How to Add Pre-Built Paint Fandexes to a Line Item

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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. Bolster includes pre-built Fandexes from both Benjamin Moore and Sherwin-Williams, which you can attach directly to a paint line item so clients can pick a color name or number themselves.

Before You Begin

• Identify the line item you want to attach a Fandex to (for example, a line item called Paint).

1. Navigate to the estimate you're working on and click + Add Item.
2. In this example, add an item called Paint.
3. Click the cube icon next to the item to open its settings.
4. Expand the Sales, Optionality and Upgrades dropdown menu.
5. Scroll down and select Paint Color.
6. Once selected, the client is offered both the Benjamin Moore and Sherwin-Williams Fandexes to choose from.

On the client-facing proposal, your customer can select either Fandex and search for a color by name or number using the search bar above the color options.

Tips & Best Practices

• Clear Naming: Give the item a descriptive name so clients understand what they're selecting.
• Testing: Preview the proposal from the client's perspective to confirm the Fandex selection tool is working correctly.

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Why This Matters

• Lets clients browse and select real paint colors from Benjamin Moore or Sherwin-Williams directly within the proposal, rather than relying on a generic or manually entered color choice.

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Summary

Adding a pre-built Fandex to a line item lets clients pick a paint color by name or number from either the Benjamin Moore or Sherwin-Williams Fandex, by selecting Paint Color under Sales, Optionality and Upgrades in the item's settings.