Project and client
Project name, client name, site address, and contract or PO number to link selections to the correct job and invoicing records.
A formal colour selection reduces ordering errors, protects both client and designer from scope disputes, and creates a documented acceptance point for production and installation. It supports accurate procurement, prevents costly rework, and provides traceable approval history should warranty or compliance questions arise.
Designers, project managers, and clients use the colour selection to finalize aesthetic decisions and to authorize procurement.
Project name, client name, site address, and contract or PO number to link selections to the correct job and invoicing records.
Clear room names or area codes (e.g., Kitchen A, Suite 201) so selections map to construction drawings and installation scopes.
Exact colour references (Pantone, RAL, NCS, manufacturer code, or hex) accompanied by physical swatch IDs and finish descriptions.
Manufacturer, product name, batch or lot number, and supplier contact details for procurement and quality checks.
Signature blocks, printed name, role, and date for client approval plus optional designer confirmation and installer acknowledgement.
Conditional notes for alternate selections, lead times, expected variations between sample and production, and any mock-up requirements.
| Field | Configuration |
|---|---|
| Signature fields | Place client and designer signature and date fields with required validation. |
| Conditional fields | Show alternate selection fields only if primary option is declined. |
| Authentication | Use email or SMS verification for client identification based on project sensitivity. |
| Notifications | Configure routing to procurement and installer once final signature is captured. |
Choose a platform that supports secure eSignatures, preserves formatting, and provides an audit trail for approvals.
Specify the date by which client must approve selections.
Supplier lead times determine the last date to place orders.
Schedule sample approvals before bulk ordering.
Align delivery dates with on-site installation slots.
State the last date changes are accepted without additional cost.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |