Scope Support
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Activity overview
Latest activity by Scope Support-
Scope Support created an article,
Release Notes | July 2025
Integrations We released an off-the-shelf integration with Zoho. Users can easily connect to their Zoho account and configure the trigger to create or edit a scope in SCOPE Better from the Opportun...
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Scope Support created an article,
How do I upload Fixed Fee Components?
In the ScopeBetter platform there are two ways to upload Fixed Fee components. Components can be uploaded into the Library individually or in bulk via our component uploader.A scope user is able t...
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Scope Support created an article,
How do I upload Fixed Fee Deliverables?
Users have the ability to Upload Fixed Fee Deliverables into the ScopeBetter platform individually or in bulk via our 'Upload Fixed Fee Deliverables' excel uploader.Uploading an Individual Fixed Fe...
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Scope Support created an article,
Release Notes | June 2025
Scenario pricing additionsInclude scenario pricing fields in the scope traffic payloadNow the scenario pricing admins can create a configurable fee or discount based on conditional logic. Admin cre...
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Scope Support created an article,
Release Notes | May 2025
Scenario pricing (Guided selling) additions:Scenario pricing capability includes Stages now. When creating scoping scenarios, admins can choose to automatically group and place them inside stages. ...
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Scope Support created an article,
Release Notes | April 2025
Scenario pricing (Guided selling) additions: Improve the UX for making the selection of deliverables mandatory: admin can clearly see when they are making deliverables mandatory (“pinning”) or opt...
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Scope Support created an article,
Release Notes | March 2025
Adobe Acrobat Sign Integration Ability to generate a pdf or excel document with the scope content and send it through Adobe Sign for the clients’ signature and approval Configured once for a desig...
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Scope Support created an article,
Release Notes | February 2025
Legacy integration service Added a “disconnect” button to give users control over disabling their connected integrations My Scopes Added shortcuts to the deliverables directly from the My scope...
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Scope Support created an article,
Release Notes | January 2025
System Performance Improvement We have refactored the code in the Approval workflow to optimize the retrieval of deliverable data and decrease the page loading time for scopes with multiple (>10...
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Scope Support created an article,
Release Notes | December 2024
Performance Export service improvement - when user clicks on “export” multiple times, the service will not congest the service with requests but will start when the previous export has finis...