Project ID
Unique identifier and project name for cross-referencing drawings, contracts, and change orders; include client and internal job numbers.
A properly completed Project Submittal Form centralizes required information, reduces back-and-forth questions, and creates an auditable trail for approvals and change control. It clarifies expectations for scope, timing, and cost while preserving a reproducible record for compliance and future reference.
Project managers, contractors, architects, engineers, procurement staff, and vendor representatives commonly fill out or review submittal forms depending on the project stage and organizational role.
Use role-based routing so each stakeholder receives only the fields and attachments they must review or sign, improving turnaround and reducing review errors.
Unique identifier and project name for cross-referencing drawings, contracts, and change orders; include client and internal job numbers.
Concise description of the item or work being submitted, including quantity, performance criteria, and any deviations from contract requirements.
List and attach spec sheets, cut sheets, shop drawings, calculations, and photos required for technical review and recordkeeping.
Proposed delivery, installation, or milestone dates and any impact on critical-path activities or phased approvals.
Estimated cost, unit pricing, change-order implications, and whether the line is billable or budget-impacting.
Role-based signature and date fields for reviewer disposition (approve, approve with comments, reject) and space for reviewer notes.
| Field | Configuration |
|---|---|
| Required fields | Mark IDs, dates, and signature blocks as mandatory |
| Validation | Use date and numeric formats; enforce MM/DD/YYYY |
| Routing | Set sequential or parallel reviewers per role |
| Notifications | Email and SMS reminders for pending approvals |
When moving submittals online, confirm file formats, integrations, and authentication levels to match internal controls and external reviewer needs.
Pick a platform that supports your required authentication strength, preserves an audit trail, and integrates with systems like Salesforce, NetSuite, Microsoft 365, or Procore to avoid duplicate data entry and keep project records synchronized.
Submit at least 7 business days before scheduled work
Allow 3–5 business days for technical review
Final approval commonly within 5–10 business days
Request clarifications within 5 business days of review
Schedule start only after written approval
| 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 (no card) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |