Overview
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. With Bolster, you can easily link an item to a complete color fandex, such as Benjamin Moore, and let clients select their preferred shade.
Before You Begin
- Ensure you have an estimate template open and ready to modify.
- Decide which color library (e.g., Benjamin Moore Complete Colour Fandex) you want to link.
Step-by-Step Instructions
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Add a New Item
- From your estimate template, click Add Item.
- Name your item. For example, “Paint.”
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Access the Item’s Sales Settings
- After adding your item, click the Queue (Q) icon or cube icon next to the item.
- Select the Sales tab to access the item’s settings.
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Enable Custom Color Selection
- In the Sales settings, you’ll find an option to request a custom color from the customer.
- Link the item to the appropriate color library, such as the Benjamin Moore Complete Colour Fandex.
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Set Selection Requirements
- Determine if the color choice should be optional or required by toggling the corresponding options.
- Optional: The client may skip the selection if they prefer.
- Required: The client must select a color before finalizing the proposal.
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Preview Client Experience
- Once saved, the client will see a color selection tool within the proposal.
- They can browse and select any color from the Benjamin Moore fan deck directly from the proposal on their end.
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.