Project Header
Project name, address, contract number, and primary contact information. This links the selection with procurement, invoices, and inspection records.
A formal selection form reduces disputes, minimizes ordering errors, and provides verifiable approvals for change orders and inspections. It also supports consistent execution across subcontractors and creates an evidentiary trail when combined with timestamps and signer attribution.
The form is used cooperatively: designers capture intent, contractors execute, and owners provide final approvals before procurement.
Maintaining clear responsibility for each field ensures accountability and speeds resolution when discrepancies arise on-site.
The project manager or general contractor signs as the executing party, confirming availability, ordering responsibilities, and installation timing. Their signature signals acceptance of the specifications and authorizes procurement and scheduling actions on behalf of the construction team.
The homeowner, building owner, or an authorized representative signs to confirm final aesthetic choices and to accept cost or schedule implications of any nonstandard selections. Signature attribution is essential for change-order disputes and warranty claims.
Project name, address, contract number, and primary contact information. This links the selection with procurement, invoices, and inspection records.
Line items for each room or zone with area measurement, substrate type, and any prep instructions relevant to color or finish performance.
Manufacturer, product line, exact color code, and batch or lot number when available to ensure ordered material matches approved sample.
Attach sample photos, physical swatch IDs, lighting conditions, and the date/time of review to document color under specific conditions.
Explicit yes/no approval checkboxes, space for alternate choices, and a statement acknowledging change-order costs if substitutions occur.
Signature blocks for designer, contractor, and owner with printed name, role, contact, and MM/DD/YYYY date to verify authorization.
| Field | Configuration |
|---|---|
| Routing | Sequential routing by role, with email notifications to each signer. |
| Authentication | Use email link or SMS code to confirm signer identity. |
| Conditional Fields | Show alternate selection fields only if primary color is unavailable. |
| Storage | Archive signed PDF/A in project folder with version control. |
Choose a platform that supports PDF, DOCX, and image attachments and preserves audit trails for each signed record.
Require signed sample approval at least two weeks before ordering.
Confirm manufacturer lead times; allow buffer for custom colors or large orders.
Set a clear cutoff for substitutions to avoid rush fees and delays.
Schedule a signed pre-install approval within 48 hours of start.
Obtain owner sign-off on completed areas before final payment.
Designer documents exact paint codes and sheen across 10 rooms
Project team standardizes a palette across building units to economize procurement
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |