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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

On This Page

Users & Access
Account Settings
Content & Structure
Advanced Features

HelpAdministration

Administration

Configure your account, manage users and roles, set up financial defaults, and explore advanced platform features.

Users & Access

UsersAdd, edit, and manage platform users.TeamsGroup users for project filtering and assignment.Single Sign-OnConfigure SAML SSO with your identity provider.

Account Settings

Account SettingsManage company information, formats, and account-wide preferences.Rate TablesDefine resource rates and costs for project pricing.CurrenciesConfigure multi-currency support and conversion rates.

Content & Structure

Lines of BusinessOrganize services into practice areas and categories.Project BlueprintsCreate reusable project templates from approved projects.Service BlueprintsGroup standard services for faster project setup.

Advanced Features

Resource PlannerPlan resource allocation across project phases.AI Executive SummaryGenerate concise project summaries with AI.PartnershipsRequest and provide services across organizations.

Last updated on July 18, 2026

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