Usability improvements
- Scope overview page: Based on the users' feedback, we allow editing of the Component, TPC and Deliverable quantity and prices directly from Scope overview page without the need to open Deliverable builder
- Fees: we also allow users to add, remove or edit Fees/discounts on different levels (stage, deliverable, component) from scope overview page without the need to go to Deliverable builder
- New variables for Output editor for Scope Local ID and Client Relationship Start Date
- Dynamic fields: ability to unselect the options in the dropdown and leave the field empty
- Library deliverable export: users can now export all the library deliverable entries including the reference to components inside them
Rate cards management
- By popular demand we replaced the permanent deletion of rate cards with archiving. Now users can review the deleted cards and reinstate them if they were removed by mistake.
Adobe Sign integration improvements
- We added new Adobe Sign variables to our Output editor that represent dates of signing the document for both parties
- Users can also CC more recipients
- The sequence of signing is now client first, document owner last
Scope by role
- The scope by role is now connected to the rate card “Locations” feature. The roles in scope can now be assigned to different employee names or locations, depending on how the “Locations” is configured on the account
- Scope by role Details tab now contains “Key contact” and “Client location” fields in case the users want to edit these fields after scope creation
- Changes in rate card versions are now cascaded to saved library Tasks so the user has the latest Task ready with all the rate card changes up to date for immediate use
Scenario pricing
- Admins can work on scenarios before publishing them for the users. Users can only see published scenarios when they create a scope by scenario
Bug fixes
- “Add all components” feature in Deliverable builder
- Formatting of the “Export as Docusign” and “Create a Task” modals
- Deleted templates showing in the list of available templates in Create a scope modal
- Cloning of fixed-fee component configuration from one size to another
- Creating a new task should include a step of selecting the roles and hours
- Deliverable price that was manually adjusted in Deliverable builder is showing correctly on the Scope overview page
- Inconsistency between output and on-screen formatting in descriptions
- Output editor: user couldn’t add a table to header or footer
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