Restricting Sampling

Admins can enable the following advanced functionality to help users comply with restrictions on sampling and product disbursements:

  • Requiring Sample Opt-In - Some countries require a one-time sample opt-in signature for an account to receive samples
  • Capturing Remote Signatures for Sample Opt-In - For convenience during remote meetings, and to accommodate any restrictions on in-person meetings, users can remotely capture signatures for sample opt-in
  • Creating Sample and Product Limits - To help ensure product disbursements comply with regulatory requirements, admins can define sample limits by quantity or value for several combinations of account, call, user, product, and sample product group
  • Using Sample Limit Templates - Sample limit templates enable admins to set a default sample limit for transactions where existing sample limits do not apply
  • Viewing Sample Limits on the Call Report - Sample limit warnings can be displayed on the call report to warn end users if their disbursements exceed sample limits