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
55
votes
Ability to override sell price in Vendor Quote section with a fixed value for both T&M & fixed price
I would like the ability to override the sell price in the Vendor Quote section with a fixed value. Currently, the margin rounds to 2 digits, which may throw off the ...
Delivered
42
votes
Project Duplication - Choosing what to include
Desired Capability: Project Duplication - missing items
Goal: when duplicating a project, would be good to also copy over the Attachments, such as Logo images we ...
In Progress
36
votes
Allow the size of the text area in the Rich Text Editor to be expanded
Can you add the same expandable text boxes that are in the Service Descriptions to the Terms and Conditions section? Many people are commenting that the T&C boxes are ...
35
votes
Search Projects Bar
We would love to be able to search for more than just the project name in the search bar. Would be nice if we could search by, customer name, our custom fields or ...
Idea Submitted
35
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 ...
26
votes
Save' button positioning
Desired Capability: Save' button positioning
Goal: Hi Team,
Can we please have 'save' buttons positioned so as not to have to scroll all the way to the top or bottom ...
In Progress
26
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. ...
24
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 ...
In Planning
24
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
22
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 ...
20
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 ...
20
votes
Add shipping destination drop down for products based on service locations entered
When you create a project, you can add service locations. It would help for multi-site projects to:
1. Add a drop down to the "Add Product" workflow to select the ...
Delivered
19
votes
Rich text instead of markdown for content input
We do a lot of custom services in addition to our pre-defined services. It's a challenge and creates more work to write the content, then convert to markdown format. ...
In Progress
19
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 Progress
18
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.
18
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 ...
In Progress
18
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. ...
16
votes
Document Preview feature
Desired Capability: Preview feature
Goal: The current plan doesn't have preview feature, everytime we have to download it and check the errors, it would be great if ...
Idea Submitted
16
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 ...
Being Reviewed
15
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 ...
14
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. ...
14
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.
13
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 ...
13
votes
Recurring Billing for Products
When you add a product to a project there is a section where you can make it billable monthly. This does not seem to be reflected in the Project Pricing document. ...
Idea Submitted
12
votes
Disable/Inactivate a User when terminated
When a user is no longer part of the business - I would like to make sure they are not available in the dropdown of available users, but I don't want to delete the ...
In Beta
11
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 ...
10
votes
Support per‑resource sell pricing for T&M subcontractor quotes
Current Behavior:
Third‑party (subcontractor) section displays a single blended rate.
Sell rate applies to total hours summed across all resources.
Desired ...
10
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 ...
10
votes
Change Orders
I would like the ability to account for Change Orders on a Project: I would be helpful if there was a section in a ScopeStack project that allowed me to enter these ...
9
votes
Update Error Messaging
Error messages don't have enough detail. Many errors reference a legitimate issue with fields that are not named in the error messages and require support tickets to ...
Idea Submitted
9
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 ...
Delivered
9
votes
Designate specific users who can either bypass technical approval or approve their own projects
I have a user who I would like to be able to approve their own projects without having to allow every presales engineer to approve their own projects.
9
votes
Survey Question Tooltips
We have a few questions that could benefit from a little bit of extra information or caution. It would be great to have a function where we can add a small message ...
9
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 ...
Being Reviewed
8
votes
Ability to show multiple pricing options
We frequently work with customers who request multiple pricing options within a single Service Estimate SOW. Currently, there’s no straightforward way to present ...
Idea Submitted
8
votes
Selecting of Multiple Blueprints
The ability to have check boxes instead of radio buttons in the blueprint selection menu would allow multiple blueprints to be selected at time of scope creation.
In Progress
8
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 ...
8
votes
Executive Summary Templates for Blueprints
Desired Capability: Executive Summary Templates for Blueprints
Goal: As an example, we are using Blueprints to template a collection of work packages to roll out a ...
In Planning
7
votes
Blueprint-Only Services
We’d like the ability to create services that are limited to use within blueprints, with an option to hide them from general availability.
In Planning
7
votes
Copy Services Between Project
Have the ability to copy Services (with language items) from one project to another. Useful for custom services that need to be reused on a new project or Standard ...
7
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 ...
6
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 ...
Delivered
6
votes
Project Template
We would like the ability to create templates for specific project types. We use blueprints, but they do not provide controls over other areas of a project, like ...
In Progress
6
votes
Include a message when sending a survey
A quick fix is to have the system auto-add the project name to the subject line by default if it's sent from a project.
I'd like to customize the message sent with ...
6
votes
Logo
Desired Capability: Logo
Goal: I'd like to be able to add a logo/img file (in the settings > client) for each client that could be pulled into the published document. ...
Idea Submitted
6
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 ...
Delivered
5
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 ...
In Planning
5
votes
Governance page is rounding the hours shown and it should not be.
The Governance page should show the hours at the same resolution as the PS Pricing page. (that is, if there are 10.75 PM hours, it should show 10.75, not 10.8 on the ...
Delivered
5
votes
Allow hiding of subservices
I almost always need to allocate multiple resources to a single service (because we don't break down our statements of work into super small tasks for a single person ...
Idea Submitted
5
votes
Allow Notes to be added to Approved project without having to rescope and re-approve
When a project is approved, you are no longer allowed to make edits without rescoping.
This also prevents adding notes to a project, even though notes are just ...
Delivered