Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Digital document signature

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

Being able to add custom fields to employees

Just as they exist for contacts, being able to have these for employees. These fields should be exportable to excel/pdf.

Add webhooks to Holded API endpoints.

This would make it possible to allocate less resources to own developments in addition to making the necessary code much easier, frequency of calls and being able to make applications integrated with Holded that are currently not possible or require too much development.

Send electronic invoices to the Public Administration from Holded

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

Have the ability to execute more actions via API

Being able to search for contacts by email via API Being able to create a contact and associate it with a company via API To be able to obtain the tracking information of an order by making a 'get' of the document Being able to block period using API

Be able to generate payroll from Holded

To be able to generate and calculate payroll from Holded, manage the work part

To be able to view the cost of the employee for the company in the payroll list

Have a “company cost” column in the payroll list where you can visually view the cost of the same

Be able to assign one photo per variant

Assign an image per variant and that appears in the catalog and the invoice PDF

Create manufacturing orders by API

Add the DocType for manufacturing orders and the underlying fields.

Ticketbai: Send POS tickets to TicketBai automatically

To be able to send the tickets generated from the tablet to Ticketbai directly without having to approve them from the platform.