SuiteDash Questions

Showing 1 - 5 of 1,614 questions
Sumoling123456Sumoling123456
Sumoling123456PLUS
Sep 3, 2026
See detail

Q: I cannot embed widget to a page or anywhere..

Eg I want to embed a speadimple widget: <script src="https://spread.name/js/widget.js"></script>
<div data-ss-widget data-id="XXXX"></div>

https://help.spreadsimple.com/en/article/embedding-spreadsimple-as-a-widget-into-other-platforms-xorqqu/

Once, I publish the page, it seems that Suitedash removes any embeds/external scripts.

How to fix that please?

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 3, 2026

A: Good news, Sumoling123456, there's a fix here, it's just not a raw script tag dropped straight onto a Page.

Before anything else, test whether Spreadsimple allows iframe embedding at all. Some providers block it outright with headers that have nothing to do with SuiteDash. Take the URL your widget loads from and run it through this:

https://iframetester.com/

If it renders cleanly there, you...

Share
Helpful?
1
fourcosterfourcoster
fourcosterPLUS
Sep 2, 2026
See detail

Q: When will taxes on invoices be fixed?

Hi again Mike,

we had this before and I realized you guys have been working on this but invoices still don't meet European criteria, where the tax has to be named (ex "VAT" or "UsSt.") and show up after the subtotal and before the total. See how it looks today https://app.screencast.com/UmxNgo53XFXHU

By when can this be fixed?

I 've been loving SuiteDash a lot from day one but that (legal) problem keeps me from using and reselling SD - Dashboards. Please help.

Thanks

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 3, 2026

A: You'll be happy soon!

But to make 100% sure, let's sync on exactly what you would see as ideal. We feel pretty confident we understand, but it's smart for me to just put it in black and white here.

Subtotal $1,679.00
Tax (VAT) $167.90
Total $1,846.90

This is the format you need?

This option will be rolled into a much bigger Invoice Templating feature that lets...

Share
Helpful?
1
Sumoling123456Sumoling123456
Sumoling123456PLUS
Sep 2, 2026
See detail

Q: Can we send custom message/email notification via API to selected contacts?

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 2, 2026

A: Answered in previous. Please let's continue in that thread if needed.

Share
Helpful?
1
Sumoling123456Sumoling123456
Sumoling123456PLUS
Sep 1, 2026
See detail

Q: Can we send invitation login to new customer via the API? The "welcome email" is the invitation link?

1) "send_welcome_email": {
"type": "boolean",
"required": false,
"nullable": false,
"writeOnly": true,
"description": "Send the welcome email if the email has not been sent before",
"example": false
},

2) Can we also choose an email template and send an email via your API?
3) Can we also assign a lead to a specific Circle via your API?

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 2, 2026

A: **1) Yes, and yes. The "welcome email" is the Portal Access Invitation.**

When you create a Contact via POST /contact with send_welcome_email: true, the invitation goes out immediately. That email is built from your account's New User Registration email template and carries a one-time login link that drops the person straight into the Portal to set their password. There is no separate...

Share
Helpful?
1
AndriaBauneeEnterprisesAndriaBauneeEnterprises
AndriaBauneeEnterprises
Sep 1, 2026
See detail

Q: ACH Payments Same-day accept

Which gateways do you integrate with that have same-day new bank account authorization? The two-business days and two-deposit verification aren't going to work and I have stripe, but I want invoices to appear in the CRM.

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 2, 2026

A: Yes, this works with Stripe. Stripe's ACH Direct Debit has built-in instant bank account verification, powered by Stripe Financial Connections, and SuiteDash is compatible with it through our Stripe gateway.

The one thing to know is that it has to be turned on in your Stripe account first, under Settings > Financial Connections. Once it's live there, it flows through to SuiteDash and your...

Share
Helpful?
0