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Marjorie GalitCommunity Manager

New Release, Start Compliance For FreeNews

Introducing ControlMap Free and Essentials. These new tiers remove cost and complexity barriers for MSPs delivering compliance as a core service. ScalePad Announces Free GRC Platform Built for MSPs We’ve launched two new tiers of ControlMap, Free and Essentials, to make it easier than ever for MSPs to start delivering compliance as a core service.ControlMap Free lets you launch client-facing compliance programs at zero cost with guided assessments, risk identification, and reports using popular frameworks like NIST CSF, HIPAA, Cyber Essentials UK, and more. ControlMap Essentials takes you beyond assessments into ongoing vCISO services for a single framework, with unlimited policies, risks, evidence tracking, and full compliance dashboards.These tiers remove traditional cost and complexity barriers, helping you build recurring revenue and deliver measurable value from day one. 🔗 Read the full press release

Peter MartensRocketeer

Quoter Product Studio Q&A from Aug 12

We were able to get to several questions that you asked live, but weren’t able to answer all of them in the time we had available. Here are the outstanding questions that remained, and our best answers for you.If you asked these questions, or would like to clarify further, please drop a comment in below! Quote Editor EnhancementsQ: Any plans on making the line item editor transferrable to quotes? It still sends a long list of items to the customer, which makes the quote very long and clunky and not as streamlined like it does on the backend. A: Yes, there are ways to make quotes more streamlined today. You can reduce line item space by removing or shortening descriptions, or by removing images from descriptions. You can also bundle items so only the bundle title is shown to the customer, hiding the individual line items. We’re also working on improvements to quote styling, and we’ll keep your feedback in mind as we make those updates. Q: Something like tabs, or an easier breakdown of

Marjorie GalitCommunity Manager

August Communi-Tea ☕ - Your Monthly Cup of Hot Takes and News

Welcome back to Communi-Tea, your go-to spot for what’s new, what’s coming, and what your fellow MSPs are talking about in the ScalePad Community. Let’s dive in ☕️ What’s Inside?🏆 July Community Highlights 🚨 Big News: Lifecycle Manager X Is Coming 🛠️ Product Update Highlights ControlMap Adds Canadian Hosting & Updates CyberSecure Canada Framework Quoter Updates: Smarter Billing, Easier Editing, Faster Payments 🎙️ MSP Confidential Podcast Highlights 🗺️ Upcoming In-Person and Virtual Events 🗓️ August 🔜 Coming in September 🎉 Welcome, New Members! 🚀 Interested in a ScalePad Product? 🏆 July Community Highlights39 Product Ideas Submitted 3 Product Ideas Delivered: Canadian Data Residency Add a Payment Gateway for Flexpoint Sync in Memory and Storage information for N-able N-sight 136 Votes Added 🔼 Top-Voted Ideas this Month: Lifecycle Insights Public AP Granular Permissions API for retrieval of Lifecycle Manager data Ability to insert PDFs in Report Builder

solveitservicesNew Member

Lifecycle Manager

Share Roadmap with clients

I’m new to the product and I’m not sure how to get it working - to share a roadmap with a client.The 2 options available: - Start Presenting … is there a way I can share this link with the client so that they can log in with their own account to see it? Or is the idea only that this link would be used by me during a live presentation? - Download: doesn’t seem to work. All I get is a download called “undefined” 1KB in size. Thanks!

Peter MartensRocketeer

Quoter - FlexPoint IntegrationNews

FlexPoint In the House! 🏘️Quoter has further extended our payment options by adding an integration to FlexPoint, enabling you to create an embedded payment experience for your MSP’s clients. Once integrated, your clients can pay all up-front fees in FlexPoint via credit card or bank debit/ACH. Quoter handles the quotes, FlexPoint takes care of the payment side, and everything syncs right into your bookkeeping system. Your clients enjoy a professional experience and you get a reliable, hassle-free way to go from quote to cash without mistakes.All business, all the time; here’s how you get started:If you’re signed in to Quoter, go right to Settings and add FlexPoint: https://support.quoter.com/admin/payment_gateways/add There are set-up steps involved, and you want to do this right. Check out our Help Center article for setting up FlexPoint. Ash has a walkthrough on setting up the FlexPoint integration: Answers to questions you might have are found below. Also, please leave your though

ccreynoldsNew Member

CSA CCM Framework Control Mapping

I loaded both CSA-CCM v3.0.1 and CSA-CCM v4.03 and it appears that neither of these map to the pre-loaded CSA CCM controls v4 or v3.1. Why?

ccreynoldsNew Member

Timestamp for integration scans

Is there a setting to enable a (local time) timestamp on integration scan ? It would be especially useful to have this if you run more than one on demand scan in a day - due to testing or fixes, etc. Timestamp should be noted in logs, reports, evidence, scan results, etc. I would also like to see the evidence reports to list the most recent report by date/time at top and not bottom. Can a filter be added? Thanks!

bbrehartNew Member

What Are Automated Scans?

I was looking at the dashboard for one of my tenants, and under the Compliance Achieved and Recent Activity sections, I saw Automated Scan, and I’m not familiar with what exactly it is, how to use it, or where it gets its data from. Does anyone know how to use Automated Scan? Is it part of Integrations?

Peter MartensRocketeer

Quoter & ConnectWise PSA: Smarter Recurring Line ItemsNews

Managing Recurring Revenue Opportunities Just Got EasierWe’ve just Managed (see what I did there?) to roll out two improvements that tighten the handshake between Quoter and ConnectWisePSA, giving you cleaner opportunities, fewer manual edits, and rock-solid margin visibility.Below you’ll find a quick walkthrough of the two new items, why they matter, how to set them up, and possibly more dad-level Manage jokes depending on what I can manage to get away with.Here’s a quick Loom from Ash: Don’t forget that you’ll need to set up the custom field first, so read on for more details! New Quoter Custom Field: Push Exact Cycle Counts to OpportunitiesBilling a service monthly for exactly 12 cycles (or 36, or 60, or… some larger multiple of 12) is now as easy as filling out a single dropdown on your quote. Add the new custom field to your template (“Billing Cycles” in our example below, but you could use “Term Months” or whatever makes logical sense), and Quoter will pass the precise value to

Peter MartensRocketeer

Quoter New Line Item EditorNews

Available now as a public beta for all Quoter users!Our all-new drag-and-drop Line Item Editor is ready for the world, and creating quotes in Quoter is about to get even easier and more intuitive. You now have the capability to:Drag and drop anywhere: Sections, section groups, bundles, and line items can all be repositioned freely in quotes (above, below, or inside other structures). And speaking of structures… Flexible structuring: Move quote line items into bundles, automatically adopting bundle recurrence settings as applicable. Reorder content intuitively: No more hard-coded order restrictions. You have control over your quote layout.Lotta brainpower and hard work has gone into developing and internally testing out our drag-and-drop Line Item Editor, and we’re looking forward to your feedback as we move forward to the full release. Please give it a try; looks like we have a winner! Help Center has all the technical deets. It’s seriously intuitive though, but here it is for your edi

solveitservicesNew Member

Lifecycle Manager

Share Roadmap with clients

I’m new to the product and I’m not sure how to get it working - to share a roadmap with a client.The 2 options available: - Start Presenting … is there a way I can share this link with the client so that they can log in with their own account to see it? Or is the idea only that this link would be used by me during a live presentation? - Download: doesn’t seem to work. All I get is a download called “undefined” 1KB in size. Thanks!

ccreynoldsNew Member

CSA CCM Framework Control Mapping

I loaded both CSA-CCM v3.0.1 and CSA-CCM v4.03 and it appears that neither of these map to the pre-loaded CSA CCM controls v4 or v3.1. Why?

ccreynoldsNew Member

Timestamp for integration scans

Is there a setting to enable a (local time) timestamp on integration scan ? It would be especially useful to have this if you run more than one on demand scan in a day - due to testing or fixes, etc. Timestamp should be noted in logs, reports, evidence, scan results, etc. I would also like to see the evidence reports to list the most recent report by date/time at top and not bottom. Can a filter be added? Thanks!

bbrehartNew Member

What Are Automated Scans?

I was looking at the dashboard for one of my tenants, and under the Compliance Achieved and Recent Activity sections, I saw Automated Scan, and I’m not familiar with what exactly it is, how to use it, or where it gets its data from. Does anyone know how to use Automated Scan? Is it part of Integrations?

ccreynoldsNew Member

Auto create risks from assessment response

Is there a way to auto create risks based off answers from assessments with any framework? If not, I would like to request it.Example: question: does your company do xyz?If the response is “no” or “partially”, have an option to create risk with pre-populated info and then action plan could be used as potential remediation plan.

JKFMSNew Member

Lifecycle Insights

Roadmap Items Sorted by Date

It seems there is no way to sort roadmap items by date, causing the best roadmap presentation to be cluttered and nearly unusable. Is there any way this feature can be added? It is not even clear to me how LCI is sorting roadmap items, as they are not being done alphanumerically or by date. We have tried other views to present the roadmap to clients in QBRs, but none give the collection of information needed, in an organized manner.

CarrieBNew Member

Spelling and Grammar Errors in Assessment Report Templates

I need to highlight an issue with the assessment report and errors either in the template or in the tables the report is pulling from. The assessment report contains spelling, punctuation and grammatical errors. (I did see another post about the grammar, punctuation, and spelling errors in the Pre-Assessment Questions but I would like to expand that). Each time I run the assessment report, I must manually review and correct 110+ pages in Word (for NIST 800-171). Through the assessment process as I make changes while trying to finalize the project, I may run the assessment report anywhere from 10-15 times and often against multiple frameworks per assessment. The process of correcting the errors in each report is extremely time-consuming and frustrating, as well as introducing a risk of errors slipping through to our customers. If, or really when, that happens, each error reflects poorly on me, as the assessor, my company and ControlMap directly impacting the quality and professionalis

Jeremy-BloughTechNew Member

Cyber Risk Institute framework v 2.0

I would like to know if if the Cyber Risk Institute framework v 2.0 is on the roadmap for an assessment/framework inside of control map? https://cyberriskinstitute.org/cri-issues-profile-version-2-0/This has been the choice of 2 of our FIs knowing that the FFIEC CAT will become obsolete this coming August. I am currently setting them up with NIST CSF 2.0 as the assessment control and we are using a manual excel spreadsheet to track CRI profile for them. Thanks,

bbrehartNew Member

What Is Meant By the Use of "Password Configuration" In Evidence?

I was working through evidence requests with one of my tenants, and four of them asked about passwords, but used the term “password configuration” in the request. We’re a little confused about what is meant by the term “configuration”. Does it mean password complexity requirements in the policy documents, or does it mean evidence of configuration of said requirements in systems (for example, a Group Policy in AD). Or does it mean both working together?

Clearchoicewins04New Member

Go High Level Intergration

Can anyone help me integrate Quoter with Go High Level? I’m wanting to automate everytime I send a quote in Quoter it automatically creates an opportunity in Go High Level in a specific pipeline.

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