Scope Support

Change requestA brand-new feature that allows users to extend the lifecycle of their scopes past the client acceptance stage. Now, with the enabled Change Request feature, the users can bring their...

OverviewThis guide explains how to add custom components to your scope of work and how to edit the component to fit the needs of your project. Custom Components can be added by certain users when c...

OverviewThis guide will explain how to find and replace roles within a Scope of work, allowing the user to replace unwanted roles with another on mass.PrerequisitesYou must be signed in to your SCO...

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...

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...

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...

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...

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...

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...

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...