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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

Description

Docket serves as a tool for managing scope changes specifically designed for studios and agencies, addressing a common oversight in tracking mid-project client requests. Clients can easily submit change requests via a structured link that doesn't necessitate account creation, where they outline their desires, rationales, reference materials, and deadlines. Once a request is made, you are promptly notified to evaluate its implications, allowing you to accept, decline, or initiate a discussion, while also incorporating cost and timeline estimates. Docket then produces a clear summary, for example: "Adding the dashboard: +3 days, +$800. Approval required before work begins", and circulates this information back to the client as a link, making it convenient for them to approve or reject the request within seconds. Each approval process is meticulously timestamped, attributed, and archived permanently, complete with email notifications and click tracking, along with optional verification for projects of high financial significance. The comprehensive log associated with every project is filterable and can be exported as a signed PDF, which is valuable for invoicing or resolving any disputes that may arise, ensuring a transparent and organized workflow. Furthermore, this structured approach enhances communication and accountability between agencies and clients, minimizing misunderstandings and streamlining project management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$700.00/one-time
Free Trial
Free Version

Pricing Details

$79/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SLAM Energy Software

Founded

2012

Country

United States

Website

www.slam-energy-software.com

Vendor Details

Company Name

Docket

Founded

2026

Country

United States

Website

scopedocket.com

Product Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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