Each of the 30+ trade documents — commercial invoice / packing list / certificate of origin / inspection certificate / fumigation certificate / insurance policy / beneficiary's certificate / shipping advice and more — has its own standard format. SBK ships with the full set of templates: drag-and-drop field editing in a visual editor, automatic mail-merge of order data, and one-click Word / PDF / print output with multilingual support.
Template library + visual editing + data mail-merge + multi-format export
A full set of trade documents: commercial invoice / packing list / certificate of origin / inspection certificate / fumigation certificate / insurance policy / beneficiary's certificate / shipping advice and more
Drag to reposition fields, adjust font size and color, add logo / seal images — no need to know Word VBA or layout tools
Fields are auto-extracted from the order / PI / packing list into the template; the salesperson only needs to confirm
5+ language versions — Chinese / English / Spanish / French / Arabic / Russian — auto-selected by the customer's country
Three output modes: editable Word, locked PDF, or direct paper printing
Electronic seals + salesperson signature images applied automatically, compliant with trade document-issuance standards
Mainstream templates by scenario
Different customers, countries and settlement methods all require different documents. Beyond the common PI / CI / PL, some countries require a beneficiary's certificate (e.g. Bangladesh), a fumigation certificate (wooden packaging), an inspection certificate (agricultural products) or an insurance policy (mandatory for CIF contracts). SBK builds in 30+ mainstream templates.
Acme Corp custom CI template tweaks
Customers occasionally ask to put the logo in the top-right, bold the bank account, or add a separate line for Country of Origin — which used to require a layout specialist to edit the Word template. SBK's visual editor lets you do it by dragging, even a newcomer can, and you save it as a customer-specific template afterward.
Placeholders bound to source SO-2026-0418
Making a packing list used to mean copying the order product list → pasting into Excel → recalculating gross/net weights → copying into the PL template → adjusting column widths. SBK's templates have field placeholders pre-set, so order data auto-fills the matching positions by field name, and the salesperson just confirms before exporting.
Furniture exports require a fumigation certificate; the salesperson selects the template, fills in the fumigation number + date, and issues it to the forwarder in 3 minutes.
A long-standing German customer requires all documents with the logo top-left + bold bank account; saved as a customer-specific template, it's reused on new orders.
A Saudi customer requires a trilingual Chinese-English-Arabic CI; the system supports Arabic template rendering, compliant with SASO requirements.
Before negotiation, bundle the PI / CI / PL / B/L / C/O / policy / beneficiary's certificate in one click and send the complete PDF to the presenting bank.
From PI / CI to certificate of origin / packing list — all generated from templates
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