Sample Management

Manage Sample Activity in One Connected System

SampleHQ helps packaging and labeling teams manage sample requests, track order progress, update shipment visibility, and keep sales and fulfillment aligned from request through delivery.

The problem

One place to manage the Full sample workflow
full sample workflow

Sample programs often break down across inboxes, spreadsheets, disconnected shipping updates, and scattered product records. SampleHQ brings sample requests, order progress, shipment visibility, and team coordination into one connected platform.

Centralize sample requests

Capture and manage incoming sample orders in one system instead of across email and manual follow-up.

Track every order clearly

See where each order stands, from request through processing, shipment, and delivery, in real time.

Keep teams aligned

Give sales and fulfillment shared visibility without relying on scattered updates.

How SampleHQ Works

From Request to Delivery in One Workflow

1. Receive sample request

Receive or request - Sales reps create orders directly, or customers submit requests through #request-forms that your team approves.

2. Review samples

Use a centralized sample library to find the right products, materials, and sample options.

3. Process the order

Move each request through a clear workflow so teams know what is pending, active, or complete.

4. Update shipment tracking

Ship and track - Compare carrier rates, buy labels, and track shipments directly inside SampleHQ. Recipients and reps notified automatically.

5. Keep visibility shared

Give sales and fulfillment one view of order progress and delivery status without extra back-and-forth.

Sample requests

Let customers request samples directly
from your website

Build branded sample request forms in minutes and embed them anywhere. Every submission flows into SampleHQ, where your sales team can review, approve, and convert it into a sample order. Contacts and deals are automatically created in your CRM upon submission.

Visual form builder with live preview
Embed on your website, landing pages, or share a direct link
Sales reviews and approves requests before they become orders
Full request history by customer, rep, or product
Centralized sample library

A single source of truth for all your samples

Keep your sample catalog accessible and easier to manage with one centralized library.

Searchable sample library with categories, images, and attachments
Custom sample fields and categories tailored to your workflow
Build pre-configured sample kits for common requests
Track availability and low stock across your catalog
Bulk import your existing samples in minutes
Order Visibility

See Where Every Sample Order Stands

SampleHQ gives teams a clearer view of order progress so they can track what has been requested, what is being processed, what has shipped, and what has been delivered.

Clearer order statuses across the workflow
Less manual follow-up for internal updates
Easier coordination between requesters and fulfillment
Orders linked to CRM deals and opportunities for full context
Shipping

Ship samples in seconds, not hours

Compare rates across carriers, buy and print labels, and track every shipment without leaving the order. Recipients and sales reps get notified automatically on shipment and delivery.

Compare rates from FedEx, UPS, USPS, DHL, and more
Buy and print labels directly inside SampleHQ
Tracking number auto-attached to the order the moment it ships
Recipients and sales reps notified on shipment and delivery
AI assistant

Manage your samples without leaving the chat

Search samples, create orders, check statuses, and pull reports through a single conversation with your AI assistant.

"Show me low stock samples" - instant answer
"Start a new order for Greenfield Corp" - AI builds it
"Which orders shipped this week?" - full list in seconds
"Show me overdue orders" - flagged immediately
Core Capabilities

What Teams Improve With SampleHQ

Less workflow fragmentation — Replace inboxes, spreadsheets, and disconnected updates with one system.
Clearer order visibility — Track sample requests, shipments, and delivery progress across teams.
Better team alignment — Sales and fulfillment work from the same data.
Measurable sample impact - Connect sample activity to deals and revenue to prove ROI.

See a Better Way to Manage
Sample Activity

Start a 14-day FREE trial or book a demo to see how SampleHQ helps packaging teams manage sample requests, order progress, shipment visibility, and cross-team workflows in one connected system.