• 1
    Implement SCA (PSD2)
    4 days agoopen0
    The platform needs a SCA (PSD2) - Strong Customer Authentication to be able to receive payments from EU Clients
  • 1
    Subscriptions - Auto circle removal from failed payment
    4 days agoopen0
    Ability to add automation in removing clients from certain circles/groups when subscription payment fails/is stopped by client.
  • 1
    Converge Pay Gateway
    4 days agoopen0
    Add Converge Pay to the available gateways
  • 1
    Duplicate Templates
    4 days agoopen0
    Add the ability to duplicate a contract template, make edits, and save as new template.
  • 1
    Subscriptions improvements (Stripe)
    4 days agoopen0
    One of the reasons I got Suitedash was that I thought I would be able to handle subscriptions and my clients would be able to do this also.For quitting other services, this has to be improved a lot.- Pull in subscriptions from Stripe. - Add new plans from SD synced with Stripe. - Use SD invoicing system only (invoices, reminders etc) - Clients can start/cancel/upgrade/downgrade subscriptions in the client portal - From a technical view, there's probably more that could be done.As far as I know, it can all be done with Stripe API.I would like to see the need for Gocardless, Chargebee etc. go away, they would make Suitdash real one-stop portal for any online business.
  • 1
    Auto Change Billing Date
    4 weeks agoopen0
    I'd love to see a way to delay the reoccurring subscription start date without editing a draft. For example, if I want all subscriptions to start on the 1st of the month, like an enrollment period. If it's not the first, then customers can still pre-fill out an order form and "pay" their invoice, but the charges will not go through until the 1st of the next month.
  • 3
    Vendor Contact Type
    4 weeks agoopen0
    This would be a contact type different than Client/Prospect/Lead but would list vendors: people/companies that you buy good or services from.It should be something that lists basic contact info, but would also allow us to add what we paid them for and Mark/Connect as an option, to a specific project. We should be able to decide to let client see that purchase or not/bill the client and up charge if need be, and there should also be a way to send a bill to a vendor. That way, we could generate expense reports for the end of the year for our business.Sample Uses: -I buy supplies for my business, I track that as an expense, upload a receipt, and use the store as a vendor.-I buy a plug-in for a client project. I track that company as a vendor, connect the expense to my client’s project. They see and are billed for the plug-in.-I sub-contract a part of a clients project to a third party. The third party is a vendor. I give them access to the task they are part of. On my end, I see how much they charged me, but in the clients end they see what I am charging them for it (usually slightly up charged from sub-contractor).In reports, I can do expense reports, reports by expense type, vendor, etc.I should also be able to add vendors to circles and message them from within the system.
  • 2
    One-off contract generation/editing
    4 weeks agoopen0
    Would be great if we were able to generate one off contracts from templates with placeholders for contracts that need extra input other than signatures. Things like contract amendments, etc.
  • 1
    Client - End of Year Account Statement
    4 weeks agoopen0
    It would be helpful if there is an easy way for a client to print out an "Account Statement" showing all payments within a given time period (editable by client) as well as default options for "Last 30 Days, Last 60 Days, Current Year, Previous Year). A lot of clients need this info for taxes - not sure if something like this is already possible in SuiteDash? IT would be a reports tool for the clients to use.
  • 1
    Automatically add Processing Fee to certain payment methods
    4 weeks agoopen0
    My last CRM (Ultimate Client Manager) allowed me to specify a processing fee for certain payment methods (I added 3% to PayPal payments). This would show up in the payment options and would automatically be added if they selected that specific payment. As a small business, this helped from absorbing the cost and it did lead more clients to pay via check (with no processing fee). I would love to have this enabled in SuiteDash as well! Basically under payment options, we would select how much of a processing fee (if any) to apply to that payment option and each payment option would have its own setting.