Roadmap

Pre-Populated Translation Sets

We’ll be making SuiteDash more globally accessible than ever by offering pre-populated translations for the platform. You’ll be able to choose which languages you’d like to enable in your account, and the entire platform will be translated into one of those languages at the click of a button. This feature is also extended to your Contacts, so they can choose and easily switch to the language of their preference.

After you’ve loaded the default language sets, you can then use our powerful Translations tool to make changes as needed to improve the translation or to better suit the terminology of your business.

COMPLETEDThis feature is LIVE

Intake Form “Choice” Block

The Choice Block will enable a powerful option for “routing” your Prospects/Clients as they fill out your Intake Forms.  You’ll be able to configure any number of choices, and for each choice, you’ll be able to configure a completely different set of options to apply to that Prospect/Client based on which of the choices they select.

For example: If you offered 4 different packages/plans, you would configure the Choice Block with the 4 options. Then for each option, you would be able to configure all the available options/automations uniquely for each of those options, including Paid Portal Access. This means you can apply a different price or subscription plan to each choice uniquely, add to a unique Circle or set of Circles based on their choice, etc.

COMPLETEDThis feature is LIVE

Twilio Integration

Twilio is a widely-known cloud communications platform, and we’re excited to offer an Integration with this service. This will open the door for SMS text notifications initially, and in the future,  phone calls, and voice chat through SuiteDash.

COMPLETEDThis feature is LIVE

Bank Transfer with ACH

We are expanding our Payment Gateways to allow for bank transfers in addition to credit card transactions. ACH (Automated Clearing House) is a popular and convenient method of bank-to-bank payment in the US, and the fees are significantly lower than that of credit cards.

Your Clients will be able to pay via bank transfer in all of the billing areas of the platform, and will be able to save / modify their saved bank information in their Billing Dashboard. They’ll even be able to use ACH for Subscription Payments.

COMPLETEDThis feature is LIVE

Secure Credit Card Vault

Credit Card Vaulting enables you to store a Contact’s credit card details into a secure third-party “vault”. This isn’t just a repeat of our “Stored Payment Information” feature – it’s independent of any Payment Gateway and would not require you to use the information only to pay an Invoice.

You’ll be able to send a request to the Contact (both Prospects and Clients!) to enter their payment details themselves, or you’ll be able to input the information manually. There will be no limit to how many cards you can store for the same Contact.

COMPLETEDThis feature is LIVE

Plaid Integration for Stripe ACH

We’ll be enhancing our Stripe ACH integration to make it even easier for your Clients to pay via bank transfer. Plaid will be an optional feature while using Stripe ACH, which makes it so that the Client only needs to input their bank login credentials instead of their Routing and Account number. They will also not have to wait the 2-3 days it takes for micro-deposits to show up in their bank account for verification – they can bypass this completely.

The Client’s bank account will be instantly verified so that they can pay Invoices immediately. This is convenient for both parties, and this feature will be sure to increase customer satisfaction and loyalty.

COMPLETEDThis feature is LIVE

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

LMS (Learning Management System)

One of our most anticipated features is our Learning Management System. With LMS, you’ll be able to create Courses and structure them with Modules & Lessons. 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 then be able to assign Trigger/Action Automations to change permissions based on the results!

Create and assign Courses for either your Clients or your Staff.  Selling a Course? Need to train new Staff?

LMS offers a great way to educate your users and track their performance.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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

PortalBank™ – Account Balance

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

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

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.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

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.

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.

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.

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.

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.

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.

“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.

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.

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.

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.

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