SmartSuite

📄 Rapidly Generate Invoices with SmartSuite’s Document Designer 📄 In this Smart Tips episode, Jeff Gonzalez walks you through the process of quickly generating professional invoices using SmartSuite's Document Designer. Learn how to create customizable PDFs for your invoices, automatically populate fields, and even automate sending them to customers! In this video, you'll learn how to: 🔹 Set up and position static and dynamic fields for invoices. 🔹 Show linked record details from orders in the document. 🔹 Automate PDF creation and save it directly to the invoice record. Save time and streamline your invoicing process with these features! https://lnkd.in/g7BVmYKQ #SmartSuite #Invoicing #DocumentDesigner #NoCode #BusinessAutomation

Congratulations, Jake Evans of Crowe on successfully achieving the "SmartSuite Certified Consultant certification! As a Senior Consultant at Crowe, Jake specializes in the implementation of Governance, Risk, and Compliance (GRC) technologies. His expertise in SmartSuite empowers his team to deliver customized GRC solutions that address clients' complex needs. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today.  #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

SmartSuite makes it effortless to track and submit project updates. 💼 With dynamic dashboards and easy-to-use forms, you can quickly identify which projects need attention and ensure nothing falls through the cracks. 🚀 🎥 Watch the full video to see how it works! ⬇️ https://bit.ly/4dOVwVG #ai #smartsuite #projectupdates #forms #dashboards

Congratulations, Alexandros Krassakis on successfully achieving the "SmartSuite Certified Consultant certification! With a robust background that includes NATO Secret Security Clearance, GRC expertise (Governance, Risk & Compliance), IT SOX, COBIT, GDPR, ISO 27001/27002, and RSA GRC Archer certification, Alexandros brings unparalleled value to no-code solutions like SmartSuite. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

SmartSuite forms make submitting project updates simple and efficient. 💫 Fill in key details to instantly update your project’s status. All the information is neatly organized for easy tracking. ✨ 🎥 Watch the full video to learn more! ⬇️ https://bit.ly/4dOVwVG #smartsuite #automation #forms #project #updates

One of our premiere partners, SMV Virtual Consulting, has created an overview of how to use SmartSuite dashboards as a workflow portal for your business. Creating an amazing user experience for managing your business has never been easier, and the UI is pretty amazing, too! #Dashboards #Portal #Workflow #NoCode

Check out Gareth Pronovost's video on the latest new feature inside of SmartSuite: webhook automation actions! You'll see how to use webhook in this step by step instruction so you can augment your automation capabilities like never before. See how you can fetch data from API requests and map them over to your SmartSuite records! 👇 https://lnkd.in/gpWbWtwK #automation #nocode #webhooks

Congratulations, Joseph Afari of Credit One Bank on successfully achieving the "SmartSuite Certified Expert" certification! Thank you for your dedication to mastering the SmartSuite platform! The "SmartSuite Certified Expert" certification is designed for internal champions and workflow creators that desire to demonstrate a deep knowledge of SmartSuite in the setup of processes, projects, views, permissions, automations, calculations, collaboration, dashboards, forms, and more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Explore the latest blog by our SmartSuite partner, Crentio: ¿Qué es Smartsuite? ¿Cuánto cuesta? Ventajas y desventajas (What is SmartSuite? How Much Does It Cost? Advantages and Disadvantages) Crentio is an Argentinian company dedicated to help businesses around Latin American to implement their processes in SaaS solutions in a tailored way. We provide exceptional customer services to ensure that any onboarding project is both fast and robust. Their clients are often scaling companies that are struggling to grow in an ordered way, since they were managing their company in a weak software/process structure. Main pains? Emails inbox saturated. WhatsApp's groups for work. And zero visibility of what's going on within the Departments. Crentio dives deep into SmartSuite: • How it can transform your business management • The main advantages and disadvantages of implementing it • And most importantly, how much it costs See full blogs here: https://lnkd.in/gGSbwSk2 https://lnkd.in/gY9VNfWv

Field-level permissions allow you to control who can view or edit specific fields in your projects. 💫 You can customize views, limit access to sensitive data, and ensure only the right people have permission to edit or view fields. 🔒 ✨ Get Started ⬇️ https://bit.ly/3yII4V9 #ai #smartsuite #permissions #security