Construction Submittal Form template and PDF guide (Construction)...
Prepare submittal documentation online, then generate a PDF package for review workflows. Use this to formally submit product data, shop drawings, samples, or material...
When to use this template
Prepare submittal documentation online, then generate a PDF package for review workflows. Use this to formally submit product data, shop drawings, samples, or material certifications to the architect or engineer for review and approval before purchasing or installing the specified item.
What to include
- Submittal number, project name, date, spec section and article being addressed, the item or product being submitted, and the name of the contractor or subcontractor making the submission.
- Description of the submitted item including manufacturer, product name, model number, finish or color, performance ratings, and how it meets or differs from the specification requirements.
- Attached documentation such as product data sheets, shop drawings with dimensions, material safety data sheets, test reports, and samples if physical items are being provided.
- Specification compliance statement noting whether the product is an exact spec match or a proposed substitution, and if a substitution, a point-by-point comparison to the specified product.
- Review action requested and routing: spaces for the architect to mark approved, approved as noted, revise and resubmit, or rejected, with return routing to the contractor and subcontractor.
Common questions
- Can I complete this Construction Submittal Form online before routing it?
- Yes. Add references, statuses, and required attachments in-browser before submission.
- Can I save this Construction Submittal Form for ongoing project tracking?
- Yes. With an account, save and update it as approvals, rejections, and revisions are processed.
- Can I generate a review-ready PDF from this Construction Submittal Form?
- Yes. Export a clean PDF for project teams, consultants, and owner records.
- What is the difference between a submittal and an RFI?
- A submittal sends product information for approval before you buy or install. An RFI asks a question to clarify something in the plans or specs. Different purposes, different workflows.
- How far in advance should I submit?
- Check your contract for the required review period, typically 10 to 14 business days. Add your lead time for ordering and fabrication, then work backward from your installation date. Submit early to avoid schedule delays.
- What does approved as noted mean?
- It means the item is approved but the architect has marked corrections or clarifications on your submittal. Review the notes carefully and make sure the product as ordered and installed matches the noted revisions.
- Can I order materials before the submittal is approved?
- Ordering before approval is at your own risk. If the submittal is rejected or revised, you may be stuck with non-returnable materials. Wait for approval unless the schedule makes that impossible and you accept the risk.