaction.
What you receive: six Excel workbooks
The ZIP contains six editable XLSX files, a getting-started HTML guide and a business-use licence. The 78-tab total includes 17 tabs in the worked example; the other five files contain 61 worksheets.
01 / Start Here & Document Map
7 worksheets. Beginner roadmap, 38-document workflow map, product-specific considerations, current-rule notes, glossary and 22 official research references.
02 / Linked Shipment Documents
17 worksheets. Shared inputs, product lines, package groups and consistency checks support 12 linked document views.
03 / Certificates & Filing Preparation
17 worksheets. Prepare origin and inspection information, insurance requests, customs particulars and evidence registers.
04 / Banking, Customs & Realization
13 worksheets. Reconcile invoices and receipts, allocate partial payments and manage bank, eBRC and EGM follow-ups.
05 / Costing & Exporter Operations
7 worksheets. Quote costing, buyer review, supplier purchase orders, policy checks, LC review and record retention.
06 / Worked Shipment Example
17 worksheets. Fictional data demonstrates a USD 2,660 shipment and a USD 2,160 balance after an advance. For training, not transaction use.
Pre-shipment and post-shipment document templates
Use the document map to select the forms relevant to your product, destination, payment terms and shipment. Commercial invoices and packing lists are normally prepared before clearance and remain part of the post-shipment document set.
Invoices, contracts & packing
- Proforma invoice format for export
- Editable export sales contract
- Commercial invoice template in Excel
- Export packing list template
- Commercial invoice cum packing list
- Commercial credit/debit adjustment note
Shipping & bank presentation
- Shipper’s shipping instructions
- Shipment advice to the buyer
- Bank document presentation cover
- Bill of exchange draft for bank review
- Shipping marks
- Beneficiary declaration
Certificate and customs preparation worksheets
Certificate of origin application, ASEAN–India Form AI preparation, origin evidence, phytosanitary preparation, insurance request, treatment/fumigation request, health inspection and laboratory test requests. Also includes shipping bill preparation, transport-document review, LUT preparation, GST review, VGM and container records, eSANCHIT and certificate registers.
Certificate sheets prepare information and track evidence. Official certificates must be issued by the appropriate authority, insurer or authorised provider. The bundle does not issue certificates, generate an eBRC or GST IRN, file an EGM or shipping bill, or connect to bank and government portals.
Bank realization, eBRC and EGM follow-up tools
Maintain a separate invoice ledger, receipt register and allocation register so one invoice can be matched to more than one receipt. Review bank charges, outstanding balances, duplicate references, currency mismatches and over-allocation alerts.
Use the eBRC preparation sheet to organise remittance and shipment references. The EGM follow-up tracker records actual filing status and issues to resolve with the carrier or authorised filer. Bank requests, document dispatch, discrepancy and claims registers help keep the evidence together. A zero balance alone does not establish bank closure.
See the actual workbook before you buy
These screenshots show the supplied worked example. Parties, identifiers and figures are fictional. Yellow cells are inputs; blue-grey cells contain linked results.
A practical workflow for new and established exporters
- Choose your documents. Read the roadmap and confirm the requirements for your actual shipment.
- Learn, then enter your data. Review the example and save a fresh copy of the blank shipment workbook.
- Prepare and check. Complete shared inputs, items and packages. Review calculations and consistency checks. Save accepted quotations and contracts separately.
- Issue and follow through. Review print previews, issue the agreed documents, obtain actual certificates and record shipment and payment evidence.
New exporters get a guided starting point. Established teams get reusable forms and registers for consistent record-keeping. Create one shipment file per shipment; use the banking workbook across multiple shipments.
How this differs from the Export Starter Toolkit
| Choose for | Documentation Excel Bundle | Starter Toolkit |
|---|---|---|
| Main purpose | Shipment documents, certificate preparation and payment records | Initial export planning, buyer messages and costing |
| Files | 6 XLSX workbooks + guide + licence | Playbook, buyer-message pack and standalone costing calculator |
| Price, including applicable GST | ₹4,999 | ₹1,499 |
The Starter Toolkit is sold separately and is not included in this Excel bundle. Compare the contents with the Export Starter Toolkit before buying.
Specifications and practical limits
- Format: one ZIP with six macro-free XLSX workbooks, an HTML guide and TXT licence; English; version 1.0.
- Software: ZIP extraction and desktop Microsoft Excel. Tested in desktop Excel; formatting and behaviour in other spreadsheet apps may differ.
- Shipment capacity: 12 product lines and 20 package groups. Mixed-SKU cartons need a separately reviewed packing allocation.
- Banking capacity: 100 invoices, 100 receipts and 200 allocation rows. Dashboard totals use one selected currency at a time.
- Customisation: editable inputs and formulas, with print areas. Larger transactions need reviewed continuation sheets or formula/range extensions.
- Research: official references checked 10 October 2026. Verify current product, destination, customs, tax and banking requirements for each transaction.
Frequently asked questions
Is this suitable for my first export shipment?
Yes, it includes a roadmap, document map, instructions and a completed fictional example. You still need to confirm which documents your buyer, bank, carrier and authorities require.
Can an established exporter reuse it?
Yes. Keep an untouched master, create a shipment copy and use the multi-shipment banking registers for your own business. The included licence permits internal copies and completed documents for your transactions.
Are the certificates official or ready to submit?
No. Origin, Form AI, phytosanitary and insurance worksheets support applications and evidence collection. Obtain genuine issued documents and use the prescribed filing process where required.
Does it work automatically with DGFT, ICEGATE or my bank?
No portal uploads, bank feeds, live exchange rates or automatic number-to-words conversion are included. GST tax amounts and actual IRN/QR particulars need your accounting process.
How do I receive the files?
After confirmed payment, use the download link on your order confirmation page or order email. Eligible downloads are also available in My Account when you create an account. Extract the ZIP and open the start guide. No physical product or shipping fee applies.
Can I resell the templates or use them for multiple clients?
The standard licence covers one purchasing business. Completed transaction documents may be shared with intended counterparties. Blank templates and source files may not be resold or redistributed. Contact the seller for a multi-client licence.
Build a reusable export-document workflow.
Blank working templates, linked forms, follow-up registers and a worked example in one download.
₹4,999
Including applicable GST · One-time purchase · Single-business licence
Published by Start Export India, operated by Dinesh Haresh Aswani. File-access support: startexportindiaa@gmail.com. See our digital delivery, refund and cancellation policies.
Templates support preparation and record-keeping. They do not replace transaction-specific professional review or guarantee regulatory, bank or buyer acceptance. No ongoing update schedule or personalised consulting is included.
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