Feature Requests

Ability to export data to client templates and reports suitable for regulators, boards, or auditors *Export document types: Word, PDF, and Google Docs (has to include Word and PDF for sure) Support for section headers, tables, charts, and rich text formatting Insert organization-specific elements like logos, legal disclaimers, versioning info Auto-populate report sections with field data in SmartSuite Support conditional logic (e.g. “Only include issues marked high severity”) ✨ Ability to export one-to-many data (e.g. all risks for a business unit, or all CRI diagnostics) ✨ Group records by key fields (e.g. framework, control type, risk level) ✨ Avoid raw data dumps—structure data with: Page breaks Table of contents Appendices for linked data Include views: charts, metrics, heatmaps, and graphs Option to embed screenshots or thumbnails of attached evidence ✨ Security / version Tamper-evident (optionally watermarked or stamped) Metadata-controlled (date, author, version) Encrypted or digitally signed, if needed Users can trigger exports manually or via automation (e.g. after a control assessment is complete) Option to include comments and change log Admin-level ability to configure: Export layout (portrait/landscape) Included fields and views Template mapping (e.g. SmartSuite record field → Word doc section) Multiple templates can be created for each solution. Not limited to 1 or just 1 for each table. Support off-the-shelf templates to be included with our solutions (i.e. they get it will the solution package) *Functionality cannot be achieved through third party. Most client will not want to have to go through procurement with an additional tool. Also a security concern for some clients.

Document Designer templates do not copy over between solutions / cannot track Diffs

I am updating the original request for Document Designer enhancements with the changes we've made over the past several months. As part of the update I'm copying in the remaining requests from the original post here: Feature Requests 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 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 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

I'd like to be able to choose the alignment and width of the columns in a linked record table in the document designer.

I propose the introduction of a new "Text Block" element in the Document Designer. This element would function as a rich text editor, allowing users to write free-form paragraphs and long-form text. The most crucial feature of this block would be the ability to insert dynamic fields directly inline with the text. For example, a user could write a sentence like: "This agreement is made between {Company Name} and {Client Name} on {Date}." The fields in brackets would then be automatically populated with data from the corresponding record. Why it's needed: This feature is essential for generating documents like contracts, proposals, personalized letters, or reports. Currently, it is very difficult to create documents that require extensive static text mixed with dynamic data. A dynamic text block would allow users to create complex document templates quickly and efficiently, making it possible to automate the generation of personalized, professional-looking documents without cumbersome workarounds.

It would be a great improvement to have more flexibility when setting up tables in the document designer. I suggest two main features: Customizable Column Names: The ability to freely define and edit the names for each table column. Configurable Table Grid: The ability to set up and customize a grid structure for the table. This would provide better control over the layout and visual separation of data. Why it's needed: Currently, the process can be quite rigid. Adding these features would give users much more power to design clear, well-structured documents and tables that are easier to read and tailored to their specific needs.

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It would be great if, when adding a SmartDoc field in the document designer, it retained the formatting of the SmartDoc: font size, font format, text, table, etc.

I’m hoping to be able to create Proposals, Statements of Work, and Status Update documents directly from SmartSuite applications like Projects, Tasks, etc. using the “Document Designer” feature. I realize “Document Designer” is a relatively new feature so wanted to offer a few ideas. My apologies if some of these already exist: Make it easy to mix static text with field values Offer option to export document to Microsoft Word or Google Docs Add option to insert page breaks Provide option to generate document at the record level Make it possible to pull in fields from linked app records multiple levels down (For instance, assume App A is linked to App B which is linked to App C. In a doc generated from an App A record, it would be nice to have option to pull in fields from App C) Thanks!

Some Feature that I would love to see for the Table in the Document Designer: The ability to format the table as a grid so that it looks like a table instead of floating text, and be able to determine what size the grid lines should be The ability to be able to align text in the tables for each column The ability to format the top top header row separate from the rest of the data rows The ability to be able to fill the table with color > All Color Rows or alternating color rows The ability to be able to highlight rows based on field status As mentioned in another request, be able to resize the columns at will (See https://smartsuite.canny.io/feature-requests/p/document-designer-table-column-formatting )