Frequently Asked Questions

About the toolkit, your data, PDF export and Pro.

Frequently asked questions

Do I need an account or an installation?
No. The whole toolkit is a static web app. Open a tool, fill in the fields and print. Nothing is installed and no sign-up is required.
Is my customer data uploaded?
No, not by default. Entries are stored in your browser localStorage. Cloud sync is OFF by default; nothing leaves your device unless you explicitly turn it on in the toolbar. See the Privacy Policy.
Which documents are free?
Ten core documents (quotation, proforma invoice, purchase order, trade contract, commercial invoice, packing list, cost estimation, booking note, shipping advice, price list) plus all 20 utility tools. Free PDFs carry a small footer watermark.
How do I get a PDF?
Open Export in the toolbar to download a real PDF file directly (Chinese text supported), or use browser Print → Save as PDF. A4 print CSS keeps headers, tables and signature blocks aligned. Drafts can be saved and resumed later.
Which export formats are available?
PDF (direct download), Excel (.xls), CSV, a self-contained HTML file and a JSON archive snapshot. PDF, print and HTML can carry a DRAFT or CONFIDENTIAL watermark plus a simulated round stamp. The JSON snapshot freezes the values at export time, so later edits to the master data never change a historical document; import it again to restore.
Can one order fill several documents at once?
Yes. Open the “One Deal, One Flow” workspace from the home page: pick a ready-made document set, apply the master data once, open the documents in sequence, or export the whole set as one PDF / Excel / JSON file. Shared fields and item lines are carried over automatically, including into the packing list and customs documents.
Which template version am I using, and how are updates handled?
Every document shows its template version (currently v1.1.0), the standard edition it follows and a scheduled review date. Standard revisions are published as new site versions; a JSON archive keeps the exact values you exported. Online purchasing is not enabled yet, so there is currently no price or renewal fee; pricing and any future update-package terms will be published here before a paid option is offered.
Are these official customs forms or certificates?
No. They are reference templates. Official declarations and certificates of origin must be filed or issued by the competent authority. Read the Terms of Use.
Which standards do the templates follow?
Incoterms 2020, UCP 600 / ISBP 745 / URC 522, HS 2022, IMDG 42-24, IATA DGR 67, ISPM 15, SOLAS VI/2, EU 2019/1020 and EU CBAM (definitive period from 2026). Every document page lists its own standard edition and review date.
Does the exchange-rate tool use live rates?
Yes. It fetches same-day rates through the site /api/rates proxy (USD base, 166 currencies, 6-hour edge cache) with a fallback chain of public providers. You can also type a manual rate.
How many languages are supported?
Twelve: English, Chinese (Simplified), Chinese (Traditional), Spanish, French, Portuguese, Russian, German, Japanese, Korean, Arabic and Italian. Interface labels are translated; the data you type is never auto-translated.
How do I contact you or request deletion?
Write to [email protected] (replace this address with your real support mailbox before going live). For local data, clearing site data in your browser is immediate and complete.