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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 about 2 months ago in SalesPad 1

PO Required Date Error Waits for Tab

If the required date of a PO is set before the application date, and error occurs saying "You cannot set the required date before the application date." Currently, this error appears while typing a date instead of waiting for the user to tab to th...
Guest 2 months ago in SalesPad 1

Do not allow same user to login multiple times at the same time

We have had an ongoing issues where users will login taking multiple seats or not realize that they did not properly log out, and then login a 2nd time. This causes issues where seats are being used with no business benefit. I believe salepad shou...
Guest 4 months ago in SalesPad 3

Special Pricing priority

The query that picks special pricing priority chooses the earliest Begin_Date with no other options ORDER BY Begin_Date ,End_Date,UOfM ASC If special pricing gets added for an item that already has some in place, SalesPad will always select the pr...
Guest 2 months ago in SalesPad 1

Show PO Line Distribution Account into PO Line Grid

I'd like to be able to see the account number to be charged for a purchased line item in the PO Line Item Grid. Especially for non-inventory items this would help Purchasing and Accounting make sure the correct account is billed for a line item. T...
Mathias Tabor 3 months ago in SalesPad 2 Will not implement

Allow first queue in workflow to be autoforwarding

For business object worklow, without the use of Automation Agent, this would allow an action to take place as soon as an object is created. The moment a new customer, new item, new MO, etc. is created, we could print a report or take another action.
Guest 6 months ago in SalesPad 2 Will not implement

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 3 months ago in SalesPad 1

Replace Fax Number w/ Phone 2 or other number on sales docs

The Shipping address fields on the sales doc and PO headers currently display Phone 1 and Fax numbers. With fax usage rapidly decreasing, replacing it with Phone 2 could be more useful.
Guest 3 months ago in SalesPad 1

Add Bin Column to Sales Fulfillment Tab

It would be great if the bin column could be added to the Sales Fulfillment tab on a sales order.
Guest 3 months ago in SalesPad 2 Will not implement

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 4 months ago in SalesPad 1