Forms Overview
Embeddable forms let you capture sample requests from your website, landing pages, or anywhere you can embed a link. Prospects fill out the form without needing a SampleHQ account, and their requests flow directly into your workspace.
What forms do
- Capture sample requests from external visitors
- Collect contact details and sample preferences
- Route submissions to your CRM (if connected)
- Create sample request records that your team can review and approve
Plan limits
- Starter: 1 form
- Pro: Up to 5 forms
- Enterprise: Unlimited forms
How forms fit into the workflow
A prospect visits your website and fills out a sample request form. The submission appears in SampleHQ under Sample Requests. Your team reviews the request, approves or rejects it, and if approved, converts it into a sample order that flows through the normal fulfillment process.