How can we help?
Step-by-step guides for every part of Submittal.App — 64 articles across 16 features.
Browse by Feature
Every guide, organized the same way the app is.
Getting Started
A project holds everything for one job. Every product, submittal, document, and quote belongs to a project. You need at least one project to start.
Dashboard
The Dashboard shows a quick snapshot of your active project. Click Dashboard in the left sidebar to open it.
Library
The Library is your company's saved product list. Save a product once and use it on any job.
Products
The Products page lists every product on one project, so you can find, fix, and use them.
Product Details
The Product Details page shows everything about one product: its cut sheet, part numbers, links, and groups.
Submittals
The Submittals page is where you see, track, and review every submittal in one place.
Submittal Template
The Doc Template page sets how your submittal PDF looks. You pick the style of each page and what shows on it. Your template is shared by your whole company,…
Documents
The Documents page holds files for a project, like specs, drawings, install guides, and certificates. Click Documents in the left sidebar to open it.
Import Products
Import lets AI read your files and turn them into products, so you don't type them in by hand.
Submittal Builder (AI)
The Submittal Builder is where you make a submittal by chatting with the AI.
Finding Cut Sheets
Cutsheet Search finds datasheets for many of your project's products at once and saves the ones you pick.
Counts
The Counts page is a manual takeoff tool for lighting and electrical drawings. Upload a PDF, tag each fixture on the plan with a marker, measure linear runs,…
Procurement
The Procurement page is where you price, buy, and track the products on a project.
Punch List
The Punch List tracks things on a project to fix, finish, replace, or check before closeout.
Getting Help
Most questions are answered right here in chat. If you are stuck, here is what to do.
Settings
Your account is your email address. Each email can have one account. Your name and company name are just details on the account. They never cause a sign-up…
Ready to Build Your Next Submittal?
Everything in these guides is live in the app. Describe your schedule and let the AI Builder assemble the package — free to start.