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.

  1. Title: Briefly state the desired capability to help our Product team locate your feedback 
  2. Desired Capability: What is the ScopeStack feature you would like to see to help you reach this goal?
  3. Goal: What would you like to accomplish?
  4. Use Case: How does this goal play into your business’s operation?
  5. 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 ...
Suggested by: Ariel Davennport (17 Jan) Upvoted: 13 Feb Comments: 2
In Planning Document Creation
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 ...
Suggested by: Prescriptive Data Solutions (17 Jan) Upvoted: 11 Feb Comments: 2
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.
Suggested by: Troy Sempsrott (17 Jan) Upvoted: 11 Feb Comments: 1
Delivered Project Services
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 ...
Suggested by: Aspire Technology Partners (17 Jan) Upvoted: 31 Jan Comments: 4
Idea Submitted Language Fields
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 ...
Suggested by: Aspire Technology Partners (17 Jan) Upvoted: 12 Feb Comments: 1
In Planning Language Fields
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. ...
Suggested by: Jon Scott (27 Jan) Upvoted: 11 Feb Comments: 0
Idea Submitted Surveys
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. ...
Suggested by: Jon Scott (20 Jan) Upvoted: 11 Feb Comments: 0
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 ...
Suggested by: Run Business Solutions (28 Feb, '24) Upvoted: 11 Feb Comments: 0
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. ...
Suggested by: Troy Garner (31 Jan, '24) Upvoted: 31 Jan Comments: 2
In Planning Settings Services
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 ...
Suggested by: Raj Velladurai (17 Jan) Upvoted: 31 Jan Comments: 1
Idea Submitted Project Services
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 ...
Suggested by: Jeremy Ryder (17 Jan) Upvoted: 11 Feb Comments: 1
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 ...
Suggested by: Troy Sempsrott (31 Jan) Upvoted: 11 Feb Comments: 0
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.
Suggested by: Vid Sista (22 Jan) Upvoted: 30 Jan Comments: 0
Idea Submitted Account Administration
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 ...
Suggested by: Jon Scott (17 Jan) Upvoted: 30 Jan Comments: 0
Idea Submitted User Permissions
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 ...
Suggested by: Jon Scott (17 Jan) Upvoted: 28 Jan Comments: 0
In Planning Pricing
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 ...
Suggested by: Michael Kindred (17 Jan) Upvoted: 30 Jan Comments: 0
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 ...
Suggested by: Troy Debolt (17 Jan) Upvoted: 24 Jan Comments: 0
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 ...
Suggested by: Thomas Nichols (17 Jan) Upvoted: 21 Jan Comments: 0
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 ...
Suggested by: Aspire Technology Partners (17 Jan) Upvoted: 30 Jan Comments: 0
Idea Submitted Document Creation
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 ...
Suggested by: Vid Sista (21 Oct, '24) Upvoted: 12 Feb Comments: 0
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 ...
Suggested by: Vid Sista (15 Jan) Upvoted: 17 Jan Comments: 5
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 ...
Suggested by: Vid Sista (28 Jan) Upvoted: 29 Jan Comments: 2
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 ...
Suggested by: Brian Moore (17 Jan) Upvoted: 28 Jan Comments: 1
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 ...
Suggested by: Carrie Xaisongkham (17 Jan) Upvoted: 31 Jan Comments: 1
Idea Submitted API Integrations
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.
Suggested by: Jim Mace (31 Jan) Upvoted: 11 Feb Comments: 0
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 ...
Suggested by: Vid Sista (29 Jan) Upvoted: 11 Feb Comments: 0
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
Suggested by: Greg Weiner (24 Jan) Upvoted: 03 Feb Comments: 0
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 ...
Suggested by: Vid Sista (21 Jan) Upvoted: 11 Feb Comments: 0
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 ...
Suggested by: Jon Scott (17 Jan) Upvoted: 12 Feb Comments: 0
Idea Submitted Surveys
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 ...
Suggested by: Michael Kindred (17 Jan) Upvoted: 21 Jan Comments: 0
Idea Submitted e-Signature
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 ...
Suggested by: Driven Technologies (17 Jan) Upvoted: 31 Jan Comments: 0
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 ...
Suggested by: Thomas Nichols (17 Jan) Upvoted: 12 Feb Comments: 0
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 ...
Suggested by: Paul Oakley (14 Jan) Upvoted: 17 Jan Comments: 0
Idea Submitted Surveys
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 ...
Suggested by: Vid Sista (27 Nov, '24) Upvoted: 11 Feb Comments: 0
Being Reviewed Document Creation
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 ...
Suggested by: Brian Moore (16 Jul, '24) Upvoted: 12 Feb Comments: 0
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) ...
Suggested by: Brian Moore (31 May, '24) Upvoted: 12 Feb Comments: 0
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 ...
Suggested by: Liz Achorn (17 Jan) Upvoted: 17 Jan Comments: 1
Delivered Governance
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 ...
Suggested by: Liz Achorn (17 Jan) Upvoted: 17 Jan Comments: 1
Delivered Products
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, ...
Suggested by: Prescriptive Data Solutions (25 Jun, '24) Upvoted: 17 Jan Comments: 1
Delivered Approval Workflow
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 ...
Suggested by: Matthew Kopp (14 Jun, '24) Upvoted: 17 Jan Comments: 1
Delivered Settings Services
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 ...
Suggested by: Mike Godfrey (22 May, '24) Upvoted: 17 Jan Comments: 1
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 ...
Suggested by: Ziffity Solutions Pvt Ltd (15 Mar, '24) Upvoted: 17 Jan Comments: 1
Delivered Project Overview
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 ...
Suggested by: Michael Kindred (13 Dec, '23) Upvoted: 17 Jan Comments: 1
Delivered Settings Services
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 ...
Suggested by: Jon Scott (13 Feb) Upvoted: 13 Feb Comments: 0
Idea Submitted Account Administration
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 ...
Suggested by: Jon Scott (11 Feb) Upvoted: 11 Feb Comments: 0
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 ...
Suggested by: Ulises Medina (06 Feb) Upvoted: 06 Feb Comments: 0
Idea Submitted Surveys
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 ...
Suggested by: Ariel Davenport (03 Feb) Upvoted: 03 Feb Comments: 0
Idea Submitted Document Creation
1 votes

Service Category Filter when adding Standard Services

Add Service Category to the filter options when adding Standard Services to a project.
Suggested by: Troy Sempsrott (31 Jan) Upvoted: 31 Jan Comments: 0
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.
Suggested by: Suzanne Barrickman (31 Jan) Upvoted: 31 Jan Comments: 0
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 ...
Suggested by: Kristy (31 Jan) Upvoted: 31 Jan Comments: 0
Idea Submitted