Feature Requests

I would like to have an email signature automatically included with every email I send out. This feature would help maintain consistency and professionalism in my communications.

I am looking for automation features for contract management, version history, and integration with SharePoint. Additionally, meeting management with agenda and notes storage would be very useful.

Currently, in SmartSuite, I need to create separate automations for each service to create tasks. It would be more efficient to have conditional actions within automations, allowing for branching paths. This would simplify the process of creating tasks based on multiple linked records, reducing the need for numerous individual automations and making the system more flexible and easier to manage.

With every client getting their own Solution. And every 20 clients being their own group for our staff. Grouping the solutions into folders would be a great step in the organization since after about 20-30 Solutions the list will get longer and will take time to search for each client. As well as separating the Solutions we use for our company vs our client Solutions.

I’d like to request a feature that allows users to customize action buttons based on the selected table. Currently, when creating a new record, the action button (e.g., “New Account”) remains fixed. However, I’d like the ability to modify this button’s label to match the table name or a custom label of my choice. For example, if I rename a table from “Accounts” to “Counties,” I’d like the corresponding action button to update from “New Account” to “New Counties” (or another custom label that fits my workflow). This would provide a more intuitive and flexible user experience.

id like to have a buttom that alolows for testing the automoation. Currently i have to eitehr wait for the schedule time or make a change in record etc to ensure irt runs proeprly.

It would be ideal for a company to have it under their own domain and change logos, etc -ie. white labelling, any plans for it?

This Workspace Role would allow the following for Certified SmartSuite Consultants who build applications for their customers: Create a customer workspace Develop in the Customer's workspace Remain on their customer's workspace indefinitely as a free license Cannot be removed other than by themselves Not lose access to solutions built on handover Be able to sell products / solutions to customers and bill monthly I feel this type of role will positively impact SmartSuite as more and more developers would move their clients over to SmartSuite due to this functionality. It will provide certified consultants the opportunity to build up a monthly recurring revenue (MRR) model and not rely purely on new development projects.

I would like to have the ability to see how many API calls I have used directly within my workspace. This feature would help me monitor my usage in real-time and manage my resources more effectively. It would be great if this could be set up easily for users.

I am looking for a seamless way to integrate SMS, email, and calling within SmartSuite. Currently, the only native integration available is with Twilio, but I believe there should be an easier solution. It would be beneficial to have a built-in feature that allows for easy two-way communication with clients and the sales team without relying on third-party tools.