Verified purchaser
The Most Difficult Software I Experience
I have used a lot of software over the years, and I have never come across software more difficult than SuiteDash. I acquired it in September 2024, and I'm still not utilizing it. I appreciate the customization of the tool, but it's bare-bones. It doesn't come with editable templates; the same goes for proposals, invoices, and contracts. For every template that you need, you have to create it from scratch. The e-sign feature is not active, meaning you can't send a document within the software to be signed by clients, which doesn't make sense—what's the purpose of an e-sign feature? You can't chat with a client inside the client portal. I have a business to operate, and I don't have the time it takes to learn this software, so if you are like me, save yourself the headache. I wanted to give this product a fair trial, so I didn't request a refund before the 60-day expiration. This is one of my regrets. If you have the time to put into it and the tech skills to create everything from scratch, you can give it a try, but if you don't, move on so you don't end up with regret like me.
Update:
If those templates are available, they must be new updates, and there was no chat feature inside the platform either. You should have clarified in the listing that DocuSign is not included. Furthermore, the email feature couldn’t send emails within the platform; however, I noticed you can now do so due to the recent update. Please don't make it seem as if I don't know what I'm talking about. Initially, I had to hire a developer to create templates for me because there were none in the software. Congratulations on the updates you have made to the platform. Additionally, I reached out to your team via email but did not receive a response.
Mike_SuiteDash
Edited Feb 11, 2026Hi Jillian,
I appreciate you sharing your experience, but I need to respectfully correct several points because much of what you've described as missing actually exists in the platform.
**Templates:** We have an extensive Template Library across Documents, Proposals, Invoices, Forms, Dashboards, Portal Pages, Landing Pages, and more. You absolutely do not have to create everything from scratch. We also have System Templates that give you starting points throughout the platform.
**E-Sign:** Our dynamic Document signing feature is included in the platform. You can build contracts dynamically using Document Generators merged with Dynamic Data Placeholders - creating bespoke contracts for e-signature on the fly, even via Automation. This is far more powerful than just signing a flat document.
If what you're looking for is the ability to upload a PDF and add signature fields on top of it, that feature does exist - it's part of the PRIME Bundle Power-Up. But honestly, our native dynamic document system is more flexible and powerful once you understand how it works.
**Client Chat:** We have Live Chat functionality built into the platform. You can chat with Clients inside the portal. Documentation: https://help.suitedash.com/article/33-live-chat-basics
It sounds like you may have struggled to find these features, which I understand - there's a lot in the platform. But the features themselves are definitely there.
This is why we always encourage reaching out to our Help Team at [email protected] when you get stuck. A quick email could have cleared up these misunderstandings and saved you months of frustration.
I'm sorry you had this experience. If you ever decide to give it another try, the Help Team is there to assist:
- Interactive Adventure Guide: https://academy.suitedash.com/i/adventure
- First Principles: https://www.youtube.com/playlist?list=PLy_cw8Ek92-GUAECUxjU_bUU9zgNUQoN8
Thanks,
Mike