Introducing
Scope by Scenario
Scope by Scenario is our new Guided Selling feature that enables scopers to easily generate complex, accurate scopes of work at lightning speed. By responding to a set of tailored questions, users activate a sophisticated calculation engine that instantly delivers a complete, scenario-specific scope.
Key benefits of Scope by Scenario:
- Highly Configurable
Scope by Scenario allows you to prompt teams in the best way you see fit to ensure they leave nothing out when building a quote. Questions can be asked in a multitude of ways with their responses mapped from your existing service framework. You can also create multiple scenarios for different project or client types.
- Complex Calculations
Scope by Scenario is powered by a robust calculation engine that can handle intricate formulas, conditions, and logic — enabling it to generate precise, scenario-specific line items within a scope of work.
- Granular Control
Admins can control a scoper’s access level, enabling or restricting their ability to edit items on the final scope. This means any team member can handle the initial scope-building, while oversight and final edits remain in the right hands.
