Can this form be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Ensure the signer demonstrates intent, consents to an electronic record, attribution is clear, and the record is retained in a reproducible form.

Is notarization required for the form?

Not typically. Exterior selection forms are generally not notarized. If a contract or local authority specifically requires notarization for a change order or certain approvals, obtain notarization per state rules.

How do I change a submitted selection?

Record the change on a new amendment or change‑order line, include the date, the reason, and obtain initials or signatures from all required parties before ordering replacements or modified materials.

What happens if details are incorrect?

Incorrect color codes or SKUs can cause supplier reorders, delay installation, and create additional costs. Correct errors promptly and document the correction and approvals.

Who should retain the signed form?

Retain the signed original with the contract owner, upload a copy to the project file, and keep supplier acknowledgments. Maintain retention according to tax and warranty rules and organizational policy.

Are there privacy concerns with these forms?

Limit personal data to what is necessary for ordering and delivery. If records include protected health information or other sensitive data, apply applicable safeguards such as HIPAA controls (45 CFR §164.530(j)).

Electronic Signature
Templates
Miscellaneous
Exterior Design Selections Form

Exterior Design Selections Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

EXTERIOR DESIGN SELECTIONS FORM

This Exterior Design Selections Form (the Agreement) is entered into by and between Client Name: and Designer/Contractor Name: .

WHEREAS

WHEREAS, Designer/Contractor is engaged in the business of exterior design, selection coordination and project specification for residential and commercial properties; and

WHEREAS, Client desires Designer/Contractor to prepare and confirm the exterior design selections for the property located at: Property Address:

NOW, THEREFORE, in consideration of the mutual covenants set forth below, the parties agree as follows:

SCOPE OF WORK

Designer/Contractor will prepare final exterior material and color selections, produce selection schedules for procurement, and coordinate with installer(s) as required. Specific tasks and exclusions are described below.

Detailed scope (describe deliverables, exclusions, and responsibilities)

EXTERIOR MATERIAL & COLOR SELECTIONS

Primary Siding

Options (check selected material):
Vinyl Fiber-cement Wood Stucco

Primary siding color / code

Trim & Accents

Trim material Trim color / code

Masonry / Accent Material

Stone/Brick selection

ROOFING, DOORS & WINDOWS

Roofing material Roof color / code Exterior door type Window style and frame color

LIGHTING, HARDWARE & LANDSCAPE

Exterior lighting style and fixture finish Hardware finish (locks, house numbers, etc.) Landscape / hardscape key selections

ALLOWANCES, UPGRADES & CHANGE ORDERS

The parties agree that certain items are budgeted as allowances. Any selection or upgrade exceeding the allowance will be treated as a change order and will require written approval and additional payment as set forth below.

Allowances and amounts

Client acknowledges that any changes after selection approval may result in price adjustments, lead-time changes, and revised completion dates.

Client acknowledges change order process and fees

Client agrees that changes will be documented in writing and signed by both parties prior to implementation.

PAYMENT TERMS

Total contract amount Deposit amount and due date Payment schedule Late fee

TERM AND TERMINATION

This Agreement commences on Start Date: and, unless earlier terminated, ends on Completion Date: .

Termination notice period (days)

Either party may terminate this Agreement for material breach if the breaching party fails to cure within the notice period specified above. Termination does not relieve Client of liability for work already performed or committed procurement costs.

CONFIDENTIALITY

Each party shall keep confidential all non-public documents, proprietary drawings, pricing, vendor lists, and other confidential information provided in connection with this Agreement. Confidential information shall not be disclosed except as required by law or with prior written consent of the disclosing party.

Confidentiality exceptions or additional terms

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state of without regard to its conflict of laws principles.

ENTIRE AGREEMENT

This document, together with any incorporated selection sheets and signed change orders, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements, proposals and understandings, whether written or oral.

Additional terms or amendments

CLIENT SELECTION CONFIRMATION

By initialing below, Client confirms that the selections above are final to the best of Client's knowledge and authorizes Designer/Contractor to order materials and proceed in accordance with the payment schedule.

Client Initials: Date:

Contractor/Designer (Print Name):

By:

Date:

Client (Print Name):

By:

Date:

What the Exterior Design Selections Form Is

The Exterior Design Selections Form documents a buyer’s or owner’s choices for visible exterior finishes and related options on a residential or commercial construction project. Typical entries include color palettes, siding and trim materials, roofing type, exterior fixtures, manufacturer and product codes, and optional upgrade selections. The form creates a clear, dated record that contractors, suppliers, and project managers use to order materials, price change orders, and schedule installation. When completed accurately it reduces ambiguity during construction and supports final inspection and closeout.

Why a Clear Selection Form Matters

A well‑prepared Exterior Design Selections Form reduces misunderstandings, supports accurate procurement, and documents agreed selections for invoicing and warranty records. It also establishes a dated record that can be referenced during disputes or change‑order negotiations.

Who Typically Completes the Form

Multiple signers may be required; the form also travels to suppliers and permitting teams as needed.

Homeowners and buyers who must approve colors, finishes, and upgrade options before installation.
Project managers or general contractors who verify selections, confirm availability, and authorize procurement.
Designers or architects who specify permitted product models, manufacturer codes, and aesthetic constraints.

Step-by-Step: Completing and Submitting the Form

A concise sequence to complete the form accurately and route it for approvals.

01

Gather Specs: Collect manufacturer codes and sample swatches.
02

Fill Fields: Enter names, codes, and quantities accurately.
03

Review: Contractor and designer confirm compatibility.
04

Sign and Route: Obtain required signatures and send to supplier.

Required Data Elements

Project Address: Full site address

Owner Name: Legal name as on contract

Contractor Info: Company and license number

Color / Finish: Manufacturer + color code

Material Model: SKU or product model

Signer Details: Name, role, date

Common Preparation Mistakes to Avoid

Using informal or partial color names instead of exact manufacturer codes, which leads to ordering incorrect finishes and installation delays.
Entering abbreviated or inconsistent owner names that do not match contract records and cause processing or payment holdups.
Omitting manufacturer product model or SKU, forcing suppliers to guess or substitute items that may not meet specifications.
Failing to initial or date change lines when selections are altered, which creates disputed scope and possible chargebacks later.

How Digital Submission Works

Typical online submission and approval flow for selections forms using eSignature platforms.

Upload Document: Sender uploads the completed form PDF or DOCX.
Add Fields: Place signature, initial, and date fields as required.
Authenticate Signers: Choose email, SMS code, or stronger ID checks.
Complete and Archive: Signed copy and audit trail stored securely.

Configuring an Online Workflow

Common settings to configure when enabling the form for digital completion and routing.

Field	Configuration
Required Fields	Mark name, product codes, and signature required
Signer Order	Set sequence: owner → designer → contractor
Authentication	Use email or SMS OTP; add KBA for higher assurance
Notifications	Enable reminders and completion emails

Delivery Options and Platform Needs

Configure platform integrations and signer authentication to match internal controls and supplier requirements before sending.

File Formats: PDF, Word DOCX, or Excel supported
Integrations: Connect to Salesforce or Google Workspace
Authentication: Email, SMS, or advanced methods

Typical Timelines and Deadlines

Standard internal deadlines to set expectations for selections, procurement, and installation scheduling.

Selection Window:

Usually 7–14 days from contract execution

Supplier Order Cutoff:

Place orders within 3–5 business days after approval

Change Deadline:

Material changes accepted before fabrication starts

Delivery Lead Time:

Varies by product; confirm supplier estimates

Final Sign-Off:

Sign off at installation completion

Key Milestones from Selection to Installation

Sequential stages that track the selection lifecycle from request to final acceptance.

01

Selection Submitted

Owner submits choices and signatures for review.

02

Design Review

Designer and contractor confirm compatibility and timing.

03

Supplier Order

Materials are ordered once approvals are recorded.

04

Installation & Sign-Off

Work completed and final acceptance recorded.

eSignature Platform Comparison

A concise comparison of starting price and key capabilities relevant to signing and routing Exterior Design Selections Forms.

	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 (Business Premium+)	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	Varies	Varies
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Practical Examples from Real Customers

Real-world examples show how structured selection forms reduce rework and speed procurement.

Martin Properties — Tim Martin

Tim Martin’s team used a standardized selections form to capture buyer finish choices quickly

Saved procurement time by eliminating manual calls and clarifications
The result was fewer supplier errors, clearer invoices, and consistent build schedules across multiple properties.

Optica Ventures — Brian Fitzgibbons

Optica centralized exterior selections to a single PDF for each project

Reduced duplicate orders by validating SKUs before submission
By aligning designers and contractors on one dated document they avoided costly reorders and maintained accurate warranty records.

Primary Signers and Their Responsibilities

Homeowner / Buyer

The buyer must select and authorize exterior finishes, confirm color codes and product models, and sign to accept associated costs and timing; signatures create buyer authorization for orders and change charges.

Project Manager / Contractor

The contractor verifies availability, confirms compatibility with specifications, initials approved substitutions when necessary, and signs to accept responsibility for ordering and installation oversight.

Best Practices for Accurate and Efficient Completion

Practical tips to reduce rework, avoid disputes, and streamline procurement.

Use Exact Manufacturer Codes

Always provide the full manufacturer name, SKU, and finish code to ensure the supplier orders the correct item and the installer receives matching components.

Attach Photos or Samples

Include an image of the selected finish or a scanned sample page to avoid interpretation issues when color names or descriptions overlap between manufacturers.

Document Change Approvals

Require initials and dates next to any selection change; maintain a running log of change orders to prevent scope disputes and unexpected charges.

Store Signed Copies Securely

Archive final signed forms with audit trails in a secure system and retain per retention policy for warranty and tax purposes.

Frequently Asked Questions

Answers to common questions about signatures, changes, and legal validity for Exterior Design Selections Forms.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Ensure the signer demonstrates intent, consents to an electronic record, attribution is clear, and the record is retained in a reproducible form.
Is notarization required for the form?
Not typically. Exterior selection forms are generally not notarized. If a contract or local authority specifically requires notarization for a change order or certain approvals, obtain notarization per state rules.
How do I change a submitted selection?
Record the change on a new amendment or change‑order line, include the date, the reason, and obtain initials or signatures from all required parties before ordering replacements or modified materials.
What happens if details are incorrect?
Incorrect color codes or SKUs can cause supplier reorders, delay installation, and create additional costs. Correct errors promptly and document the correction and approvals.
Who should retain the signed form?
Retain the signed original with the contract owner, upload a copy to the project file, and keep supplier acknowledgments. Maintain retention according to tax and warranty rules and organizational policy.
Are there privacy concerns with these forms?
Limit personal data to what is necessary for ordering and delivery. If records include protected health information or other sensitive data, apply applicable safeguards such as HIPAA controls (45 CFR §164.530(j)).

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