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Servantium help docs, product guides, glossary, and release notes for the Professional Services OS. Quick start, AI features, integrations, and admin reference.

Getting started with Servantium

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Have Servantium set up and your first engagement running in under 30 minutes.

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See how Servantium surfaces past engagements, generates quote structures, and builds an AI-ready data foundation for your services team.

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Browse the glossary

115 plain-English definitions of the terms services teams actually use, from discovery to delivery to billing.

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What's new in Servantium

Engagement Workspace v1.0 · March 2026 AI Quote Generation v1.0 · March 2026 Similar Matching v1.0 · March 2026 Resource Planning v1.0 · March 2026 Document Generation v1.0 · March 2026 Note Intelligence v1.0 · March 2026 Service Catalog v1.0 · March 2026 Institutional Memory v1.0 · March 2026

Recent releases

Release Notes: AI QA auto-fixing and live HTML previews · June 29, 2026

AI document templating now features automated visual QA fixes. Live HTML previews and stability improvements enhance the template builder.

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Release Notes: Actuals reconciliation and cascade syncs · June 18, 2026

Reconcile actual hours for out-of-sync projects. Integration cascade syncs and smart CSV dataload imports. Includes platform performance improvements.

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Release Notes: Resource plan loading states and integration fixes · Upcoming features and improvements

Resource plan status updates now display loading spinners and error alerts. Outbound integration syncs handle missing document data reliably. 2 fixes.

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Release Notes: Tag exclusion filters, custom lifecycles, and inline properties · June 13, 2026

Tag exclusion filters and custom lifecycles. Manage dynamic quote properties and access generated documents. Includes platform performance and security updates.

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Release Notes: Resource plan loading states and error handling · Upcoming features and improvements

Resource plan status updates. Status indicators now display loading spinners and error alerts. Includes lifecycle and sorting reliability fixes.

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Release Notes: Custom security roles, secure search, and contact workspaces · June 8, 2026

Custom security roles and dedicated contact workspaces. Secure search automatically respects ABAC and RBAC rules. Includes backend and UI stability fixes.

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Release Notes: May 25, 2026

Auto-numbering enforcement, quote section tag recalculations, support for massive quote structures, and safer resource plan deletions.

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Release Notes: Quote editor keyboard shortcuts and dashboard redesign · May 18, 2026

Boost productivity with quote editor keyboard navigation and a redesigned metrics dashboard. Share direct workspace links. Includes 11 performance upgrades.

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Release Notes: Inline discount editing and performance enhancements · May 12, 2026

Volume discount rules can now be edited inline with support for custom tags. Boosted sorting speed and resource plan load times. Includes 4 stability fixes.

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Release Notes: Inline discount editing and app stability updates · May 12, 2026

Manage rules faster with inline discount editing. Volume discounts now open in detailed dialogs with tag support. Fixed 3 bugs with data syncing and popups.

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Release Notes: Smart document prompts, slideshow controls, and error logging · May 1, 2026

Smart document prompts, selective slideshow fields, and integration error logging. Real-time collaboration saves prevent data loss. Includes 7 performance fixes.

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Release Notes: Resource plan grouping, advanced CSV imports, and integrations · May 1, 2026

Resource plan grouping and advanced CSV imports. Integrations now support backup values and advanced data syncing. Features 5 major administrative updates.

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Release Notes: Core capabilities, Vertex AI integration, smart quoting · April 24, 2026

Introducing Servantium, a modern Professional Services OS. Features smart quoting, Vertex AI integration, and semantic search. Includes dynamic data dictionaries.

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