Hi, In the British budget last November, the finance minister mandated e-invoicing for all business from 2029. This is a common data exchange standard for invoices more than just "generating a PDF and emailing". Do the invoice outputs from SuiteDash meet the e-invoicing criteria? And as a very small subsidiary point, can I change SuiteDash to use GBP globally as I'm based in England. Thanks
Founder Team
Mike_SuiteDash
Jan 14, 2026
A: Hi there,
**E-Invoicing Compliance:** We are definitely aware of and familiar with the e-invoicing concept and how it's being implemented across Europe and other countries. This is something we are in the early stages of evaluating and implementing, based on priorities determined by our assessment of community requests and the number of customers in the countries affected. I can't make any...
It’s not clear on appdumo or on your main website whether one can charge for courses or digital downloads . Could you expand . Thanks
Founder Team
Mike_SuiteDash
Jan 14, 2026
A: Hi BGBG007,
Yes, absolutely! You can charge for courses and digital downloads.
You can use Landing Pages with a Checkout Form to take payment directly on a publicly available page, and then use Automations to grant access to the appropriate LMS Products/Courses or deliver digital downloads upon successful payment.
This gives you full control over the purchase flow - you can create sales...
I am in real Estate can it connect to my webiste to caputre leads etc
Founder Team
Mike_SuiteDash
Jan 14, 2026
A: Hi there,
Yes, definitely!
We have several types of Forms that you can embed directly on your website to capture leads:
- **Kickoff Forms** - Perfect for lead capture, these bring new contacts into your CRM with whatever information you collect - **Checkout Forms** - If you want to take payment at the same time - **Subscriber Forms** - For building marketing lists
Hello, I would like to know if it is possible to generate template documents .doc or .docx documents as a base (or maybe other types that can be converted from existing MS word documents)?
Same topic, is it possible to have basic logic within the document generator feature: such {if} placeholder value is {=/=} 0 {then} ?
Finally, is it technically possible to send these completed documents towards external website/3rd parties provided we hard code any needed integrations ourselves?
In advance, thank you!
Founder Team
Mike_SuiteDash
Jan 14, 2026
A: Hi maxime711,
Great questions!
**Document Templates:** Yes, we have a robust Documents Toolkit that allows you to create templates with Dynamic Data Placeholders (DDPs) that pull information from your CRM, Custom Fields, Projects, and more. However, our native document creation uses our built-in Content Block Editor rather than importing .doc/.docx files directly. You would build your...
Q: Do you have any RIA/Financial Advisor customers?
I’m evaluating SuiteDash for my RIA and need to ensure it meets SEC Rule 17a-4 recordkeeping standards. Does your platform support the following:
1. Real-time Capture: Can all edits and deletions be streamed via API in real-time to an external archive, or only through periodic exports?
2. Audit Trail: Do logs include exact timestamps and user IDs for every single modification or deletion?
3....
Founder Team
Mike_SuiteDash
Jan 14, 2026
A: Hi there,
I appreciate the detailed questions. I'll be straightforward with you - while we do have users in financial services, I can't claim that SuiteDash is specifically designed for SEC Rule 17a-4 compliance. Let me address what I can:
1. **Real-time Capture:** We have API and Webhooks available, but I can't guarantee they would meet the specific real-time streaming requirements for SEC...
Q: UK e-invoicing compatible?
Hi,
In the British budget last November, the finance minister mandated e-invoicing for all business from 2029. This is a common data exchange standard for invoices more than just "generating a PDF and emailing". Do the invoice outputs from SuiteDash meet the e-invoicing criteria? And as a very small subsidiary point, can I change SuiteDash to use GBP globally as I'm based in England. Thanks
Mike_SuiteDash
Jan 14, 2026A: Hi there,
**E-Invoicing Compliance:** We are definitely aware of and familiar with the e-invoicing concept and how it's being implemented across Europe and other countries. This is something we are in the early stages of evaluating and implementing, based on priorities determined by our assessment of community requests and the number of customers in the countries affected. I can't make any...
Share SuiteDash
Q: Can I charge fir the courses?
It’s not clear on appdumo or on your main website whether one can charge for courses or digital downloads . Could you expand . Thanks
Mike_SuiteDash
Jan 14, 2026A: Hi BGBG007,
Yes, absolutely! You can charge for courses and digital downloads.
You can use Landing Pages with a Checkout Form to take payment directly on a publicly available page, and then use Automations to grant access to the appropriate LMS Products/Courses or deliver digital downloads upon successful payment.
This gives you full control over the purchase flow - you can create sales...
Share SuiteDash
Q: Website Connection
I am in real Estate can it connect to my webiste to caputre leads etc
Mike_SuiteDash
Jan 14, 2026A: Hi there,
Yes, definitely!
We have several types of Forms that you can embed directly on your website to capture leads:
- **Kickoff Forms** - Perfect for lead capture, these bring new contacts into your CRM with whatever information you collect
- **Checkout Forms** - If you want to take payment at the same time
- **Subscriber Forms** - For building marketing lists
When someone fills out a...
Share SuiteDash
Q: Docoument generation with .doc or .docx
Hello,
I would like to know if it is possible to generate template documents .doc or .docx documents as a base (or maybe other types that can be converted from existing MS word documents)?
Same topic, is it possible to have basic logic within the document generator feature: such {if} placeholder value is {=/=} 0 {then} ?
Finally, is it technically possible to send these completed documents towards external website/3rd parties provided we hard code any needed integrations ourselves?
In advance, thank you!
Mike_SuiteDash
Jan 14, 2026A: Hi maxime711,
Great questions!
**Document Templates:** Yes, we have a robust Documents Toolkit that allows you to create templates with Dynamic Data Placeholders (DDPs) that pull information from your CRM, Custom Fields, Projects, and more. However, our native document creation uses our built-in Content Block Editor rather than importing .doc/.docx files directly. You would build your...
Share SuiteDash
Q: Do you have any RIA/Financial Advisor customers?
I’m evaluating SuiteDash for my RIA and need to ensure it meets SEC Rule 17a-4 recordkeeping standards. Does your platform support the following:
1. Real-time Capture: Can all edits and deletions be streamed via API in real-time to an external archive, or only through periodic exports?
2. Audit Trail: Do logs include exact timestamps and user IDs for every single modification or deletion?
3....
Mike_SuiteDash
Jan 14, 2026A: Hi there,
I appreciate the detailed questions. I'll be straightforward with you - while we do have users in financial services, I can't claim that SuiteDash is specifically designed for SEC Rule 17a-4 compliance. Let me address what I can:
1. **Real-time Capture:** We have API and Webhooks available, but I can't guarantee they would meet the specific real-time streaming requirements for SEC...
Share SuiteDash