Pesto has three types of forms that let different people place orders into the system without needing full platform access. Each one serves a different purpose.

You'll find all of these under Settings > Integrations.

Send Out Forms (Internal Team Orders)

Send Out Forms are for your internal team members - people who need to place orders (usually for samples or marketing send-outs) without having full access to Pesto.

Setting it up:

1. Go to Settings > Integrations > Send Out Forms and click Configure
2. Toggle the form on
3. Set a 4-digit passcode that your team will use to access the form
4. Copy the Send Out Form URL - this is the link you'll share with your team

Adding products to the form:

Go to Profiles > Order Channels and find the Send Out Form. Add products here the same way you'd add them to a customer profile. For samples, the price is usually set to zero.

How your team uses it:

They open the link, enter the passcode, and click Access Order Form. From there they can type in customer details, add the delivery address, select the products they need, and click Place Order.

Orders placed through the Send Out Form flow straight into your Sales Orders > Pending tab, where they can be reviewed, approved, and processed as normal. Your team members can also check the Order History on the form to see whether their orders have been approved.

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Step-by-step visual guide: Send Out Forms

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Sample Request Forms (External / Influencer Orders)

Sample Request Forms let external contacts - influencers, PR contacts, or anyone else - request product samples directly. They get a customer-facing form with your branding and product images.

Setting it up:

1. Go to Settings > Integrations > Sample Request Forms and click Configure
2. Enable the form and set a passcode