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SampleHQ
Solutions
Sample management for modern packaging teams
Overview
Full platform overview and capabilities
For Executives
Revenue visibility and sample program ROI
For Sales Teams
Streamline sample requests and follow-ups
For Fulfillment Teams
Manage queues, shipments, and delivery
Platform
One platform, many connected capabilities
Sample Management
Organize samples, kits, and collateral
CRM Integrations
Connect HubSpot and Salesforce
Revenue Attribution
Link samples to deals and measure impact
AI Assistant
Ask questions, create orders, take actions
ERP Integration
Sync products and inventory from your ERP
Pricing
Resources
Guides, support, and product updates
Insights
Guides, tips, and industry perspectives
Support Center
Get help and browse documentation
Contact Us
Book a Demo
Sample management for modern packaging teams
Overview
Full platform overview and capabilities
For Executives
Revenue visibility and sample program ROI
For Sales Teams
Streamline sample requests and follow-ups
For Fulfillment Teams
Manage queues, shipments, and delivery
One platform, many connected capabilities
Sample Management
Organize samples, kits, and collateral
CRM Integrations
Connect HubSpot and Salesforce
Revenue Attribution
Link samples to deals and measure impact
AI Assistant
Ask questions, create orders, take actions
ERP Integration
Sync products and inventory from your ERP
Pricing
Guides, support, and product updates
Insights
Guides, tips, and industry perspectives
Support Center
Get help and browse documentation
Contact Us
Book a Demo

Getting Started

6
  • What is SampleHQ?
  • Getting Started Checklist
  • Quick Start: Fulfillment Team
  • Quick Start: Sales Rep
  • Quick Start: Manager
  • Quick Start: Account Owner

Sample Library

11
  • Using the Sample Cart
  • Adding and Managing Collateral
  • Understanding Collateral
  • Pairing Sample Kits with Letter Templates
  • Creating and Using Sample Kits
  • Managing Custom Field Definitions
  • Using Custom Fields on Samples
  • Managing Sample Categories
  • Editing a Sample
  • Adding a New Sample
  • Viewing All Samples

Orders

10
  • Bulk Actions on Orders
  • Order Reminders and Follow-ups
  • Using Letter Templates in Orders
  • Creating Letter Templates
  • Exporting Orders to CSV
  • Fulfilling an Order
  • Order Details Page
  • Understanding Order Statuses
  • Creating a New Order
  • Viewing All Orders

CRM Integrations

8
  • Linking Deals from HubSpot
  • Linking Deals from Salesforce
  • CRM Integration Overview
  • Connecting Salesforce
  • Connecting HubSpot
  • CRM Search and Customer Lookup
  • Linking Deals to Orders
  • Managing CRM Connections

Users and Roles

5
  • Role Capabilities Reference
  • Updating Your Own Profile
  • Editing a User Profile
  • Adding a New User
  • Understanding Roles and Permissions

Workspace and Branding

4
  • Renaming Your Workspace
  • Setting Your Accent Color
  • Uploading Your Company Logo
  • Editing Company Information

Account and Billing

7
  • Viewing Invoices and Transaction History
  • Reactivating a Canceled or Paused Subscription
  • Canceling Your Subscription
  • Upgrading or Downgrading Your Plan
  • Managing Your Subscription
  • Plan-Based Feature Limits
  • Understanding Plans: Starter, Pro, and Enterprise

Shipping

9
  • Shipping Overview
  • Label Format Preferences
  • Shipping Notifications
  • Address Validation
  • Tracking Shipments
  • Batch Shipping
  • Purchasing a Shipping Label
  • Comparing Carrier Rates
  • Connecting Shippo

Attribution and Reporting

12
  • Linking Deals from HubSpot
  • Linking Deals from Salesforce
  • Linking Deals to Orders
  • Attribution Overview Report
  • Sample Attribution Reports
  • Customer Attribution Reports
  • Deal Attribution Reports
  • Rep Attribution Reports
  • Team Attribution Report
  • The Attribution Dashboard
  • Assigning Attribution Values
  • Attribution Overview

Embeddable Forms

4
  • Managing Form Submissions
  • Publishing and Embedding a Form
  • Building a Form
  • Forms Overview

AI Assistant

7
  • AI Usage and Limits
  • Creating AI Watches and Alerts
  • What the AI Can Do
  • Setting Up BYOK (Bring Your Own Key)
  • AI Configuration Modes
  • Using the AI Chat
  • AI Assistant Overview

Notifications

4
  • Onboarding Emails
  • Managing Notification Preferences
  • Email Notification Types
  • In-App Notifications

Data Import and ERP

8
  • ERP API Documentation
  • Configuring ERP Sync
  • ERP Integration Overview
  • Import Images and Media
  • Handling Duplicates During Import
  • Running a Bulk Import
  • Preparing Your CSV File
  • Bulk Import Overview

Dashboard and Analytics

5
  • Using Charts and Date Filters
  • Fulfillment Dashboard
  • Sales Rep Dashboard
  • Owner and Manager Dashboard
  • Dashboard Overview
View Categories
  • Support Center

Owner

  • Quick Start: Account Owner
  • Managing Your Subscription
  • Upgrading or Downgrading Your Plan
  • Canceling Your Subscription
  • Reactivating a Canceled or Paused Subscription
  • Viewing Invoices and Transaction History
  • Editing Company Information
  • Uploading Your Company Logo
  • Setting Your Accent Color
  • Renaming Your Workspace
  • Adding a New User
  • Editing a User Profile
  • Role Capabilities Reference
  • Adding a New Sample
  • Editing a Sample
  • Managing Sample Categories
  • Managing Custom Field Definitions
  • Creating and Using Sample Kits
  • Pairing Sample Kits with Letter Templates
  • Adding and Managing Collateral
  • Exporting Orders to CSV
  • Creating Letter Templates
  • Order Reminders and Follow-ups
  • Bulk Actions on Orders
  • Connecting Shippo
  • Label Format Preferences
  • Connecting HubSpot
  • Connecting Salesforce
  • Managing CRM Connections
  • Forms Overview
  • Building a Form
  • Publishing and Embedding a Form
  • Managing Form Submissions
  • AI Configuration Modes
  • Setting Up BYOK (Bring Your Own Key)
  • AI Usage and Limits
  • Bulk Import Overview
  • Preparing Your CSV File
  • Running a Bulk Import
  • Handling Duplicates During Import
  • Import Images and Media
  • ERP Integration Overview
  • Configuring ERP Sync
  • ERP API Documentation
  • Owner and Manager Dashboard
  • Linking Deals from Salesforce
  • Linking Deals from HubSpot
SampleHQ

Full visibility into every sample. From request to revenue.

Solutions
  • Overview
  • For Executives
  • For Sales Teams
  • For Fulfillment Teams
Platform
  • Sample Management
  • CRM Integrations
  • Revenue Attribution
  • Pricing
Resources
  • Insights
  • Support Center
  • Contact Us
Legal
  • Privacy Policy
  • Terms of Use

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