Scope Support

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  • 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...

  • 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...

  • 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...

  • 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...

  • 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. ...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...