Everything You Need to Know Before Getting Started
1. What does the platform help freight forwarders manage?
The platform helps freight forwarders manage customer onboarding, shipment documentation, document verification, booking coordination, container tracking, and customs-related workflows from one centralized system.
2. Can the system handle document verification before customs submission?
Yes. The platform is designed to support document validation before submission by helping teams review key files such as bills of sale, powers of attorney, titles, and other shipment-related documents to reduce errors and missing information.
3. Can I try the platform before purchasing?
Yes. We offer a 7-day free trial so you can explore the platform, test its workflow, and see how it fits your freight documentation and shipment operations before making a decision.
4. Does the platform support shipment and container management?
Yes. In addition to documentation workflows, the platform can support shipment coordination, voyage handling, container management, and operational tracking to keep freight processes organized from start to finish.
5. How does AI support the workflow?
AI helps identify missing or incomplete information, flag potential document issues, reduce manual mistakes, and assist teams in managing documentation and shipment workflows more efficiently.
6. Can the platform integrate with external systems?
Yes. The platform can connect with external systems used for booking, shipment operations, and related logistics processes, helping teams keep workflows synchronized and avoid duplicate manual work.
7. How secure is our company data on the platform?
The platform uses industry-standard encryption protocols and secure cloud servers to ensure all your shipment details, documentation, and customer data remain completely safe and confidential.
8. Can we customize document templates for different countries?
The platform allows you to customize shipping bills, compliance documents, and invoices to match the specific regulatory formats of different international ports.
9. Does Portdox offer automated notifications for delays?
The system monitors container tracking and ETAs dynamically, helping teams stay updated and send alerts if any terminal or voyage delays occur.
10. Do you provide training or support for onboarding teams?
We provide comprehensive onboarding support, tutorials, and guided documentation to ensure your team can smoothly transition and start managing freight workflows efficiently.


