# Scopable release notes Product updates and changes to the Scopable platform. Newest releases appear first. - [Open the interactive timeline](https://scopable.io/release-notes) - [Read the Scopable agent index](https://scopable.io/llms.txt) ## Version 5.0.0 - Date: September 1, 2026 - Release type: Major Release ### Liongard Integration (GA) Tenant administrators can now connect Liongard, map environments to Scopable clients, and sync systems, inventory, metrics, detections, and timeline context for Co-Work, quotes, and reviews. [Read the setup guide](https://scopable.io/docs/liongard-setup) ### Subscription Billing Tenant administrators can start a paid subscription from Settings without a sales call: pick month-to-month or the 12-month commitment, check out, and keep the existing trial end date. Seats follow active team members automatically. ### Self-Serve Billing Management Invoices, receipts, payment methods, billing address and Tax ID, plan changes, and cancellation are all handled from the billing settings page through the Stripe Customer Portal. ### Payment Recovery A failed renewal opens a 7-day recovery window with reminders to the billing contact on days 1, 3, 5, and 7. Completing payment restores access automatically, with no support ticket needed. ### SimpleSAT Integration General Availability Every tenant can now connect SimpleSAT with a read-only API key, map feedback customers to Scopable clients, and use synced CSAT and NPS context on the client dashboard without a rollout flag. ## Version 4.9.1 - Date: August 26, 2026 - Release type: Feature Release ### Products Page General Availability Search the managed catalog and connected distributors from one Products page, compare availability and pricing by source, save table views, and manage manual products without switching screens. ### ConnectWise PSA Integration (Beta) Sync clients, contacts, sites, configurations, and opportunities with ConnectWise Manage. Real-time opportunity updates and controlled opportunity write-back keep both systems aligned, with delivery and reconciliation status shown on each record. ### QBR Email Delivery (Alpha) Send published QBR links by email from Scopable, review publication history by client, and revoke an outdated version when a newer review is ready. ### Quote Designer General Availability Quote Designer is now available to every tenant, with tenant defaults, per-quote template selection, and the same layout across sent quotes, public links, and PDFs. ## Version 4.9.0 - Date: August 21, 2026 - Release type: Feature Release ### Workflows v2 Tenant administrators can build and manage event-driven workflows for quotes, opportunities, and compliance controls, with conditions, in-app notifications, approval steps, and run history to keep automation visible. ### Core Product General Availability Clients, products, contacts, opportunities, quotes, agreements, assessments, and compliance are now available to every tenant without module rollout flags. ### Co-Work, Memory, Pax8, and Ingram General Availability Co-Work and its approved memory tools are now part of the standard product. Connected Pax8 and Ingram catalogs also appear automatically in product search and the Quote Wizard. ### Cyber Essentials and GDPR Frameworks Run Cyber Essentials and GDPR assessments alongside the existing compliance framework library, with the same control, evidence, gap, and action-plan workflows. ### Co-Work Scheduled Runs (Beta) Schedule one-time or recurring Co-Work jobs, run them on demand, review their history, and receive a notification when a run finishes or needs input. ## Version 4.8.0 - Date: August 18, 2026 - Release type: Feature Release ### Quote Designer (Beta) Tenant administrators can create branded cover, content, and closing-page templates, set a default template, and keep sent quotes, public links, and PDFs visually consistent. ### Mappings Page (Beta) Match PSA clients to connected integration accounts from one Mappings page. Exact matches link automatically, likely matches are suggested for review, and unresolved records stay visible until someone handles them. ### QBR Workspaces and Publishing (Alpha) Build a QBR in a private workspace from a Deck or Web template, refresh client-safe data cards, publish an immutable version, and review each client's QBR history from the Assessments area. ### Refreshed Product Interface Core tables now use consistent filtering, sorting, pagination, density, and column controls. The updated interface keeps those controls usable across desktop and mobile layouts. ## Version 4.7.5 - Date: August 13, 2026 - Release type: Feature Release ### Co-Work Memory Controls Review what Co-Work remembers, see which details replaced older memories, and remove items that should no longer guide future conversations. ### NinjaOne Device Inventory (Alpha) Sync NinjaOne devices into each client's configuration inventory so asset counts, operating systems, and device details stay available for account reviews. ### Client Archiving Archive inactive clients without destroying their history. Archived records leave day-to-day views while remaining available for audit and recovery. ## Version 4.7.4 - Date: August 5, 2026 - Release type: Feature Release ### Co-Work Market-Reference Pricing When connected distributor pricing is unavailable, Co-Work can research public market references, preserve the source and pricing origin, and warn reviewers before a quote is sent. ### Editable Quote Footers Edit quote footer content in the designer and carry it through review, the public quote, and PDF output. ### Faster List and Table Workflows Clients, contacts, opportunities, quotes, approvals, licenses, assets, and GRC records now share resizable columns and consistent table controls. ## Version 4.7.3 - Date: July 28, 2026 - Release type: Feature Release ### Products Page (Beta) The Products page moved into Beta with managed catalog items and connected distributor results in one searchable table, including source, availability, cost, price, and margin. ### ConnectWise Opportunity Sync (Alpha) Create and update ConnectWise opportunities from Scopable, receive real-time provider changes, and choose when opportunity write-back is enabled for the tenant. ### Secure Quote Sharing Public quote links now use a dedicated sharing flow with revocable access, hashed tokens, and consistent controls for copying or replacing a link. ## Version 4.7.2 - Date: July 22, 2026 - Release type: Feature Release ### Client Quote Portal Clients can review and sign a white-labeled quote in one continuous portal, then return to the same link for the completed agreement and next steps. ### Quote Pricing Controls Edit unit cost, sell price, quantity, and margin directly on quote line items while Scopable recalculates the totals. ### Expanded Quote Authoring Duplicate SOW sections, add a legal section, edit terms and disclaimers in the designer, and preview or export the full quote from the SOW editor. ### New Sign-In Experience A redesigned split-panel sign-in and password setup flow makes account access clearer across desktop and mobile screens. ## Version 4.7.1 - Date: July 18, 2026 - Release type: Feature Release ### Co-Work Live Conversation Status Switch between Co-Work conversations while a response continues in the background. The sidebar shows which conversations are responding, waiting for an answer, complete, stalled, or failed. ### Skill Library General Availability Co-Work now loads the right global or tenant skill when a task needs it. Administrators can organise skills by category and review revision history from the existing authoring tools. ### ConnectWise RMM Evidence (Alpha) Bring ConnectWise RMM device inventory and posture into client configurations, QBRs, assessments, and compliance evidence without creating a separate asset workspace. ## Version 4.7.0 - Date: July 15, 2026 - Release type: Feature Release ### Pricing Rules (Beta) Set your pricing logic once and the Quote Wizard applies the right markups and discounts as line items are added, with an admin manager to create and adjust the rules. ### Opportunity Workflows (Beta) Automate what happens as opportunities move, from notifications to next steps, with setup in Settings and support inside Co-Work so nothing gets forgotten mid-deal. ### SimpleSAT Integration (Beta) Connect SimpleSAT to pull client CSAT and NPS scores into the client dashboard and Co-Work overviews, so satisfaction sits next to the rest of the account. ### Client Sentiment & Service Health (Beta) Ticket sentiment now shows up in the client dashboard overview, giving teams an earlier read on which accounts are frustrated before it turns into churn. ### Settings and Integrations Redesign Settings and integration setup now use a clearer navigation structure, consistent status panels, and responsive layouts that make tenant configuration easier to scan. ## Version 4.6.0 - Date: July 9, 2026 - Release type: Feature Release ### Products Page (Alpha) Search products across your managed catalog and connected distributors, including Ingram Micro, Pax8, TD SYNNEX, and CDW, from one Products page now in Alpha for a limited group of accounts ### QBR Deck Export (Alpha) Turn a Quarterly Business Review into a polished, presentation-ready deck in a couple of clicks, ready to walk a client through without hand-building slides ## Version 4.5.0 - Date: June 24, 2026 - Release type: Major Release ### TD SYNNEX Distributor Integration (Beta) Search TD SYNNEX products, link clients to their distributor accounts, and pull live distributor pricing into the Quote Wizard without leaving Scopable ### Liongard Integration (Beta) Sync client environment data, asset inventory, and metrics from Liongard, with Co-Work able to read that context while you build quotes and reviews ### Duplicate Quotes Copy an existing quote for the same or a different client in one click, or point Co-Work at a quote and have it build the next one from there ### Saved Views Save filtered and sorted table views across client tabs and compliance frameworks so your team comes back to the exact setup that fits how they work ### Granular User Permissions & Groups Assign per-user permissions, approver rights, and reusable permission groups so you control exactly who can see and do what across the platform ### Passkey Sign-In Sign in with passkeys for faster, phishing-resistant access, with recovery controls so admins can help users who lose a device ## Version 4.4.0 - Date: June 9, 2026 - Release type: Major Release ### Pax8 Distributor Integration Search Pax8 products, link clients to their Pax8 accounts, and bring distributor-backed pricing into the Quote Wizard without leaving Scopable ### License Management New client license views bring vendor-neutral license visibility into Scopable, with central mappings for distributor-backed client sources ### Quote Products Step Line items are now organised around a dedicated Products step with clearer distributor tabs and faster product search before items are added to a quote ## Version 4.3.0 - Date: June 2, 2026 - Release type: Major Release ### Co-Work Memory Co-Work can now remember approved business context across conversations, with settings for reviewing and managing what has been saved ### Tenant Skills Admins can teach Co-Work your team's delivery standards, legal language, and operating preferences so responses better match how your MSP works ### Client Meeting Intelligence Client meeting context now has a dedicated workspace for reviewing conversations, surfacing follow-ups, and connecting meeting insight back to account planning ### Guided Co-Work Onboarding A new welcome interview helps teams configure Co-Work with the details it needs before jumping into client work ## Version 4.2.0 - Date: May 21, 2026 - Release type: Major Release ### Co-Work File & Image Uploads Attach screenshots, PDFs, documents, and spreadsheets to Co-Work conversations so the assistant can work from real client material ### Web Search With Sources Co-Work can now search the web and show cited sources under responses, making external research easier to review before you use it ### SOW Draft Artifacts Co-Work-generated SOW drafts now appear in an artifacts rail where you can preview, accept, discard, or edit them before they become live quote content ### Section-Aware SOWs SOW drafts, public quote views, and PDF exports now preserve structured sections for cleaner client-facing proposals ## Version 4.1.0 - Date: April 29, 2026 - Release type: Feature Release ### Halo PSA Integration Connect Halo PSA from the Integrations page, run guided setup, sync core PSA records, and review integration activity inside Scopable ### Custom Client Info Panels Client detail pages now support customisable info-panel fields, helping account teams keep the right client details visible ### Opportunity Conversation Feed Opportunities now include a conversation feed for capturing client context, updates, and next steps directly alongside the deal ## Version 4.0.0 - Date: April 9, 2026 - Release type: Major Release ### Expanded GRC Workspace Manage risks, policies, exceptions, audit campaigns, evidence, and compliance activity from a broader GRC workspace built for MSP client governance ### Custom Framework Builder Build and manage custom compliance frameworks alongside Scopable's standard framework library ### Third-Party Risk Management Track vendor and third-party risk alongside client compliance work so risk conversations stay connected to the rest of the account ### Cross-Framework Control Mapping Map controls across frameworks to reduce duplicate evidence work and make multi-framework compliance reviews easier to manage ## Version 3.8.0 - Date: March 22, 2026 - Release type: Major Release ### 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 ## Version 3.7.0 - Date: March 20, 2026 - Release type: Major Release ### 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 ## Version 3.6.0 - Date: March 13, 2026 - Release type: Major Release ### 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, giving you more relevant insights and recommendations when building quotes and assessments ## Version 3.5.0 - Date: March 4, 2026 - Release type: Major Release ### 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 ## Version 3.4.0 - Date: February 19, 2026 - Release type: Feature Release ### 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 ## Version 3.3.1 - Date: January 27, 2026 - Release type: Feature Release ### 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 ## Version 3.3.0 - Date: January 21, 2026 - Release type: Major Release ### GRC Compliance Management Full compliance framework management supporting SOC 2, HIPAA, PCI-DSS, and CIS Controls for 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 ## Version 3.2.3 - Date: January 8, 2026 - Release type: Feature Release ### Unified Line Items Experience Consolidated product search and line item management into a single interface for faster quote building ### Quote Review Improvements Enhanced review tab layout with improved readiness checklist visibility and share functionality ## Version 3.2.2 - Date: January 8, 2026 - Release type: Feature Release ### 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 ## Version 3.2.0 - Date: January 2, 2026 - Release type: Feature Release ### 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 ## Version 3.1.0 - Date: December 30, 2025 - Release type: Feature Release ### 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 ## Version 3.0.0 - Date: December 30, 2025 - Release type: Major Release ### 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 ## Version 2.9.0 - Date: December 16, 2025 - Release type: Major Release ### 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 ## Version 2.8.0 - Date: December 2, 2025 - Release type: Major Release ### Guided Onboarding Enforcement Structured setup flow ensures a proper foundation before creating quotes and templates ## Version 2.7.0 - Date: November 18, 2025 - Release type: Feature Release ### 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 ## Version 2.6.0 - Date: November 4, 2025 - Release type: Feature Release ### 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 Activity log for all quote actions and changes ## Version 2.5.0 - Date: October 21, 2025 - Release type: Major Release ### Guided Onboarding Multi-step onboarding wizard with a visual setup checklist and guided tenant configuration ## Version 2.4.0 - Date: October 7, 2025 - Release type: Feature Release ### 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 ## Version 2.3.0 - Date: September 23, 2025 - Release type: Major Release ### 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 ## Version 2.2.0 - Date: September 9, 2025 - Release type: Feature Release ### 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 ## Version 2.1.0 - Date: August 26, 2025 - Release type: Major Release ### 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 ## Version 2.0.0 - Date: August 12, 2025 - Release type: Major Release ### Client & Contact Management Client management dashboard with contacts, relationship mapping, and multi-location support ## Version 1.9.0 - Date: July 29, 2025 - Release type: Major Release ### 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 ## Version 1.8.0 - Date: July 15, 2025 - Release type: Initial Release ### 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