Seal the Deal with Ease: Create Winning Quotes & Proposals

Interactive templates
Integrated e-sign
50+ Integrations
Empowering teams from companies of all sizes and stage
Realize the Power of a Well-connected Tech Stack

Zomentum has 50+ well-functioning and relevant integrations providing a single, authentic source of truth. This helps to align teams, eliminate conflicts and drive revenue predictability. Zomentum integrates with your existing tech stack to free your team of time-consuming tasks and data transfer errors.

See All Integrations

Create Client-facing Documents That Convert With Zomentum

One Tool to Replace Them All

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.

Collaborate With Your Clients

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.

Leave No Room for Errors

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.

Know Your Document Status

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.

Save Time, Reduce Errors, and Create Documents Faster

Drag, Drop, and Save Blocks

Move content blocks to a desired location on the page. Work quicker with elements you plan to use again.

Automate Data Entry

Use 'Merge Tags' inside a document's text block to populate recurring details--name, address, and company details, among others.

Manage Document Settings

Set document expiration dates, enable PINs for access controls, mark approval rules, and configure auto-email reminders from settings.

Collect Payments From Clients

Accept payments within Zomentum by integrating with any of the payment gateways supported by Zomentum – ConnectBooster, QuickBooks, and Stripe, to name a few.

See What Our Customers Say About Us

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Joaquin J Hernandez
Empowered IT Solutions

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

Steve Dempsey,
Principal Neo tech LLC
Teams That Use Zomentum See Results
$400m

Deals won by partners using Zomentum

$45m

Revenue leakage plugged for partners

Why Zomentum
Effective Proposal Templates

Empower growth at scale with efficient, repeatable processes. Save time and reduce errors or miscommunication with saved templates. Design consistent, professional documents that add polish to your pitch.

Customizable, Interactive Microsite Quotes

Make a fantastic first impression with our interactive microsite quotes. Leave behind the email chains and mixed signals with real-time objection handling through interactive comments. Use flexible pre-built quotes for automatic and friction-free upselling.

Integrate your PSAs and CRMs

Streamline your workflows by integrating your marketing automation and PSA tools. The integrations will sync companies, contacts, opportunities, and product and service catalogs from the PSA, which are needed to create compelling quotes, proposals, and contracts.

We Have Been Recognised by the Industry for Our Partner-first Approach
Award for Best Solution Q4 2021 by SMB TechFest
Award for Top Sales Technology 2021 by CIO Application
Bronze Award for Best Sales Marketing Vendor by ChannelPro
Award for Best Solution Presentation 2021 by ASCII
Award for Best Keynote Presentation 2022 by ASCII
Award for Best Keynote Presentation 2022 by ASCII
Other Features
Assess How to Deliver Value

Perform routine risk assessments to identify gaps.

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Manage Pipelines & Funnels

Close deals quickly with sales activity management.

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Automate Tedious Sales Tasks

Save time on repetitive but unavoidable actions.

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Design Deal-Winning Proposals With A Powerful Document Editor

Turn around quick proposals and quotes that convert with our customizable and interactive templates.

Free Tools and Resources To Explore
IT Support Services Proposal

Save yourself the complexity of writing a proposal from scratch every time for a new prospect.

Download
The Ultimate Guide to Client Onboarding Checklist

Apply a set of best practices to standardize the onboarding process and initiate long-term success.

Download