Release notes
Stay up to date with the latest features, improvements, and enhancements to the Scopable platform. We evolve to better serve MSPs with quoting solutions and margin protection.
Quote Wizard Performance Upgrade
Faster quote loading with improved data fetching for quote details, line items, and scope of work
Improved Quote Wizard Navigation
Smoother experience when navigating between quote wizard tabs with better responsiveness
Opportunity Data Persistence Fix
Fixed an issue where opportunity selection and related fields were not properly saved after page reload
Quote Win Notifications
Real-time in-app notifications when clients e-sign quotes, keeping sales teams instantly informed of closed deals
Celebration Effects
Celebratory confetti animation when quotes are signed, adding a moment of recognition for sales wins
Quote Expiration Alerts
Automated notifications when quotes pass their expiration date, enabling proactive follow-up with clients
GRC Compliance Management Platform
Complete compliance framework management supporting SOC 2, HIPAA, PCI-DSS, and CIS Controls v8.1 with 153 safeguards for comprehensive client compliance tracking
Automated Evidence Collection
Automatically map Microsoft 365 user and MFA data to compliance controls, eliminating manual evidence gathering and accelerating audit readiness
Real-time Compliance Scoring
Instant compliance score calculation per framework with gap identification, enabling proactive client risk management and QBR preparation
Control Detail Management
Interactive control detail drawer with evidence artifact management, file uploads, URL links, and text justifications for comprehensive audit trails
Gap Analysis & Reporting
Export compliance gaps to CSV with detailed recommendations, streamlining remediation planning and client communication
Microsoft 365 Integration
Connect to Microsoft 365 to sync user data, MFA status, and license information across all your client tenants
Unified Line Items Experience
Consolidated product search, add to quote, and line item management into a single streamlined interface for faster quote building
Quote Review Experience Improvements
Enhanced Review tab with mobile-style share button, repositioned readiness checklist for better visibility, and improved layout organization
Quote Stage Display Fix
Quote Review now displays human-readable stage names instead of technical identifiers for improved clarity
Persistent AI Chat Panel
Always-visible AI assistant panel in the Quote Wizard that persists across all tabs, with conversation history saved permanently with each quote
Claude AI Integration
Upgraded AI assistant powered by Claude 3.5 Sonnet for smarter, more contextual quote creation assistance
Responsive AI Panel
Collapsible chat panel with smooth animations that auto-collapses on smaller screens for optimal workspace usage
ConnectWise Sync Improvements
More reliable ConnectWise data synchronization with better support for scheduled syncs
Quote Wizard Stability
Improved stability when selecting opportunities during quote creation
Enhanced ConnectWise Sync with Progress Tracking
Real-time progress bar showing sync status with company-by-company processing for reliable large dataset synchronization
Resumable Data Sync
Data synchronization now supports automatic retry and resume capabilities, ensuring complete data transfer even with interruptions
Improved Sync Reliability
Enhanced error handling with automatic retries for failed items, detailed progress visibility, and better handling of large client databases
Dashboard Homepage Redesign
Modular card-based dashboard with customizable visibility, recent clients, and recent opportunities for quick business insights
Client Dashboard
Dedicated client dashboard page with consolidated view of opportunities, quotes, agreements, and contact information
Opportunities URL Navigation
URL-based navigation for opportunity tabs enabling direct linking, bookmarking, and browser navigation with real-time widget data
Quote Wizard Validation Improvements
Enhanced validation to prevent false completion states, ensuring all required fields are properly validated before proceeding
ConnectWise Integration Enhancements
Improved ConnectWise integration with URL-based navigation, enhanced contact sync, and better opportunity data mapping
AI-Powered Quoting Enhancements
AI assistant support directly inside the quote and SOW editor with context-aware generation using client, template, and environment data
Streaming AI Responses
Faster AI responses that stream in real-time for quicker iteration during quote creation
Enhanced Context Awareness
AI generation now uses client data, template context, and environment information for smarter quote creation
Quote Builder 2.0
Updated quote editor with a cleaner, more intuitive layout and drag-and-drop line item management
Advanced Line Item Features
Optional items, toggles, and grouped sections for flexible quote structuring
Real-time quote visibility
Live quote summary and margin visibility for MSPs throughout the quote building process
Enhanced Data Security
Strengthened access controls across quotes, templates, clients, and line items for better data protection
Onboarding Completion Enforcement
Complete your setup before creating quotes and templates to ensure a proper foundation
ConnectWise Integration Framework
New Integrations area in settings to connect your ConnectWise Manage account with easy setup and connection testing
ConnectWise Configuration
Company ID, URL, Public/Private Key, and Client ID setup with Test Connection utility for validating configuration
Integration Foundation
Foundation for syncing companies, contacts, and locations from ConnectWise Manage
Dashboard & Activity View
Live dashboard showing quoting activity and team usage with recent quote views and access history
Template Utilization Insights
Visibility into template usage patterns and performance metrics
Quote-Level Audit Logging
Comprehensive audit trail for all quote activities and changes
Streamlined Onboarding Experience
Multi-step onboarding wizard with visual setup checklist and improved tenant creation
Guided Setup Process
Clean, guided, and frictionless MSP onboarding process with locked access until completion
Onboarding Completion Tracking
Visual progress tracking and enforcement of onboarding completion before platform access
AI SOW Writer v1
Automatic SOW drafting from template and environment context with editable, structured output
Context-Aware SOW Generation
AI-driven SOW generator that uses template and environment context for intelligent content creation
Role-Based Text Adjustments
Early support for role-based text adjustments in generated SOW content
Role-Based Access Control
RBAC with Admin, Manager, Sales, and Read-Only roles for full MSP team collaboration
User Invitations with Permission Scoping
User invitations with granular permission scoping and access guards across quoting and template systems
Team Collaboration Features
Scopable becomes ready for full MSP team collaboration with comprehensive access controls
Proposal & SOW Exports
Export proposals and SOWs to PDF with client-facing approval links and e-signature request workflow
E-Signature Workflow
Complete e-signature request workflow for client quote approval
Versioning System
Initial versioning system for internal audit trails and quote history tracking
Quote Wizard 1.0
Six-step Quote Wizard with question-driven environment intake and automatic SOW content based on answers
Guided Quote Creation
First guided approach to quote creation with intelligent question flow
Tenant-Level Branding
Tenant-level branding on quote outputs for professional client presentation
Client & Contact Management
Client management dashboard with contacts, relationship mapping, and multi-location client support
MSP CRM Foundations
Platform expanded beyond quoting into MSP CRM foundations with comprehensive client data management
Strict Security Enforcement
Strict security enforcement for client and contact data with comprehensive access controls
Template System Launch
Templates became the backbone of SOWs, quotes, and repeatable delivery with default and custom templates
Rich SOW Structure Editing
Editing for rich SOW structure with template versioning and quote rules
Question Flows
Template-based question flows for intelligent quote and SOW generation
Scopable Core Release
The foundation of the platform designed specifically for MSPs with secure data isolation between organizations
Team & Organization Support
Support for multiple users per organization with proper access controls and user management
Secure Authentication
Email and password login with secure user and organization management
Platform Performance Improvements
Faster data loading and improved consistency across the platform
AI Assistant Improvements
More reliable AI assistant with better error handling during quote creation
Quote Wizard Experience Unification
Streamlined quote creation and editing experience
Improved Login Experience
More reliable login sessions with better security
Faster Quote Loading
Improved quote wizard performance and reliability
Dashboard Improvements
Faster and more responsive dashboard experience
UI design system
Complete UI redesign with modern components and refreshed visual theme
Template Management Consolidation
Unified template management with role-based access and improved organization
Enhanced Quote Wizard Interface
Redesigned AI chat interface with updated components and smooth animations
Platform Stability Improvements
More reliable and stable platform with fewer errors
Faster Login Experience
Improved login performance and reliability
Performance Optimizations
Faster application load times and improved responsiveness
Multi-Organization Support
Full support for multiple MSP organizations with advanced access controls
Advanced Billing Integration
Comprehensive billing system with automated email communications and trial management
Enhanced Data Protection
Comprehensive security measures to keep your data safe and isolated
AI-Powered Quote Generation
Advanced AI assistant for intelligent quote creation and project scoping
Template System Enhancement
Improved template management with better organization and reusability
User Experience Improvements
Enhanced navigation and workflow optimizations throughout the platform
ConnectWise PSA Integration
Deep integration with ConnectWise Manage for automatic workflow automation
Advanced Quote Workflows
Enhanced quote creation process with improved validation and error handling
Performance Monitoring
Comprehensive performance tracking and optimization tools
Client Management System
Enhanced client management with improved data organization and access controls
Quote Analytics Dashboard
Advanced analytics and reporting for quote performance tracking
Security Enhancements
Additional security measures and compliance improvements
Mobile-Responsive Design
Complete mobile optimization for quote management on any device
Advanced Notification System
Comprehensive notification management with granular user preferences
Workflow Automation
Automated quote approval workflows and status management
Enhanced User Roles
Granular role-based access control with improved permission management
Quote Template Library
Comprehensive template library with industry-specific quote templates
Performance Optimizations
Significant improvements in application speed and reliability
Advanced Search Functionality
Global search capabilities across quotes, clients, and templates
Bulk Operations Support
Efficient bulk editing and management of quotes and client data
Integration Improvements
Enhanced third-party integrations with better error handling
Quote Versioning System
Complete quote version control with history tracking and rollback capabilities
Enhanced Collaboration Tools
Improved team collaboration features with real-time updates
Custom Field Support
Flexible custom field system for industry-specific requirements
Advanced Quote Builder
Intuitive drag-and-drop quote builder with real-time calculations
Client Portal Integration
Dedicated client portal for quote review and approval workflows
Automated Backup System
Comprehensive data backup and recovery system
Email Integration System
Professional email automation with customizable templates and scheduling
Advanced Reporting Suite
Comprehensive reporting tools with exportable analytics and insights
User Interface Enhancements
Improved user experience with updated interface design
Core Quoting Engine
Foundational quote creation and management system for MSPs
User Management System
Secure user management with login and access control for your team
Basic Integration Support
Initial integration capabilities with popular MSP tools
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