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Simple yet powerful AI-enabled platform designed to swiftly create compelling proposals, impress your prospects, win more deals, and ensure you get paid on time.
Rated 4.6 on G2
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Proposals
Quotes
E-sign
Payments
Automations
Zomentum has 50+ deep and well-functioning and 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.
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.
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Zomentum acts as a complete revenue platform that not only allows you to sign proposals and contracts but also allows you to collect upfront payments and setup recurring payments, from the same platform, such that you can go from quoting, signing and getting paid.
Yes, you can send proposals without using the document editor. The editor helps you craft stunning, responsive proposals, you can also upload your documents in various formats, such as Word and PDF.
With Zomentum, you can add images or notes to your proposals that details the reasons for your sales. You can also include merge tags and set up workflows for automated, personalized follow-ups.
Zomentum's Template Library offers over 90 templates for industries like MSPs, Construction, IT Services, Accounting, and more. It also includes generic proposals, sales quotes, and contract templates selected by our product experts.
Yes, e-sign and payment features are available in all plans. Zomentum offers an all-in-one platform with unlimited features, from quoting to payments, at a single cost, which sets it apart from competitors.
For businesses in the US and UK, Zomentum Payments is unmatched. It offers zero platform fees, supports ACH and Direct Debit, and integrates perfectly with QuickBooks and Xero. Companies choose Zomentum because of the convenience and efficiency it brings to their businesses.
Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.
You can pay Zomentum is US Dollar. Zomentum Payments currently supports transactions in US Dollars (USD $) and UK Pounds (GBP ÂŁ), based on your transaction country.
Getting started with Zomentum Proposal Software is almost instant. Once your sales team has their logins and feature access, they can begin immediately. Additionally, there are no charges for onboarding or training.
Yes, Zomentum supports over 50 integrations, including CRMs, PSAs, and distributors. It also works with Zapier, Make.com, and other API integrations. Contact our support team to learn more.
Zomentum integrates seamlessly with your accounting platform, reducing the need for manual data entry and ensuring a smooth, accurate workflow throughout the payment process.
Zomentum simplifies proposals to payments management for businesses, allowing them to generate quotes, approve e-signatures, and handle payments seamlessly. All this functionality is offered on one platform, making it convenient and cost-effective for businesses of any size.
Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, mid-size companies, and enterprises. Click here to learn more.
We don’t do traditional free trials—instead, we offer a personalized, hands-on onboarding experience to help you get the most out of Zomentum from the start.
Have more questions? Please email us at support@zomentum.com and we will help you find a relevant plan and address more inquiries.
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