Product Updates

Analytics Update: CSAT + Client Engagement at the Client-Level MSPs already track signals like aging hardware, recurring issues, and ticket trends, but they don’t always reflect how a client actually feels. These Analytics updates help you complete the picture.New SimpleSAT integration Bring SimpleSAT CSAT scores into Lifecycle Manager so you can:See CSAT and NPS per client in the Client Analytics Dashboard Spot at-risk clients earlier and prioritize outreach Validate service changes by connecting delivery levels to sentiment Track CSAT and NPS trends over time as you improve operationsClient Engagement metrics for each clientClient Engagement is now available inside every individual client, so you can quickly see if the relationship is moving forward or stalling:Initiative approvals Total meetings held Goal attainmentGetting startedBoth of these features are now available for you to try in Lifecycle Manager X. Client Engagement: No setup required. Open Analytics on any Lifecycle Manager X client.SimpleSAT: Enable it from Integrations in Lifecycle Manager.Need help? See Integrating with SimpleSAT. 

 Calling the Lifecycle Manager community — we want your input!We’re spending more time building integrations that matter most to how you use Lifecycle Manager day to day, and we want to make sure we’re prioritizing the right ones.To make this easier, we’ve put together a simple integrations hub where you can: Browse existing integration requests Upvote the ones that would have the biggest impact for you Submit a new integration idea if something you rely on today isn’t listed Check it out here: https://integrations.scalepad.ai Your feedback directly influences what we build next — from integrations that improve visibility across your stack, to which integrations you’d like to see built directly into LMX versus delivered as LMX deliverables integrations.

We have started onboarding partners into the ControlMap AI closed beta. This is an early release and we are starting small so we can learn quickly, iterate, and expand functionality based on real partner feedback.What is included today (v1) In app chatbot focused on answering security questions  SAQ agent that lets you upload a spreadsheet of security questions and download completed answers Walkthrough video for illustration purposes: link Who can join right now CM Pro client portals only (not MSP portals) US region tenants initially only) How ControlMap AI will evolveOver the coming weeks/months, we will be improving the current experience and expanding scope. Later this quarter, we plan to begin rolling out more specialized agents inside the app that can provide insights and help complete tasks based on where you are working (for example highlighting implementation risks or helping generate documents like policies). Beta participants will get early access as new capabilities are released.Get early accessTo request access, send us the details below through the sign up form: link Partner name Primary contact name and email List of user email addresses to enable (must already have access to the client portal) CM Pro client tenant name (no spaces) or tenant URL Once we confirm eligibility, we will enable the beta for your tenant and users and share onboarding details.Feedback and supportBeta participants will also gain access to a dedicated slack workspace channel for feedback and quick support, with Product leading responses during this early phase.

A Triple Play for Cognition360As a cold chill settles upon the north of the land, the moonless solstice approaches with the nights growing ever longer… the ScalePad team has our last updates of the year for Cognition360! Bet you’re glad I didn’t keep that prose up. As a triple play would close out any inning (yes, I’m switching back to a summer sport analogy… I just couldn’t do a triple lutz, can’t ski a triple-black diamond), we’re here closing out 2025 with three updated reports:Company Audit Analysis Report Customer Profitability Report Ticket SLA Insight ReportAs per usual with Cognition360 updates, they’re available to be added to your tenant on a request basis. Jump on this linked Jotform to request any or all of the reports we go through here be updated for you.And read on for all the details! How may I get a deeper look at what’s new?Join the ScalePad Cognition360 team for our Cognition360 Learning Lab on this – interactive so you can ask your questions (and be sure you add the report into your tenant so you can ask really difficult questions). The impending holiday season means the next session will be happening January 28, 2026. Note that ScalePad’s annual Ignition event is the next day as well; keep your calendar free for ScalePad events at the end of January!If you’re not already joining us for our Learning Lab, get on this – it’s essentially a C360 peer group led by an expert MSP consultant, well worth your time. Usually it’s the legendary Christy, but sometimes someone like Adam or Kaitlin takes the reins. How may I add the updated reports?This Jotform link to our Support team will get you hooked up with the latest and greatest. Get all three, or pick your updates.If you missed our September update, get them added with this Jotform instead.  What’s new-and-or-improved in these three reports?Let’s get right into it: Company Audit Analysis ReportThis is an all-new, never-before-seen report. Company Audit Analysis Report (with many redactions) | Audit Details page Partners had expressed a challenge with limited visibility into how frequently company records are updated, and what specific changes are occurring. This made audits and troubleshooting more difficult, because the user couldn’t be clear on exactly which changes had been made when. Our solution is the introduction of a new Company Audit Analysis Report. This report captures both the frequency of the changes, as well as the actual audit entries. Data can also be extracted from the report for deeper analysis or inclusion in compliance workflows.The example we have above shows updates made to Site and Company records by their documentation tool, ITGlue. Customer Profitability ReportAdded Agreement Value to the Account Manager and Account Mgr (Dates) pages of the Customer Profitability Report. Customer Profitability Report | Account Manager page, new “Agreement Value” column Comparing agreement values vs actual billings is a potential blind spot. Of course, the expectation is that billing would match exactly what’s in the agreement, right? Surely no one has ever had an issue with this ever because systems are infallible.Despite infallibility, this seemed like a legitimate potential problem our reporting could help with, so we’ve added the total agreement value to both the Account Manager and the Account Mgr (Dates) pages: Customer Profitability Report | Account Mgr (Dates) page, new “Agreement Value” column Now you can compare current agreement values against total billings to evaluate ACTUAL MRR and profitability on a per client basis, as well as look at MRR per account manager. Billing discrepancies are obviously something you’d want to clean up as quickly as possible; discounts shouldn’t be inexplicable or outside agreements, and overbilling is a potential reputation hit. We can help you spot these issues. Ticket SLA Insights ReportAdded CompanyType filter to the Ticket SLA Insights Report.   Ticket SLA Insights Report | Customer page, CompanyType filter added You may have a number of different Company Types set up to cover different kinds of organizations in your service offering, or work that you do outside of managed services. I can understand a use case to look at delivery vs SLAs for hourly clients, for example, or perhaps your hourly clients might have questions for you about how you’re meeting SLAs. This filter gives you a quick way to segment SLA performance by Company Type and derive improved insights based on client categorization. Last Cognition360 Update of 2025If you missed this at the top, please use this form to have our Support team add all or some of these enhancements to your C360 reporting!If you are already working with Cognition360, please feel free to share your thoughts below here on our Community site; we appreciate hearing from you. Many of the updates (I think literally all...) in this release were inspired by support requests and real challenges raised by ScalePad Partners like you. Let us know what you need or what could make your experience better, and we will be ready to support you and help your business grow.Still not a Cognition360 partner? If you have ConnectWise PSA, resolve (because New Year’s resolution… amirite?) to join us for a personalized demo, or check out this quick overview here. We’d love to help you unlock insights hidden in your data so you can make better decisions and grow a more efficient and profitable MSP business in the New Year. Cheers!  

 We’ve launched a new integration with Liongard that makes it easier to keep your asset lists accurate and actionable in Lifecycle Manager, especially for managed Chromebooks. In just a few minutes, you can connect Liongard and start syncing devices automatically, no spreadsheets required.What you get with the Liongard integration:Automatic asset sync: Liongard-managed devices flow into Lifecycle Manager as hardware assets, giving you a single source of truth.   Chromebooks in your lifecycle plan: Bring managed Chromebooks into the same refresh, budgeting, and QBR workflows as the rest of your fleet.   Lifecycle and warranty visibility: Devices are enriched with purchase and warranty details, helping you see what’s aging out or out of warranty.   Faster QBR reporting: Cleaner data from Liongard + lifecycle insights in LM = less time chasing CSVs and reconciling tools.Getting started If you’re already using Liongard and Lifecycle Manager, you can enable the integration from the Integrations page in LM and be up and running in minutes (see the Integrating with Liongard help article for step-by-step guidance).Have ideas for deeper Liongard reporting or additional use cases? Drop your suggestions here in the community!  

Streamline Quote Creation in Quoter with Enhanced Template Editing We’ve rolled out improvements to Quoter’s Quote Templates that make building and editing quotes faster and more intuitive. These updates bring the Template Editor in line with the Quote Editor experience, so everything feels consistent and familiar. Rearrange sections, update line items, and enjoy a faster, cleaner experience building templates too.Direct link to get started in Quoter (if you’re already signed in). Quick video tutorial showing you what’s new with Quote Templates. You’ve probably seen me say this previously, but something like dragging and dropping is truly better seen than read. Check out Ash’s demonstration: Without further ado… Why This MattersThese enhancements address common workflow challenges for Quoter users managing multiple quote templates (and if you’re not using multiple quote templates, you really ought to be). By matching the Quote Editor’s design, the learning curve on building templates is dramatically reduced, letting you move from setup to quote creation without missing a beat. The enhancements give you the user:Faster setup and editing of templatesGreater flexibility in organizing contentA cleaner, more consistent editing experienceBetter visibility into the structure of your quotes Quote Templates overviewThe Quote Templates interface has been overhauled to match the look and feel of the Quote Editor. This not only simplifies navigation, but also makes it easier for new Quoter users to learn and experienced Quoter users to context-shift between templates and quotes with confidence. The new Quote Template interface in QuoterYou can now:Rearrange sections and section groups: Move entire sections or items simply by dragging and dropping them where you want. Nest or ungroup sections easily: Drop a section into a group to make it selectable by a prospect, or pull it back out if needed. Dragging an item into a Section Group Move line items smoothly: Adjust your quote structure faster, using the same clean UI across both templates and quotes.Identify source items at a glance: An icon indicates where each item originates, giving better visibility when editing complex templates. Mousing over the source icon on line items shows where it’s coming from; this Hardware item came from the Product Cloud. Above it, the Backup & Disaster Recovery Services item came from HaloPSA.  Drag ‘n’ Drop In Action Picture adjusting your quote layout on the fly: you can pull in a hardware section above add-ons, or nest service options under a single group so clients choose just one on quote approval. Everything updates instantly, helping you tailor templates without manual rework. We have manifested a better way. Try it yourself! Explore the refreshed Quote Templates in your Quoter account today and experience smoother, faster quote setup. And please don’t hesitate to leave a comment below; we built this because we feel it’s a better way to set up templates, and we want to continue to make Quoter better and better. If you’re not a Quoter partner, talk to your ScalePad account manager and become a part of this!  

Networking is the backbone of every client environment, yet it’s the least consistently tracked asset class across most asset management tools. That’s exactly where Lifecycle Manager stands out. Unlike platforms that focus primarily on servers and workstations, we go deep on networking devices.We’re doubling down with a new LogicMonitor integration to bring your Cisco Meraki and other network gear into your asset management cycle. By combining LogicMonitor’s monitoring data with Lifecycle Manager’s powerful warranty look-up and reporting capabilities, you’ll get a cleaner, more reliable source of truth for everything on the network. Data we collect from LogicMonitorIf LogicMonitor monitors it, we can help you track it in one place, including firewalls and routers, switches, wireless access points, and other network infrastructure.To keep those records accurate and actionable, we ingest key fields such as: Serial Number Manufacturer Name, Memory Total Operating System CPU, and more.In addition, the integration gives you the ability to track warranty information on the devices synced from LogicMonitor and, where supported, push enriched asset data back into your PSAs and RMMs via a two-way sync.What you get with the LogicMonitor integrationAuthoritative device records for networking gear pulled directly from LogicMonitor. Normalized asset data that maps cleanly to clients in Lifecycle Manager Cleaner PSAs/RMMs via our enriched data flowing back to your connected systems (where supported) Faster QBR prep with hardware lifecycle reporting available for all your LogicMonitor assets. Why did Lifecycle Manager integrate with LogicMonitor?LogicMonitor is a leading cloud-based infrastructure monitoring platform used widely by MSPs and mid-enterprise IT teams to monitor servers, network devices, cloud instances, and application performance. Integrating LogicMonitor with ScalePad Lifecycle Manager allows partners to synchronize monitored assets with Lifecycle Manager and enrich them with purchase and warranty expiry dates. Also, LogicMonitor was a highly requested integration by Lifecycle Manager Partners. Our ScalePad Community “Product Ideas” board received hundreds of requests to include network device warranty information and hardware details in Lifecycle Manager. You asked, we listened. Get started by signing into Lifecycle Manager and integrating Logic Monitor today. 

We’ve got some exciting news to share: Monthly Release Notes are here (with a brand new look 😎) for ControlMap, Lifecycle Manager, and Quoter! What are release notes?Release notes are your regular updates on new/updated/removed features and functionality, as well as select bug fixes and UI tweaks.Unlike product updates, release notes are comprehensive (not just highlighting the big, shiny updates) and chronicle updates for each product in one handy location that you can bookmark and check each month to stay up to date on what’s new. How often are they updated?Monthly! 📆You’ll always know when to expect fresh updates and improvements. Where can you find them?Right here 👇🏻ControlMap Release NotesLifecycle Manager Release NotesQuoter Release Notes And we’re not stopping there! Release notes for Backup Radar, Cognition360, and Lifecycle Insights are coming soon! Why we’re doing this?We’ve heard your feedback: you want better visibility into the changes we make across our products.Until now, each product tracked updates in different places: Community, Help Centers, Updates, Blogs, and more. With this new format, you’ll get everything in one central location, making it easier than ever to stay informed and confident in how ScalePad evolves.This is another way we’re showing our commitment to improving our products, and keeping you in the loop every step of the way. Join the conversationWe’d love to hear what you think! 💬Leave a comment with your questions, suggestions, or feedback about the new release notes format. Next stepsBookmark your product’s release notes page today so you never miss an update.

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 toggle to/from the legacy view to the new views. You didn’t think we’d leave you without a video, did you?  The best way to check this out was live at our Product Studio session… But if you missed that, here’s the YT video where Ash does a walkthrough: Read on to see what’s changed / what’s new. Why (and How) We’ve Enhanced ReportingQuoter has a much tighter focus on IT managed service providers (useful for other service-based business too!), and the enhancements that we’ve made to Reporting reflect a better way to report on profitability of both project / one-off items and recurring service items.Reporting is solely focused on profitability Legacy functionality had some reporting on different pipeline stages, but it didn’t really effectively give a full view of quotes in all stages. The new Quote List that we released earlier this year provides a much better view of quotes at various pipeline stages; you can filter and save views to see what’s out there and might be coming. We’ve refocused Reporting to look only at Won quotes, to see real deals that are generating real business revenue, and thus to give a closer look at real profits. Reporting has the profitability of items from all sources Legacy only had items in your Quoter catalogue, and had no visibility into other source items. We recognize that many MSPs have their service catalogue items in their PSA, and the new Reporting has these included. Reporting splits out recurring and one-time items Recurring services are the lifeblood of the MSP business, and our legacy reporting was not able to analyze these. You can now see both recurring and one-time items in a detailed analysis, with the ability to drill down right to the profitability at an individual quote level, or rolled up to examine at a high level by product Line Item or Salesperson. What you get is a clearer, more accurate way to understand your business performance based on what you’re actually selling. You can now view profitability by product, line item, and salesperson, making it easier to see what’s working, what isn’t, and where to focus your efforts.What’s New with Quoter ReportingReporting remains divided into two tabs, which we’ve called Leaderboard and Line Items (renamed from Items). Leaderboard looks at who is selling, and Line Items looks at what is selling. This gives you two different views that you can use for different purposes:  Leaderboard The Leaderboard breaks down all of your Won deals by salesperson / account manager / user; we’ve titled it Won Quotes by User on the tab. It’s a clean, singular view of your whole team and how much they’ve sold. Most importantly, it lets you compare the performance of all account managers and sales users to identify top performers and areas for improvement.Have a look at Leaderboard, and mouse over.  Leaderboard | Won Quotes by UserYou’ll see Won sales on the bar chart split into (annualized) recurring and one-time items, withTotal Gross Revenue Total Cost Total MarginThe purpose here is to let your team see at a glance if there are any issues, and compare performance against your margin expectations or guidance.  Line Items Line Item Profitability Reporting: Drill down into every line item (on Won quotes on your selected time period), including recurring and one-time sales. We give you different ways to view this by using the dropdowns on the top-right: Line Items | Line Item Profitability First, you can select whether you want to look at your Top or Bottom items, and then break these down into cohorts of 10 items to chart. Top are the highest total margin items; Bottom are the lowest total margin items. Second, you can look at this in different currencies. Might not be important to you at all, but if you’re selling in multiple countries that use different currencies, this might be critical to make fair comparisons for international sales. Third, you can see your Top or Bottom items based on four different revenue or margin options, depending on whether you want to limit your analysis to recurring items like services or one-off sales for projects or hardware: Recurring Gross Revenue Recurring Margin One-Time Gross Revenue One-Time Margin Finally, you can look at different time periods. Set your own custom date range, or use our pre-selects for this month, last month, this quarter, or last quarter.The Line Items are groups of similar products, intelligently grouped using manufacturer part numbers for cleaner, more accurate reporting. Ash calls this “semantic product grouping”.You can see detailed analysis if you scroll down below the bar chart: Line Item Profitability | Details Note the details are split into one-time and recurring, with the number of quotes, quantity quoted, and calculated average margins. Note that we dynamically hide the recurring or one-time elements if they are empty, so you only see what you need to see.And you can further drill down by clicking in to any item you’re interested in. Here’s an example; a CCTV camera: Line Items Drilldown | CCTV Camera Example You can see which Salespeople are selling the CCTV camera item, how many they’re selling on each deal, and the revenue/cost/margin associated with each Won quote. You can also see every quote this item exists on. Are there any important limitations to know?Yes; there are two key limitations:We made a change to our data structure just over 3 years ago, so you can only go back to look at historical data up to October 3, 2022. 640K 3 years of data ought to be enough for anybody, right? That quote would never haunt anyone.Hope this limitation is not a concern for you, but it’s important to know that’s as far back in time as our data analysis permits.Profitability Reporting relies on including cost data. Without costs, all you have is top-line revenue, and you don’t know if you’re actually making any money. For our analysis to work consistently, we recommend that every item on a Won quote have a cost included, even if that cost is $0.  Leaderboard requires that every line item on the quote have a unit cost. Line Item Profitability Reporting needs to have the unit cost included on that line item. Important to note: $0 is OK, but null / blank / no value is NOT OK. If there is a quoted item with a null value included on a Won quote, that quote will be omitted from our Won quotes by profitability Reporting. Report your SatisfactionQuoter profitability Reporting isn’t a CFA-level detailed analysis, but it’s a near-instant, ideal way to give your team quick-and-painless oversight into where you are or are not earning profits on your best (or worst) products and services on deals that you’re winning. Patch up any profitability issues, and know your strengths.Your report on Reporting is much appreciated, and will help guide our further development; please leave a comment below about what you think. If you’re not a Quoter partner yet, talk to your ScalePad account manager and get in on this! 

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, enabling you to prepare for client meetings without any friction.  Import Assessment Templates Partners can now quickly bring their existing assessments into LMX and start using them without rework.Upload JSON templates directly into Lifecycle Manager. Review and edit them in the familiar LMX Assessment UI. Convert assessments from your Excel tracker, Lifecycle Insights or other assessment tools and convert them into a Lifecycle Manager-supported format in minutes. Bonus: You can even use the GPT to get started on creating new assessment templates. This makes it easy to migrate from another platform or standardize internal assessments within Lifecycle Manager.   Link Initiatives Directly to Meetings Your account team can now seamlessly connect initiatives to client meetings, documenting the meeting's focus. You can link Initiatives directly to the Meetings where you plan to review them:Connect one or multiple Initiatives to a single meeting. Reuse Initiatives across multiple meetings for ongoing discussions. Keep meetings structured with a clear agenda tied to client outcomes.This ensures that every client conversation is focused, transparent, and aligned with progress toward initiatives.  Available Now! These features are live today. Log in to your LMX account and try them out! 

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 or Appended Content section. Click the Code button in the WYSIWYG toolbar, copy the HTML, and then paste it into a new Content Block (also using the Code view). To ensure your changes are saved click the Code button again to get out of Code view. This approach guarantees there are no formatting differences when copying and pasting. You can also copy and paste without using the Code view if you prefer; this should work fine in most cases, but keep in mind there’s a little risk of losing formatting versus copying the code.Here’s a quick video showing how you can do this in a template without using the Code view; just a simple copy-and-paste:  Don’t forget to hit Save Template to apply the changes! Modular OptionsWhen migrating, consider splitting larger sections into multiple modular Content Blocks. For example, if your cover letter currently has three main sections and you may want to reuse or rearrange them separately in the future, it’s best to create three Content Blocks. If those sections will always be used together, then one Content Block is sufficient.  Get Started with Content Blocks TodayDon’t wait until next year in March; get started using Content Blocks right away. They’re designed to give you more flexibility, efficiency, and consistency in managing your quote content. We see Quoter Partners have already created dozens of Content Blocks, and we’re excited about this better way to build and manage quotes.Please leave your feedback below. We’re here for your questions. 

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 limitations. The beta API is read-only, but more functionality is planned for the full API release, including scoping and read-write capabilities. Additional endpoints will be added to the documentation as we move forward towards a full release; check back frequently, as you’ll see more and more added.Please see our FAQ at scalepad.com/API for more information, or read our full documentation at developer.scalepad.com.  Getting startedIt only takes a few minutes to start working with the Core API:Sign in to the ScalePad Hub. Click API (BETA) on the top menu. Create a new API key: give it a name, set the expiry (default is two years), hit the + Generate button, and copy it for use.Click +New API key, name it, and + Generate to create your key and get startedNote that the keys are per-user, not per account, so you’ll have to have administrator permissions. Our Help Center has this article to help you get set up.Learn more about how to get started with the aptly named Getting Started section right in our API documentation found at developer.scalepad.com.  What’s nextThis beta is just the beginning for API connectivity with ScalePad. We’re working on expanding endpoint coverage, and enabling scoping and read-write functionality as mentioned above. Your feedback will help us shape the roadmap, so we’d love to hear what you build and what you’d like to see next. Build with the ScalePad Core API todayGenerate your first API key and start experimenting with your data. We can’t wait to see what you create. Please join us in our API discussion area to share what you build and to pick up tips and best practices from others. Final note: the Core API is available exclusively to ScalePad Partners. If you’re not a Partner yet, join us for a demo to get started, or join our Product team live at one of our October Product Studio sessions to learn more (details coming soon!).   

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 added some interesting capabilities across the board here, and feel we’re scoring a perfect 5/7. Christy Strickland and I collectively decided it’d be better to dedicate a future session of our Cognition360 Learning Lab (linked here so you can register) so you can ask questions instead of dropping in a video. The session later this month (September 24, 2025) is going to be on Ticket Labor Analysis and Ticket Lifecycle, so this What’s New session will be happening October 22, 2025.  Did you miss our June update? Request those reports here, or check out the details on what was new.  What has been updated?New Sales Projection page 📊A new Sales Projection page has been added to both the Opportunity Dashboard and the Sales Dashboard.  Opportunity Dashboard | Sales Projection page The new Sales Projection page shows the weighted projections for current month, next month, and next 2+ months by both Sales Rep and Customer, at both a summary and detail level.Sales Dashboard | Sales Projection page, Probability filter highlighted We think you’ll get the most value from the projections by using the probability filter. This allows you to include or exclude opportunities in your projections that meet a selected cut-off threshold. Most MSPs will only choose to include an opportunity in their projection if it has >70% probability of closing. Our example above would only have three opportunities that would meet this threshold, so the filter gives you a much better projection on expected business. New filters for Company Team information 🧑‍🤝‍🧑Company Team info has been added as filters to the Sales Dashboard:Company Team Role Company Team User Company Team Contact  Sales Dashboard | Closed Summary page, Company team filters added and highlighted The purpose here is to be able to filter an opportunity by any member of the team. Suppose five new clients came on; which account manager / lead engineer should they be assigned to? If you have teams set up in CW, this should be useful for you. You can also use this filter to audit Company Team in just one screen, saving you a lot of time and effort versus doing this one-by-one in Manage. You can also dig into the data in reverse, and examine all tickets that had no time, and get into why – is the team missing adding time entries that should be there?Final important note: if you have renamed the Account Manager Role in Company Team to anything other than 'Account Manager', please reach out to our Support Team. We can then ensure it’s mapping properly. New filter for New Business Flag 🚩New Business Flag has been added as a filter to the Sales Dashboard. The 'New Business Flag’ is calculated using days from when a company has been acquired (Company Acquired Date) to when it has become a lead in opportunities. Sales Dashboard | New Business Flag shown in data model There are a few intricacies on using the New Business flag and getting it set up. First, there is a requirement of a days threshold business rule to be set up before the flag will work correctly. This is a business rule set up in the Cognition360 report database by our team, and there will be a little back-and-forth required communication wise on this – our Support team will need to know the threshold for us to set it up for you. If you choose to add the New Business Flag, you will need to contact our Support team directly.That caveat aside, the Flag adds some useful filters. For example, you could look at every new client that came onboard last year / quarter / month / week  and see what they’ve bought. Won | Loss (Sales Date) 📆We’ve added a new page called Won | Lost (Sales Date) to the Sales Dashboard:Sales Dashboard | new Won | Lost (Sales Date) page The new page shows Won and Lost Opportunity revenue and number of Opportunities within the closed date time period. There’s also a handy graph in the bottom left where you can see the ratio to compare won to lost opportunities charted by month in our example. Board Movement for Ticket Audit Analysis 🎫The Board Movement page of the Ticket Audit Analysis report has been enhanced for better analysis. Ticket Audit Analysis | Board Movement page The report now includes the number of tickets and average time by month and week, by ticket type and subtype, and by technician when tickets are moved from a source board to a destination board. We’ve added “Avg Hrs To Move Board” and “Tickets”.The granularity provides a lot more sort options, and you can now see the average time that each ticket sits on a board for. This is a great enhancement to your analysis of service delivery; for example, looking at moves from Help Desk to Escalation. How many escalation tickets did we move?  How long did it take to escalate from the source Help Desk board?  How long were we sitting on the Help Desk ticket? If you use a ‘Triage’ board as a single intake point, this addition can assist as a useful efficiency measure to see how your dispatcher / service coordinator is doing in assigning out tickets. Ticket Type (ActiveType) to Configuration Tickets Report 🎟️The data model for the add-on Configuration Tickets Report has added a new dimension:Configuration Tickets Report | Ticket Type added to data model Visually, not a ton to see here as we don’t have configuration tickets populated in our demo environment, but this will allow users to identify the ticket configurations by Reactive or Proactive. Was this a maintenance ticket, or did the client call in about their configuration? Filter out all the Proactive Ticket Types and look at how your team is handling the Reactive Tickets, or vice versa. Device Survey in Configurations Report 📋We’ve updated the Device Survey in Configurations report:Configurations Report | Device Survey page, added Question and Answer Questions and Answers from the Configuration Survey are now pulled in, making this report a whole lot more useful… as long as your linked documentation is up-to-date. See all the details on an individual machine’s configuration, right here in Cognition360. If you’re not familiar with this report, it’s an add-on available on request, and not one of our standard reports. The Configurations report is designed to provide a view of configuration data assigned to tickets. See which configuration is generating the most tickets and labor. Have a complete look at our available reports here in our Help Center. Power Up Your Reporting This SeptemberWe’re closing out the summer / previewing fall with these seven fresh enhancements to Cognition360 reporting for you, our partners. Please fill out this form and our support team can add the updated reports you want.Already a Cognition360 partner? We’d love to hear from you here. Most of these upgrades were inspired by partner input, so your voice makes a real impact. Share your challenges and goals in a comment below; our team is here to help you overcome said challenges and reach those business goals.Haven’t joined us yet? Sign up for a tailored demo or watch this overview to see how Cognition360 can reveal the story in your ConnectWise PSA data and help you build a more profitable MSP. 

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, showing you how to responsibly create and wield the awesome power of Content Blocks:Let’s get into the why and the how below. We’ll inspire you by starting with why. Why We Built Content BlocksFor many teams, managing templates has always been a balancing act. You want to maintain consistency across your quotes: standard terms disclaimers company boilerplate promotional messagingBut building and maintaining separate templates for every possible scenario is time-consuming and inefficient.With Content Blocks, we’ve eliminated that problem. Now you can create reusable modules of content that can be quickly added to templates or quotes whenever and wherever you need them. The best analogy I / we / the royal we could think of is LEGO bricks: assemble what you want quickly, configure it just how you like it, and you never have to worry about the individual pieces not being consistent. How Quoter Content Blocks WorkContent Blocks make creating content easy, and managing and reusing content effortless:Create reusable content once 1️⃣Users with Product Manager permissions or higher can create content blocks in a simple, intuitive interface under Templates.  Content Blocks are found on the Templates tab Give the block a name (Executive Summary example), write your content, and decide whether it should be editable when added to a quote. Executive Summary example, Lock Editing on Quote checked ☑️ Place blocks anywhere you need them ↕️Add Content Blocks above or below the pricing table on your templates. Reorder them as needed to fit the flow of your quote design. Adding a Content Block below the Line Items pricing table Use blocks on the fly 🪰Need boilerplate text or a product description in a specific quote, but not every quote from a template? You can add content blocks directly to a quote, or even create a new block right from the Quote Editor if you have the right user permissions. Add or create a new Content Block in the Quote Editor. Check the boxes to select and add multiple Blocks at once. More Control for ManagersContent Blocks don’t just make your process faster – they give you control over consistency.Mark important content as non-editable to ensure that key sections, such as legal disclaimers or standard terms, remain untouched, except when it’s time to refresh them. While locked blocks can still be removed from a quote, all users will see a clear warning that non-editable content is restricted and likely shouldn’t be removed. Like Manager Approvals, it’s nice to have the option to add restrictions as you need them. Users with elevated permission levels (Product Manager and above) can: Create Delete Update Add and Remove from Quote Templates Don’t have this permission level? Blocks stay locked. Stay Up-to-Date, EffortlesslyWe know that content evolves — promotions change, terms get updated, and messaging shifts. Content Blocks keep your team in sync while allowing you to make changes across all templates and quotes that use those specific Blocks:If a block changes after a quote is created, the quote will display an “out of date” indicator so it’s clear that a newer version exists. Learn more about Out of Date, Orphaned, and Modified blocks in this section of the Help Center article.Orphaned Content Block warningOut of Date Content Block warningFor now, you can refresh that content by removing and re-adding the block. In an upcoming release, you’ll be able to update content in place without any extra clicks. Do You Love Content Blocks Already?We think Content Blocks offer you a powerful new capability, giving you a quick, flexible way to build and update templates and quotes. The ability to change one reusable block of content, and have the changes reflected everywhere you’ve used it in Quoter, made a ton of sense to our team.We have plans to further extend the functionality of Content Blocks, but your feedback, as always, is much appreciated, and will help guide our further development. Please leave us a comment below. And if you’re not a Quoter partner yet, talk to your ScalePad account manager because you’re honestly missing out. 

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 dealing with your first urgent compliance request, you don’t need to commit to a full solution right away. That’s why ControlMap Free is available. No cost, no contract.With Free, you can:Run one assessment Track up to 10 policies, risks, and evidence items Produce a structured report your client can act onAs your client’s needs grow, you can move up to Essentials or Pro tiers. This gives you more frameworks, automation, and audit readiness without switching tools.  Real-World Tips to Move QuicklyCheck out our new blog:  How to Show Compliance Progress Fast (and Keep Your Client Happy)It outlines practical steps MSPs can take to show progress fast, build client confidence, and keep relationships strong even if you’re starting without a dedicated compliance team. “We used ControlMap internally. We saw the value of it. We saw that it’s very intuitive. It was very easy to pull everything together, have everything sourced." — ​​​​​​Adam Levin, CISO, Network Doctor Explore ControlMapBe ready when your clients need you most.ControlMap helps MSPs respond to urgent compliance requests with speed and confidence, starting with Free and scaling as you grow.👉 Start exploring ControlMap today

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 1 Technology Whether you're launching your first client or scaling your 10th, ControlMap makes it repeatable. Start Simple. Scale Smart.ControlMap offers a tiered model designed to meet you where you are:Free: Run one assessment, generate a report, and prove value without a cost or contract.Essentials: Deliver full compliance services for a single framework.Pro: Manage multi-framework clients, automate monitoring, and prep for audits at scale.It’s built to grow as you do. Your Step-by-Step Roadmap to Launching CaaSLooking to build or expand your Compliance-as-a-Service offering?Our latest blog breaks it down into a simple, proven framework. How to Launch Your Compliance Services: A Crawl, Walk, Run Roadmap for MSPs Learn how MSPs are starting small, gaining traction, and scaling CaaS with clarity and confidence. Explore ControlMapSee how ControlMap helps you launch faster, serve clients better, and grow a scalable compliance practice, no matter where you're starting from.👉 Start Exploring ControlMap Today 

Introducing Lifecycle Manager X: Built for the Next Era of MSPs We've come a long way together.Since the early days of Warranty Master, the ScalePad community has helped shape Lifecycle Manager into what it is today: a platform that's become central to how many of you track assets and surface risks, and build client trust.Now, we're entering a new era for MSPs, and Lifecycle Manager is evolving with it.Clients want more than uptime. They expect outcomes. That's why we've reimagined Lifecycle Manager to help you lead with strategy, not just service. Meet Lifecycle Manager XThe first all-in-one Customer Success platform purpose-built for MSPs.Lifecycle Manager X brings together six new advanced features designed to help you deliver more strategic value, strengthen relationships, and scale Client Success, without adding friction to your existing workflows.Here's what's new:ClientIQ: AI-powered client summaries that prep you for every conversation Goals: Document business objectives and tie them directly to your Roadmaps Assessments: Evaluate IT environments, identify risks, and track improvements Deliverables: Build flexible, client-friendly reports in minutes Meetings: Organize agendas, notes, and outcomes in one place Budgets: Forecast IT spend and support long-term planning conversationsWant a closer look? Watch the walkthrough video to see what's new and how it fits into your workflow. What does Lifecycle Manager X cost?Lifecycle Manager X is a Pro add-on and requires an active Lifecycle Manager Pro subscription. Pricing starts at $15 USD per client per month, sold in units of 5 clients (that's $75/month for 5 clients).  It’s live in-app and ready to use today, so just log in to upgrade to Pro or add Lifecycle Manager X to your account. We can't wait to see how you put Lifecycle Manager X to work.Thanks for being part of the journey. — The ScalePad Team  

Like the 90s music genre, here’s a great Alternative! 🎸Quoter has expanded its payment options by integrating with Alternative Payments, allowing your MSP to offer a seamless embedded payment experience for clients. Once set up, your clients can conveniently pay any upfront fees via credit card or bank debit/ACH through Alternative Payments. Quoter manages the quoting process, Alternative Payments handles the transactions, and everything syncs directly with your accounting system. Your clients benefit from a polished experience, while you enjoy a simple and dependable way to transition from quote to payment. Everyone achieves Nirvana, if you will. If you’re already signed into Quoter, you can begin by adding Alternative Payments via the Settings page: Add Alternative Payments This integration involves several setup steps, and accuracy matters. We recommend following our detailed guide in the Help Center to get started with Alternative Payments. Walking is great, low-impact exercise, and Ash has created a step-by-step walkthrough guide to help you configure the integration properly. Get your steps in and check this out: Why Integrate Quoter with Alternative Payments?Easy Upfront Payments CollectionsBringing on a new client often involves upfront fees for hardware, onboarding, or implementation. Avoid chasing payments like a collection agency and get the financial relationship off on the right foot by turning accepted quotes into paid invoices in a single step. Clients can accept your quote and complete payment in just a few clicks. Accept Quote in Quoter with Alternative Payments as the integrated payment method Note that you need to have your client set up as a customer in Alternative Payments; guest checkout is on Alternative’s feature development list but was not available yet at the time of this release.ACH and Optional Credit Card SurchargeCredit card fees can erode your margins. While your clients might prefer paying by card for the rewards or convenience, it’s important to maintain your profitability.Alternative Payments offers flexibility. You can enable an optional surcharge for credit card payments to offset transaction fees, while still offering fee-free ACH transfers as a standard option. Clients get to choose how they pay, and you preserve your margins either way.ACH bank transfer (no additional fees)   Credit card (with optional processing fee)  Providing options at a client level while keeping the workflow simple is a great way to deliver a positive client experience with minimal friction. Keeping the Integration SecureSecurity is a top priority for both Quoter and Alternative Payments; both organizations are SOC 2 Type II and ISO 27001 compliant. All communication on the integration occurs over HTTPS, and secure hashed tokens are used for authentication between systems. Alternative Payments does not save any payment card information and continuously monitors their third-party providers used to complete transactions. Setting It Up: A Quick OverviewStart by creating an API key in Alternative Payments (here’s their documentation):Go to Team Preferences > API Keys in Alternative Payments.Alternative Payments API KeysClick Generate API keyNaming the generated API key… probably should have called this one QuoterName the key Quoter. You can edit this later if you did something like name it Mey API Key Name by hitting Edit key name.I’ll rename it later, I promiseCopy the newly-created API key.Don’t forget to copy the key from Alternative Payments!Then, in Quoter:Navigate to Settings > Payment Gateway and Add a Payment Gateway for Alternative Payments (it’s now on the dropdown). You’ll see this: Add a Description, and paste/enter the API access key generated in Alternative Payments. Be sure to follow the complete instructions in the Help Center to ensure everything is connected correctly: ​​https://help.quoter.com/hc/en-us/articles/39316407213083-Adding-Alternative-Payments-as-a-payment-gateway-to-your-Quoter-account.  We Value Your FeedbackIf you’ve read this far, we know you care (at least a little…) and we want to hear from you. Drop your thoughts or suggestions in the comments below. Your feedback helps us improve.Not using Quoter yet? Reach out to your ScalePad Account Manager or request a demo to see how Quoter can help your team close more profitable deals, faster. 

WisePay Comin’ In Hot! ♨️Pairing Quoter with WisePay gives your MSP’s clients a quick ‘n’ easy way to pay right inside the quote. Whether it’s a one-time project or ongoing services, they can settle up instantly with a card or ACH bank debit. Quoter delivers polished quotes for approval, WisePay handles payments (and is already talking to your bookkeeping system), and you get a fast, repeatable path from quote to cash.Sound a bit familiar? This is our third payment integration for Quoter this summer… ☀️😎If you’re signed in to Quoter, get started right here: https://app.quoter.com/admin/payment_gateways  Batteries not included, but instructions are – Quoter Help Center for WisePay Show and tell – Ash, or at least a video of Ash, shows you how to set this up. Important note: you will need to go through the ConnectWise University KB to get things set up on the WisePay side, and Ash does NOT go through all those steps. So even if you watch the video, you will absolutely need to read this to get things set up.Read on for more information, and learn the reasons to... Why integrate Quoter with WisePay?The sweet spot for this integration is onboarding a new managed services client paying an upfront fee, project cost, or hardware invoice. Since you’re not in the banking business (making an assumption there, but pretty sure…), this makes collecting those payments painless: clients can accept the quote and pay right away, without jumping through extra hoops.You’re also able to provide your clients with payment options: ACH bank transfer or credit card payment. WisePay also allows you to choose whether or not you want to pass through credit card fees, or absorb them. Options on how to pay, and whether or not you want to take a margin hit on the CC fees – options are good for both your business and your clients’ businesses.  How is the process secured?Quoter takes security as seriously as you do, so it’s a great question to raise. All data is sent over HTTPS, and the Quoter–WisePay callback is locked down with a secure hashed token.Built-in checks catch obvious setup slip-ups, and if something still goes wrong, we can provide detailed logs to help you fix it. Avoid issues by following our Help Center and the ConnectWise University instructions here:https://help.quoter.com/hc/en-us/articles/39900515286683-Adding-WisePay-as-a-payment-gateway-to-your-Quoter-account for Quoter https://docs.connectwise.com/ConnectWise_Documentation/080/WisePay_for_ConnectWise_PSA/Quote_to_Cash%3A_Quoter_-_WisePay_-_PSA_Integration for WisePay What are the key things to remember in setting this up?Set up is a little involved on the CW / WisePay side of the integration, so again, follow the instructions linked in the KBs above.ConnectWise / WisePay SideYou’ll need to set up a Down Payment Product in ConnectWise PSA To pull in quote payments from Quoter, WisePay must be configured as a proxy You’ll need to configure Event Notifications You’ll need to enable the CPQ Integration, which is a few steps deep (Configure > Merchants, click on the Edit this account Merchant icon, then navigate to the Integrations tab. Under CPQ Integration, click the edit (pencil) icon) Click the copy icon under CPQ Payment Link to copy the API key from WisePay to use in QuoterQuoter SideLot easier here; just go to to Settings > Payment Gateway and Add a Payment Gateway for WisePay (it’s now on the dropdown). You’ll see this:Quoter Payment Gateways setup for WisePay; what you should see after you select WisePay on the dropdown Fill in a description (we used WisePay Demo) and then paste in the API key you generated from WisePay. Check the box for Currencies you’d like to use for this payment gateway, and click Save Payment Gateway.  Your clients will then see this when they go to Accept Quote:Boom, you have WisePay set up as a payment method for Quoter! Clients don’t need to set up a WisePay account to pay me?Seriously, no account needed.Credit cards: your clients can use “Pay Now” and choose to log in, register, or checkout as a guest; one-time payments by card are supported.  Feedback gratefully acceptedWe count on your feedback to shape Quoter solutions that truly support your business. As a member of the ScalePad Community, your voice matters; please let us know what’s on your mind! Drop in a comment below.You’re missing out if you’re not using Quoter. Check out what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. 

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 

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 thoughts in the comments below; we’re always looking for feedback from our partners. Why integrate Quoter with FlexPoint?Upfront PaymentsWhen you're kicking off with a new managed services client, it’s entirely reasonable for them to incur an upfront fee for hardware, an implementation project, or onboarding. Unless you’re a lot more diversified than most, your MSP isn’t in the finance business (though you could be if you get into leasing or Hardware as a Service… conversation for another time), so you shouldn’t have to chase payments like a collections agency. This integration with FlexPoint makes it simple to turn quotes with upfront charges into real payments, letting new clients accept and pay in one simple step. ACH support, or add an optional credit card surchargeCredit card merchant fees can become death by a thousand cuts. Your B2B clients may love collecting rewards and enjoy the convenience of credit card payments (and to be fair, it is good to get paid quickly), but I don’t have to be Gary Pica to tell you that you need to protect your margins for the sake of your MSP’s long-term success. Get paid, and don’t lose a few points here or there if you can avoid it.Setting up a Customer Surcharge in FlexPoint FlexPoint allows you to add an optional credit card surcharge to cover transaction fee costs. ACH without the fee is always an option, or customers can choose CC payment and accept the card processing fee. They make the choice that suits their needs, and you have margin protection however they choose to pay.Client can select to pay by credit card or ACH bank transfer in FlexPointBig Purchase? FlexPoint has financing for thatFor quotes over $10,000, FlexPoint allows you to offer your MSP’s clients the option to pay via flexible financing (up to 12 months), while your business gets the full amount upfront. You don’t see it in the $299.60 Payment Method example above because the option doesn't show up under the $10K minimum.If a new client requires major projects, you can remove a potential roadblock to completing the deal by providing your clients with a way to finance the up-front cost over time while collecting the payment you need.  Can I process payments directly through Quoter?No, you cannot process payments directly through Quoter. The integration is set up to redirect and receive callbacks from FlexPoint; while it’s nearly seamless, we are not processing transactions inside Quoter.  How does Quoter keep the connection process secure?Security is a priority for both Quoter and FlexPoint, and this is a critical consideration. All data is transmitted over HTTPS, and the callback between the two systems is authenticated using a secure hashed token. To help prevent any configuration errors, validation checks are in place during setup. In the event of an issue, detailed logging is available to assist with troubleshooting. We recommend reviewing the step-by-step instructions in our Help Center article to ensure a smooth and accurate integration process: https://help.quoter.com/hc/en-us/articles/39028601291675-Adding-FlexPoint-as-a-payment-gateway-to-your-Quoter-account  How do I set this up exactly?Please follow the setup steps in the Help Center article linked above. You’ll need to start by creating an API key in FlexPoint. This is under Payment Terminal > API:Name the FlexPoint-created key QuoterYou’ll then see the Quoter listed:FlexPoint Payment Terminal screen showing the Quoter API keyAnd in Quoter, to add FlexPoint as a Payment Gateway:Add the API access key you created in FlexPoint here in Quoter Again, please follow the specific steps in the Help Center and it’ll work. We Welcome Your ThoughtsIf you didn’t care, you wouldn’t have read this far down the page. Feedback is welcomed, and please comment below to let us know we’ve hit the mark. Still using a different CPQ tool? You’re missing what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Quoter makes it easy for your whole team to quote so you can win more profitable deals. 

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 the ConnectWise Opportunity Product.Set up the custom field that you’ll use first. This is under Templates > Custom Fields. Three important things to remember: You need to build the custom field in advance of adding it to the ConnectWise integration,  It needs to be a dropdown, so select that in Type, and  The options must only be non-decimal numeric values. No weird 0.5 months, please. Where do I add this field?Go to Integrations, find ConnectWise in the list, click the pencil icon ✏️ , and scroll down to this section; possibly way down. Even I eventually managed to find it:Quoter Custom Field to CW Opportunity Billing Cycles MappingAdd the new custom field to your quote template, and when you publish your quote, Quoter will handle the rest during the push to ConnectWise PSA. Why you’ll love itThe big win is that this stops / fixes the default “1 cycle” problem that forces you to edit each Opportunity by hand in ConnectWise PSA. Recurring items will now correctly recur for the number of cycles that you’ve selected.  This works whether the line item originates in Quoter or is pulled from the ConnectWise Product Catalog. Additionally, if a catalog item uses Unit of Measure: Each, Quoter automatically flips the Recurring flag on your behalf if you set the line item as recurring in Quoter. Remember, it’s default off for recurring, so don’t forget to set this. Cycle Values Now Persist Across Quote RevisionsYour account managers or other team members may iterate on quotes all the time: pricing tweaks, additional seats, you name it. Historically, every revision risked resetting the cycle count in ConnectWise, throwing off MRR, ARR, and margin views. Not anymore.Quoter now remembers and preserves the specified cycle value each time you re-push a revised quote.   Opportunity recurring revenue and costs stay accurate from Draft to Closed-Won. Profitability reporting and analytics will work the way you intend them to work.   Your finance and service delivery teams no longer need a “Was this really a 36-month deal?” huddle. Big deals will be as big as intended. Try it todayThese enhancements are live now for all partners on all plans (big and small) using the Quoter - ConnectWise integration. Head to Settings › Integrations to configure your custom field mapped to the CW PSA Opportunity Billing Cycles and you’re started.This request came from a Quoter partner who specifically mentioned their struggle, so please keep providing us with feedback so we can keep providing you with better software. Your feedback really helps!Still not using Quoter yet?  Speak to your ScalePad Account Manager, or click to request a demo for your team. Would love to show you what you’re missing. 

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 edification. Shout out to Devin Cook, who’s put in a ton of effort on the development side. He joins ​@Ash Welsh in this video walkthrough.  I normally tell you to read on, and you should because it’s that good, but the 7 minute video is honestly the best way to see how this actually works. Please watch Devin and Ash’s video, and then see below for more information. Why put in all the effort to build a new Line Item Editor?To be fair, it’s not like Quoter’s existing Quote Editor was poorly designed or didn’t work well. It’s good, right?However, users like you have pointed out limitations that we wanted to address and improve upon:The previous editor was somewhat restrictive in its structure and there was a learning curve required to get up to speed. The less charitable said it wasn’t intuitive, and the restrictions made it tricky to structure quotes flexibly. Complex quote structures commonly used by advanced Quoter users (sections, bundles, line item groups, recurrence, hidden items) required a smarter system to handle rules and prevent invalid configurations. Screen space wasn’t optimized, especially again for users leveraging custom fields and item options.All in all, a good place to build from, but there were places to improve. So we’ve improved them with this redesign.If you want to get into the complete story, and you have a little more time, Ash and Devin went into a deeper dive with background and more details on changes from the existing UI. Many small iterations happened along the way with the existing line item editor too before we landed here with the all-new one.   What’s better now after the redesign?In short, the new Line Item Editor provides a cleaner, more intuitive interface with better use of screen space. A more optimized drag-n-drop experience for you, dear user. A sticky header that aligns consistently with data fields, even in deeply nested structures like bundles or line item groups. Speaking of nested structures… how about bundles inside line item groups? If you want or need your client to select from a bundled group of items, you will want to take advantage of this.Bundle inside a line item group section. Also, click ‘Provide Beta Feedback’ and let us know what you think!Visual and structural clarity ensures users understand the impact of their changes, reducing mistakes when building quotes. Templates already prevent errors, but we wanted to provide users flexibility without adding complexity. Fully backwards compatible, ensuring existing templates, quotes, and workflows remain intact. This was critical, because you have your templates set up the way they are for a good reason. The new Line Item Editor builds on what you have working well already. Discount selection drop-downOption selections on Section Groups – single-select sections: It’s clearer in the UI that the client must select one option.  Added a radio button.  Visually grouped them into a more logical, complete way to make them easier to understand.  You can also move the entire group.  Single-select section options Opinions WantedWe’re releasing this as an open beta to see what you like, what you don’t, and what we can enhance further. The rest of the Quoter team and I feel like we have a winner… but if this doesn’t work for you, it’s just “new” but not “improved”.  Please give it a try and see if it’s better for YOU. Yes, of course we check analytics on feature usage. You know what’s even better than usage data? Hearing what you think. Usage data alone can’t tell us if we hit the mark on adding flexibility without complexity. We will listen. Leave your comments below or click the blue Provide Beta Feedback button right in the Line Item Editor’s UI. The purpose for this beta release is to refine the new Line Item Editor further based on your usage and feedback. July 16 update – thank you to the 27 partners who have left feedback thus far; please keep it coming! Not using Quoter yet? Jump on it! Speak to your ScalePad Account Manager, or click to request a demo for your MSP and get your whole team quoting. 

Track Your Deals Your Own WayYou’re not operating a thrift shop, but if you want to pop some tags onto your quotes (or even better, onto templates so the right tags are on EVERY quote…), you now have another tool in your Quoter toolbox to identify and track any subset of your deals that you like. The ‘thrift shop’ bit was a Macklemore reference. Not every reference here is from the 90s… wait, Thrift Shop is from 2012, and that’s 13 years ago now?! Anyhow, so much for being current. Just think about how many quotes your team will close over the next 13 years 💵💶💷💰.Quick 2025 hits that get to the point:The specifics of documentation – Help Center has the KB details on the ins and outs of Quote Tags. We recommend beginning your journey with Quote Tags at a Template level, but you can also add them via the Quotes List.Keep reading to see how these work, and why you might want Tags.Quote Tags on TemplatesQuoter is built around replicable templates, and you can start with Tags right at the template level. Two Quote Tags created (‘SMB’ and ‘Private Sector’) If applied to a quote template like this, all future quotes created from that template will get the Tag(s) you’ve specified. Here are a couple example scenarios where quote tags could help:Maybe you have a template that your field or support techs use when they quote quick replacements for failed hardware – a specified Tag on the template could make it easy to filter these for an account manager / admin / procurement specialist to do follow-up. Having a quote tag right on the templates the techs are using means you would have an error-free consistent view to create this follow-up process.  Perhaps you have (or would like to create) a commission / bonus / incentive to encourage your teams to create more sales opportunities and quote more often. Tags could be applied to templates used by individuals or particular teams. Remember, you can clone templates and just change the quote tag.One of the biggest benefits of quote tags, like using templates, is consistency. Consider how they could help refine your own processes or provide you with new capabilities to manage.  What kind of tags can I create with Quote Tags?The sky isn’t the limit, but there are a lot of options, as Quote Tags are very flexible. Set the industry, term, type of quote, etc. – freeform text, up to 30 characters.Tags shown as the 4th column here in the Quotes List. You can also add and create tags from inside the Quotes List:Typing in ‘Service’ in this example will prompt you to select an existing Tag (‘Service Renewal’) or create a new Tag if desired.  This quote above already has three Tags added to it, and you can set up filtered views in the Quotes List to see just quotes with the Tags you want.The types of Tags you might want to use for your business are limited only by your imagination… and the 30 character input limit 😅. We deliberately chose NOT to populate this with our suggested Tags, as it seemed likely that some MSPs would choose to get more granular and that coding in defaults could get messy. But as thought-starters, we’ve categorized and listed some ideas for Tag names:Industry VerticalsHealthcare Legal Construction Retail Manufacturing Education Non-Profit Government (federal, state/province, local/municipal/city)Client Size / TypeSMB Mid-Market Enterprise Public Sector Private SectorService TypesMSA  Project Co-Managed IT Legacy/Break/Fix Where can I view and filter my tagged quotes?The Quotes List, as shown below! Quote Tags are the newest addition to the attributes that you can use to build and filter your quote list, and as with any of the other attributes, you can set up and save filtered views based on Quote Tags. Click the Columns icon to select which columns you want to show, and click Tags to add it to the Quotes List.Adding the Tags column to the Quotes List Combining Quote Tags with stages and dates gives you not only useful managerial oversight, but can empower your team to track and manage their own pipeline and take action to close more deals faster.  Feedback, please!Quote Tags – how do you feel about what you’ve seen? Please give it a try and see how it might be useful for your MSP’s workflow. We believe that the addition of Tags helps us move closer to our goal of creating the best-in-class quote management tool for MSPs, but our beliefs don’t really matter… it’s your opinions that we care about.  We’re always working to improve things, and your feedback helps us zero in on what matters most to your business. Not using Quoter yet?  You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today! 

The Quoter to Benji Pays integration enables a seamless, embedded payment experience for your clients. When a quote includes one-time or recurring services, clients can pay all up-front fees directly via credit card or bank debit/ACH, immediately and securely. Professional-grade quotes from Quoter, your preferred payment gateway via Benji Pays (already integrated directly into your bookkeeping system, right?) – your clients get a top-tier service experience, and you get a slick, error-free replicable process to go from quote to cash.A little done with me including 1990s-era musical references in updates? That’s phair. Here are some quick 2025 hits that get to the point:Signed in? Go right to Settings to …set… this up and add Benji Pays: https://support.quoter.com/admin/payment_gateways/add  It’s in the manual – Help Center for the Benji Pays integration. Because there are a few other steps involved to get this set up. Show and tell – our own ​@Ash Welsh shows the new integration in action. Just push play! If you’re more of a reader, then read the details below with answers to your potential questions. So Quoter will be processing my payments now?Hard no.To be clear, we are only redirecting and receiving callbacks from Benji Pays, not processing transactions ourselves. We are NOT handling payments directly within Quoter, nor are we becoming a payment provider or processor. We’re just going to keep doing more of what we do best with Quoter, and working with accounts receivable automation folks like Benji Pays who do what they do best. Why integrate Quoter with Benji Pays?Getting Started with New ClientsThe biggest use-case we see, and the biggest win for partners like you, is when you’re getting started with a new managed services client that is paying an initial one-time fee, or project cost, or for hardware that’s arriving soon.Your MSP is not a bank or finance company, and this will make it easy to not only quote but now collect on those up-front quotes and turn them into payments. Let new clients accept and pay a quote in one motion, without redirects or confusion on payment.Client Accept Quote view – Benji Pays as Payment Method Optionally adding a credit card surchargeEvery dollar counts, and credit card merchant fees can eat into your margins on every transaction. Clients may love the convenience of credit card payments, and it’s great to get paid quickly, but you’re running a business at the end of the day and protecting your profitability is important. Benji Pays | Optional credit card surcharge to reimburse your MSP for transaction fee costsIf you have it set up in Benji Pays, you can add a credit card surcharge to reimburse the transaction fee costs. Your client then has the option to pay by credit card with the fee, or by ACH/EFT without the fee, providing them with choices and you with the margin protection regardless of how they elect to pay. How does Quoter keep this process secure?Like you, Quoter is security-focused and this is an important question to ask. All data transfers use HTTPS, and the callback between Quoter and Benji Pays includes a secure hashed token for authentication. Validation checks prevent obvious set-up errors, but we can provide detailed logging to help partners debug issues if there’s a misconfiguration. Please follow the steps in our detailed Help Center article here to avoid any set-up errors.  How do I set this up exactly?Follow the setup steps in the Help Center article linked above. There is setup needed in Benji Pays under Settings > Integrations:Benji Pays Settings > Integrations page; click Configure to begin connecting to Quoter And in Quoter, to add Benji Pays as a Payment Gateway:Add the API access key from Benji Pays here in QuoterAgain, just follow the steps here: https://help.quoter.com/hc/en-us/articles/38393968544795-Adding-Benji-Pays-as-a-payment-gateway-to-your-Quoter-account. What’s coming next?We’re going to continue to work with Benji Pays to make your workflow faster and easier. Our next step is to enable seamless reconciliation of your customer's payment with your invoice in Xero or QuickBooks Online, all facilitated by Quoter.This will be Phase 2 on the integration, so not there yet, but we would like your… Feedback please!Your specific, constructive feedback helps us focus on solutions for your business needs. You’re part of the ScalePad Community, or you wouldn’t be here, so please tell us what you think! Is our next move to enable reconciliation between our quotes, Benji Pays payments, and invoices the right one? Or is there something else we’re missing for you? Not using Quoter yet?  You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today!