Docs
How-to guides, setup walkthroughs, and platform documentation. Written by the people who build Scopable: screenshots of the actual screens, exact button names, real error strings.
32 articles
Getting startedAccount setup, sign-in, and the essentials for using Scopable safely.2 articlesClient managementContacts, agreements, saved table views, and other shared client records.3 articlesCo-WorkConversations, live run status, skills, and guided work with client context.2 articlesIntegrationsPSA, Microsoft, RMM, documentation, and distributor connections. Credentials, mapping, first sync.13 articlesQuoting & CPQQuote Wizard, product search across connected catalogs, margin and approval workflow.7 articlesAutomations & workflowsBuild event-driven workflows for quotes, opportunities, approvals, and compliance controls.1 articleDeveloperREST API, remote MCP server, API keys, cursor pagination, and signed webhooks.2 articlesBilling & accountTrial, seat counting, checkout and commitment, invoices, payment methods, and payment recovery.2 articles
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