Zomentum has 50+ well-functioning and relevant integrations providing a single, authentic source of truth. The MSP Revenue Stack integrates with your existing tech stack to free your team of time-consuming tasks and data transfer errors. Seamless and accurate data representation from accounting software, ERPs, CRM, and vendor license platforms into your PSA.
Using multiple tools for designing documents, building quotes, and getting e-signatures leads to complex workflows and delayed sales processes. Zomentum standardizes document building, offers real-time distributor catalog for quotes, and achieves client approvals faster through e-signs–all from one interface.
Involving your clients in the quoting process builds trust and increases the chances of getting your deals signed. Communicate with clients in the doc, address objections, and allow them to change quantities, so they move quickly from opportunity to an onboarded client.
Manually pulling product and pricing details from distributors leads to human error and lost opportunities. Zomentum allows both native and custom distributor integration options, along with Etilize product catalog, to give you up-to-date pricing and product availability. Changes in quotes are automatically calculated to give the most accurate offer.
Stop the wondering game and always be in-the-know to respond to your clients instantly. On Zomentum, track the document status and see if it has been opened, viewed, signed, or expired. Nudge clients to take timely action and get your deals moving.
Move content blocks to a desired location on the page. Work quicker with elements you plan to use again.
Use 'Merge Tags' inside a document's text block to populate recurring details--name, address, and company details, among others.
Set document expiration dates, enable PINs for access controls, mark approval rules, and configure auto-email reminders from settings.
Accept payments within Zomentum by integrating with any of the payment gateways supported by Zomentum – ConnectBooster, QuickBooks, and Stripe, to name a few.
The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system.
Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.
While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system.
Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.
While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.
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Turn around quick proposals and quotes that convert with our customizable and interactive templates.
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