Product Discussions

Request to add the GovRAMP (formerly StateRAMP) framework to ControlMap’s available frameworks.This framework is becoming a key compliance requirement for U.S. public sector and state-level contracts, and adding it would enable partners to manage, assess, and report on GovRAMP controls directly within ControlMap without relying on manual imports or custom mappings.

I am working on creating content blocks. This is a small ask, but I was wondering if you could make the 'Add Content Block' area larger so that we can see the whole name of the content blocks? I have a screenshot to show what I am asking, because I don't know if this is making the most sense :)  

Hi there, We have several customers where we only manage part of their environment, as reflected in Lifecycle Manager. For those in a co-managed setup—where both the customer and our team manage different parts—I’m looking to understand if there’s a tool (possibly Manager X) that allows us to manually upload unmanaged devices (via CSV or Excel) and report on them, even if they’re not considered “Managed.”The goal is to capture the customer’s full environment to provide meaningful insights and demonstrate value, ultimately supporting the case for including those devices in a managed services contract.Happy to discuss further if needed.

adding/using line items with different/all frequencies on one template/quote

Since Quoter email tracking only works when sending directly from Quoter (not when using the public link with Halo), is there any workaround?This defeats the purpose of integration when dealing with the helpdesk: if an opp. ticket is open and a quote is sent from quoter, the help desk has no visibility. They’d need Quoter access (which they don’t and won’t have), and the client ends up with a separate email chain. Once the client replies, that conversation is no longer tied to the ticket. The Sales and helpdesk teams will not have the data in sync. Ideally, all quote activity and communication should stay in Halo — even just an email alert confirming the quote was opened would help. We can then keep all ticket history inside off Halo.  

Check out the ScalePad API docs here: https://developer.scalepad.com/ Have you tried using the ScalePad API yet? It’s a great way to connect ScalePad with your own tools, automate tasks, or build custom workflows. What have you built so far, or what would you like to try building with the API?

Do we have a dark mode implemented in Quoter yet? 

Can someone point to any documentation for integrating Kaseya BMS and VSA with Controlmap? The only one I see is ConnectWise.

Did the pre-client/pre-assessment option go away with the new tiers within ControlMap? 

ControlMap doesn’t warn the user when content is not saved before leaving the page or changing some Metadata on the right side. This already did cost me a lot of time and caused a lot of frustration

Presently the quotes sent from quoter are all sent from the quoter.com domain name.Obviously when we send a quote to a customer, they anticipate it to come from our domain name.Please advise when we will be able to use a custom domain name, and send quotes from our domain name.

I want to understand how the data is calculate, does it include only open tickets ? open and closed within a certain timeframe? How does it deal with Merged or bundled tickets?Is it possible to get to 100% config attached or what is the target for this?

Is it possible to select specific items to drop ship to a client site?

I’m looking to move my multi-factor from one app to another, but I don’t see a way to reset it in my profile. Anyone know how to do that when it’s required by an administrator?Is there a way for another admin to reset it?

I cannot access my system this morning.  Login to scalepad main page successful.  Click on Quoter icon from main page.-No quoter access…-You don't have access to Quoter.If you need access, your Quoter account administrator will be able to grant you access within Quoter under Account > Users > Grant Access.

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!

Hey everyone,I wanted to see if anyone else has run into this problem with ScalePad Lifecycle Manager.We recently had a client rename in ConnectWise, and noticed that Lifecycle Manager essentially treated it like a brand-new client. I reached out to ScalePad support, and their response was that the product is working as designed and we should just rename the client back.Yeah… that ain’t gonna work.Here’s why: The Client ID in ConnectWise doesn’t change when a company is renamed. That’s the persistent identifier that tools like Lifecycle Manager should be keying off of, not the display name. Telling us to “rename it back” completely breaks operational workflows. Clients rebrand, get acquired, merge, or simply change names — and reverting back is not an option in the real world. This creates unnecessary data fragmentation and additional manual cleanup in Lifecycle Manager. I’m curious — has anyone else run into this issue? How are you handling it?In my opinion, ScalePad should fix th

We’ve had some members depart so are doing account cleanup.  Wondering what is the recommended process.Have validated with our test environment. In Quoter, if a user has people assigned, are prompted to reassign the people to someone else and then the user is deleted.  Any quotes they owned are still there but there is no longer an identified owner for the quote and can’t see who performed the activity, impacting the audit trail.Tried the alternative of updating user credentials in Scalepad Hub, adding a prefix to the name and email.  The email doesn’t update because it’s waiting for a validation from the new email.  Do see the updated name in Quoter and the audit trail appears retained.  Of course this impacts other apps associated with the Scalepad Hub user.