SALES VISUALIZER / FIELD NOTES
Help buyers choose a finish with more than a color swatch.

REVIEW LIST
1. Use the same approved finish names in controls, previews and briefs.
2. Identify the components affected by each finish selection.
3. Show a readable selected label and a marker independent of color.
4. Carry sample requests and unresolved comparisons into the next review.

WORKED EXAMPLE
Worked example: a frame finish beside existing windows
A hypothetical pergola buyer prefers an anthracite frame but wants to compare it with their existing window frames before confirming the choice. The online preview illustrates the frame color; it does not confirm an exact physical match.
- Selected: anthracite frame; roof and screen finishes recorded separately.
- Open question: which physical sample should the buyer review beside the windows?
- Next step: the sales team confirms the actual finish reference and sample availability.

Read the guide: https://salesvisualizer.com/blog/finish-swatches-product-configurator/
Sales Visualizer is a brand of United Web Solutions LLC.