Roadmap

Third Quarter, 2020

Drag/Drop Page Builder

A step beyond the current drag/drop page editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or Proposals

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Build pages with easy Drag/Drop

Work from pre-built Templates to save time

Use dynamic data from Projects, Invoices & CRM

Share the Pages you create with the SuiteDash community

Use SuiteDash to power your company’s website? (see below)

Proposals

Produce richly formatted Proposals that your prospective Clients can view from a non-logged link, review, select options & then eSign to accept

Proposals take a simple Estimate to the next level by giving you the power to build beautiful, multi-page Proposals. You can design your own, or you will be able to use a template shared by the Community. Your prospective Clients will be WOW’d by the smoother & professional appearance.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Design & Send Beautifully formatted Proposals

Your propective Clients can view online without being logged in

Clients can choose from available options, then eSign to accept

Proposals can be converted directly into an Invoice for immediate payment

Acceptance of the Proposal can trigger any number of automations, including a Contract Signing

Appointment Scheduling Toolkit 2.0

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

The Appointment Scheduler will allow 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.

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Enable the embed of a scheduling widget into websites, etc…

Zoom integration which will automatically configure a Zoom meeting link.

Setup useful Automations that are triggered by the booking

Automatically send emails & grant File access after booking

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 your respond, they will receive an email notification with your answers, and 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 login 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

Google Sheets Integration

Get ready for the ultimate in real-time 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 instantly 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.

Enables real-time data into 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

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

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

Advanced CRM Search Tool

A step beyond the traditional WYSIWYG (What you see is what your get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂

Build pages with easy Drag/Drop

Work from pre-built Templates to save time

Use dynamic data from Projects, Invoices & CRM

Share the Pages you create with the SuiteDash community

Use SuiteDash to power your company’s website? (see below)

ACH Payments via Authorize.net

Many of you have requested that we add the ability to accept ACH payments and we are listening!  ACH bank transfers can be used for very large transactions without incurring the large fees that would you would pay if acepting those payments via a credit card gateway.

Accept payments via ACH bank transfer

Fees can be much lower on large transactions

Easy setup with industry leader Authorize.net

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…

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 (powered by SuiteDash), you can display your Intake Form (powered by SuiteDash) for interested prospects, which will feed directly into your CRM (powered by SuiteDash), which will then trigger a set of follow-up Events on your Calendar (powered by SuiteDash) and also add that prospect to an Email Marketing List (powered by SuiteDash) and trigger a follow-up Drip Campaign (powered by SuiteDash).

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

And finally, imagine that on that website (powered by SuiteDash), there is a login form, and if a Staff member logs in, they see an entire suite of productivity and collaboration tools (powered by SuiteDash). But, if a Client logs in on that login form, they see a fully customized Client Portal (powered by SuiteDash).

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!

Fourth Quarter, 2020

Keep an eye on this page for Roadmap Updates

SuiteDash’s future development is very often directed by the feedback from our many customers!

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Client Portal Software Integrations