Feature Requests

Ability to have more than just 1 Trigger in the Same automation. In my scenario: When Email is received OR When Record in Updated OR At Scheduled Time do XYZ.

We use SmartSuite for projects and tickets coming in from our team members. We have a variety of ticket types based on roles and permissions, meaning that we have these in different solutions and in different tables. Quite frequently we get the case where a team member submits a ticket through the wrong channel and it needs to be moved to the proper table in the correct solution to be worked on. I don't see that as an option now and it would be nice to have it so that we don't have to manually recreate the record submissions.

Some of these may be repeats but here are some suggestions for the very promising Document Designer: Drag and drop fields to desired location Option to include title of field when placing on the page layout Undo option Margins around page breaks are not working Set right and left margins Allow emojis in text fields Ability to mass edit similar element and field settings View interactive document within SmartSuite instead of creating a PDF Create sections that are collapsible and able to be anchored to each other Ability to anchor fields and elements within a section so that the anchor choices are smaller Add Headers, Footers, page numbers Format text fields as Title, Heading 1, Heading 2, etc Ability to add Table of Contents Add option for Logo like on forms Ability to add a table Ability to resize columns in linked record table Ability to add grid lines to linked record table If table is split between pages, restate the heading columns in the top row of the table on the next page Linked record fields split at page break but not Lookup fields Linked records should be clickable hyperlinks in doc Pageless option Looking forward to seeing what's released next for this feature!

My business runs through WhatsApp, so I would like the ability for messages from leads/customers to be brought into SmartSuite automatically.

Hello, At Uptimi, we must comply with strict regulations and frequently generate documents that require client signatures (e.g., onboarding documents, advisory duty forms, risk profile forms, business introducer contracts, redemption request letters, etc.). We need a feature in the document designer to automatically send a notification to clients after generating a document, enabling them to sign it online. Additionally, it would be ideal to track the progress of the signature process and have an indicator showing whether the document has been signed. While this is not urgent, it would significantly save time for our teams starting in 2025.

Would be awesome to trigger automation by pushing a button (the ones in smartsuite...)

I guess if you really want to get more European customers in the future, you should have the hosting in Europe option not only in the more expensive price tier. Just my 2 Cents. 35 dollars for simple inventory, address data and so forth is too much.

One more question. Is there a way in SS to calculate the distance between an address that a client provides (comes in from FillOut Form) and our office address? I would like to use that number to calculate a delivery fee.

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?