Scope Support
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Activity overview
Latest activity by Scope Support-
Scope Support created an article,
Connecting SCOPE Better with Hubspot
OverviewThe SCOPE Better to Hubspot integration allows the user to transform a ‘Deal’ in Hubspot into a ‘scope’ in SCOPE Better, once the ‘Deal’ is moved to the selected ‘Deal’ Pipeline stage in Hu...
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Scope Support created an article,
Release Notes | January 2026
Currency exchangeSelection of currency on scope overview stays on for all the users Adobe SignUsers can now send the document on behalf of themselves, not only from the main company accountUsers ca...
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Scope Support created an article,
Creation of a MSA Line Item
OverviewMSA Line Items can be fees or discount items added to your Company Details page and assigned to 1+ client cards. This fee or discount will then automatically appear on every scope (to the w...
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Scope Support created an article,
Create your first scope
OverviewThis guide will explain how to create a scope of work from scratch.PrerequisitesYou must be signed in to your SCOPE Better Account.You must have the right 'User Permissions' enabled on your...
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Scope Support created an article,
What Are Master Output Templates?
OverviewThis article helps to explain the purpose of the Master Output Templates. Pre-RequisitesN/AInformationThe Master Output Templates are the ability for your organization to create a number of...
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Scope Support created an article,
Selecting a new Master Output Template for your scope
OverviewWhen your organization has a number of output format Master Templates available, you may need to make a selection of which output to use for it to be output/downloaded or for it to be expor...
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Scope Support created an article,
Output Document Export Options
OverviewThis guide explains the different document output options available to scope creators. Pre-Requisites User must have a SCOPE Better account User must have created a scope, or be part of a T...
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Scope Support created an article,
Output to Adobe Sign
OverviewThis guide will show you step by step how to output a scope to Adobe Sign. Pre-Requisites User must have a SCOPE Better accountOrganization must have Adobe Sign set up as an optionUser must...
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Scope Support created an article,
Output Button
OverviewThis article will show you the output button featuresPre-requisitesYou must have a SCOPE Better accountA scope must have been created to be able to be outputYou must have user permissions t...
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Scope Support created an article,
Release Notes | December 2025
Public API on SwaggerWe extensively updated our Public API endpoints in v2.0 on Swagger: Rate card endpoints: create, delete, update rate cards including roles metadata Clients (second-party) endpo...