🚀 July 2024 - Platform Updates

Exciting new updates to ScopeStack!

Four features have received significant upgrades and added some exciting enhancements — vendor quotes, professional and managed service management, connected apps (integrations), and project governance.

🆕 New Features and Functionality

🏷️ Vendor Quotes

• Modernized user interface
• Nested list of services used on “Vendor Description” and “Our Description” to be reused for the scope editor
• Working with select customers on AI imports of subcontractor quote information
• No changes to the supporting business logic

New list of vendor quotes on a project.

New list of services on a vendor quote.

🏷️ Connected Apps (Integrations)

• Modernized user interface
• Adding new integration supports a workflow detailing what the integration supports, prompts for key information
• Better control over updating specific features (e.g., filtering CRM Opportunities) from re-authenticating
• Support users viewing the activity taking place through the interface
• For certain integrations, the user may select which aspect of the integration should be used (e.g., opt-in to using ConnectWise CRM, PSA, Product)

Connected Apps listed.

Configured application with a connection error — links to "integration activity to see the error.

Opting into specific aspects of the ConnectWise integration.

➕ Other Recent Updates

• Refreshing services on a project: If the name or description of a services has been updated in settings then the user can click on either:
  • “Refresh Services” button to update the name/description of all services
  • “Refresh” entry on the dropdown menu for an individual service

• Recurring Products: You can now have Products with a billing frequency of Monthly, Bi-Monthly, Quarterly, Semi-Annually, and Yearly if you are reselling items such as software licenses to your clients.
• Ability to assign a document template to one or more teams. This will limit access to who is permitted to generate the document.
• Changing the quantity of a service or the resource of a service will prompt the user if the change should be replicated on subservices.
• Support for accounts with multiple integrations to the same third party service (e.g., multiple ConnectWise instances). When pushing a project to PSA, the user will be prompted to select the target PSA integration if it cannot be determined from a CRM Opportunity tied to the project.
• Ability to target Salesforce Products when pushing revenue to Salesforce. The user may provide one or more product IDs and the system will look for those products on the Opportunity. If none is found, then it will add an instance of the first product in the list. Revenue and Cost of the ScopeStack project will be applied to the product rather than the top-level opportunity.