Quote, Sign, Get Paid

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.

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We’re rated 4.6 on G2

We’re rated 4.6 on G2

Empowering Businesses of All Sizes Across the Globe
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
Designed to boost efficiency, stay on top of deals, and win more effortlessly.
Create amazing first impressions! What’s not to love?
Grow
Sales CRM with Quoting and e-sign (CPQ)
  • Proposals, Quotes and Contracts

  • Legally binding e-signs

  • AI-enabled proposal writer

  • Assessments and QBRs

  • Automate all sales workflows

Learn more
Payments
Recurring Payments Collection & Management
  • One-time payment upon quote/proposal acceptance

  • Recurring payments for managed service invoices

  • Integrated with Zomentum CPQ and accounting tools

  • Internal and customer-facing portals

  • Primary and backup payment methods

Learn more
Connect
Vendor License Management & Billing Reconciliations
  • Natively integrated with 30+ vendors

  • Distributor agnostic

  • Link multiple vendors to single contract

  • Intelligent reminders and alerts

  • Simplify Microsoft NCE Complexity

Learn more

Proposals

Quotes

E-sign

Payments

Automations

Realize the Power of a Well-connected Tech Stack

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.

See All Integrations
See why those who use Zomentum
it!

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network
Our customers have won $1,000,000,000 in new business!
$500m

Deals won by partners using Zomentum

$45m

Revenue leakage plugged for partners

Build Quotes in just 3 Minutes
Decrease Time to Sign a Deal  by 70%
Boost Deal Size by up to 6x
Plug Over 20% revenue losses
Achieve an Average Win Rate of 65% on Proposals
AI enabled proposal builder saves at least 1 hour everyday
See How Zomentum Enables More Wins for Partners and SaaS Companies.

Teams that work together. Win together.

Collaborate Effectively

Zomentum really brings together different teams working on the deal - partner management teams and partners. Making it really simple for them to share & register deals and work together in a standardized way.

Revenue Predictability

Clear visibility about the pipeline and deal flows helps SaaS Companies to get revenue predictability from the partner network and partners to book the revenue and get paid on time.

Data Privacy

Your data is confidential and is not shared with anyone unless you explicitly agree to share.

Partner Ecosystem Platform

Zomentum has 4,000+ active GTM partners and 100+ SaaS Companies from across the globe. Both partners and SaaS companies use Zomentum to bring efficiency and profitability to their businesses.

Our customers
us
Free tools and resources designed to help partners make more revenue
Sales Templates

For partners to streamline client communication and close more deals.

Download here
Accelerate your MSP Sales

Honest advice from two MSP owners on how to build, grow and scale an MSP business.

Watch now
ROI Calculator

For SaaS Companies to accurately assess their partner programs and make necessary improvements

Try It Now
Accelerate Sales With Channel Partnerships

Learn how to scale your partner program from
10 to 10,000+ partners!

Watch Now

Bring your MSP business to Zomentum today

Try Zomentum Risk-Free with Our 30-day Money Back Guarantee. Enjoy Free Personalized Onboarding!

FAQs
How is Zomentum different from other types of proposal software?

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.

Can I send proposals via Zomentum without using the editor?

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.

How can I personalize my proposals with Zomentum?

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.

What kinds of templates are in the Template Library?

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.

Are e-sign and payment features included in all Zomentum plans?

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.

Why should I choose Zomentum Payments over other payment gateways?

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.

Can Zomentum integrate with my current accounting system?

Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.

What currencies do Zomentum accept?

You can pay Zomentum is US Dollar. Zomentum Payments currently supports transactions in US Dollars (USD $) and UK Pounds (GBP £), based on your transaction country.

How long does it take to set up Zomentum Proposal Software?

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.

Can Zomentum integrate with my current CRM and other tools?

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.

How does Zomentum minimize errors in my payment collection process?

Zomentum integrates seamlessly with your accounting platform, reducing the need for manual data entry and ensuring a smooth, accurate workflow throughout the payment process.

What is Zomentum? How can I use zomentum for my business?

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.

Pricing for Zomentum's Proposal Software?

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.

What is Zomentum’s money-back guarantee?

Try Zomentum’s Proposal Software risk-free for the first 30 days; if Zomentum doesn't meet your business requirements, get a refund.

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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