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ability to enter multiple email addresses under sales person

sales reps have assistants so having the ability to put multiple email addresses will allow us to leverage smart printing and interactions better
Guest 3 months ago in SalesPad 1

Automation Agent Quick Report Printing

Allow the automatic printing of quick reports to the email automation agent job.
Evan Lile 5 months ago in SalesPad 1

Cross/Upsell for item classes

The ability to set cross/upsell options at an item class level rather than just for individual items. Will allow organization to more efficiently manage cross/upsell options.
Evan Lile 6 months ago in SalesPad 1

Prevent Kit Components From Changing When Transferring A Sales Order To An Invoice

We recently implemented a change to our product line which affected several GP kits. We had hundreds of these kits on order, so we carefully planned when to make the change, and implemented it assuming previously entered sales orders would be ship...
Curtis Huber 3 months ago in SalesPad 1

Bin Transfer Import

Some of our users perform many bin transfers, and it would be helpful to import them as you can currently import inventory adjustments and ITTs via Import Manager.
Paul Manyen 3 months ago in SalesPad 1

HubSpot two-way deal sync

Add the ability for outside sales teams to build quotes in HubSpot, have those sync back to SalesPad, and then update those deals in HubSpot at certain stages throughout the document life cycle. Does not need to be fully two way, but some ability ...
Evan Lile 7 months ago in SalesPad 1

Add fields to Purchases/Sales tab Grids in Inventory Lookup

In Inventory Lookup, allow adding additional fields to the Purchases/Sales tab Grids. I'm envisioning this being an option to add a custom SQL procedure, similar to other extensible Grid views such as Sales Monitor. See also Idea # SP-I-18 Add Qty...
Mathias Tabor 8 months ago in SalesPad 1

Add Qty Commited/Uncommitted Columns to Purchases tab in Inventory Lookup

Being able to see the quantity committed and quantity uncommitted on the Purchases tab you get when viewing an item in Inventory Lookup would be helpful.
Guest 8 months ago in SalesPad 2

Add Warehouse & Resource Planning info to Item Audit

Would like to see changes made to Item Maintenance > Warehouse & Resource Planning included in the Audit log for Items.
Mathias Tabor 4 months ago in SalesPad 1

Add Spellcheck to the notes section for Interactions

Within the Sales Document edit screen, the notes dialog has spellcheck functionality. However, in the the Interaction tab, the notes in that dialog there does not have this functionality.
CHRISTOPHER FIELDING 9 months ago in SalesPad 1