Whether you want to simplify customer billing, refine payment workflows, or leverage deeper AI-driven customer insights, SalesPad 5.7.8 equips your team with the tools to work faster and smarter. Read on to learn what’s new in this release, or jump straight to the technical release notes here.
Streamlined Fulfillment with Sales Document Consolidation
- Sales Document Consolidation allows you to consolidate multiple open documents for a given customer into one, enabling you to streamline your invoicing and shipping processes and simplify your communications to your customer. Unlike our existing Document Combiner, this feature doesn’t require documents to be split from the same parent document, giving you far more flexibility in how you want to process orders for your customers.
Payment Processing Improvements
- A handful of updates around taking payments in SalesPad have been released to help your desk reps process transactions faster and keep recordkeeping clean, including:
- The ability to take Square Gift Cards as payments from your customers can be hidden to streamline the payment process.
- Saving cards for later from your payment processor can be toggled to automatically happen, so you don’t have to check the box each time.
- Payments that have previously failed can be easily voided within SalesPad.
Deeper Analytics with Customer IQ Enhancements
Understanding account health and predicting buyer behavior is easier than ever. We’ve upgraded Customer IQ with new filtering rules and predictive metrics:
- Customers and Customer Classes can be filtered out from being imported to ensure only the customer health data you care about is present in your system
- Additional fields including Lifetime Avg Days Between Inv., Lifetime Avg Lines per Inv., Days Since Last Invoice, Days Until Churn, and Next Order Date have been added to give better insights into the current state of your customers.
- The Customer IQ default Quick Report has been updated to show the new Next Expected Order Date field, and allows for filtering to show customers past their specified date.
Other Important Updates
This release also includes several key usability, speed, and communication enhancements across the platform, many of which came directly from your feedback:
- ☆☆☆ The Email Template editor now has built-in rich text formatting that can be applied directly within SalesPad, giving you finer control over your internal and external communications
- ☆☆☆ A new stored procedure has been added that makes it simple to change how Special Pricing is prioritized
- SalesPad Dashboards have been optimized to load your data faster and more efficiently
- ☆☆☆ Sales Rep cards now support editing the Email To, Email CC and Email BCC fields, which are connected to the GP fields of the same names.
- Sales Rep emails can now be specified to be used as a part of Smart Printing configuration
- Changes to the header layout for the Customer or Vendor Cards within SalesPad can now be rolled down to multiple classes at once, instead of having to make these changes individually
- ☆☆☆ Quick Report search fields can now be configured to show multiple columns in the search dropdowns, making it easier to find the values you’re looking for
- ☆☆☆ Quick Reports can now be quickly enabled/disabled from the main Quick Report screen, rather than having to go into the editor
☆☆☆ – Features marked with stars were requested by our users in the SalesPad Ideas Portal. Thank you for your feedback!
Ready to Get Started?
Questions about upgrading? Reach out to your Account Manager or our Support Team today.