A Submittal is a document or collection of materials—such as product data, samples, shop drawings, or technical sheets—submitted by a contractor or supplier for review and approval to ensure compliance with project specifications before work begins. In MeasureSquare CRM, users can streamline this process by uploading PDF samples or related files directly into the Submittal record, allowing users to review, comment, and approve submissions digitally.

To create a submittal, please follow these steps:

Step 1: Go to Projects and open any project

Step 2: In the Project screen, select +Add beside Submittals

Step 3: Fill in the necessary information for your Submittal

Step 4: Import your Selected Products from your Project Products

Step 5: Select the specific Products to be included in the Submittal then click OK

Step 6: Choose the sample type, and attach any files or links associated to each product

Step 7: Once done, click Save

Step 8: Upload any photos and Diagrams as needed and select Save