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Sales template

Product sample request workflow template

Ask for samples for a prospect, ship them and follow up on the result.

4 steps 7 fields Waits automatically
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Which samples, for whom and why. Your manager approves.

    Approval: The requester’s manager
    4 fields in the request form
    • Prospect * Text
    • Opportunity value Amount
    • Products and quantities * Long text
    • Shipping address * Long text

  2. Shipping

    A person or team you choose

    Ship the samples and share the tracking code.

    Due in 3 days (business time)
    1 field
    • Tracking code * Text

  3. Customer testing

    Nobody, it continues on its own

    Waits 15 days

  4. Feedback

    The requester

    Ask the prospect how the samples performed.

    Due in 5 days (business time)
    2 fields
    • Did the customer approve? *Yes, No Choice
    • Feedback * Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Request → Analysis → Finance approval → Refund payment → Tell the customer

Customer onboarding

Sales starts it, the customer fills in their own company data through a secure link, and finance approves the registration.

New customer → Company data → Registration

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template