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BUSINESS PROPOSAL SOFTWARE
The Modern Way to Create, Share, and Manage Proposals
Design visually stunning proposals, follow up on time, and close the deals with e-signature using Zomentum’s all-in-one proposal management solution.
Rated 4.6 on G2
400+ businesses rely on Zomentum for end-to-end proposal management
We are recognized for our partner-first approach
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Experience the Zomentum Advantage
Our proposal software will help you streamline your sales workflow while saving time and money for your organization
68%
$500M+
70%
Create stunning proposals with ease and confidence
A simple, flexible, and integrated proposal management software for businesses of all types and sizes
CREATE PROPOSALS
Amaze your clients with stunning proposals
Create visually appealing proposals in no time with our pre-built templates and drag-and-drop content editor. Choose from 200+ templates, edit and format as you like, and get a real-time preview of your document. Send professional proposals with confidence every time.
ANALYTICS & NOTIFICATIONS
Be in the known with real-time insights
Send proposals directly from the platform and use real-time analytics to track client interactions. Get notified when a proposal is opened, viewed, and commented on so that you can refine your follow-up strategy and close the deal faster.
REAL-TIME FEEDBACK
Answer your client’s queries effortlessly
Make it easy for your prospects and team to collaborate. Use our comment and real-time notification features to receive feedback on proposals and respond to queries in real time. Keep the conversation going and give your prospects the best buying experience.
E-SIGN PROPOSAL
Seal the deal with e-signature
Close the deal faster by giving your prospects the ease of legally binding digital signing. With Zomentum, your prospects can sign documents on any device using options like typing, drawing, or uploading an image of their signature.
PAYMENT PROCESSING
Collect payment on time
Zomentum offers more than just proposals. Give your clients a click-to-pay experience and get paid on time, without delay, with Zomentum Grow. Our automated system keeps track of your payment cycle, sends targeted reminders, provides flexible payment options, and ensures the security of sensitive information.
Accelerate deal closures by 70% with Zomentum’s proposal software
Effortlessly connect with the tools you and your partners love
Zomentum comes with 50+ out-of-box integrations to unify your proposal management process and create a single source of truth.
Get rid of data errors, streamline repetitive processes, and increase efficiency.
Transform your proposal workflow with Zomentum
Leverage detailed proposal insights to make informed decisions and enhance your sales strategy.
Create precise quotes effortlessly and customize pricing to meet client needs and maximize profitability.
Choose from 100+ professionally designed proposal templates tailored to various business scenarios and industries.
Connect seamlessly with your preferred CRM and other tools to synchronize data and boost operational efficiency.
Simplify and expedite proposal approvals with automated workflows, minimizing delays and administrative effort.
Manage everything—from proposal creation to e-signature capture—in one unified platform for a smoother, faster sales process.
Create stunning proposals and close deals faster
Streamline your proposal workflow with Zomentum - the best proposal management software. Schedule a demo and see for yourself.
$500M+
70%
Here’s what our customers have to say about Zomentum
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 replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.
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.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
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.
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.
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.
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 replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.
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.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
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.
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.
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.
Frequently Asked Question (FAQ)
Proposal generation software is a tool designed to provide a user-friendly way for businesses and sales teams to streamline their proposal creation, organization, and submission process.
You should use proposal management software to accelerate the proposal creation process, saving time and reducing manual effort. The right proposal management software provides in-built templates, easy collaboration features, real-time tracking, and e-signature to help you streamline your complete sales process, ensuring you can close deals faster than ever before.
A strong proposal should include key elements such as a title page, executive summary, and a detailed solution to the client’s problem, along with transparent pricing and clear deliverables. It should also feature media (photos or videos), CPQ functionality, CRM and payment integrations, and the option for electronic signature. Top sales proposal software like Zomentum offers all these features.
Business proposal software has built-in templates. Zomentum offers over 200+ free proposals and quote templates that you can choose from. Check out Zomentum’s free template library to get started.
Have more questions? Please email us at support@zomentum.com and we will help you find a relevant plan and address more inquiries.
