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
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 ...
Suggested by: Ariel Davennport (17 Jan, '25) Upvoted: 03 Dec, '25 Comments: 2
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 ...
Suggested by: Vid Sista (27 Nov, '24) Upvoted: 12 Jun, '25 Comments: 0
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 ...
Suggested by: Aspire Technology Partners (17 Jan, '25) Upvoted: 10 Mar Comments: 0
3 votes

Currency Formatting

Using v2 merge data with tag templates, we need a field with a formatted currency value. For example, using project_payments.schedule.amount_due , I can get the ...
Suggested by: Josh Reinmann (08 Jul, '25) Upvoted: 08 Aug, '25 Comments: 0
2 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, '25) Upvoted: 07 Aug, '25 Comments: 0
Idea Submitted Document Creation
1 votes

Generate Documents - Document Type List in Alphabetical Order

As a user I expect the list of available document types shown when generating a document from within a project to be shown in alphabetical order.
Suggested by: John Harris (03 Oct, '25) Upvoted: 03 Oct, '25 Comments: 0
Idea Submitted Document Creation
1 votes

MS Word Formulas with Tags

I'd like the ability to perform calculations within MS Word using tags. For instance, I would like to take the total number of hours from a service and divide it by ...
Suggested by: Josh Reinmann (08 Jul, '25) Upvoted: 08 Jul, '25 Comments: 0
Idea Submitted Document Creation
1 votes

Save Project Summary to Blueprint

I would like the ability to save project / customer summaries to blueprints so we can automate it and have them appear under the summary section of the deliverable ...
Suggested by: Chase Haley (23 May, '25) Upvoted: 23 May, '25 Comments: 0
1 votes

Customized Excel Template

Desired Capability: Excel Template Goal: I'd like to be able to have my own excel document template. We regularly send product and pricing information with our bids ...
Suggested by: Liz Achorn (17 Jan, '25) Upvoted: 17 Jan, '25 Comments: 0
Idea Submitted Document Creation