Log in
API Integrations
34
Feature Requests
1620
Planned
Be able to downgrade clients to prospects
Feature Requests
207
Marketing Emails Link Tracking & Automation
Feature Requests
183
Search box
Feature Requests
154
Add multiple contacts to proposals, contracts, invoices
Feature Requests
148
Select Subscription Plan
Feature Requests
141
Accept coupon codes for Subscriptions
Feature Requests
127
Merging contacts
Feature Requests
115
Trash Can for Files
Feature Requests
92
Provide the ability to send Push Notifications to our customers that have the PWA installed on their
Feature Requests
87
Xero Integration
Feature Requests
83
Multiple Deal Pipelines
Feature Requests
78
Add notes section to projects
Feature Requests
69
Salesperson Commission
Feature Requests
60
Client task view clarity
Feature Requests
60
Clone a record (CRM)
Feature Requests
58
Affiliate program
Feature Requests
55
Multiple contacts on invoice
Feature Requests
54
Generate a contract number in a same way that it is done for invoices
Feature Requests
52
SMS & Tasks
Feature Requests
51
Multiple Calendar Invites
Feature Requests
49
Create a functionality for a community/forum
Feature Requests
45
Notes on Appointments
Feature Requests
43
Sticky Formatting bar
Feature Requests
37
Appointments that require payment
Feature Requests
37
Company Edits by Client
Feature Requests
36
Call Solution Integration
Feature Requests
35
Set Project Settings for Templates
Feature Requests
31
LMS: Assign Courses Based On CIRCLES
Feature Requests
29
Payment on forms/Portal Pages
Feature Requests
28
View sent email campaigns
Feature Requests
26
Turn emails into a new task also be able to link it to a existing task/project.
Feature Requests
23
Provide a way to copy additional contacts when an invoice is sent out
Feature Requests
23
Support Tickets with IMAP Pull
Feature Requests
20
Future appointment reservations that vary based on circle or client/account type
Feature Requests
19
Issue invoice from Project
Feature Requests
18
Trigger status update in project when task is marked complete.
Feature Requests
18
Notifications, Sound & Push
Feature Requests
17
Document Request in Forms
Feature Requests
16
Exclude weekends from project timelines
Feature Requests
13
Conditional Logic for Work Requests
Feature Requests
13
Automations in Kickoff Forms
Feature Requests
12
FLOWS
Feature Requests
11
Custom Fields for Company Profile
Feature Requests
10
Set Date Custom Field to Today
Feature Requests
9
A URL for each appointment type that goes straight to the calendar
Feature Requests
8
Pinterest option for footer of emails
Feature Requests
3
In progress
To-do list for clients
Feature Requests
284
Two-Way SMS
Feature Requests
259
Multiple primary Contacts for a Company
Feature Requests
239
Multiple signees to a document
Feature Requests
239
Webhooks
Feature Requests
206
Proposal Optional Items
Feature Requests
179
Mac/PC desktop app w/ dedicated folder that syncs files with SuiteDash cloud
Feature Requests
175
Inbound & Outbound email integration
Feature Requests
167
Pabbly Connect Integration
Feature Requests
163
More Dynamic Placeholders
Feature Requests
141
Automated Invoice Penalties
Feature Requests
139
Client - End of Year Account Statement
Feature Requests
136
Generate Invoice for a Project
Feature Requests
123
Expense tracking and Profit/Loss Report
Feature Requests
111
Integrate with Office 365
Feature Requests
106
Public Pages
Feature Requests
105
Email preview
Feature Requests
100
Google fonts
Feature Requests
99
Inactive Company
Feature Requests
88
Advanced reports
Feature Requests
85
Custom Image Library for Portal Login Page
Feature Requests
84
Task Boards Within A Single Project
Feature Requests
63
Proposal Structure based Pricing
Feature Requests
60
Onboarding Task Checklist For New Clients
Feature Requests
52
Smart dates
Feature Requests
47
Dynamic Line Items in Proposals
Feature Requests
38
Form Submission PDF option attachment
Feature Requests
38
Custom 'Nothing to See Here' Image
Feature Requests
36
Contacts vs. Companies
Feature Requests
33
Integrate with a Zapier alternative
Feature Requests
32
Chat widget
Feature Requests
31
Integromat Integration
Feature Requests
30
Ability to save a form and come back to it.
Feature Requests
30
View multiple contacts from the primary contact CRM profile
Feature Requests
27
Provide a way to auto-sign with required organization signature
Feature Requests
23
In App notifications & Live chat
Feature Requests
22
View all contacts belong to a company
Feature Requests
20
Add API Capability
Feature Requests
14
Multi Client Contract signing
Feature Requests
8
Contract signed trigger another contract
Feature Requests
6
Integrately integration - Zapier Alternative
Feature Requests
6
Live
API Access
Feature Requests
358
Full Calendar Integration
Feature Requests
330
Option to include file as an email attachment
Feature Requests
196
Conditional Logic in Forms
Feature Requests
180
Installment Payments
Feature Requests
175
Upload you own documents for E-sign.
Feature Requests
166
Appointment Text Reminders
Feature Requests
154
Integrate Zoom into the calender
Feature Requests
135
Email/Message Log
Feature Requests
117
Set availability for specific dates.
Feature Requests
104
True Knowledge Base with Client Facing Access
Feature Requests
100
Allow contact name + company name on invoice
Feature Requests
96
Appointment Confirmation Email/Placholders that Work for Contacts
Feature Requests
82
Take deposits and split payment dates invoice
Feature Requests
80
ReCaptcha or security field for forms
Feature Requests
70
Upload premade Documents for E-Sign
Feature Requests
66
Task Share/Assign with Client
Feature Requests
64
Add PAY Button to BOTTOM of Invoice AS WELL
Feature Requests
60
Stripe ACH Integration
Feature Requests
59
Higher Resolution Logo
Feature Requests
55
Enforce strong password
Feature Requests
46
Top Navigation Menu
Feature Requests
45
Appointment Availability (Look Busy)
Feature Requests
44
Display Active Timer in top menu
Feature Requests
43
Address into multiple fields
Feature Requests
34
Edit Colors for Appointment Types
Feature Requests
34
Google Meet Integration
Feature Requests
34
Beginning the week on Monday
Feature Requests
33
Ability to send and email with direct link to an Update Form
Feature Requests
31
@xyz ( Mentions in Chat System)
Feature Requests
31
Appointment Scheduler reads employees Calendar
Feature Requests
29
Hide Appointment Types from Circles/Clients/Prospects
Feature Requests
29
Add files to work requests
Feature Requests
29
Footer customization for emails
Feature Requests
29
Start & End Date for Pop-Ups
Feature Requests
29
Option to ‘HARD RESET’
Feature Requests
26
Schedule links
Feature Requests
26
LMS: ✔️ Add Option to Duplicate Courses & Duplicate Module-Lessons
Feature Requests
26
Provide the ability to add a signature capture block to forms
Feature Requests
25
Time zone included on the calendar appointments
Feature Requests
25
Create a document without needing a signature block
Feature Requests
25
Guest Checkout with PayPal
Feature Requests
23
Custom fields for projects/tasks
Feature Requests
23
Step forms with progress bars
Feature Requests
22
Vendor Contact Type
Feature Requests
20
Ability needed to send invoice to contacts without portal access
Feature Requests
20
Quick Invite Link
Feature Requests
20
Ability To Sell LMS Courses
Feature Requests
20
Save draft of contract
Feature Requests
19
Custom Form Fields for Projects/Tasks
Feature Requests
19
Additional Feature to Timers
Feature Requests
18
Duplicate a Contract Template
Feature Requests
18
Signature requirement
Feature Requests
18
Recurring Emails
Feature Requests
17
HEIC support needed in image previewer
Feature Requests
17
Login records
Feature Requests
16
Upload a PDF and add signature for clients to sign.
Feature Requests
16
Autoresponder List View
Feature Requests
14
Appointment type scheduling to be visible based on circle designation
Feature Requests
14
When saving edits on a contact, you are taken back to the CRM view instead of the contact view
Feature Requests
14
Option to hide ‘LIVE FEED’
Feature Requests
13
Team Task creation - No project required
Feature Requests
13
Future availability beyond 45 days
Feature Requests
12
Export general form data
Feature Requests
12
Add Appointment Block to Update Forms & FLOWS
Feature Requests
12
Upload Widget
Feature Requests
12
Option for no logo at top of emails
Feature Requests
11
Additional placeholders on email templates
Feature Requests
11
Add [Company Name] for Generator Naming Placeholders
Feature Requests
11
Allow Non-Email Address Usernames for SMTP
Feature Requests
10
Rich text in Forms
Feature Requests
10
Clone LMS lesson templates
Feature Requests
10
Email Campaign for Birthdays
Feature Requests
10
Update Company Information with CRM forms
Feature Requests
9
Hide and Show Custom fields
Feature Requests
9
Recurring tasks
Feature Requests
9
Action/Trigers for Tasks/Subtasks
Feature Requests
9
Duplicate Custom Fields
Feature Requests
8
PDF Export to Reports
Feature Requests
8
Use SD for Internal Projects
Feature Requests
8
Integrate Google Meet
Feature Requests
8
Auto Trigger Emails from custom fields
Feature Requests
8
Ability to remove due dates from projects
Feature Requests
7
Visibility of Communications/Email Templates
Feature Requests
6
Ability to Delete Products/Courses in LMS
Feature Requests
6
Email reminders for appointments using relative timeframes
Feature Requests
5
Fix Document Editor
Feature Requests
5
Ability to duplicate an invoice profile
Feature Requests
4
Custom fields filtered by circles
Feature Requests
4
Exclude/Hide content only for Circles – Row Access Options
Feature Requests
4
Email Template Placeholder (UserName)
Feature Requests
4
Attach PDF to invoice
Feature Requests
4
Duplicate Task within a Project to Another Project
Feature Requests
4
Client ability to cancel subscriptions
Feature Requests
3
Calendar week start day on Mondays
Feature Requests
3
Create save contract to PDF tool and expand the merge tool to infinite possibilities
Feature Requests
3
Profile Information Fields
Feature Requests
3
Project Automations
Feature Requests
3
Letter Generator
Feature Requests
2
Hide Dynamic Placeholders
Feature Requests
1
Invoice generator: Add placeholder for company name in invoice title
Feature Requests
1
Ability to hide the Download Attached files from an Invocies
Feature Requests
1
Increase Max Password Length
Feature Requests
1
Login
Account
×
Choose
Login
Register
Forget
Log in above
or sign up
Sign in
Back to overview
Forget password
E-mail address already exists:
Click here to login.
Register
Back to overview
Reset password
Back to overview