Help > Release notes Release Notes What shipped in Servantium, when, and why. September 27, 2026Release Notes: Column selection, drag-to-fill, and template variable extraction · September 27, 2026Multi-cell column selection and Excel-style drag-to-fill across tables. Approval rules support custom choices and field updates. Includes 10 platform updates.Read more →September 24, 2026Release Notes: Linked typeahead search for accounts and contacts · September 24, 2026Linked typeahead search for accounts and contacts on engagements. Template forms hydrate live values and filter loop built-ins. Includes 6 platform updates.Read more →September 23, 2026Release Notes: Deduplicated variables, scoped section edits, and template rehydration · September 23, 2026Deduplicate template variables and scope section edits in documents. Missing info forms coalesce values while template edits rehydrate. Includes 17 updates.Read more →September 22, 2026Release Notes: AI infrastructure resilience and static agent graphs · September 22, 2026AI infrastructure upgrades. Documents await pending snippets before generating PDFs, and agent graphs are statically compiled. Includes over 105 system fixes.Read more →August 26, 2026Release Notes: Quote editor redesign, Global Command Palette, and Verdant UI · August 26, 2026Redesigned quote editor with collapsible sidebar and Multi Group Wizard. Global Command Palette (Cmd+K), Verdant design system, and universal note architecture.Read more →July 24, 2026Release Notes: Project management, Gantt charts, and lifecycle automations · July 24, 2026Interactive Gantt charts with dependency links and critical path calculation. Full lifecycle automation engine with cascading status updates and forward scheduling.Read more →June 29, 2026Release Notes: AI QA auto-fixing and live HTML previews · June 29, 2026AI document templating now features automated visual QA fixes. Live HTML previews and stability improvements enhance the template builder.Read more →June 18, 2026Release Notes: Actuals reconciliation and cascade syncs · June 18, 2026Reconcile actual hours for out-of-sync projects. Integration cascade syncs and smart CSV dataload imports. Includes platform performance improvements.Read more →June 16, 2026Release Notes: Resource plan loading states and integration fixes · Upcoming features and improvementsResource plan status updates now display loading spinners and error alerts. Outbound integration syncs handle missing document data reliably. 2 fixes.Read more →June 13, 2026Release Notes: Tag exclusion filters, custom lifecycles, and inline properties · June 13, 2026Tag exclusion filters and custom lifecycles. Manage dynamic quote properties and access generated documents. Includes platform performance and security updates.Read more →June 13, 2026Release Notes: Resource plan loading states and error handling · Upcoming features and improvementsResource plan status updates. Status indicators now display loading spinners and error alerts. Includes lifecycle and sorting reliability fixes.Read more →June 8, 2026Release Notes: Custom security roles, secure search, and contact workspaces · June 8, 2026Custom security roles and dedicated contact workspaces. Secure search automatically respects ABAC and RBAC rules. Includes backend and UI stability fixes.Read more →May 25, 2026Release Notes: May 25, 2026Auto-numbering enforcement, quote section tag recalculations, support for massive quote structures, and safer resource plan deletions.Read more →May 18, 2026Release Notes: Quote editor keyboard shortcuts and dashboard redesign · May 18, 2026Boost productivity with quote editor keyboard navigation and a redesigned metrics dashboard. Share direct workspace links. Includes 11 performance upgrades.Read more →May 12, 2026Release Notes: Inline discount editing and performance enhancements · May 12, 2026Volume discount rules can now be edited inline with support for custom tags. Boosted sorting speed and resource plan load times. Includes 4 stability fixes.Read more →May 12, 2026Release Notes: Inline discount editing and app stability updates · May 12, 2026Manage rules faster with inline discount editing. Volume discounts now open in detailed dialogs with tag support. Fixed 3 bugs with data syncing and popups.Read more →May 1, 2026Release Notes: Smart document prompts, slideshow controls, and error logging · May 1, 2026Smart document prompts, selective slideshow fields, and integration error logging. Real-time collaboration saves prevent data loss. Includes 7 performance fixes.Read more →May 1, 2026Release Notes: Resource plan grouping, advanced CSV imports, and integrations · May 1, 2026Resource plan grouping and advanced CSV imports. Integrations now support backup values and advanced data syncing. Features 5 major administrative updates.Read more →April 24, 2026Release Notes: Core capabilities, Vertex AI integration, smart quoting · April 24, 2026Introducing Servantium, a modern Professional Services OS. Features smart quoting, Vertex AI integration, and semantic search. Includes dynamic data dictionaries.Read more → Need more help? Our support team is available to assist you. Contact Support