Every deal starts with a sample. Manage them like it matters.

Very few. Most companies use spreadsheets, email, or try to force-fit a CRM. handify is purpose-built for ingredient and chemical sample workflows, connected to accounts, products, and pipeline.

Yes. Each sample has an evaluation stage where you log feedback, approval status, and next steps — all linked to the account and pipeline deal.

Sample requests can be linked to pipeline deals. From a deal view, you see all pending and completed samples. From the sample view, you see which deal it supports.

Yes. You can require internal approval before a sample ships, based on product type, quantity, or destination.

Everything stays in handify. The full sample history, evaluation feedback, and client preferences remain accessible to the team.

Yes. The client receives automatic email notifications at key stages: when the request is created (with full details), and when the sample ships (with tracking number, shipment details, and estimated delivery date). Packing lists and proforma invoices are also generated and sent automatically as PDF attachments.

Yes. Quick Sample Request lets you trigger a sample from anywhere in handify — a bundle, an account, or a deal — with one click. The system applies your organization's default values (quantities, shipping preferences) so the sample is processed and sent as fast as possible.

Sample management is central to flavor and fragrance selling — development cycles depend on rapid, traceable sample delivery with complete technical documentation. handify was built with this in mind: every sample request links to the specific flavor or fragrance product, connects to the pipeline opportunity, and generates automatic documentation (sample dispatch note, TDS, SDS). Track where each sample is in the evaluation process, get notified when feedback is due, and close the loop between sample activity and deal progress — without spreadsheets or email threads.

Most food ingredient companies track samples through spreadsheets, shared folders, and email — losing visibility the moment a sample leaves the building. handify provides end-to-end sample management built for food ingredient workflows: requests link to accounts and pipeline opportunities, products carry allergen and certification data that flows into sample documentation, and evaluation feedback connects back to the opportunity. Managers see all active samples across all sample centers in real time, and the system generates dispatch documentation automatically.

Chemical sample management involves regulatory considerations — SDS must accompany shipments, sample quantities may have restrictions, and documentation requirements vary by destination market. handify connects sample requests to the product's full regulatory profile: the correct SDS and TDS are automatically included in every dispatch, sample history by account gives sales and technical teams a complete view of the customer's evaluation journey, and every sample request links to a pipeline opportunity so follow-up tasks are automatically created.

Pet food ingredient sampling involves palatability trials and feeding studies with long evaluation cycles — often weeks or months before a formulator provides feedback. handify tracks every palatability sample from request through shipment, evaluation, and results — all connected to the specific ingredient, the account, and the pipeline opportunity. Your team gets automatic notifications when feedback is due, sees the full trial history per account, and closes the loop between palatability results and deal progression without losing any follow-ups.