Free Material Submittal and Transmittal Template
A generic form to send a material or product for consultant approval. It combines the transmittal list, the compliance statement and the reviewer's status in one document. Excel and PDF, English and Arabic.
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Preview
A preview of the template layout. The files have more blank rows and, in Excel, working formulas and drop-downs.
Material Submittal and Transmittal
- Project
- Submittal no. / revision
- Transmittal date
- To
- From
- Specification section
- Manufacturer / supplier
- Product name / model
- Country of origin
- Review required by
Documents transmitted
| No. | Document title | Document / drawing no. | Rev. | Type | Copies / sheets | Remarks |
|---|---|---|---|---|---|---|
| ... (10 rows in the file) | ||||||
Compliance statement (how the product meets the specification)
Reviewer comments
- Review status
- Approved / Approved as noted / Revise and resubmit / Rejected
- Reviewed by
- Review date
What is included
- Header: project, submittal number and revision, dates, addressee, sender, specification section, manufacturer, product and origin
- Transmittal list: document title, number, revision, type, copies and remarks
- Compliance statement and reviewer comments sections
- Review status drop-down: approved, approved as noted, revise and resubmit, rejected
How to fill it in
- Number the submittal and state the revision, the specification section and the date review is needed.
- List every document sent with its number, revision and type.
- Describe how the product meets the specification, referring to clauses.
- Send the form with the documents and track the date it is returned.
- Record the reviewer's status and comments. Use your project's own codes if they differ, and do not order until it is approved.
Do this without spreadsheets: Arkan Submittals
Arkan's Submittals module tracks submittal types, plans and document requests through the approval workflow.
- Submittal types and plans, including from a Primavera schedule
- Document requests with checklists and workflow actions
- Follow-up dashboard, Excel export and PDF reports
Related templates
Last updated: 2026-10-13. This is a generic template, not tied to a specific contract. Adapt it to your contract and project procedures.
