Track approvals, notify teams, and maintain a digital submittal log – effortlessly.

Our submittal form template allows contractors, subcontractors, and project managers to submit detailed information about proposed materials and relevant documentation, notify the appropriate people for approval, and stay up to date throughout the submittal process.

This template enables you to:

• Efficiently collect detailed information about proposed materials and the relevant documentation.
• Keep everyone on the team up to date with automatic notifications for task assignments and status updates.
• Maintain organized documentation throughout the project lifecycle.

Cognito Forms transforms what was traditionally a paper-heavy process into a streamlined digital workflow, by reducing response times, eliminating lost paperwork, and creating a clear audit trail of all submissions and approvals.

Connected Form

This template includes a connected Construction Employee List that:

• Centralizes employee information for your construction management team, contractors, and other key participants in one form.
• Leverages Person fields to pull in the right people when needed, automatically capturing who submitted the form and assigning pending submittals to the designated approver.

How to get started

1. Copy the template and connected form to your account.
2. Customize the form’s fields, style, and workflow to meet your needs.
3. Add employee data to your Construction Employee List source form.
4. Share the form’s public link with your team or embed it directly on your website.