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
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. ...
Suggested by: Jon Scott (27 Jan, '25) Upvoted: 08 Sep, '25 Comments: 0
Delivered Surveys
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 ...
Suggested by: Paul Oakley (14 Jan, '25) Upvoted: 28 May, '25 Comments: 1
Being Reviewed Surveys
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 ...
Suggested by: Mike de Almeida (24 Jul, '25) Upvoted: 25 Jul, '25 Comments: 0
Idea Submitted Surveys
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 ...
Suggested by: Jon Scott (17 Jan, '25) Upvoted: 26 Jan Comments: 0
Idea Submitted Surveys
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 ...
Suggested by: Alex Reynolds (08 Aug, '25) Upvoted: 12 Aug, '25 Comments: 0
Idea Submitted Surveys
2 votes

Define Payment Term from a Survey

As an admin, it would be helpful to be able to define a payment term on a project via a Survey.
Suggested by: Jon Scott (10 Apr, '25) Upvoted: 25 Apr, '25 Comments: 0
In Planning Surveys
2 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, '25) Upvoted: 03 Oct, '25 Comments: 0
Idea Submitted Surveys
1 votes

Allow for survey variables to be used in service description fields as variables

When you create a survey of say: How many users? Your variable ends up being qtyusers. If you had a service description say: "Deploy to qtyusers users" qty: ...
Suggested by: Matt (07 Oct, '25) Upvoted: 07 Oct, '25 Comments: 0
1 votes

Remove sections containing required questions if the section should no longer be shown

I have a survey that has multiple sections. In the first section, I have questions that reveal new sections depending on the answer. Those new sections contain more ...
Suggested by: Stevie Webb (31 Jul, '25) Upvoted: 31 Jul, '25 Comments: 0
Idea Submitted Surveys
1 votes

Connectwise Products in Survey's and Prof Services

We are attempting to empower our Sales team to provide more real time estimates for common project types. As a part of that, we want to include products from our ...
Suggested by: Michael Kingsley (10 Jul, '25) Upvoted: 10 Jul, '25 Comments: 0
Idea Submitted Products Surveys
1 votes

In the sales app view, please only show the Published Surveys

In the sales app view, it's currently showing all surveys regardless if Published is checked or not. I would expect it to only show published surveys.
Suggested by: Stevie Webb (25 Jun, '25) Upvoted: 25 Jun, '25 Comments: 0
Idea Submitted Surveys
1 votes

Add roundup and rounddown to Survey Calculation Operators

During a survey, when calculations are used to set the quantities of services within recommendations, Scopestack automatically rounds down when less than .5 and ...
Suggested by: Don Needham (28 May, '25) Upvoted: 28 May, '25 Comments: 0
Idea Submitted Surveys