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Color Selection Shutter Form

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COLOR SELECTION SHUTTER FORM

Supplier/Installer Name:    Client Name:

Project Address:

RECITALS

WHEREAS, Supplier/Installer is engaged in the business of supplying, finishing, and installing window shutters and related products and possesses experience and capability to perform color selection, finishing, and delivery services for shutters; and

WHEREAS, Client desires to engage Supplier/Installer to provide color consultation, selection, sample preparation, and final application of selected finishes for shutters to be installed at the Project Address identified above; and

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows.

SCOPE OF WORK

COLOR SELECTION & SPECIFICATIONS

For each shutter unit below, indicate location, material, dimensions, selected color/finish, and approval status. Supplier/Installer shall retain a signed copy of this form as the binding color/finish specification for fabrication and finishing. Any subsequent changes are subject to change fees and potential delay.

Material:

Dimensions:

Panels:

Matte    Satin    Gloss

Sample Provided: Yes     Sample ID/Reference:

PAYMENT TERMS

Late fee:     Unpaid balances shall accrue interest as specified above from the due date until paid in full. Client acknowledges that color changes after fabrication commencement will incur additional charges for rework, material, and handling.

TERM AND TERMINATION

Contract Start Date:    Estimated Completion Date:

Either party may terminate this agreement for material breach if the breach is not cured within the notice period specified above. Termination by Client for convenience after work has commenced will require reimbursement to Supplier/Installer for work performed, materials ordered, and reasonable cancellation costs.

CONFIDENTIALITY

Each party agrees that any non-public information, including proprietary color formulas, sample codes, pricing, and fabrication methods disclosed in connection with this Form shall be maintained in confidence and used solely for performance of the obligations under this agreement. Confidential information shall not be disclosed to third parties without prior written consent, except as required by law or to the extent necessary for performance of the services.

GOVERNING LAW

This agreement shall be governed by and construed in accordance with the laws of the state governing the Project Address. Venue for any action arising out of this agreement shall lie exclusively in the state or federal courts located in the county where the Project Address is located.

ENTIRE AGREEMENT

This Form, together with any attachments, specifications, and referenced sample approvals signed by the parties, constitutes the entire agreement regarding color selection and finishing of the shutters and supersedes all prior negotiations, representations, or agreements, whether written or oral. Any amendments must be in writing and signed by authorized representatives of both parties.

CLIENT ACKNOWLEDGMENT

By signing below, Client confirms that the selected color(s), finish(es), and sample(s) identified on this form are approved for production. Client understands that colors may vary slightly between samples and finished product due to material and finishing processes, and that final acceptance is governed by the specifications recorded here.

Client Approval: I approve the colors and finishes specified in this form.

Supplier/Installer Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

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What the Color Selection Shutter Form Is

The Color Selection Shutter Form is a written specification and acknowledgement used to record a customer's chosen shutter color, finish, and related options before fabrication and installation. It combines product codes, color references (swatch numbers or RAL/Pantone values), measurement confirmations, and signature fields so suppliers and installers have an auditable record of the selected finish and acceptance of associated costs and lead times.

Why a Clear Color Selection Form Matters

A precise Color Selection Shutter Form reduces rework, clarifies buyer expectations, and documents acceptance of color, finish, and scheduling. This reduces disputes during installation, supports warranty claims, and creates a single source of truth for fabrication and fulfillment teams.

Why a Clear Color Selection Form Matters

Step-by-step: Filling the Color Selection Shutter Form

Follow these few steps to complete the form accurately and avoid delays in production and installation.

  • 01
    Identify Product: Enter model and product code from the price list.
  • 02
    Select Color: Record swatch name and numeric reference clearly.
  • 03
    Confirm Measurements: Verify width and height in inches, round to 1/8 inch.
  • 04
    Sign and Date: Customer signs and dates to accept color and terms.

Who completes and relies on this form

Accurate completion benefits all stakeholders by reducing rework, clarifying responsibilities, and providing an auditable record if disputes arise.

  • Homeowners or end customers confirming color and finish prior to fabrication.
  • Installers and contractors verifying measurements and mount type.
  • Retailers or sales reps documenting the sale, deposit, and lead time.

Essential sections of a professional Color Selection Shutter Form

A complete form balances clarity for customers with necessary technical detail for production. Include the sections below to ensure the form supports both ordering and legal traceability.

Header

Order reference, company name, contact info, and order date. This orients production teams and links the form to contracts and invoices for traceability and recordkeeping.

Product Details

Model numbers, slat width, mounting type, and accessory options. Accurate product codes prevent substitutions during fabrication and ensure the correct hardware is supplied.

Color Reference

Swatch name plus numeric code (RAL/Pantone) and finish sheen. Include a small printed swatch or linked digital image to reduce ambiguity between similar shades.

Measurements & Mount

Final measured width and height, inside/outside mount, and measurement tolerance. Clear measurement method avoids costly remakes and installation delays.

Acceptance & Terms

Prices, lead times, deposit requirements, change deadlines, and cancellation terms. Customers must acknowledge these items before fabrication begins.

Signatures

Signature, printed name, role, and date for all parties. If signed electronically, capture intent, consent, and an auditable trail consistent with ESIGN/UETA.

Security and compliance basics for the form

Encryption: AES-256 at rest, TLS 1.2/1.3 in transit
Audit Trail: Timestamped events and IP capture
HIPAA BAA: Available when handling PHI
ESIGN / UETA: Meets signature validity tests
Access Controls: Role-based permissions
Data Backup: Regular encrypted backups

Common mistakes that cause production delays

  • Using non-specific color names instead of numeric swatch references, which leads to supplier interpretation and incorrect finishes.
  • Failing to indicate mount type (inside vs outside), resulting in incorrect cut dimensions and on-site rework.
  • Entering approximate measurements rather than final measured values, causing parts to arrive out of tolerance.
  • Omitting customer acceptance of lead time and change deadlines, creating disputes over rush fees and cancellation charges.

Risks and potential consequences of incomplete or incorrect forms

Rework Costs: Added fabrication expenses
Installation Delay: Project timeline impacts
Warranty Issues: Voided coverages possible
Chargebacks: Customer refund disputes
Supply Errors: Wrong color shipments
Legal Claims: Breach or negligence risk

How an electronic Color Selection workflow typically runs

An online workflow reduces handoffs and preserves an electronic audit trail from selection through installation scheduling.

  • Upload Form: Supplier uploads template and product data
  • Assign Signers: Customer and rep receive signing tasks
  • Confirm Details: Signers review swatches, sizes, and terms
  • Complete & Archive: Signed record stored with audit trail

Typical digital workflow settings for e-submission

Standard configuration items to set when deploying an online Color Selection Shutter Form.

Field Configuration
Signer Sequence Customer first, then installer
Authentication Email link or SMS code
Conditional Fields Show install notes if outside mount
Delivery PDF copy to all parties

Recommended platform features and file types

These features let teams automate routing, retain secure audit trails, and export signed PDFs for fabrication and accounting workflows.

  • File Formats: PDF, DOCX, XLSX supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: SMS, email, or KBA options

Key scheduling deadlines to include on the form

Specify cutoffs and lead times clearly so customers understand when color changes are still possible and when fabrication starts.

Color Change Cutoff:

Date before which color may be changed without fee

Deposit Due:

Payment required to schedule fabrication

Fabrication Lead Time:

Standard production window in business days

Installation Window:

Tentative install date and any hold window

Cancellation Deadline:

Last date before restocking or cancellation fees

Milestones from order to installation

A concise milestone sequence helps teams monitor progress and trigger required actions at each stage.

01

Order Received

Sales records order and deposit; schedules measurement verification.

02

Color Confirmed

Customer signs the color selection and accepts lead time.

03

Fabrication Begins

Production starts and shop prints are generated.

04

Installation Scheduled

Installer confirms date and confirms access requirements.

Real-world examples of using a selection form

These brief case summaries show how organizations use a selection form to streamline orders and protect against disputes.

Martin Properties — Field Sales

Martin Properties used online selection forms to centralize orders and approvals, reducing onsite remeasurements.

  • The form captured color sign-off and lead-time acceptance.
  • As a result, field teams reported fewer remakes and clearer billing when installations matched documented selections.

Fertility Centers of Illinois — Patient-facing

Fertility Centers adapted selection forms for customer approvals on non-medical items and facility upgrades.

  • The signed form linked approval to charge authorization.
  • The archive simplified billing reconciliation and provided a defensible record when customers questioned charges.

eSignature pricing and feature snapshot for Color Selection workflows

Compare core pricing and a few feature dimensions commonly relevant when sending color selection and order forms for signature.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial, no credit card Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently asked questions about the Color Selection Shutter Form

Answers to common questions about completing, signing, and storing the Color Selection Shutter Form.


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