Word template · Shortlists
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.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
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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.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
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.
- Can I download this template?
- Yes. A free, editable Word version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically from a CV, use it in Formatix; what you keep is an editable Word file.
Related templates and pages
WordCandidate profile (classic)A traditional one-page candidate profile with a clear career history, laid out the way clients expect to read a CV from an agency.
WordCandidate profile (modern)A contemporary profile with a coloured side panel for contact details, key facts and skills, and room for a photo, for firms that want the document to look designed.
Use the client submittal in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.