Color chart- Color Submittal form in customer portal
Would be awesome if the color chart is visible to the customer either on the proposal or through the portal. But what would be more amazing is if they could go to the portal and fill out a color submittal form, of them deciding, clarifying and putting to paper the colors they have agreed on to be used on the project. It could be the color chart but available for them to fill out. I will be doing this as I have had many issues with getting the colors locked down but would be stoked to do it on here!
Natalie Lake
•
Mar 27, 2024
Yes I love this! When the proposal is signed many times we haven't locked down the color yet and I don't want to have to re-send the proposal for just this.
Jeremy harrison
Team•
May 8, 2024
Updating this ticket to include showing this information as an addendum to the proposal with a "signed/approved" status.
This is an essential feature needed. We need to have the ability to edit the product in the color chart. As of now we can only edit the sheen and add a color name and code. But I would say often we need to edit the product as well. A few examples: people choose to pay for a paint upgrade, now the work order shows the wrong product; sometime it happens that the wrong product get’s priced; sometime we decide to change the product after talking with the client; and more reasons. Please this is really an essential feature.
It would be great if there was a feature to add what color a customer wants after the proposal has been accepted. Most clients haven't picked their colors out at the time of the appointment, and it would be great to have a quick submission for the client to approve for color, and not have to make something in a change order.
We would like to request the addition of an internal form-building feature within DripJobs. This would allow us to create branded forms that maintain a consistent look and feel while keeping all client data integrated within the platform.
Specifically, we are looking for a form that enables clients to select paint colors based on Area and Substrate. Once submitted, the selections should automatically populate the Color Chart section within the system.
Ideally, we would also like to include a link to this form directly within the proposal, allowing clients to input their paint colors and numbers during the approval process. This integration would streamline communication and improve workflow efficiency.
I would love the ability to send a colour sign off sheet to clients after colours have been picked. I would like to have the client sign off on the colours like the proposal.
CJ Ellis
•
May 29
We would also like this option to become available after proposal is approved.
An Anonymous User
•
Jul 24
The possibility for multiple colors in a single room would be great. Not everyone only picks one color and one sheen.
Comments15
Mike Tannahill
Feb 27
•Merged request
•13 votes
Color chart- Color Submittal form in customer portal
Would be awesome if the color chart is visible to the customer either on the proposal or through the portal. But what would be more amazing is if they could go to the portal and fill out a color submittal form, of them deciding, clarifying and putting to paper the colors they have agreed on to be used on the project. It could be the color chart but available for them to fill out. I will be doing this as I have had many issues with getting the colors locked down but would be stoked to do it on here!
Natalie Lake
Mar 27, 2024
Yes I love this! When the proposal is signed many times we haven't locked down the color yet and I don't want to have to re-send the proposal for just this.
Jeremy harrison
May 8, 2024
Updating this ticket to include showing this information as an addendum to the proposal with a "signed/approved" status.
Daniel Gevara
Feb 27
•Merged request
•6 votes
Color Chart Product Edit Feature
This is an essential feature needed. We need to have the ability to edit the product in the color chart. As of now we can only edit the sheen and add a color name and code. But I would say often we need to edit the product as well. A few examples: people choose to pay for a paint upgrade, now the work order shows the wrong product; sometime it happens that the wrong product get’s priced; sometime we decide to change the product after talking with the client; and more reasons. Please this is really an essential feature.
An Anonymous User
Feb 27
•Merged request
•6 votes
It would be great if there was a feature to add what color a customer wants after the proposal has been accepted. Most clients haven't picked their colors out at the time of the appointment, and it would be great to have a quick submission for the client to approve for color, and not have to make something in a change order.
An Anonymous User
Feb 27
•Merged request
•7 votes
Color Schedule
Please make the color schedule show on the customer side of the proposal
DripJobs Support
Mar 3, 2024
Please provide more context
An Anonymous User
Feb 27
•Merged request
•1 vote
Internal Form Builder for Client Color Selections
We would like to request the addition of an internal form-building feature within DripJobs. This would allow us to create branded forms that maintain a consistent look and feel while keeping all client data integrated within the platform.
Specifically, we are looking for a form that enables clients to select paint colors based on Area and Substrate. Once submitted, the selections should automatically populate the Color Chart section within the system.
Ideally, we would also like to include a link to this form directly within the proposal, allowing clients to input their paint colors and numbers during the approval process. This integration would streamline communication and improve workflow efficiency.
An Anonymous User
Feb 27
•Merged request
•7 votes
Colour Sign Off Sheet
I would love the ability to send a colour sign off sheet to clients after colours have been picked. I would like to have the client sign off on the colours like the proposal.
CJ Ellis
May 29
We would also like this option to become available after proposal is approved.
An Anonymous User
Jul 24
The possibility for multiple colors in a single room would be great. Not everyone only picks one color and one sheen.