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Content Blocks Are The FutureWe recently introduced Content Blocks, a more flexible way to manage quote content. Instead of static sections tied to a single template, Content Blocks can be created once and reused across multiple templates, making it easier to standardize, update, and pull content into your quotes. Content Blocks are a better way to build and manage reusable content in Quoter. Deprecating Cover Letter and Appended ContentWith Content Blocks in place, the legacy Cover Letter and Appended Content sections in templates and quotes have become a solution without a problem. We will continue to have both Content Blocks and the legacy Cover Letter and Appended Content sections for now, but we have decided to deprecate them in approximately six months’ time (March 2026). Quoter Partners will have until March 2026 to move any existing content into Content Blocks. How do I migrate to Content Blocks?To migrate your content, we recommend the following:Open your current Cover Letter

Now Available in BetaWe’re excited to announce the beta launch of the ScalePad Core API: a new way for ScalePad Partners to access, share, and act on their data directly within their own workflows and tools.The Core API is designed to give you greater flexibility with the data you already manage in ScalePad. Whether you’re building custom dashboards or reporting, connecting to internal systems, or automating client workflows, the Core API gives you the power to make it happen. What you can do todayDuring beta, Partners will be able to:Retrieve asset data, including warranty details. We’ve come a long way since Warranty Master but we remember our roots! Connect ScalePad data with client records in your existing tools. Data like: Clients Contacts Contracts Hardware Assets Members SaaS Tickets Opportunities And of course, active hardware lifecycle records from Lifecycle Manager Filter, sort, and paginate data for flexible queries  Because this is a beta, you will see some limitat

Seven for Cognition360Not quite as many updates as we had in June, but our September update has new data / columns / pages / filters on several reports that add useful capabilities. Read on to get the details! As always with our Cognition360 updates, we don’t push them, and only send them out on request. Please use this Jotform to ask for any or all of the reports here to be updated for you. Which reports have seen updates?Without further ado… there are seven updates across these five reports: Sales Dashboard (Sales workspace). There are four available updates to the Sales Dashboard alone. Opportunity Dashboard (Sales workspace) Ticket Audit Analysis Report (Service Delivery workspace) Configurations Report (Service Delivery workspace) Configuration Tickets Report (Service Delivery workspace) You’re certainly using the Sales and Opportunity Dashboards (really should be if you’re not; they’re core reports for a reason…), and there are multiple updates on these Dashboards. Really, we’ve

Reusable Quote Content Made Simple 🧱Creating accurate, consistent, and professional quotes just got a whole lot easier. We’re excited to announce the release of reusable, movable Content Blocks – a powerful new Quoter feature built to save your team time, streamline your quoting process, and give you more control over the content in your quotes.Content Blocks are live now and can be created, deleted, and updated by Quoter users with Product Manager permissions or higher. Head to the Templates section of your account (specifically to Templates > Content Blocks > + New Content Block) to start creating your first reusable blocks and see how much faster and easier building quotes can be.Link to get started right here in Quoter. Content Blocks are built to be intuitive. That said, never hurts to read the instructions, so here’s the KB with the 411. Also, What's the 411? is the 1992 debut album by R&B singer Mary J. Blige. Certified triple platinum.  Ash has a video walkthrough, s

Level Up Your Lifecycle Manager SkillsThe new ScalePad Academy is here and it’s built to help you master Lifecycle Manager faster than ever. With guided learning paths, you can get started, sharpen your skills, and unlock the full power of the platform.Why it mattersYou now have an easy, self-paced way to:Learn at your own pace Discover features you’ve been missing Build confidence in daily workflows Cut time spent on onboarding and adoptionWhat You’ll LearnThe Lifecycle Manager path covers everything you need:Getting Started With Lifecycle Manager Account Setup and Integrations Clients, Insights, and Dashboards Assessments, Roadmaps, and Initiatives Deliverables, Reports & AnalyticsEach course walks you through step by step—whether you’re using Lifecycle Manager Pro or X.Get Started TodayJump in now: ScalePad AcademyOr open the Resource Center inside the Lifecycle Manager app and click Academy.Sign in with your email and you’re ready to go.What’s NextMore advanced Lifecycle Manage

It’s a familiar scenario for many MSPs:“We need to be SOC 2 compliant... yesterday.”Whether it’s SOC 2, HIPAA, or CMMC, urgent compliance requests from clients are becoming more common and more stressful. The timeline is tight, the expectations are high, and your team might not be fully equipped (yet). That’s where ControlMap comes in. Start Fast. Deliver Value. Keep the Client.ControlMap is built for MSPs like you, especially when you’re under pressure to prove compliance progress quickly. With ControlMap, you don’t have to figure it out from scratch.Here’s what you can do right away:Run a guided assessment using frameworks like SOC 2, HIPAA, or CIS Identify gaps and risks with clarity, not guesswork Share real-time progress through a client-facing portal Use built-in templates for policies and evidence Generate a professional report to show immediate momentumIt’s everything you need to respond quickly and confidently, all in one place. Start With Free. Scale As You Go.If you’re deali

You’re not alone and you don’t need to build it all from scratch Many MSPs are already delivering basic assessments or helping clients meet frameworks like SOC 2 or HIPAA. But scaling that into a repeatable, profitable Compliance-as-a-Service (CaaS) model takes the right tools and structure.That’s where ControlMap comes in. Build With ConfidenceControlMap was made for MSPs looking to launch and grow a scalable CaaS practice. It simplifies your delivery and sets you up for long-term success across clients, frameworks, and service tiers.With ControlMap, you can:Standardize how you deliver compliance using prebuilt templates Manage multiple clients from one dashboard Automate evidence collection with 40+ integrations Deliver audit-ready reports and client-facing portals Support 60+ frameworks including SOC 2, HIPAA, ISO 27001, and more“We’ve had pretty great success doing it with people that are not technical at all. So that’s how you know it’s successful.”— Marc Umstead, President, Plus