Project ID
Project name, location, contract number and relevant drawing references used to link the submittal to scope and pay items.
A standardized submittal format shortens review cycles, reduces installation errors, and documents approval decisions for quality control and claims avoidance. Clear records support compliance with contract terms and applicable building regulations.
Roles vary by project size; responsibilities and approval authority should be documented in the project submittal register and contract submittal sections.
Project name, location, contract number and relevant drawing references used to link the submittal to scope and pay items.
Specify whether the package is a shop drawing, product data, sample, or mockup and reference contract spec section.
Catalog sheets, performance data, installation instructions, and compatibility notes for all proposed materials and assemblies.
Revision number, history of changes, and cross-references to prior responses so reviewers see the evolution of the submission.
High-resolution drawings, cut-sheets, test reports, color samples, and specified-format PDFs to support review.
Designated reviewer, approval status (approved, approved as noted, revise and resubmit, rejected), date, and required corrective actions.
| Field | Recommended setting |
|---|---|
| Routing Order | Contractor > Architect > Engineer > Owner |
| Auto-Notify | Email + SMS reminders for pending responses |
| Response Deadlines | Set 7–14 day standard review window, configurable per spec |
| Retention | Archive completed submittals automatically to project repository |
Ensure the platform records timestamps, user IDs, and attachment hashes to preserve an audit trail for quality control and dispute resolution.
7–14 days depending on contract and complexity
7 days standard for revised submittals
Allow manufacturer lead time plus approved sample scheduling
Do not fabricate until formal approval is recorded
Late approvals can delay critical-path activities
Compile documents, label files, and complete form fields for submission.
Add entry to submittal log and route to reviewers according to workflow.
Reviewers record status and comments with timestamps and attachments.
Contractor addresses comments, revises, and obtains final approval documented in the system.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Free trial available | Free plan limited |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
A general contractor standardized wall submittal templates across projects to reduce review time.
An owner required consolidated material data and color samples for tenant-fit packages.