Skip to Content

CTRL K

Open ScopeStack

CTRL K

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

Key articles
Related

HelpProjects

Projects

Projects are the core workspace in ScopeStack where you scope, price, and deliver IT services. Each project combines services, products, locations, and governance into a single deliverable.

Key articles

Project ListNavigate, filter, tag, and manage your projects.LocationsAdd service locations and duplicate services across them.ProductsAdd hardware, software, and recurring products.Approval WorkflowConfigure approval rules before document generation.Roles & PermissionsControl who can view and manage projects.

Related

Viewing Project PricingUnderstand how project costs are calculated.Document GenerationGenerate client documents from your scoped project.

Last updated on July 18, 2026

© 2026 ScopeStack, Inc. · Terms of Service · Data Processing Addendum · Professional Services Agreement · Privacy Policy