Creating a Custom Input for Color Selection in a Proposal

1. Navigate to the estimate you’re working on and click + Add Item.

2. In this example, we’ll add an item called Paint.

Open Item Settings
Click the cube icon next to the item to open its settings.

3. Enable Custom Color Selection

4. Select Request a custom color from your customer.

5. Choose whether this color selection should be optional or required.

6. Linked to Benjamin Moore Fan Deck

7. Client Color Selection

On the client-facing proposal, your customer can browse and select any Benjamin Moore color directly for this item.

Tips & Best Practices

Clear Naming: Give the item a descriptive name so clients understand what they’re selecting.
Guidance: Consider adding instructions or notes to help clients make informed color choices.
Testing: Preview the proposal from the client’s perspective to ensure the color selection tool is working correctly.

By integrating a custom color selection directly into your proposal, you can give your clients a more interactive and personalized experience. This is especially useful for items like paint, where clients can choose from a wide range of colors.