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

Welcome to the initial release of Servantium, the modern Professional Services OS designed to manage engagements, automate quoting, and provide AI-driven intelligence for services teams.

This release establishes the core platform capabilities.

Core Capabilities

• Engagement Management: Track projects from initial lead through active delivery using dynamic, AI-assisted templates.
• Smart Quoting System: Generate quotes rapidly using reusable templates. The platform automatically hydrates quotes, evaluates pricing formulas, and syncs item costs with the centralized Service Catalog.
• Resource Management: Plan your team’s capacity and forecast utilization rates.
• CRM Integration: Manage accounts and contacts seamlessly.
• Document Generation: Transform engagements and quotes into polished PDF and DOCX proposals using our robust templating engine.

AI & Automation

This release includes deep integration with AI intelligence to automate complex services workflows:

• Semantic Search: The system automatically indexes your engagement notes, allowing you to find similar past projects instantly for more accurate scoping.
• Auto-Quoting: Enable AI auto-quoting on a quote, and the system will automatically draft a detailed quote based on engagement notes and historical data.
• AI Template Generation: Create complex engagement forms and document structures simply by describing what you need in natural language.

Architecture Highlights

• Dynamic Data Dictionaries: Capture custom data (like “Client Industry” or “Technical Debt”) without manual schema setup. The system automatically infers data types and builds an organizational data schema.
• Data Import & Integrations: A built-in Dataload system for bulk CSV migrations, and an Integration Dispatcher for bidirectional syncing with systems like Salesforce.
• Audit Trails: Built-in document versioning ensures every change to a quote or engagement is historically archived for compliance.

We are actively iterating on the platform. Keep an eye on these release notes for upcoming feature additions and enhancements.