In the Contact Info section, you’ll find fields for entering the Subcontractor or Material Supplier responsible for the Submittal. If your Company is performing the work, check the Self-performed checkbox. Cloud PM streamlines the process by automatically retrieving the Recipient and General Contractor (GC) information from the Project Info page. This eliminates the need for repetitive data entry when creating new Submittals.

This section lets you enter the necessary details for your Submittal. Specify the Subject/Title of the Submittal, which will appear on the Transmittal Sheet. Next, indicate the method of Submittal, whether it was sent via Email, Mail, Hand Delivered, or another method. You can also categorize the Submittal Type (e.g., Shop Drawings, Product Data, Samples) and specify the quantity submitted for approval. Additionally, the Internal Notes entry field lets you add pertinent information or notes about the Submittal. These internal notes remain confidential and are not printed on the Transmittal Sheet or shared with external parties, ensuring the security of your company’s internal information.

In the Submittal Revision Info section, you can select the Submittal Status (e.g., Draft, Approved As Noted, Revise & Resubmit) and specify the reason for sending the Submittal (e.g., Approval, Review, Record-keeping). Cloud PM automatically populates the Submittal/Transmittal Title and Submittal Number, and generates the Revision Number. You can modify this number as necessary.

Cloud PM’s Construction Submittal Software allows you to generate two distinct Transmittal Sheets: one for submission to the Architect for Approval and another for transmission to the Subcontractor or Material Supplier. You can also add Transmittal Notes, providing specific instructions for either the Architect or the Subcontractor.

With one click, Cloud PM automatically populates all Transmittal Fields. All Submittal information prints accurately on the Transmittal Sheet, removing the need for manual data entry. When you create another Submittal Cycle, you only need to update the Submittal Status or Submitted For field, saving you valuable time. This feature is part of Cloud PM’s advanced Construction Submittal Software.

Cloud PM simplifies sending the Transmittal Sheet and Submittal File. Select the recipients, click the "Email Transmittal" button, and an email with download links for both the Transmittal and Submittal will be sent to all intended recipients. Cloud PM generates a recipient list with date stamps, providing a clear overview of who received the Submittal and when.