Understand your client’s must-haves before sourcing begins.
Avoid wasted hours on sourcing. The Materials & Finish Preference Form gives clients a structured way to share their likes, dislikes, and inspirations before you begin pulling samples. From flooring to fixtures, you’ll know exactly what direction to take, saving time and reducing revisions.
WHAT’S INSIDE
Welcome & Instructions Page – Professional introduction that explains the form’s purpose, how it will be used, and sets expectations for clients.
General Aesthetic Preferences – Capture broad style direction, favorite finishes, and clear dislikes to guide sourcing decisions.
Textile Preferences – Identify fabric types, textures, and feel preferences for upholstery, drapery, and pillows.
Wood Tone Preferences – Gather client selections for wood tones and grain styles to align cabinetry, furniture, and flooring.
Metal Preferences – Define preferred finishes for fixtures, hardware, and accents to ensure cohesive detailing.
Flooring Preferences – Select material types (tile, hardwood, vinyl, etc.) and tones to balance function and style.
Additional Preferences – Collect inspiration links, uploaded images, and final design notes to complete the picture.
Confirmation Page – A polished thank-you message with next steps and reassurance that their input has been received.
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Design Development Toolkit — $197 Includes the Materials & Finish Preference Form, Concept Review Form, Final Design Approval Form, and Design Change Request Form.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Understand your client’s must-haves before sourcing begins.
Avoid wasted hours on sourcing. The Materials & Finish Preference Form gives clients a structured way to share their likes, dislikes, and inspirations before you begin pulling samples. From flooring to fixtures, you’ll know exactly what direction to take, saving time and reducing revisions.
WHAT’S INSIDE
Welcome & Instructions Page – Professional introduction that explains the form’s purpose, how it will be used, and sets expectations for clients.
General Aesthetic Preferences – Capture broad style direction, favorite finishes, and clear dislikes to guide sourcing decisions.
Textile Preferences – Identify fabric types, textures, and feel preferences for upholstery, drapery, and pillows.
Wood Tone Preferences – Gather client selections for wood tones and grain styles to align cabinetry, furniture, and flooring.
Metal Preferences – Define preferred finishes for fixtures, hardware, and accents to ensure cohesive detailing.
Flooring Preferences – Select material types (tile, hardwood, vinyl, etc.) and tones to balance function and style.
Additional Preferences – Collect inspiration links, uploaded images, and final design notes to complete the picture.
Confirmation Page – A polished thank-you message with next steps and reassurance that their input has been received.
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Design Development Toolkit — $197 Includes the Materials & Finish Preference Form, Concept Review Form, Final Design Approval Form, and Design Change Request Form.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
“Trusted by interior designers across the US to capture preferences and guide material selections with confidence.”
Ready to simplify client selections and document preferences with ease?
Digital product. Instant delivery. Final sale.
