Project ID
Persistently identify the project to avoid misfiling; include contract or permit numbers where available and consistent naming conventions across systems.
A structured form reduces ambiguity, preserves approvals, and creates an auditable trail for property owners, contractors, and associations. It helps avoid rework, ensures consistency across trades, and supports warranty and compliance processes with a documented decision history.
Multiple signers may be required — list each signer, role, and contact information to establish authority and attribution.
| Field | Configuration |
|---|---|
| Color Code Field | Mandatory, exact-match validation for manufacturer codes |
| Image Attachment | Allow JPEG/PNG uploads, require filename with elevation tag |
| Approval Routing | Sequential routing: architect → owner → contractor |
| Final Storage | Write final signed PDF to project folder |
Ensure the chosen platform meets any industry compliance needs and can retain a copy of the signed record in your preferred repository.
Persistently identify the project to avoid misfiling; include contract or permit numbers where available and consistent naming conventions across systems.
Specify exact elevation, unit, or façade with reference photos so installers apply the correct color in the correct place without interpretation.
List manufacturer, product line, and precise color code; include batch or lot number if required for warranty or color matching.
Attach photos of swatches or mockups with scale and lighting notes; note whether sample is field‑applied or factory sample.
Capture names, roles, dates, and signature method for each approver to create an auditable decision trail.
Include a change history section that notes prior selections, change reason, author, and effective date to prevent disputes.
| 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 tier) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |