Roadmap

First Quarter, 2023

Digital Signing of PDFs

You’ll be able to use your own PDFs for eSigning.  Our current eSign functionality uses Document 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.

LIVESome features are LIVE

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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

Form Themes

You can already use Form Templates from the Template Library to get a huge jumpstart on creating attractive Forms, but with Form Templates, you’ll have even more power at your fingertips!

For each Form you create, you’ll be able to choose from 20+ built-in Form Themes, each of which provides a unique “look” by styling the form fields, labels, validations, etc. to achieve a cohesive and attractive presentation. Choose your favorite and use it every time, or start with a Form Theme as your base, make your own changes and save your own unique Form Theme to use going forward!

Future iterations will extend this functionality to incorporate other elements of the Form such as Success Messages, redirect configurations, etc.

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Choose from built-in themes, each with unique styling

Easily apply Form Themes to your existing Forms

Adapt the built-in themes to your unique style

Create, save and use your own Form Themes

Public API + Webhooks

We’re excited to announce the first phases of the Public API

The first phase will be released during the First Quarter of 2023. Then, over the course of 2023, we will be working to expand the API into as many parts of the platform as possible. Webhooks will be implemented based on utilitarian priorities.

The first release will focus on the ability to create and edit CRM items like Contacts and Companies. Both default and custom fields will be supported.

Priorities for expansion of the Public API + Webhooks will be based on Community feedback. Here is the API Voting Board > https://vote.suitedash.com/b/api-integrations/

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Read, Post & Update you CRM data via API

Fully Functional API testing playground

Ability to create/manage multiple API keys

Access both Default & Custom Field CRM data

Drip Sequence Automations

Drip Sequence Automation will be a game-changer!

Traditional Drip Sequences send an email message on a schedule AFTER a subscriber is added to an Email Marketing List. BUT, imagine if you could integrate Automation Triggers into that schedule? For example, after 3 days, you could send an email, then on the 5th day, you could trigger a specific set of Automations.

So instead of being limited to only being able to send emails on a schedule based on a sign-up date, you’ll be able to also “schedule” Automations to run! All of this will be relevant to the “Based-On Date” and will be compatible with the recently released “Reverse Drip Sequence” functionality.

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Schedule Automations in addition to email sending

Trigger on a specific date or the value of a Custom Field

Systematize a scheduled onboarding  or reminder process

Opens up a whole new world of possibilities

Enhanced Remote Chat

In Q4 of 2022, we released Embeddable Remote Chat. Now in 2023, we’ll continue to enhance and refine that functionality.

Coming soon are the options to insert Kickoff Forms into an active chat and the ability to create Canned Responses that can be easily accessed and inserted into the active chat via coded shortcuts! In addition, you’ll be able to configure what actions should be taken when your Staff is unable to answer a live chat request and even set a custom schedule that will specify how the chat should respond to visitor requests during certain time periods (the weekend for example).

Future iterations will include intuitive chat-bot style conversation & decision workflow and an integration with the upcoming Support Tickets feature.

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Embed and offer a Visitor Chat in any 3rd party website

Access and easily insert Kickoff Forms

Create and easily manage/use Canned Responses

Set a schedule and specify actions based on availability

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

Private Template Sharing

Private Template Sharing will let you share your Templates with others via the Template Library without making them publicly available in the Template Library

When you go to contribute a Template, you’ll be given the option of sharing that Template privately. Using this option will generate a 30-50 character code that you can share with your intended recipient. With that code, your recipient can navigate to the “Private” tab in the Template Library and enter that code, which will then authorize them to load that Template into their account.

In addition, you can generate a “global” code that you can give to those that you might be coaching or mentoring, and after they “redeem” that code in their account, they’ll automatically have access to all the Templates you have privately shared, and to all the Templates you privately share in the future.

Privately share Templates with friends, colleagues or clients

Easily move templates from one account to another

Create “Global” code to provide access to all your Private Templates

Perfect for a niche-specific SuiteDash coaching business

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?

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

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!

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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

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.

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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

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!

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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

Checklists for Clients and Staff

There are times when a Project is just too much, and what you need is a very simple list of items that your Client or Staff member can work through, one item at a time. This is where Checklists will be the perfect choice! Easily define a Checklist and assign it manually or via an Automation. Each Checklist Item can be individually customized and each one is an Automation Opportunity, which means for each one, you can define a custom set of Automations to be triggered when the Target marks that item as complete.

You can assign a Checklist to either Prospects, Clients or Staff. Checklists can be accessed non-logged via a stand-alone, white labeled view, or you can opt to use the Checklist Block and integrate the Checklist into the Native Dashboard or a Portal/Start Page.

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Easily build simple Checklists for your Prospects, Clients or Staff

Configure unique Automations for each completed Checklist Item

Checklists can be accessed non-logged or on the Dashboard via the Checklist Block

Assign Checklists manually, via a Kickoff Form or via an Automation

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.

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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.).

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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 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.

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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

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

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.

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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.

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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.

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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 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!

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