Third Quarter, 2019
Custom Forms & Questionnaire Builder
Build completely customizable Forms that you can use with your already existing Prospects & Clients. If you need more information from a Client, you need to update a Client’s data, or you require specific information at a specific Phase of a Project, you will be able to use the SuiteDash Custom Form Builder to accomplish these goals.
Build Completely Custom Questionnaire Forms that fit your needs
Answers are stored in the Prospect/Client’s CRM Profile
A series of Actions can be triggered based on the answers given
Trigger SuiteDash Automations when the Forms are submitted
Onboarding & On-Demand FLOWs
With ‘FLOW’s or ‘Facilitating Logically Organized Work’, you will be able to create a multi-step FLOW that can include a custom series of ‘FLOW Steps’ that can include steps that require the completion of a custom Questionnaire Form, requests the upload of files, offers the download of files, displays policies & requires a check to agree, or even a step that requires a contract eSignature.
Create multi-step FLOWs that can include a series of customizable ‘FLOW Steps’
FLOWs can be created as an ‘Onboarding’ type or as an ‘On Demand’ type
Create a single step FLOW or make as many steps as you need!
At each step, trigger an action or set of actions based upon that step’s completion
The FLOW Dashboard will tell you at all times where a particular Client is within the FLOW
The data collected from the FLOW will be stored in the appropriate FLOW Folder
Customizable Client Dashboards
You’ll have the ability to create a custom Dashboard for each Client if you choose, or create a custom Dashboard that can be assigned to a Circle of Clients. On these Dashboards, you’ll be able to customize the layout, deploy a series of widgets, progress trackers, etc..
Project Overview Widget
Shared Files & File Upload Widget
Outstanding Invoices Widget
Onboarding FLOW Widget
Drag/Drop Page Builder
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, Intranet 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!
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.
Reporting Tool with User Defined variables
Parse data from Clients, Projects, Billing, and more!
Export data to CSV or download in PDF format
Our development is always directed by our Customers, and their ‘boots on the ground’ needs. We are always listening, aggregating these needs, and molding the direction of SuiteDash to fit those very real needs.
Addition of the Authorize.net Gateway
Ability to create a New Task in a Project via a coded email address
Ability to import bulk Items into the Billing/Invoicing Tool
Major Improvements to the Translation Functionality
Fourth Quarter, 2019