Project and Portfolio Management Software Resources

Yes, you can use your signatures in Scoro. You can copy your signature from your existing email client (e.g. Outlook, Apple Mail, etc.) or you can import the signature in HTML. Set up the signature in Scoro under Settings > My Settings > Email. When creating your signature, use dynamic fields to make your life easier. When you have entered your details, these dynamic fields fetch that information automatically.

Yes. You can use your own branding for quotes, invoices, and other documents. A PDF-file can be made to look according to your wishes and delivered to your client from Scoro. You can also use PDF templates for creating contracts, for example, directly from quotes. Last but not least, you can also show off your beautiful company logo on the top navigation menu throughout the site!

At Scoro, a professional Onboarding program is designed for all new customers. With the help of our Onboarding Specialist, you will receive guidance all the way from how to properly configure Scoro, to your team training. When it comes to onboarding – guiding our customers to success – a one-size-fits-all approach just won’t work. We at Scoro have a personalized approach to onboarding, taking into account your company size and industry, business processes, software use cases, and requirements, and various other details. You will be assigned a personal Onboarding Specialist, and most of the times, the onboarding program includes: - Creating your personalized success plan, and making sure you achieve each step - Business process mapping - Help on setting up the site - Help on importing data - Help on setting up integrations - Help on configuring PDF templates - Your team onboarding sessions