Submittal Software Built for Electrical Sales Reps
Sales reps are often responsible for preparing complete submittal packages under tight deadlines. Gathering manufacturer cut sheets, formatting documentation, and organizing files for engineer review consumes valuable selling time.
Submittal Software for Sales Reps automates documentation assembly, aligns bill of materials with project records, and produces clean, navigable packages that reflect professionalism and precision — without hours of manual formatting.
Sales representatives frequently prepare documentation under time constraints. Gathering specification sheets across multiple manufacturers and organizing them into cohesive packages consumes valuable time. Submittal Software for Sales Reps provides structured documentation assembly tied directly to quoted line items.
What It Replaces
This reduces dependence on:
- Manual PDF merging
- Individual file renaming
- Disconnected file storage
- Independent bill of materials spreadsheets
- Email-based revision tracking
Organized Line-Item Documentation
Each project maintains:
- Linked catalog numbers
- Manufacturer-specific spec sheets
- Phase segmentation
- Clear product references
Documentation aligns with quoted materials.
Reduced Administrative Work
Instead of manually merging and formatting files:
- Submittals generate from structured project data
- Revisions update efficiently
- Output remains consistent across projects
This allows reps to focus on sales activity rather than document preparation.
How It Fits Into Your Workflow
Project and Line Item Confirmation
Products are recorded within the project.
Manufacturer Documentation Association
Specification sheets are associated with relevant line items.
Documentation Organization
Documentation is organized within the structured project record.
Revision Maintenance
Updates are reflected within the project structure.
High-end PDF Editor
You can markup the spec sheets professionally with our high-end PDF editor inlcuded with the software
Review the Rep Submittal Process
The result is faster turnaround, fewer errors, and consistent presentation across projects.
To see how submittal documentation can be assembled and maintained within project records, schedule a walkthrough of the rep submittal process. The demonstration will focus on how line items and manufacturer documentation are organized within active projects.
Schedule a Platform Overview
Frequently Asked Questions
Can documentation be grouped by project phase?
Project records can reflect phase-based grouping of line items.
Is manufacturer documentation stored within projects?
Documentation can be associated with specific line items and projects.
How are updates managed?
Documentation updates are maintained within the project structure.
Does the system require separate document software?
The system organizes documentation within project records and does not replace document editing tools.