Holded
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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.
125
Being able to filter contacts by NIF or email in API
Add the NIF and email as 'query params' in the LIST contacts filters.
2
[API] That an id appears in the document GET for each line that exists in the document.
Implement an id for each line of the 'LineID' document to be able to stain the lines of documents across platforms.
1
Be able to filter “CreateDat” or “UpdateDat” by date in the API Contacts Get
To be able to choose and filter in the API Contacts GET, the date of creating and modifying contacts for more specific answers.
2
Being able to create electronic invoices via API
Be able to create electronic invoices via API and indicate DIR3 fields
0
Email integration in the CRM
Email integration within Holded. Possibility to receive/send mail from your external provider without leaving Holded. Holded will allow you to associate emails with Opportunities and Contacts
40
GoCardless Returns
Automatically reflect the returns received through GoCardless, so that the invoice is in a Pending status
1
EDI integration
0
To be able to have accounting integration with Contasol
Poder makes an integration similar to that of A3 with the Contasol accounting program
0
Integration with Make or Pabbly Connect
Offer other alternative automation tools to Zapier that are cheaper, such as Make or Pabbly Connect.
3
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