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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

HelpPlatform Updates

Platform Updates

Archive of ScopeStack platform release notes and updates.

Last updated on July 18, 2026