How to create a Submittal in MeasureSquare CRM

How to create a Submittal in MeasureSquare CRM

This article will show you how to create a Submittal document in MeasureSquare CRM


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
Info
You can also manually add line items by selecting + Add Line Item



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


After saving, the CRM will generate a preview of your Submittal document which you can email, download, or print out. 




For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com


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