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Feature Requests

API Integrations Feature Requests

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413

Integrate with Google Drive or Dropbox

Open

Integrate with external cloud storage

45
358

API Access

Live

Gain access to data via API.

64
330

Full Calendar Integration

Live

Allow the calendar integration to be two-way. My outside events and meetings would show up within SuiteDash as well. That way...

45
284

To-do list for clients

In progress

To help clients understand and keep tracks of tasks they need to complete at each step of the processes. Can we have suitedash...

15
259

Two-Way SMS

In progress

Have the ability to send a text message to a client, and they can text you back.

10
239

Multiple signees to a document

In progress

I am a lawyer and quite often require multiple people to sign one document or contract. Can you make this feature available...

10
239

Multiple primary Contacts for a Company

In progress

A Contact should be able to be the primary contact of multiple Companies. This is common sense in real life, thus makes no...

20
207

Be able to downgrade clients to prospects

Planned

In order to start a project on a new prospect, they have to be a client. But if they end up not panning out, you can't...

4
206

Webhooks

In progress

I am using an email marketing system (Encharge) and it asks for a Webhook url, but inside of Suitedash, I don't see Encharge. I...

27
196

Option to include file as an email attachment

Live

Ability for a client to download an uploaded file straight from the email notification. Including a security disclaimer would...

12