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2024 in Review
The SuiteDash Community is 🔥🔥
Word of mouth is a powerful testament to success, and our customers can’t stop raving about SuiteDash’s lightning-fast release cycles. With each update, we’ve delivered innovative features and enhancements at an unmatched pace. Together, we shattered expectations in 2024, fueled by your enthusiasm and invaluable feedback. It’s been incredible to watch our dynamic Community flourish and drive SuiteDash’s evolution.
As we look to 2025, the momentum only accelerates. We’re gearing up to supercharge an already robust and versatile platform with even greater capabilities. With exponential growth on the horizon, 2025 is shaping up to be a monumental year for SuiteDash and for all who leverage its power!
Features & Improvements added in 2024
Many of these features were requested BY the Community and were delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Remote Chat Integration
Checklists
Google Fonts Integration
Scheduled Automations Integration
Company Connected Email
Limited Automations enabled for Start & Thrive
Set Current Date option for Custom Fields
Communities
Default Circles "All Companies" and "All Contacts"
Document Signing for Staff
Dynamic Project “Based-On Date” and Completion Date
Auto-Save for CRM Notes
Automation Opportunities available for Events & Event Generators
Power Positioning of Form Fields
Display Name Changes
Email Templates Redesign + Power Options
Drag & Drop for Subtasks
Image Block can now use Custom Field (URL Type) as the Source
Email to Target in all Form Types
Invoices now feature “Overpaid” Status
My Tasks Block
Form Field Choice Actions
Targeted Billing Automations
Custom White Label QR Codes
Documents list in CRM Dashboard
Project Notes Auto-Save & Export
CRM Notes Export
Dynamic Placeholder Widget 2.0
Mobile Menu Update
Documents Requiring Signature added to Urgent Notifications Bar
Dynamic Data Placeholders in Form Field Subtext (Update Forms)
Drag & Drop Subtasks in Task Templates
Improved Layout for Add/Edit Staff
Redirecting White Label CNAME endpoints to Blank Page
Custom CSS is now applied to all Non-Logged Views
New UI + Items, Packages & Add-ons to Estimates, Invoices & Billing Generators
Subscriber Forms
Community Features & Improvements
Event Generators w/ Dynamic Based-On Dates : Appointments Integration
Customizable Error Pages
Dynamic Data Placeholders now available in Notes
Custom Highlight Color
Work Requests / Ability to make File Upload Mandatory
Create Company API + Send Portal Access Invitation
Dynamic Proposals + Dynamic Automations
Centralized Control over Appointment Management
Project Folder Generators
My Invoices Block
All Tasks Block
Trigger Automations when Appointment is Completed
Pre-Configure Automations for your Proposals using Proposal Generators
QR Codes for Landing Pages
Custom Short Link URL Choice
Ability to Reset the “Seen by Client” Indicator
Communities / Copy/Paste Images directly into Posts/Replies
Appointment Scheduling / Variety of Useful Improvements
Checkout Form + Immediate Payment
Reporting Block
Custom Menus + Translation Logic
LMS / Hosted Video + % Watched
PortalBank
Expense Tracking + Management
Dynamic Proposals Choice Block Improvements
Forms Block
Form Cannons for Staff
Calculating Custom Fields + the ability to use [current_value]
Opportunities for Add Card to Vault & Payment Request Info
Dashboard Block Filter Improvements
Create Document as Draft
Create a Note in CRM when Note is added in Support Ticket
QR Codes now available in the Sales Funnel Builder
Sticky Action Bar in Dynamic Block Editor
File Request Notification Email in Email Templates
Default Avatar Color Customization
Dynamic Estimates
Staff Filter Block
Manage Subscription Automation
Multiple On-Demand FLOWs
CRM Target Custom Fields
Urgent Notification Bar added to Documents, Proposals & File Requests
Automation Opportunities added to all Invoice Generators
Automatic Markup on Expense Items
Projects / Salesperson & Coordinator added as Dynamic Identities
Automation to send email to Salesperson and/or Coordinator
Phone Fields updated with SMS-Friendly Formatting
Default Country Code setting for SMS Optimized Phone Formatting
Styling Options migrated into Checkout Forms
Email Logs - Resend Email Link
Duplicate Checklists
Microsoft 365 Calendar & Teams/Skype Sync
Multiple Deal Pipelines
Deal Stage Automations
FLOWs Read & eSign > Documents
WYSIWYG Text Editor Update
On-Demand Estimate Generators
Project Identification Logic in Project Custom Fields & Forms
System Templates for Dashboard, Portal Pages & Landing Pages
Filter by creation date for all APIs
Custom CSS Variables for Platform Branding Colors


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