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Enhancements that Enhance Profits… for Everyone!Behind the scenes, the Quoter team has been working on improving our Reporting capabilities, and we’re ready to share our work with our Quoter Partners. If you’re not familiar, Quoter’s Reporting is included in our Pro and Enterprise plans, and has been available as an a la carte add-on for other users. We’ve tightened up the focus to look at the profitability of Won quotes, expanded the breadth to look at all items (not just ones in your Quoter catalogue), and reworked the analysis to split out recurring and one-time items. The best part? We’re giving access to our new enhanced Reporting to all Quoter Partners until the end of 2025. Please try it out and let us know what you think! Direct link to get started if you’re signed in It never hurts to read the manual, especially when you’re trying something new. Here’s the KB article for Reporting. This is very useful if you’re moving over from our legacy reporting, as you can see how to toggl

New in Lifecycle Manager X PDFs in Deliverables, Assessment Imports and Initiative to Meeting Links  We’re excited to share three updates that make it easier than ever to prepare, deliver, and personalize client conversations in Lifecycle Manager X. These enhancements are designed to help you showcase value, stay aligned with clients, and bring your proven processes into the platform. Add Custom PDFs to Deliverables Partners can now create truly comprehensive and branded deliverables that reflect all the insights and resources they want to share with clients.With this update, you can enhance your deliverables by including custom documents and reports alongside your LMX-generated content:Add branded cover pages to templates. Insert executive summaries or third-party reports as pages of individual reports. Apply your logo to maintain visual consistency throughout.Many partners told us they missed this from Lifecycle Insights. We listened. This update provides you with more flexibility, e

Welcome back to Communi-Tea, your monthly roundup of what’s new, what’s next, and what’s buzzing in the ScalePad Community. Grab your favorite mug and let’s get into it ☕️What’s Inside?✨ Highlights: Key compliance framework changes coming in 2026 🏆 September Community Highlights 🛠️ Product Update Highlights Cognition360 Updates: Smarter Insights Across Dashboards and Reports Introducing the ScalePad Core API (Beta) Quoter Updates: From Faster Payments to Smarter Quotes 🎓 Learn and Grow New Lifecycle Manager Learning Paths in ScalePad Academy  ControlMap: Turn Compliance Into a Scalable Service 🎙️ MSP Confidential Podcast Highlights 🗺️ Upcoming In-Person and Virtual Events 🗓️ October 🔜 Coming in November 🎉 Welcome, New Members! 🚀 Interested in a ScalePad Product?   ✨ Highlights: Key compliance framework changes coming in 2026 Cybersecurity Awareness Month is a great time to get ahead of the big changes coming to frameworks like CMMC 2.0, NIS2, HIPAA, and the new GTIA Cyb

We’re excited to introduce the Executive Dashboard, a centralized, high-level view for MSPs managing multiple client tenants in ControlMap. This dashboard surfaces the most critical insights across your portfolio, making it easier to drive client accountability, manage workloads, and spot new opportunities for service expansion. The old dashboard will still be accessible via the toggle option at the top right corner of the page. Compliance doesn’t scale well without visibility. MSPs often juggle dozens of client environments, each with its own pace, bottlenecks, and gaps. The Executive Dashboard distills that complexity into actionable insights—giving you back hours otherwise spent digging through tenant workspaces. It’s the foundation for managing compliance-as-a-service at scale. What You’ll See (and Why It’s Useful) 📈 Compliance Health ScoreEvery tenant now has a summarized health score based on framework progress, task status, evidence completeness, and more. It gives you an insta

Compliance Framework Changes Are Coming. Are You Ready? October is Cybersecurity Awareness Month, which makes it a great time to start conversations with clients about upcoming compliance changes.Several major frameworks are being updated between now and 2026, including CMMC 2.0, NIS2, HIPAA, and the GTIA Cybersecurity Trustmark. These changes have real business impact, especially for clients working in regulated industries or bidding on contracts that now require stricter compliance standards. We just published a new blog that outlines what’s changing, when it takes effect, and how MSPs can help clients stay ahead with clear roadmaps and audit-ready processes. 📘 Read the full blog:From Awareness to Assurance: Key Compliance Framework Changes Coming in 2026 Want to see how ControlMap can support your compliance strategy?✅ Book a ControlMap demo💬 Check out ControlMap pricingFeel free to share how you’re preparing for these changes or if you’ve already had client questions around CMMC,

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