Primavera Submittal Exchange

Manage Design and Construction Documents Collaboratively and Efficiently

Primavera Submittal Exchange Cloud Service provides an easy-to-use interface for electronically exchanging, reviewing, and archiving design and construction project documentation in the cloud. Save time, reduce costs, and decrease the amount of paper associated with projects. Experience increased transparency, consistency, and accountability, resulting in fewer delays and lower costs.

Key Business Benefits:

Save time through improved efficiency

Generate reports for viewing items needed, in progress, completed, etc.

Organize all documents into one central location

Utilize features such as the PDF editor, Microsoft Outlook plugin, and actionable emails to save steps for approval

Use a system that is easy to learn, driving adoption

Product Features

  • Everyone on the project gets access without the need to purchase individual licenses
  • Unlimited users with support and training for all team members
  • Permission controls allow team members to see only items designated for them
  • Access from any device with an internet connection; no additional software needed
  • Upload your list of expected items from your specification manual or submittal register
  • Recreate your stamps and forms in the system, creating a consistent review process for your company
  • Create accounts for your project team members
  • Store all project information for easy setup of future projects
  • All project participants have centralized access to design and construction information based on access controls
  • Automated workflows, email notifications, and reminders for items overdue streamline and expedite the document review process
  • Manage processes and documents including reviews, submittals, RFIs, closeout, photos, punch list, design documents, ASI, daily reports, meeting minutes, change orders, and more.
  • Message Center allows you to view, filter, and export all automated emails from Submittal Exchange
  • Easily upload an unlimited number of documents by browsing your computer or dragging and dropping items
  • Supports multiple document types, including Word, PDF, Excel, CAD, image files, and more
  • Clear accountability for the project team through document logging and tracking, version histories, reminders, and detailed upload and download histories
  • Download documents or use the Document Viewer to view documents within the browser without the need to download
  • Microsoft Outlook plugin allows users to upload messages and email attachments directly into the project
  • HTML format archive available for download at any time for every project
  • Archive includes all document versions from the review history
  • Archived documents are organized into categories so it’s easy to navigate and find what you need
  • Dedicated customer success manager (CSM) to manage your account, provide project-specific training, and answer questions
  • Access to unlimited technical support by phone and email for the life of your project
  • Weekly live online training sessions for the design and construction teams
  • Additional individual training sessions are available and can be scheduled if needed
  • Online help videos and user guides are consistently updated to highlight new features