CRM User Manual: Procurement & Installation, Lesson 1: Submittals

CRM User Manual: Procurement & Installation, Lesson 1: Submittals

Submittals

The submittal process has historically been time-consuming, repetitive, and tedious. Fortunately, as of 2025, companies like Spec ID—and now MeasureSquare—are working to simplify and modernize this essential workflow.

MeasureSquare CRM includes a new and growing Submittal Module designed to streamline how you create, organize, and manage submittals directly within your projects.


1. Centralized Submittal Management

The Submittal module gives your team a consolidated space to build submittal packages without jumping between systems.

Using your Project’s Product List as its foundation, the CRM automatically:

  • Generates a Submittal Cover Page

  • Pulls in product and material information

  • Allows you to attach specification sheets quickly

    • Either via direct link

    • Or by uploading PDF specifications

This eliminates manual formatting and helps ensure consistency across all submittal packages.


2. Attaching Specifications

For each product in your submittal:

  • You can attach a specification link (manufacturer site, data sheet URL, etc.)

  • Or upload the PDF specification directly to the document

These attachments remain organized inside your submittal package and can be exported or shared as needed.


3. A Growing Feature Set

While the Submittal module is still in its early stages, MeasureSquare has committed to expanding its capabilities significantly. Enhancements will continue to roll out over time, giving your team even more flexibility and power to manage submittals efficiently.

Much more to come!