ScalePad

Product Studio

Product Studio: Customer Success

Explore Lifecycle Manager and Quoter updates designed to sharpen customer conversations, improve SaaS visibility, and streamline quote-to-PSA workflows.

What You Will Learn

  • See what is new in Lifecycle Manager

    Review new integrations, Assessments, SaaS Management for Pro Partners, and a preview of the redesigned UI/UX.

  • Preview smarter customer workflows

    Get an early look at Meeting Intelligence, Alignment, and Copilot capabilities built to support better client conversations.

  • Explore the new quoting experience

    See how Quoter is evolving quoting workflows, including PSA bundling and a cleaner path from package to proposal.

  • Connect quoting to the PSA

    Learn how AutoTask and ConnectWise bundle support helps teams carry quoting decisions into downstream PSA workflows.

Speakers

Andrew Day

Andrew Day

Sr. Product Manager

ScalePad