Roadmap

Second Quarter, 2024

Digital Signatures for Staff

With Digital Signatures for Staff, the hassle of printing, scanning, and physically collecting signatures is a thing of the past. Say goodbye to the time-consuming paperwork and welcome a convenient solution that simplifies the onboarding process.

This feature extends the capabilities of our already powerful Client Onboarding Tools to your Staff members, offering them a seamless and efficient experience from the very beginning. Staff can now digitally sign offer letters, contracts, and other important agreements with just a few clicks, ensuring a swift and secure process.

Not only does this feature enhance the overall onboarding experience for your Staff, but it also provides a higher level of accuracy and security. Gone are the days of misplaced or illegible signatures, as the digital eSigning system ensures that all documents are signed correctly and securely stored.

Whether your organization is in the HR department, legal services, or any industry that heavily relies on staff agreements, Digital Signatures for Staff is a must-have tool. It saves time, reduces administrative burden, and enables you to focus on other important tasks.

LIVEThis feature is LIVE

Enhance Staff Onboarding with Digital eSigning

Finalize Offer Letters, Contracts & other Staff Agreements

Extend powerful our powerful Onboarding Tools to your Staff

Community

Enable a whole new way to communicate and interact between you, your Staff & your Clients! Community has been imagined and designed to seamlessly integrate into your existing CRM + White Label Portal so that you can bring even more value to your unique offerings!

Each Community will include a feature-rich discussion forum and a robust set of functionalities designed to streamline interaction and encourage Member participation. There will be no limit to the number of Members you can add to your Communities. This makes it easy to scale your Community as it grows. You can also add different types of Memberships to your Community, such as free memberships, paid memberships, and invitation-only membership.

You will have the option of letting the Members of your Community participate in a LIVE Community Chat and additional options to allow direct private messaging between the Members. This is a great way for Members to get to know each other, ask questions, and share ideas. Direct messaging allows Members to send private messages to each other, which can be useful for having more in-depth conversations or sharing sensitive information.

Create a Community around your LMS offerings by associating LMS Courses with a particular Community and/or Space within a Community. This can help to create a more engaging and interactive learning experience for Course Participants, and it can also help to build a Community around your LMS offerings.

LIVEThis feature is LIVE in BETA

Create your own interactive Communities

UNLIMITED # of Community Members

LIVE Community Chat & Direct Messaging

LMS Course Communities

Dynamic PDF Documents

We’ve already laid the groundwork for this feature by enabling Documents to be generated without requiring any signature(s). This means you can custom design a Document Template using data placeholders with the plan to call it in another Automation and use that Document Template and the Target’s data to automatically generate a bespoke PDF Document via that Automation.

We’ll natively integrate this functionality into Forms, FLOWs and LMS Products/Courses so that you can instantly reference a Document Template of your own design that will be generated using the data that was just submitted in the Form, for example. You will also have the option of attaching this PDF to email notifications sent after the Form/FLOW submission or LMS Product/Course completion. In LMS, you can use this functionality to dynamically generate custom Product/Course Certificates that are personalized perfectly for that Product/Course and Participant!

LIVEThis feature is LIVE

Automatically generate custom PDFs that are dynamically built with Target data

In Forms & FLOWs, instantly generate a customized PDF with submitted data

You’ll have the ability to attach the generated PDF to emails that are sent after Form submission

Automatically generate perfectly personalized Product/Course Completion Certificates

Shopping Block + Inline Payments

Your targets will be able to conveniently choose from the choices you have specifically configured for them. From individual Items to supplementary Add-Ons and comprehensive Packages, the Shopping Block ensures that your customers are presented with the perfect selection to suit their preferences.

One of the key benefits of the Shopping Block is the ability for your targets to complete their transactions in real-time. With seamless and secure payment integration, customers can instantly choose their desired options and proceed with payment, streamlining the purchase process and maximizing customer satisfaction.

Enabled for use on Landing Pages, Portal Pages, or Dashboards, Shopping Block seamlessly integrates into your existing Portal, providing customers with a consistent and cohesive shopping experience across various touchpoints.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Offer customers choices of Items, Add-Ons & Packages

Customer can choose from options & pay in real-time

Items, Add-Ons & Packages can be defined & associated with Automations

Use on Landing Pages, Portal Pages or Dashboards

PortalBank – Account Balance

Several future features & functionalities will be enabled and empowered by the introduction of the PortalBank.

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

ACTIVE DEVELOPMENTThis feature is in FINAL TESTING

Top off the balance in your PortalBank

Pay only for what you use out of your PortalBank balance

Get paid & withdraw from your PortalBank balance

Native Video Hosting + Streaming

Gone are the days of relying on external platforms for video hosting, as this feature will empower you to directly distribute and manage videos within your LMS environment. By eliminating the complexities associated with external hosting, you can streamline your video workflows and simplify the video integration process within your courses and content pages.

In addition to the hassle-free uploading process, this feature offers a range of powerful playback and presentation options. Delivering an enhanced viewing experience for your learners, you can customize and optimize video playback to suit the unique requirements of your courses.

ACTIVE DEVELOPMENTThis feature is in FINAL TESTING

Upload videos directly to your LMS Courses & Content Pages

No need to host videos on YouTube, Vimeo, Wistia, etc.

Powerful playback and presentation options

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 the ability to use our standalone Sales Funnel Builder tool to give 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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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

Advanced Work Requests

Advanced Work Requests will give you the power to create multiple Work Request forms, each one customizable to fit the specific needs of that workflow.

Currently, there’s only one available form for Work Requests, which is fine for some businesses, but this update will dramatically expand the Work Request functionality, give you the ability to create Work Request Custom Fields, let you re-order the fields in any way you wish and configure both assignments & Automations to be triggered when submitted.

In addition, you’ll be able to specify Project-specific Work Requests that can be accessed directly inside a Project so that Clients can request additional products/services directly inside the Project where they are collaborating with you and your team.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Completely customize Work Request Forms

Configure Assignments & Automations to be triggered

Use all the power of the Form Builder including Conditional Logic

Project-specific Work Requests can be easily accessed by Clients

Template Marketplace

Currently, the Template Library is populated with Templates from the SuiteDash Template Team and Templates that have been contributed by the SuiteDash Community. With the addition of the Template Marketplace, you will now have the ability to place a price on your Templates and get paid!

Imagine that you create a highly useful Form Template or Email Marketing Template that is targeted to a specific niche. There are many professionals who would prefer to buy something that is already done rather than spend the time & effort to re-create it themselves – and this is your market!

Can you get $9? or maybe you can get $99? or maybe if you build an amazingly useful Template, you can get $999?

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Create & Sell Templates to professionals in your niche

Set your own price – build an income stream

Many prefer to pay for “already done”

Opens an opportunity to profit by focusing on your niche

Advanced Data Management View

Open the Advanced Data Management (ADM) view and have access to ALL your Contacts in one efficient spreadsheet style interface. Quickly and easily filter, sort, edit and arrange your CRM Contact & Company data! Rearrange and resize columns, select which data points you want to see, and, when you have the data arranged in just the right way, you can export that data into CSV, XLS or a PDF report.

Additional filters along with date range selections are just the beginning! This powerful tool will evolve into a powerful Reporting Tool that can be extended and adapted to a wide variety of data sets.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Filter, sort, edit and arrange your CRM data

Show/Hide and resize data columns

Powerful date range selections

Export data to Excel, CSV or PDF

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.).

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

“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

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Create a Sync folder on your laptop/desktop

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

Support for Windows, MacOS & Linux

Referral Sales & Commission Tracking

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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

Kickoff FLOWs

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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

Journeys

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

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

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

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

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 will 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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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 formulate 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!

Don’t see a feature? Tell us!