Scope Support

Usability improvementsScope 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 nee...

General improvementsApproval flow: scope collaborators have the power to move scopes into Client Accepted statusLibrary filter: users can now select to only view the components and deliverables ass...

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...

OverviewThis guide will explain how to upload Fixed Fee Components. In the ScopeBetter platform there are two ways to upload  Fixed Fee components. Components can be uploaded into the Library indiv...

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...

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...

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. ...

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...

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...

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...