SuiteDash Support

  1. Overview
  2. SuiteDash Support

Flow Setup

OBI Services will help you set up your Flow Automation in your SuiteDash platform for an easier and smoother client journey. Here are the things we will need for this task: A ...

Invoice/Subscription Creation

We will help you create and set up your customer billings inside your SuiteDash Platform for a more appealing user experience. Here are the things we will need for this task: ...

Set Up Email Branding

We will help you set up your SuiteDash platform email branding for a more customized user experience. Here are the things we will need for this task: Admin User crede ...

Custom Pages

We will help you customize your SuiteDash Portal Pages for a more appealing user experience. Here are the things we will need for this task: Admin User credentials (SuiteDash ...

Add Custom Menus

We will help you to have a customized page shown on the left side Menu of your Portal or Client Portal. We can reorder, rename and change the icons for all menu items. ...

Set Up Email Campaign

We will help you set up your SuiteDash portal email campaigns for a more customized user experience. Here are the things we will need for this task: Admin User creden ...

Creating Proposals Manually Vs. Using Templates

This tutorial will guide you through the process of creating proposals in SuiteDash, both manually and using SuiteDash templates. Let’s dive into the basics. Part 1: ...

Update Email Content

We will help you set up your SuiteDash Account email campaign templates for a more customized user experience. Here are the things we will need for this task: Admin U ...

White-Label SuiteDash Client Portal

What is a client portal? A client portal is an online gateway to a collection of digital files, services, infor­mation, and applications, accessed from a desktop and/ or a ...

Form Creation

We can help you make your SuiteDash platform more user-friendly and create forms on it. You can have a number of forms using SuiteDash. Here are the things we will need ...

Set Up Email Audience

We will help you set up your SuiteDash Account email audiences for a more customized user experience. Here are the things we will need for this task: Admin User crede ...

Set Up Email Marketing Template

We will help you set up your SuiteDash email campaign templates for a more customized user experience. Here are the things we will need for this task: Admin User cred ...

Platform Branding

We will help you set up your SuiteDash Account Platform Branding for a more customized user experience. Here are the things we will need for this task: Admin User Credentials ...