Free templates
Free submittal templates
The paperwork around a submittal, ready to fill in on screen, print, or download. No email, no account.
Short answer
Three free templates cover the paperwork around a construction submittal: a transmittal cover sheet that names the spec section, lists what is enclosed, and declares deviations; a substitution request that compares the specified and proposed products; and a submittal log that tracks every package from sent to returned.
- Submittal transmittal template - the cover sheet for every package: project, spec section and paragraph, items enclosed, and a deviation declaration. Fill in on screen or download the PDF.
- Substitution request template - specified vs proposed product, a side-by-side comparison, and cost and schedule effects. PDF.
- Submittal log template - one row per package with dates, reviewer action, and ball in court. CSV for Excel or Google Sheets or PDF.
Before a package goes out with its transmittal, run the pre-submittal checklist for your CSI division, or build one for your exact section with the submittal checklist generator.