Client Feature Guide

Everything clients can do in ExportDoc.

Browse the platform capabilities by area, then use the search box to filter features instantly. Every item below is written as a client-facing bullet so prospects can scan quickly.

Search Features

Showing all feature bullets.

Workspace and Access

5 bullets

A dedicated company workspace for your export operations.
Company registration flow for onboarding new clients and teams.
Role-based access for company admins and internal users.
Company-specific login access for your internal team.
Company profile management with branding and export defaults.

Orders and Operations

6 bullets

Order creation and editing in a structured export workflow.
AI-assisted order drafting for faster first-pass entry.
Line items with product, quantity, pricing, GST, weight, and packaging details.
Scientific name tracking for products inside order line items.
Order status management for operational tracking from draft to dispatch.
Container, seal, stuffing, VGM, and shipment detail capture.

Documents and Templates

6 bullets

Generate export documents from reusable document masters.
Invoice, packing list, and supporting export paperwork in one platform.
Custom field tokens and document variables for flexible templates.
Layout configuration and snapshot support for repeatable output.
Document export and import tools for template portability.
Generated document history linked back to each order.

Customers and Contacts

5 bullets

Customer master with address, tax, banking, and export profile details.
Contact management with contact types such as exporter, consignee, broker, and CHA.
Uploaded customer documents with optional expiry dates.
Customer-specific defaults such as currency, payment terms, and incoterms.
Snapshotting of selected contacts into orders for document consistency.

Compliance and Export Data

5 bullets

GST, IEC, PAN, AD code, LUT/Bond, and export scheme capture.
Compliance fields carried into orders and documents for audit-ready output.
Destination, port, transport mode, freight type, and logistics defaults.
Compliance history reporting across orders.
Support for country-specific and shipment-specific documentation data.

Communication and Collaboration

4 bullets

Mailbox and communication tracking inside your company workspace.
Follow-up visibility for order-related communications.
Customer and order email notifications on key events.
SMTP configuration and email testing per environment.

Reports and Administration

5 bullets

Order, payment, compliance, customer-wise, product-wise, and country-wise reports.
Order and invoice numbering controls.
Invoice settings and company export configuration pages.
Management dashboards for company visibility and operations.
System health checks and configuration support for reliable operations.