Color Identification
Include a precise code field (Pantone/RAL/manufacturer) plus a short description so both buyer and factory reference the same color.
A clear, structured selection form reduces ordering errors, shortens production lead time, and preserves a documented approval trail. Standard fields and swatch attachments protect suppliers and customers by making choices explicit and traceable in case of disputes or rework.
The form is used by parties involved in specifying, approving, producing, and installing custom shutters.
Each signer’s role determines required fields and authentication level; commercial orders often need purchaser and production approvals while residential orders typically require homeowner sign-off.
| Field | Configuration |
|---|---|
| Color Code Format | Pantone | RAL | Manufacturer code |
| Swatch Attachment | Image upload required | JPEG or PNG |
| Approval Routing | Sequential approvers | Purchaser → Installer → Manufacturer |
| Signer Authentication | Email link or SMS code | Optional 2FA for high-value orders |
Ensure chosen platform supports audit trails, attachment metadata, and export options so signed selections feed directly into production and inventory systems.
Include a precise code field (Pantone/RAL/manufacturer) plus a short description so both buyer and factory reference the same color.
Provide an upload area for photo or scanned swatch files to reduce visual mismatch during finishing and inspection.
Capture finished width and height with tolerance allowances to prevent production errors and ensure correct cutting.
List finish type, sheen level, and any edge or trim treatments that affect appearance and application.
Designated approver fields and signature blocks establish who authorized production and when approval occurred.
Include a change request area for revisions with timestamps and new approver signatures to maintain a single source of truth.
Produce a flattened PDF that includes selections, attached swatches, and the signature page for record retention and shop prints.
Generate a CSV of order line items and color codes so ERP systems can import quantities and BOMs.
Store swatch and installation images with metadata (order number, uploader, timestamp) to assist color verification.
Keep prior versions accessible with change annotations and approver signatures to resolve disputes or production queries.
Submit selections by the production cutoff (commonly 7–14 days before scheduled build).
Customer approval usually required within 48–72 hours of receipt of swatch proof.
Production typically begins after final approval and deposit receipt.
Lead time ranges from 2–6 weeks depending on finish and volume.
Most suppliers set a cancellation or change cutoff before production starts.
Customer completes form and attaches swatches, triggering routing.
Retailer or project manager verifies measurements and codes.
Manufacturer signs off and queues the job in production.
Installer or purchaser confirms acceptance prior to shipping.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A homeowner completes the form with Pantone codes and an attached swatch photo to confirm choice.
A project manager uses batch uploads to assign colors by unit type and capture approvals.
The purchaser reviews and signs to confirm selections and release production. This individual is responsible for final approvals, changes, and accepting delivery terms on behalf of the buyer organization.
The production supervisor reviews dimensions and finish feasibility, signs off for manufacturing, and records any deviations required for production or material availability.