Record a client's material or finish selection against an identified project and drawing revision.
Business template · 10 fields (9 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your client finish and material selections
Record a client's material or finish selection against an identified project and drawing revision.
Record the exact product and revision before confirming a selection. This record does not itself purchase materials or approve a price change.
The form separates project reference, room or item, drawing or schedule revision, material or finish option into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Record the exact product and revision before confirming a selection. This record does not itself purchase materials or approve a price change.
Customize the project reference and room or item questions to match your records and terminology.
Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.
Every field, explained
Your full name (Name, required)
Email address (Email, required)
Project reference (Short text, required)
Room or item (Short text, required)
Drawing or schedule revision (Short text, required)
Material or finish option (Short text, required)
Color or product reference (Short text, required)
Selection status (Dropdown, required)
Conditions or comments (Long text)
Client acknowledgment (Signature, required) — Sign as the person identified on this form after reviewing the information provided.
Frequently asked questions
What does this client finish and material selections template collect?
Alongside contact details, it asks for project reference, room or item, drawing or schedule revision, material or finish option, color or product reference, selection status, conditions or comments, client acknowledgment. You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this client finish and material selections form?
Record the exact product and revision before confirming a selection. This record does not itself purchase materials or approve a price change.
Can I customize the acknowledgment and signature fields?
Yes. Provide your complete reviewed instructions or terms before collecting signatures. The signature field records input; it does not verify identity or guarantee legal effect. You can edit the form and print a copy.