Process kits for freight forwarding and transport companies

Name: Any 3 process kits (bundle)
Brand: Steplane
Price: 99 EUR
Availability: InStock

Updated 19 October 2026 · Steplane is built by Paul, a logistics process specialist with over 13 years in logistics, including at some of the biggest freight forwarders in the world.

Steplane sells six process kits for freight forwarding and transport companies. Each kit is a written procedure with owners and records plus editable Word and Excel templates, in EU and US versions. One kit costs €49 (about $55), any three €99 and all six €199, one-time.

Key facts

One kit €49 (about $55); any 3 kits €99 (about $110); all 6 kits €199 (about $225). One-time, paid in euros.
Every kit starts with a process and rollout plan: steps, owners, triggers, records and five checks to make the team follow it.
EU versions use VAT, CMR and A4; US versions use sales tax, bill of lading and Letter paper.
Built for ISO 9001, AEO or CTPAT and customer audits as a starting point.

The six kits

Quote-to-invoice kitQuote template with exclusions, extras log, invoice checklist and payment reminders for forwarders and trucking. EU and US versions, €49 (about $55).Booking and carrier kitBooking kit for forwarders and brokers: transport order or rate confirmation, booking checklist, carrier register with margin check. €49 (about $55).Carrier onboarding kitCarrier onboarding kit: checklist, carrier information form, agreement and rate sheet, register with expiry warnings. EU and US. €49 (about $55).Claims and damage kitFreight claims kit: damage report form, claim letters to the carrier, letters to the customer, claims log with CMR and US deadlines. €49 (about $55).Customer onboarding and credit kitCustomer onboarding kit: new customer form, company and credit check, customer register with credit limits, trading terms summary. EU and US, €49.Shipment documents and customs kitCustoms documents kit for forwarders: document checklist by mode, broker or agent instructions, request emails, document register. EU and US, €49.

€199 (about $225) · all 6 kits

Every core process of a freight or transport company, documented the same way.

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