What goes on a submittal?

Candidate name and the role; a short statement of fit against the brief; key facts such as location, notice period or availability, salary or rate expectation and right to work; the agency's terms for the placement; and the next step, usually an interview slot. This template carries all of them.

Can the terms section be fixed text?

Yes. Your standard terms are part of the template and appear on every submittal; the per-candidate fields are filled from the CV and your notes.

Can it be combined with the profile in one file?

Yes. Build a template that has the submittal as page one and the profile behind it, or upload your existing combined document and Formatix turns it into a template.

No. The template is built in your brand inside Formatix; what you download is the completed submittal as a Word document or PDF.

Word template · Reports

Client submittal template for putting a candidate forward

A client submittal, or submission, is the cover document a recruitment agency sends with a candidate: why this person fits the brief in a few lines, the key facts a client checks first, such as location, notice period, salary expectation and right to work, the terms of the placement, and the next step proposed. It sits in front of the profile. This Word template holds it to one page in the agency's brand, and Formatix fills the candidate facts from the CV.

A good submittal answers the client's first three questions before they open the profile. It is also where the agency's terms are restated, which matters when a placement is disputed. Doing it the same way every time is the point.

Use this template in your brand — free All 65 templates

10 free credits, no card needed. One credit fills one document.

Client submittal, first page. Shown in Formatix branding with a fictional candidate; yours is built in your brand.

What's in the template

A cover document that puts a candidate forward to a client: why they fit the brief, key facts, terms and next steps.

To, from, date and subject, like a letter
Why this candidate, with three reasons
Key facts: current role, scale, experience, qualifications and location
Availability and terms, marked confidential
Next steps and your sign-off

What it's for: The cover note that goes with a CV when you put a candidate forward.

WordDelivered as an editable Word file, or saved as PDF.

Who uses it

Recruitment agencies
The standard cover page for every candidate submitted to a client.
Contract and interim desks
Where rate, availability and IR35 status need to be on the front page.
Agencies with several consultants on one account
One submittal format the client recognises, whoever sent it.

How you use it

1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
2
Drop a CV or your notes
Upload the candidate's CV, in any layout or language. For reports that carry your ratings or notes, add them alongside the CV. One credit fills one document.
3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.

Not a download. This is not a file to download. Formatix builds the template in your brand, with your logo, colours and fonts taken from your website, and fills it from a CV or from the notes you supply. What you keep is the finished document: an editable Word, PowerPoint or Excel file you can send as it is or change in Office.

Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates

Questions about this template

What goes on a submittal?: Candidate name and the role; a short statement of fit against the brief; key facts such as location, notice period or availability, salary or rate expectation and right to work; the agency's terms for the placement; and the next step, usually an interview slot. This template carries all of them.
Can the terms section be fixed text?: Yes. Your standard terms are part of the template and appear on every submittal; the per-candidate fields are filled from the CV and your notes.
Can it be combined with the profile in one file?: Yes. Build a template that has the submittal as page one and the profile behind it, or upload your existing combined document and Formatix turns it into a template.
Is this a download?: No. The template is built in your brand inside Formatix; what you download is the completed submittal as a Word document or PDF.