Project Info
Project name, client, address, and contact information to tie approvals to the correct job and procurement records.
A clear consultation form establishes mutual expectations for color matching, limits disputes over subjective color descriptions, and creates a time-stamped approval trail that supports billing, change orders, and quality control during procurement and installation.
Design leads and client representatives complete the form to document choices and approvals before production begins.
The document serves both creative and administrative roles: confirming design intent while supporting procurement, invoicing, and dispute-resolution workflows.
A licensed or contracted designer who specifies colors, materials, and acceptance criteria. Their signature commits the designer to specified tolerances, sample obligations, and the revision schedule described in the form; it also documents professional recommendations and any exclusions.
An authorized purchaser or owner representative who approves selections and accepts cost and timing implications. This signature authorizes procurement, signals acceptance of color choices, and triggers downstream ordering or fabrication activities.
Project name, client, address, and contact information to tie approvals to the correct job and procurement records.
Color names, manufacturer codes, Pantone or RAL numbers, and finish descriptions so vendors can order exact matches.
List physical or digital swatches attached and note lighting conditions and sample IDs for later reference.
Tolerance ranges, measurement method, and acceptance criteria to reduce disputes from perceived color variance.
Number of included revisions, time window for change requests, and fees for additional changes beyond scope.
Signature, printed name, date, and role for all parties to document consent and attribution of approvals.
| Field | Configuration |
|---|---|
| Signature | Require full name and date; set as mandatory. |
| Attachments | Allow image/PDF uploads; limit file size per policy. |
| Authentication | Use email plus optional SMS code for stronger attribution. |
| Routing | Define sequential or parallel signer order depending on approvals. |
Choose a platform that supports the file types you use and preserves an audit trail for legal certainty.
Ensure your chosen platform preserves tamper-evident signed copies and a retrievable audit trail to support procurement, invoicing, and dispute resolution processes.
7 calendar days for client to review and approve initial palette.
5 business days recommended for physical swatch inspection and feedback.
Allow 3 business days per revision cycle unless otherwise negotiated.
Begin manufacturing only after signed final approval to avoid rework.
Client must sign final acceptance within 10 days of installation or fabrication delivery.
Client and designer agree on meeting date and materials to review.
Designer proposes palette and records numeric identifiers for chosen colors.
Client reviews physical or digital samples and signs off or requests revisions.
Signed acceptance triggers procurement, fabrication, or installation activities.
A residential interior studio records manufacturer codes and lighting notes
A branding agency documents exact Pantone values for print and digital use
| Criteria | Consultation Form | Full Services Agreement |
|---|---|---|
| Purpose | record approvals | full scope and liabilities |
| Signatures | yes, approvals only | yes, contractual parties |
| Attachments | swatches/photos required | comprehensive exhibits |
| Legal Weight | operational approvals | enforceable contract terms |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 | Yes | Yes | No | No |