• 2
    Proposal Optional Items
    2 weeks agoopen0
    Add items to proposals that are optional and/or required. By selecting these addons items it will change the invoice amount. It would also be a plus if you can add subscription items as an upsell.
  • 3
    Visibility of client names
    4 weeks agoopen0
    Individual project manager should not be allowed to see the full list of clients of others even they are all employees of an organisation. Moreover, a project manager could be a contractor hence external people.
  • 1
    Sales pipeline from one dashboard with filter views
    4 weeks agoopen0
    Suitdesh going to provide quote/proposal, offer, deals and contract, it will be amazing if we get Sales Pipeline view for all proposal and deals till contact, Easy and clear sales funnels allow you to control your sales pipeline from one responsive field with board, calendar, and conversion views. With the help of different views and filter tools, you can precisely analyze your progress and determine your next best step for success.
  • 1
    Coordinator filter at contac CRM
    4 weeks agoopen0
    I have multiple coordinators for clients, but it is impossible to filter by the responsible person. and this makes monitoring difficult It is possible to add this filter in the contact table.
  • 1
    Intergrate with Integrately
    4 weeks agoopen0
    Give Integrately the necessary APIs like the ones Zapier has to be able to use app integrations from Integrately to collect leads and customers into SuiteDash CRM.
  • 1
    Single Contact Link Multiple Companies
    4 weeks agoopen0
    I need to be able to link a single contact to multiple companies. I am using SuiteDash in Company First Mode as I have many clients that have multiple "accounts" with me. So I need to be able to create a separate company for each account and then assign the same contact(s) to each company. Therefore, multiple companies might have the same primary contact. I then need to be able to assign a flow to a specific company rather than a contact. Also, many times there are two contacts for one company. I need to assign an update form to a company so that either contact can complete the update form for the company. Hopefully there is a good workflow for all of this because this will make SuiteDash the perfect solution for my business.
  • 1
    Status Request Widget
    4 weeks agoopen0
    A widget or other simple button that a client can push to request a status update on one or more projects.
  • 1
    Allow more prep time
    4 weeks agoopen0
    I require my clients to complete prep-work before our VIP intensive days. I need to give them 4 weeks to complete.Right now, I'm limited to giving them 1 week to complete their prep work, and that isn't long enough.
  • 1
    deletion of client folders/files after a set time period
    4 weeks agoopen0
    Hi thereI wonder if it is possible to add some bulk action settings to the client files management section. Awesome, if you could set a recurring folder deletion time frame, e.g. 3 months. Thus all client folders (plus the respective files in these folders) would be deleted automatically after e.g. 3 months have passed since the folder has been created. This would help to unclutter huge client folder portfolios and save some broadband. Plus admins would not have to do it manually... which is quite some work if you have hundreds or thousends of clients.Is such a feature on the dev road map? If not, could you please add it. I would super much appreciate it... :-)
  • 1
    Contract Reminders
    4 weeks agoopen0
    Reminders are currently only available for Invoices and Proposals - Reminders should be an option on contracts too.