New Adobe Sign Integration
Users now can now generate a pdf or excel document populated by scope content and send it through Adobe Sign for the clients’ signature and approval
It only needs to be configured once with a designated Adobe Sign user and then other authorized SCOPE Better users can generate Adobe Sign documents on their behalf.
Users can restrict the availability of Adobe Sign feature per user/ per stage of approval flow as well as the ability to add the signature elements to the customized document or spreadsheet.
Scenario Pricing (Beta release)
We have beta-released of our brand-new Scope by Scenario, with a test group of clients. This feature that combines elements of guided selling and rule-based price and quantity or services modification.
With this feature, we empower admin users to guide sales and account managers in building scopes of work by suggesting or enforcing a selection of services based on configuration questionnaires.
Below is a snippet of the configuration form created and controlled by the admin users:
We will be launching this product to the wider market in the coming weeks.
Unionpoint Integration
We released the connectors for Unionpoint-based integrations for the following tools:
- Maconomy
- Salesforce
- Smartsheet
Speed/Performance
We have refactored the code in some heavy-traffic areas of the platform to improve response time.
Bug Fixes and General Improvements
We put several bug fixes live.
