Identification
Project and unit identifiers that match contract and purchase order references, enabling procurement and accounting to link orders and invoices reliably.
A well‑filled Color Selections Form aligns procurement with contract allowances, records authorized upgrades, and creates evidence for invoice reconciliation and dispute resolution. It reduces installation errors and supports timely ordering and warranty traceability across stakeholders.
Typical users include contractors, designers, and homeowners who must record and approve finish choices before procurement and installation.
When the right parties sign, the form becomes the authoritative record for ordering, change orders, and final acceptance.
Project and unit identifiers that match contract and purchase order references, enabling procurement and accounting to link orders and invoices reliably.
Manufacturer names and exact SKU or color codes, avoiding plain-language descriptions that can lead to ordering the wrong item or finish.
Space to reference attached photos or physical sample IDs so site teams can verify installed items against the approved sample.
Fields showing the contract allowance, upgrade charges, or credits so financial teams and owners understand cost implications before procurement.
Explicit signature, printed name, title, and date fields for all approvers; include role designations and whether signatures can be delegated.
Versioning, timestamps, and a record of who made or approved each change to preserve evidence in disputes and support warranty claims.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link or SMS code verification |
| Conditional Fields | Show price impact when upgrade selected |
| File Attachments | Require photo or spec sheet upload |
| Notifications | Email on sign and completion |
Required platform features include secure transport, audit trails, format compatibility, and integration points with procurement systems.
Set a firm cutoff at least the supplier lead time before order placement.
Place orders immediately after approval to meet delivery windows.
Define when upgrades require a formal change order and extra approval.
Inspect incoming materials within 48–72 hours of delivery.
Obtain owner sign-off at punch list completion and final inspection.
Owner and designer choose options within the defined selection window.
Authorized signatures confirm selections and cost impacts.
Materials are ordered and tracked to site for inspection.
Installation verified and owner signs final acceptance.
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |