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Index
- Getting Started
- Scoping & Pricing
  - Concepts
  - Understanding Services
  - Phases & Service Descriptions
  - How Pricing Works
  - Adding Services to Projects
  - Adding Standard PS
  - Adding Custom PS
  - Adding Standard MS
  - Adding Custom MS
  - Service Catalog
  - Service Administration
  - Creating Standard PS
  - Creating Standard MS
  - Creating Reusable Products
  - Saving Custom as Standard
  - Uploading via Spreadsheet
  - Service Version History
  - Pricing
  - Viewing Project Pricing
  - Resources
  - Variable Rates
  - Vendor Quotes
  - Payment Credits
  - Third-Party Services
  - Cost of Living Adjustments
- Projects
- Documents & Templates
  - Templates
  - Uploading & Managing Templates
  - How Tag Templates Work
  - Editing Tags in Word
  - Expression & Filter Reference
  - Merge Data Field Reference
  - Number & Currency Formatting
  - Fonts in Templates
  - Content That Feeds Templates
  - Merge Fields in Service Content
  - Language Fields
  - User Defined Fields
  - Text Blocks
  - Generation & Delivery
  - How Document Generation Works
  - Electronic Signature (DocuSign)
  - Legacy (V1 Mail Merge)
  - Migrating V1 to V2
  - V1 Field Reference
- Surveys
- Administration
  - Users & Access
  - Users
  - Roles & Permissions
  - Teams
  - Sales Executives
  - Single Sign-On (SSO)
  - SSO Troubleshooting
  - Account Settings
  - Account Settings
  - Business Units
  - Rate Tables
  - Payment Terms
  - Currencies
  - Content & Structure
  - Lines of Business
  - Service Blueprints
  - Project Blueprints
  - Advanced Features
  - Resource Planner
  - AI Executive Summary
  - Partnerships & Partner Requests
  - Feature Requests
- Integrations
  - API
  - API Documentation
  - API Quick Start
  - Building Integrations
  - Service Account Credentials
  - Webhooks
  - API Auth Troubleshooting
  - API Error Codes
  - AI Assistant (MCP)
  - What is the MCP?
  - Connecting an AI Assistant
  - MCP Tool Reference
  - How the MCP Works
  - Connected Apps
  - Connected Apps
  - Autotask
  - ConnectWise Manage
  - HaloPSA
  - HubSpot
  - Salesforce
  - Microsoft Dynamics 365
  - DocuSign
  - Cloud File Storage
- Platform Updates
- Changelog
- Resources
- Product Feedback
- API Documentation
- System Status

Index
- Getting Started
- Scoping & Pricing
  - Concepts
  - Understanding Services
  - Phases & Service Descriptions
  - How Pricing Works
  - Adding Services to Projects
  - Adding Standard PS
  - Adding Custom PS
  - Adding Standard MS
  - Adding Custom MS
  - Service Catalog
  - Service Administration
  - Creating Standard PS
  - Creating Standard MS
  - Creating Reusable Products
  - Saving Custom as Standard
  - Uploading via Spreadsheet
  - Service Version History
  - Pricing
  - Viewing Project Pricing
  - Resources
  - Variable Rates
  - Vendor Quotes
  - Payment Credits
  - Third-Party Services
  - Cost of Living Adjustments
- Projects
- Documents & Templates
  - Templates
  - Uploading & Managing Templates
  - How Tag Templates Work
  - Editing Tags in Word
  - Expression & Filter Reference
  - Merge Data Field Reference
  - Number & Currency Formatting
  - Fonts in Templates
  - Content That Feeds Templates
  - Merge Fields in Service Content
  - Language Fields
  - User Defined Fields
  - Text Blocks
  - Generation & Delivery
  - How Document Generation Works
  - Electronic Signature (DocuSign)
  - Legacy (V1 Mail Merge)
  - Migrating V1 to V2
  - V1 Field Reference
- Surveys
- Administration
  - Users & Access
  - Users
  - Roles & Permissions
  - Teams
  - Sales Executives
  - Single Sign-On (SSO)
  - SSO Troubleshooting
  - Account Settings
  - Account Settings
  - Business Units
  - Rate Tables
  - Payment Terms
  - Currencies
  - Content & Structure
  - Lines of Business
  - Service Blueprints
  - Project Blueprints
  - Advanced Features
  - Resource Planner
  - AI Executive Summary
  - Partnerships & Partner Requests
  - Feature Requests
- Integrations
  - API
  - API Documentation
  - API Quick Start
  - Building Integrations
  - Service Account Credentials
  - Webhooks
  - API Auth Troubleshooting
  - API Error Codes
  - AI Assistant (MCP)
  - What is the MCP?
  - Connecting an AI Assistant
  - MCP Tool Reference
  - How the MCP Works
  - Connected Apps
  - Connected Apps
  - Autotask
  - ConnectWise Manage
  - HaloPSA
  - HubSpot
  - Salesforce
  - Microsoft Dynamics 365
  - DocuSign
  - Cloud File Storage
- Platform Updates
- Changelog
- Resources
- Product Feedback
- API Documentation
- System Status

ScopeStack Help Center

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Find answers, follow a workflow, or troubleshoot an issue in ScopeStack.

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What are you working on?

Start a projectGo from your first login to a scoped project and generated document.Build and price servicesAdd services, configure effort and rates, and review project margins.Manage a projectWork with approvals, locations, products, governance, and project versions.Generate client documentsCreate templates, use merge data, and troubleshoot document output.Configure ScopeStackManage users, roles, business units, rate tables, and account settings.Connect your toolsSet up CRM and PSA integrations, API access, webhooks, and MCP.

Common workflows

Popular help

View getting started

01Create your first projectFollow the complete scoping workflow.02Fix document generationResolve missing tags, slow requests, and incorrect output.03Edit template tags in WordMake safe changes without breaking a V2 template.04Set up API accessAuthenticate and make your first ScopeStack API request.

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