Create a material selection
Build a material selection with options for your client to compare and approve. Add a recommended pick, notes, and a deadline.
How do I create a material selection?
A material selection is a small set of options (say three faucet choices) that you send a client to approve. In the selection builder, give the selection a title, add each option (name, price, photo, link), mark one as recommended, and add an intro note and a decision deadline. Once it has at least one option, send it to the client for sign-off.
Material selections turn back-and-forth texts into one clean decision. The client sees the options side by side, you flag your recommendation, and their approval is recorded, so there's no confusion later about what was chosen.
Build a selection step by step
- 1Start a selection on a project
A material selection belongs to a project. Open the project's Materials tab and start a new selection. You'll land in the builder.
- 2Name and describe the selection
Add a title (e.g. "Kitchen faucet"), an optional category, an intro note for the client, and a decision deadline.
- 3Add options
Click Add option for each choice. Enter the name, price, photo, and a product link if you have one.
- 4Mark your recommendation
Flag the option you'd recommend so the client knows your pick at a glance. The sidebar tracks how many options and how many recommendations you've added.
- 5Send to the client
When at least one option is added, click Send to client and confirm. The selection is now locked from editing while the client reviews.
Pasting a product URL can pull in the name, price, and image automatically, so you don't have to type each option from scratch.
You can only edit a selection while it's a draft. Once it's sent, the builder is read-only. Create a new selection if you need to offer different options.
Two to four works best: enough to give a real choice without overwhelming the client. You need at least one option before you can send.
Yes. Add a deadline in the builder header. It shows on the selection so the client knows when you need their answer.
A sent selection can't be edited. Create a fresh selection with the corrected options and send that one instead.
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