ScopeStack Feature Requests
Feature Request Forum User Guide
By constructing your request in the following format, you will help our product team understand your feature request.
- Title: Briefly state the desired capability to help our Product team locate your feedback
- Desired Capability: What is the ScopeStack feature you would like to see to help you reach this goal?
- Goal: What would you like to accomplish?
- Use Case: How does this goal play into your business’s operation?
- Images: Screenshots help us better understand your Idea
12
votes
Batch Generate Documents
Desired Capability: Possible to add a batch option to generate docs? We use SOW, Breakdown, and Pricing on each opportunity
Goal: Possible to add check boxes to the ...
7
votes
Project List View Enhancement
Desired Capability: Project List View Enhancement
Goal: On the project list view there are currently only two 'Quick Sort' options. Active Projects and Archived ...
7
votes
Search Filter
Desired Capability: Search Filter
Goal: Would like to see the ability to filter on "Service Category" when adding services to a project.
6
votes
Merge fields inside service descriptions
Desired Capability: Merge fields inside descriptions
Goal: We would like to have the ability to use merge fields inside of service and task descriptions, not just ...
6
votes
Formatting for Solution_Summary
Desired Capability: Formatting for Solution_Summary
Goal: I would like the ability to leverage markup formatting for the Solution_Summary field in the same manner as ...
6
votes
Adaptive Questions in a Survey
When I am building a survey for something like UC...there are a bunch of applications that COULD be in scope, with corresponding questions based on each Application. ...
6
votes
Delete Archived Projects
We have SEs that will create two different scoping models for a customer - two different options. If one goes ahead and gets approved, the other one will be archived. ...
5
votes
Location and Contact Sync into ScopeStack from ConnectWise Companies
Desired Capability: Location and Contact Sync into ScopeStack from ConnectWise Companies
Goal: When adding Service Location for a scope, it was be amazing to have ...
Idea Submitted
4
votes
Change Auditing
Desired Capability: Change Auditing
Goal: Either provide an audit trail for creation of items or changes to existing items, OR show a last modifed by user tag. ...
4
votes
CSV Import for Custom Services on a Project
Desired Capability: As a user, I would like the ability to import a csv on a project to build out custom services
Goal: Sometimes, we have the need to import a bunch ...
3
votes
Make products searchable
Desired Capability: Make products searchable
Goal: We've loaded a number of products into Scopestack, but they are hard to navigate through. We have 24 total pages of ...
Idea Submitted
3
votes
Multi-Select for Deleting Services and Sub-Services
Have the ability to multi-select Services and Sub-Services in a Project for deletion. Many times a Blueprint brings in more than you need and it is time consuming to ...
In Planning
3
votes
Ability to sort Users table
Would love to be able to sort users based on Name or Role to make it easier to find and manage users in the platform.
3
votes
Only allow teammates on a project to be able to edit the project.
Only Teammates are allowed to edit a project.
This would prevent others users from my very large services organization from either accidentally or purposefully ...
3
votes
Set Target Margin for a Resource or at Project Level
I would like the ability to set Margin at either the Professional Services, Managed Services, Third Party Services, or Product level of a project.
This would make ...
3
votes
After Hours Multipler
Desired Capability: After Hours Multipler
Goal: Implement a simple check box as a afterhours multiplier, in the account settings you could set a default afterhours ...
Idea Submitted
3
votes
Tags - Standard naming
Desired Capability: Tags - Standard naming
Goal: Using standard tags. In other words, users can select from a predefined list or tags. This would standardize naming ...
3
votes
Group services together by a User Defined Field
Desired Capability: Group services together by a User Defined Field
Goal: I have some services that I need to display in a Time and Materials pricing table and some ...
3
votes
Generate Powerpoint
Desired Capability: Request to incloude .ppt as a valid format for ScopeStack
Goal: I would like to request that you add .ppt as a valid doc format for ScopeStack ...
3
votes
Add Excel as supported attachment type.
Desired Capability: Add Excel as supported attachment type.
Goal: I noticed that the attachments only support Word, PDF or images.
I would like to request that you ...
Idea Submitted
2
votes
Rate Table as a Column Filter on Project List
Desired Capability: Rate table not a column filter
Goal: Each year we update our rate table. When looking at the Project View, the Rate Table isn't an column we can ...
2
votes
Role permissions for submitting an Approval request
I'd like the ability to grant permission to submit an Approval request. The native approval workflow in ScopeStack doesn't meet our needs so we have an approval ...
Idea Submitted
2
votes
Blueprint - Allow removal of subservices
Desired Capability: Blueprint - Allow removal of subservices
Goal: When creating blueprints, when a service is added, it includes all subservices. I would like to be ...
Idea Submitted
2
votes
E-Signature Delivery Integration for Xodo, Cognito Forms, or Adobe Sign
Desired Capability: E-Signature Delivery Integration for Xodo, Cognito Forms, or Adobe Sign
Goal: We're looking to make our business processes more efficient and have ...
2
votes
Hide menus not relevant to a Blueprint
Control which menus are visible for each Blueprint. For example, hide the Managed Services menu for a pure NRC Blueprint like a smarthands engagement.
Idea Submitted
2
votes
Granular control over system generated e-mails
When a project is marked as Approved in ScopeStack it sends an email to the Account Executive with a link to the ScopeStack project.
With our process, we have the ...
Idea Submitted
2
votes
Limit the ability to adjust overall pricing below a certain dollar value e.g, Not lower than $-1000
Limit the ability to adjust overall pricing below a certain negative dollar value e.g, Not lower than $-1000 without approval
Idea Submitted
2
votes
Naming convention for spreadsheets
We have the ability to create standard document naming for each of our document templates, but don't have that same ability for the associated spreadsheets. We need ...
Idea Submitted
2
votes
Multi-select Question Type in Surveys
Sometimes I need to be able to choose multiple items in a dropdown when using Surveys.
I currently have to create multiple questions or really complex calculations ...
2
votes
Document delivery timestamps
Desired Capability: document delivery timestamps
Goal: It would be good if in the https://app.scopestack.io/document_deliveries page, that there was a timestamp for ...
2
votes
Formatting Functionality
Desired Capability: Formatting Functionality
Goal: Hi, we are looking for MS Word like formatting features (bullets, indents, fonts etc) to be available within ...
Idea Submitted
2
votes
Be able to exclude LOBs from governance
Desired Capability: Be able to exclude LOBs from governance
Goal: I want a governance item to apply to all Lines of Business other than a single Line of Business. I ...
Idea Submitted
2
votes
Checkbox's in Surveys Behaving like Yes/No Values
Desired Capability: Checkbox's in Surveys Behaving like Yes/No Values
Goal: I would like for checkbox's in a survey to behave the same as a yes/no dropdown with 1 and ...
2
votes
Document Generation Complete Notification
Desired Capability: Document Generation Complete
Goal: There is an animated GIF when your document is generating that indicates it's working on the background to ...
2
votes
Do not show subservices when 0 qty
Desired Capability: Do not show subservices when 0 qty
Goal: If services and sub-services are not selected in the "Services" tab (or qty 0), do not display those ...
Idea Submitted
2
votes
Default Service Locations
Desired Capability: Default Service Locations
Goal: Many of our services span default service locations (think about static datacenter locations, public cloud, etc) ...
Idea Submitted
1
votes
Project Governance - Required
Desired Capability: Project Governance - Required
Goal: In the project governance settings table, the last column says "required?". By default they are all checked as ...
1
votes
Service Products
Desired Capability: Service Products
Goal: We currently add products from ConnectWise. We see there is now a tab in each service to associate products, but they can ...
1
votes
Project Approval by PreSales Engineer
Desired Capability: Project Approval by PreSales Engineer
Goal: The idea is this, we have senior engineers that don't need to send a scope through technical approval, ...
1
votes
Assign Phase on Service Import
Desired Capability: Assign Phase on Service Import
Goal: When importing Standard Services, the ability to assign to specific phases - not just the default - would be ...
1
votes
Show revenue for MS projects in the Approval page.
Desired Capability: Show revenue for MS projects in the Approval page.
Goal: Show revenue for MS projects in the Approval page, it show's $0 for MS projects, but they ...
Idea Submitted
1
votes
Required and Non-Required Fields in Project Overview
Desired Capability: Simplification
Goal: 1. Business entity should be a mandatory fied and it has to be updated while creating the project itself.
2. Now it shows all ...
1
votes
Delete Multiple Professional Services
Desired Capability: Delete Multiple Professional Services
Goal: In Settings on Professional Services Tab, it would be great to have the ability to delete multiple ...
1
votes
Project List Export - Include Archived Projects
We need to be able to export archived projects as well as active projects from the project list view. Some users, some engineers, just when they're done with a ...
1
votes
Create a Stage before Building for Qualifying
It would be helpful to have a stage prior to building in ScopeStack for projects that are estimates. We would use this stage for Initial Quotes and then move to ...
1
votes
Adjust surveys view in alphabetical order
I kindly request your assistance in adjusting the Surveys view to display in alphabetical order within Settings – Documents – Surveys, as well as when adding a survey ...
1
votes
Document Generation Status
We have reoccurring issues/delays with document generation do to system issues. Internally we have to ask around if SS is slow/down or is it just me. It normally ...
1
votes
Service Category Filter when adding Standard Services
Add Service Category to the filter options when adding Standard Services to a project.
In Planning
1
votes
Allow users to group 'Teammates' into a Team/Group
Would like the ability to create a group of 'Teammates' and assign to projects versus selecting each Teammate individually each time.
Idea Submitted
1
votes
Rate Syncing b/w Scopestack and PSA
We would like to be able to pull over rates into Connectwise when pushing projects to PSA. It's great that we can assign the resource/rates in the scope in ...
Idea Submitted