Roadmap

Second Quarter, 2022

Conditional Fields in Forms

Conditional Logic in Forms has been one of the most popular suggestions on our Feature Feedback Board.

With this new feature, you can use fewer forms and consolidate your data collection into one onboarding path. Request certain information only when appropriate based on the answers given for other form fields.

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Show/Hide form fields based on user input

Use to show additional questions when needed

Helps consolidate forms and further streamline your processes

Zoom Integration

Zoom is the ubiquitous video meeting/call solution, and with this integration, you’ll be able to easily connect your Zoom account.

Configure the integration to automatically create and schedule a Zoom meeting when an Appointment is scheduled.

The scheduled meeting link will be included in the email sent to the host and the contact who scheduled the Appointment.

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Easily allow each of your Staff members to configure a unique Zoom account

When an Appointment is scheduled, the integration will automatically create/schedule a Zoom meeting

Zoom meeting link will be automatically included in the email received by the scheduling Contact

OAuth Microsoft Email Integration

No more will you need to configure SMTP if you’re using Office365, Outlook.com or other Microsoft based email address – now you just do a direct authorization (OAuth), and you can be ready instantly for the platform to send transactional and/or marketing emails via YOUR email account.

LIVEThis feature is in LIVE

Super-simple connection to your Microsoft based email.

Works with Office365, Outlook.com, Live.com and Hotmail.com

Use to send either Transactional or Marketing emails. Or both!

Circle/Audience Sync

When designing a workflow, it’s pretty common when you are adding a Contact to a Circle that you also want to add them to an Audience. Instead of needing to create both the Circle & the Audience, and then be sure all your automations were accounting for this – adding to Circle AND adding to Audience – removing from Circle AND removing from Audience. When Contacts are added/removed to or from this “synced” Circle those changes will be automatically reflected in the Marketing Audience as well – the Circle & Audience will always be in sync. So this means you can very easily send a Marketing Campaign to a Circle, or you can add a Drip Campaign to the “Circle Audience”.

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Auto-Create Audience & it always stays synced with Circle

Even more streamlining of your processes & automations

Enables a dead-easy way of sending Marketing to a Circle

Form Templates

Creating Forms can be very time consuming, especially in cases where there are many questions or you’re just having trouble figuring out the questions you want to ask. Well, it’s Form Templates to the rescue! You’ll be able to save your own Form Templates, but even more powerful, you’ll be able to look through the Template Library to find Forms that are a good fit for your use case.

Form Templates can be contributed by the Community, but also there will be a steady supply of Form Templates built and supplied by the SuiteDash team.

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Easily get started with pre-built, niche-specific Forms

Forms will be available directly in the Template Library

Adding a Form will automatically create all the necessary Custom Fields

You can share your Forms with the Community by contributing to the Template Library

File Attachments

There are many areas of the platform that would be enhanced by the ability to attach a file or files, including Work Requests, Estimates, Invoices, & Proposals. You’ll have the ability to attach files to these, and the files will be available to the Prospect/Client as a part of the presentation of the appropriate item.

Files will also be attached and delivered to emails, but the direct link(s) to the file(s) will also be appended to the bottom of the email notifications so that the files will still be available for download in the case that they exceeded the size limitations enforced by the recipient’s email client.

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Attach PDFs or other files to Work Requests, Estimates, Invoices & Proposals

Attached files will be available for the Prospect/Client to view/download

Files will be attached & linked in the email notifications.

Direct linking in emails ensures delivery of any size file(s)

Enforce Secure Passwords

To make sure your portal remains secure & private, you’ll have the option of customizing the complexity and length of the passwords that will be permitted when setting up an account.

You’ll have the choice of defining how many characters, what types of characters, time-based password expiration, allow/disallow previously used passwords and more.

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Boost Portal Security via Strong Password Enforcement

Prevent both Clients & Staff from using weak passwords

You are in control of defining the level of security

Require password resets after the configured # of days

Ability to Chat with Clients

We have an upgrade coming for our Live Chat feature – the ability to chat with Clients! This will be completely configurable on the admin side. Not only will you be able to enable or disable Client chat, but you can choose which Staff Members the Client can chat with.

Live Chat is a popular and convenient feature for Clients who don’t want to wait for an email response, or be stuck in a phone queue.

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Enable instant communication between your Clients and Staff

Choose to restrict which Staff Members your Clients can chat with

Choose to enable chat only when the Staff Member initiates a conversation

Give your Clients the fastest way to provide support

Email Cannons 2.0

Email Cannons 1.0 is LIVE and available in the PLUS Bundle Power-Up  > Email Cannons let you pre-build richly-formatted HTML emails, then “fire” those email directly to a single recipient as part of an automation. This next iteration will add even more No-Code Automation power!

You’ll be able to setup a Cannon to fire in a recurring way which can be used to send reminders to Contacts to perform some action. Automation options to start & stop the recurring firing will be provided. Additionally, you’ll be able to automate the Cannon to fire on a specific date every year, or based on the value of a date-type Custom Field (think birthdays, anniversaries, etc.).

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“Fire” recurring email reminders to your Leads, Prospects, & Clients

Automatically send pre-formatted emails based on a specific date (birthdays, anniversaries, etc…)

Use Automations to start reminder sequences, and then stop the sequence based on some Action

Can send to contacts even if they have not been invited to the Portal

LMS, Phase 2 Release

LMS Phase 1 Release is LIVE and already gives you the ability to create Courses and structure them with Modules & Lessons. Coming in the Phase 2 Release will be a Sales Funnel Builder that gives you the ability to set a price for your Products (collections of 1 or more Courses), and sell them with super low friction and direct onboarding. In addition, you’ll be able to build Quizzes that can be assigned as the completion step for any Lesson, Module or Course. You will also be able to use Trigger/Action Automations when a Participant is added as an Owner of a Product, when they start a Course & when a Course is successfully completed

Need to train new Staff? Remember, LMS works equally well for either your Clients or your Staff.

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Build Quizzes to help your Participants assess their progress

Use the Sales Funnel Builder to onboard new Participants quickly & easily

Leverage No-Code Automations to build systems & processes around LMS

Enroll and manage your users; track and assess their performance

Installment Payments

We’re making billing even better by allowing you to offer Installment Payments to your Clients. You will be able to configure the plan however you’d like, including the number of installments and time intervals. Set up reminder emails for each payment, and best of all, configure a unique set of Actions when each individual Installment Payment is made.

You’ll also be able to save an Installment Payment configuration for easy reuse.

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Give your Clients the flexible option of installment payments – increase sales and customer loyalty

Fully customizable plans, including the number of installments, time intervals, and the ability to set different amounts for each payment

Set a minimum amount for partial payment

Use Trigger/Action Automations to execute unique actions for each payment

Digital Signing of PDFs

You’ll be able to use your own PDFs for eSigning.  Our current eSign functionality uses Contract Templates + Dynamic Data Placeholders to auto-generate Contracts, which are then available for signing. However, this approach doesn’t allow you to use an existing PDF form.

With this new feature, you’ll be able to upload your existing PDFs, configure the data & signing options and then assign/send to your Clients and/or Staff for eSigning. You’ll also be able to create Templates using PDFs so that the template can be used in your Automations.

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Use your own PDFs for Digital Signing

Integrate Dynamic Data Placeholders

Templates help you standardize & streamline

Create Automations that include eSigning PDFs + Dynamic Data

Appointment Scheduling Toolkit 2.0

We’ll be extending the functionality of the Appointment Scheduling Toolkit.

Currently the Appointment Scheduling Toolkit allows your Prospects or Clients to view availability, and easily schedule a time slot. That time slot will then show as an Event on both your Calendar and on the Calendar of the Prospect/Client. We’ll be extending this functionality with features requested by the Community.

And, to really power up the possibilities, you will also be able to assign automated Actions that would be triggered by the scheduling of the time slot.

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2-Way integration/sync with Google Calendar

Enable useful Automations that are triggered by the booking

Automatically send emails & grant File access after booking

Easily exclude ‘windows’ of time from your standard availability

PortalSync™ Desktop File/Folder Sync

Enable “Dropbox” style file syncing between your desktop/laptop (Mac, PC or Linux) and the cloud files in your SuiteDash account. Just copy or save files to the PortalSync™ folder on your desktop OS, and they’ll be synced with the PortalSync™ folder in your SuiteDash account.

The installable app will be known by the generic name PortalSync™ so that your White Label branding is protected. Authentication will happen by copy/pasting Integration ID & Authentication Code from inside your account.

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Create a Sync folder on your laptop/desktop

Now you can move files easily/seamlessly from desktop to cloud

Support for Windows, MacOS & Linux

Default Dashboard 2.0

Our Content Block Editor (CBE) will be extended even further to empower rich content in Proposals, Landing Pages & more…

The current Dashboard Widgets will be rebuilt as Blocks for the CBE, and then the CBE will be used to format/design the Dashboard. This will unlock a wide range of powerful options for the Dashboard, both now and in the future.

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Configure the default Dashboard with easy Drag/Drop

Work from pre-built Templates to save time

Display dynamic data from Projects, Invoices & CRM

Share the Dashboards you create with the SuiteDash Community

OttoBank™ – Account Balance

Several future features & functionalities will be enabled and empowered by your OttoBank™.

Your OttoBank™ will simplify the usage of key functionalities, including SMS Marketing, Template Marketplace & more!

Top off the balance in your OttoBank™

Pay only for what you use out of your OttoBank™ balance

Get paid & withdraw from your OttoBank™ balance

Thumbnail/Grid View for Files

Our Files module is getting a makeover! Instead of having to sift through a textual list, you’ll be able to view files in a Grid view complete with thumbnails of any images or videos.

Viewing files in a Grid view means being able to view more content without having to scroll down, making it quicker to locate what you need. The ability to see the thumbnails for images and videos means you won’t have to just rely on the file name to find what you’re looking for.

View your files in a convenient “grid” format, making it quicker to browse and locate documents

See a thumbnail of an image or video without having to click on the file to generate a preview

Present your files in an organized, responsive and visually-appealing way

Support Tickets

You’ll be able to dump that monthly subscription for whatever Support Ticket system you’re using and direct your Clients/Customers to your fully branded Help Desk, powered by SuiteDash.

You will be able to fully customize the ‘Support Request’ form and both you and your Clients/Customers will be able to view all tickets and the history of all tickets. When you respond, they will receive an email notification with your answers. For the ultimate convenience, they can just reply to that email to send back an answer, and their answer will be properly logged in the ticket… and the same for your Support Staff.

Fully White Labeled Help Desk to support your Clients/Customers

Clients can log in and view a history of support requests

Clients can simply reply to email notifications to respond with answers

Support Tickets can be converted directly into a Project, Estimate or Invoice

Admin side will include ‘canned responses’ to easily respond with pre-built answers/replies, tags, etc… for ease of use

Enforce 2FA for all Users

Two-Factor Authentication (2FA) is one of the best ways to keep your data secure and protect your company. We already offer 2FA as a feature that’s available to all the users in your account, but it’s optional to each user. This new options will give you the option of making 2FA required.

Knowing that every one of your Staff members is definitely protecting their login with 2FA will give you peace of mind, you’ll have an extra layer of security, your customers will appreciate the increased protection of their sensitive data and reward you with increased loyalty.

Protect your company by significantly decreasing the risk of unauthorized access and system breaches

Boost your customer reputation by showing your business will take the extra step to protect their data

Increase productivity and flexibility by allowing secure access from any mobile device

Sync Email into CRM

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

Selectively sync email communications with your Contacts into CRM

Emails to and from a Contact are stored conveniently in their Dashboard

Search through the synced emails to find a specific message or piece of data

Easy-to-use BCC Email address lets you selectively choose which emails to file

3rd Party “Collaborator” Role

Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.

However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.

The new Collaborator role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.

The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers.

Extend the possibilities beyond a two-sided business logic

Allow a 3rd party Collaborator access to a Client(s) data on a strict permission only basis

Collaborator role has no visibility or capabilities in the Portal unless specifically granted by the Admin

Enables a three-tiered business logic popular with many of today’s platforms

“Super-Client” Role

There are times when businesses deal with a Client company that has multiple offices or locations, and this presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.

The Super-Client role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).

A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.

Enables an efficient organization structure when working with a multi-location Company as your Client

The Super-Client we’ll have permission and visibility of all their assigned child-Client  projects, files, invoices, portal content, etc…

Advanced Filtering & Reports

Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.

Parse data from Clients, Projects, Billing, and more!

Reporting Tool with User Defined variables

Export data to CSV or download in PDF format

Website Builder Tool

Imagine that you can map your Top Level Domain to your SuiteDash account, and using our website builder tool, you’ll be able to build your actual website at https://yourdomain.com.

Now imagine that on that website, you can display your Intake Form for interested Prospects, which will feed directly into your CRM. This will then trigger a set of follow-up Events on your Calendar and also add that Prospect to an Email Marketing List and trigger a follow-up Drip Campaign.

And, also imagine that on that website is a File Upload widget , a Support Request form, and a variety of other pre-built Integrations…all powered by SuiteDash.

And finally, imagine that there is a login form on that website. If a Staff member logs in, they see an entire suite of productivity and collaboration tools. If a Client logs in, they see a fully customized Client Portal.

Power your website itself using SuiteDash’s powerful tools

Seamlessly and simply integrate your Intake Forms, File Uploads Tools, etc…

You, your Staff & your Clients all login using the website’s Login

When Staff logs in, they will see the SuiteDash platform with collaboration/productivity tools

When Prospects/Clients login, they will see their own unique Client Portal and content

No more ’embedding’ widgets on your website, no more integrations, no more complication

All of SuiteDash’s integrated tools/forms will be easy to place into the SuiteDash powered website. THIS IS THE FUTURE!

Google Sheets Integration

Get ready for the ultimate in streamlined data!

Imagine controlling all of the data that your Clients see from one easy to edit spreadsheet. When you connect the Google Sheets integration, you’ll be able to update data fields using all the power and flexibility of Google Sheets, and those changes will be reflected SuiteDash’s Dynamic Data Fields.

The integration will automatically map the rows and columns to match your clients and custom fields – leaving you only the satisfying experience of updating client data in one place, and having that data automatically updated in each one of your Client’s Portals.

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Enables near real-time data feed to your Client Portal

Update Dynamic Data Fields directly from a Google Sheet

Automatic mapping of rows and columns to match your Clients and Custom Fields

Connecting your data fields to the power of  Google opens up endless possibilities, integrations, and connections with real-time data streams

XERO Integration

One of our most requested integrations is Xero, and we’re listening to you! You’ll be able sync your Invoices, Payments, etc.. into Xero to keep a good handle on your financial transactions facilitated via SuiteDash.

Sync your Invoices into Xero

When payments are made, we’ll update Xero

Native integration will be easy to setup

SuiteDash is proud to be a Community directed platform!

We design and calibrate our Roadmap based on suggestions and feedback from our Community

Check Back for Roadmap Updates

SuiteDash’s future development is very often directed by the feedback from our amazing Community. We are grateful for all the participation and helpful feedback!

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