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Free Document Transmittal Template

Issue numbered document transmittals with purpose codes, an item manifest, and response-due tracking so every drawing handoff has a paper trail.

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3
Tabs
6
Features
Yes
Print-Ready
Free
Cost

What's Included

This template includes 3 organized sections ready for your project.

1

Transmittal Log

2

Transmittal Form

3

Action Tracker

Key Features

Everything you need to manage Document Transmittal documentation professionally.

Auto-Numbered Transmittals

Every transmittal gets a sequential number, so nothing slips through untracked

Sender & Recipient Record

Who sent it, who received it, the company, and the date captured on every handoff

Purpose Codes

For Approval, For Construction, For Record, or For Information tagged on each transmittal

Item Manifest

List every drawing, spec, or sample in the package with revision, copies, and format

Action & Response-Due Flags

Mark what action is required and when a response is due, so returns never slip

Delivery-Method Log

Email, portal, courier, or hand delivery recorded for a complete audit trail

Why This Template Is Different

Built by construction professionals who manage real projects.

POD vs. Generic Templates

Built for construction
Generic officePurpose-built
Auto-calculations
ManualAutomatic
Print formatting
BasicProfessional
Related document links
NoYes
AI integration
NoPlan of Day
Cost
FreeFree

Drawings-Specific Design

Designed for construction project management workflows
3 organized sections covering all critical data
Print-optimized with professional formatting and page breaks
Auto-calculations reduce manual errors and save time

Templates Are Just the Beginning

Plan of Day's AI platform turns this template into a living, intelligent document.

Before

Static template

Manual data entry into spreadsheet cells
No trend tracking or historical comparison
Static document with no intelligence
Copy-paste to distribute to stakeholders
No alerts when items are overdue or at risk

After

AI-powered Plan of Day

AI auto-populates fields from voice reports and uploads
Hundreds of KPIs calculated from your data automatically
AI agents flag overdue items, risks, and anomalies
Instant distribution to your entire team
Trend analysis and predictive insights across all projects

Frequently Asked Questions

A transmittal is the cover record that documents a formal handoff of drawings, specs, or samples — capturing what was sent, to whom, the date, the purpose (approval, construction, record, or information), and the action required — so there is a paper trail of every document exchange.

A submittal log tracks the review status of submitted items over their whole life; a transmittal is the point-in-time cover sheet for a single package being sent. This template gives you both the individual transmittal form and a running log of every one issued.

Yes. The Action Tracker tab flags transmittals that require a return (for-approval packages), records the response due date, and surfaces which ones are outstanding or overdue.

Get Your Free Document Transmittal Template

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Last updated: August 2026