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.
QBR Module
Deliver structured, repeatable Quarterly Business Reviews using your own templates — making vCIO conversations consistent and professional across every client
AI Copilot Panel
Floating AI assistant now has dedicated tools and awareness of your quoting and CRM context, helping you take action faster without switching screens
Client Detail Page
Redesigned client view with a full CRM layout — client info, activity feed, and separate tabs for opportunities, quotes, agreements, GRC status, and more, all in one place
ConnectWise Agreements
View and manage ConnectWise Manage agreements directly inside Scopable, with full agreement visibility per client alongside their quotes and opportunities
Analytics Dashboard
New Analytics section gives your team a live view of quoting activity, opportunity pipeline, and overall business momentum
Slide-Out AI Assistant
AI assistant now opens as a side panel, keeping it accessible across all parts of the platform without interrupting your workflow
GRC Compliance Expansion
Full compliance activity log, evidence file uploads directly in GRC chat, and expanded framework coverage for deeper client compliance management
AI Assistant Across All Modules
The AI assistant now has consistent context across quoting, GRC, and CRM — ask it anything about a client or quote without re-explaining the situation
Dedicated AI Assistant Page
Full-page AI Assistant with conversation history and thread switching, giving you a focused space for longer or more complex AI-assisted work
Microsoft 365 AI Tools
Expanded AI capabilities using your clients' Microsoft 365 data — more relevant insights and recommendations when building quotes and assessments
Ingram Micro Xvantage Integration
Search and pull products from Ingram Micro's Xvantage catalog directly into your Scopable quotes — no more copying between systems
ConnectWise Sync Overhaul
Rebuilt ConnectWise Manage sync with faster, more reliable company and contact synchronisation, plus detailed sync logs showing exactly what was processed
Environment Assets Table
Redesigned Environment tab with a searchable, filterable assets table and bulk actions for faster client environment review
Quote Wizard AI Modes
Choose how hands-on you want the AI to be: Auto fills in details automatically, Confirm asks before each step, and Plan shows you the approach before acting
In-Wizard Contact Creation
Add a new contact to a client directly from the Quote Wizard without losing your place in the quoting flow
Quote Win Notifications
Real-time in-app notifications when clients e-sign quotes, keeping your sales team instantly informed
Quote Expiration Alerts
Automated alerts when quotes approach or pass their expiration date, enabling proactive follow-up
GRC Compliance Management
Full compliance framework management supporting SOC 2, HIPAA, PCI-DSS, and CIS Controls for comprehensive client compliance tracking
Automated Evidence Collection
Automatically map Microsoft 365 data to compliance controls, eliminating manual evidence gathering
Real-time Compliance Scoring
Instant compliance scores per framework with gap identification for proactive client risk management
Gap Analysis & Reporting
Export compliance gaps with recommendations, streamlining remediation planning and client communication
Microsoft 365 Integration
Connect Microsoft 365 to sync user, MFA, and license data across all client tenants
Unified Line Items Experience
Consolidated product search and line item management into a single streamlined interface for faster quote building
Quote Review Improvements
Enhanced review tab layout with improved readiness checklist visibility and share functionality
Persistent AI Chat Panel
Always-visible AI assistant in the Quote Wizard that persists across all tabs, with conversation history saved per quote
Upgraded AI Assistant
Smarter, more contextual AI assistance throughout the quote creation process
ConnectWise Sync with Progress Tracking
Real-time progress visibility during data sync with support for large client databases
Resumable Data Sync
Data synchronization now handles interruptions gracefully, ensuring complete and reliable data transfer
Dashboard Redesign
Modular card-based dashboard with recent clients and opportunities for quick business insights
Client Dashboard
Dedicated client view consolidating opportunities, quotes, agreements, and contacts in one place
ConnectWise Integration Enhancements
Improved contact sync, opportunity data mapping, and overall integration reliability
AI Quoting 2.0
AI assistant embedded directly inside the quote and SOW editor with context-aware generation using client and environment data
Streaming AI Responses
AI responses now stream in real-time for faster iteration during quote creation
Quote Builder 2.0
Redesigned quote editor with a cleaner layout and drag-and-drop line item management
Flexible Quote Structure
Optional items, toggles, and grouped sections for more flexible quote presentation
Live Margin Visibility
Real-time quote summary and margin tracking throughout the quote building process
Data Security Hardening
Comprehensive access control improvements across quotes, templates, clients, and line items
Guided Onboarding Enforcement
Structured setup flow ensures a proper foundation before creating quotes and templates
ConnectWise Integration
Connect your ConnectWise Manage account directly from settings with a built-in connection test
Company & Contact Sync
Foundation for syncing companies, contacts, and locations from ConnectWise Manage into Scopable
Activity Dashboard
Live dashboard showing quoting activity, team usage, and recent quote history
Template Utilization Insights
Visibility into how templates are being used across your team
Quote Audit Trail
Comprehensive activity log for all quote actions and changes
Streamlined Onboarding
Multi-step onboarding wizard with a visual setup checklist and guided tenant configuration
Guided Setup
Clean, guided onboarding experience that gets MSPs up and running quickly
AI SOW Writer
Automatic SOW drafting from template and environment context, with fully editable structured output
Context-Aware Generation
AI-driven content generation uses template and client environment data for smarter, more relevant output
Role-Based Access Control
Admin, Manager, Sales, and Read-Only roles for full MSP team collaboration
Team Invitations
Invite team members with granular permission scoping across quoting and template systems
PDF Exports
Export proposals and SOWs to PDF with client-facing approval links
E-Signature Workflow
End-to-end e-signature request and approval workflow for client quotes
Quote Versioning
Version history for quotes with internal audit trails and change tracking
Quote Wizard 1.0
Guided quote creation with intelligent question flow and automatic SOW content generation
Branded Proposals
Company-level branding on all quote outputs for professional client presentation
Client & Contact Management
Client management dashboard with contacts, relationship mapping, and multi-location support
MSP CRM Foundation
Platform expanded beyond quoting into a full MSP CRM with comprehensive client data management
Template System
Templates become the backbone of SOWs, quotes, and repeatable service delivery
Rich SOW Editing
Full SOW structure editing with template versioning and configurable quote rules
Question Flows
Template-based question flows for intelligent quote and SOW generation
Scopable Platform Launch
Core platform built specifically for MSPs, with secure data isolation between organisations
Multi-User Organisations
Support for multiple users per organisation with role-based access and user management
Quote Management
Foundational quote creation, management, and client presentation tools
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