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How To Import Word & PDF Documents Into Zomentum's Proposal Template

How To Import Word & PDF Documents Into Zomentum's Proposal Template

Are you an MSP who has always created business proposals using Microsoft Word?

If yes is the answer, then I am sure you have many such pre-defined PDFs and Word documents important to closing a deal waiting to be included in an online application. Earlier, the only mode of online upload for all your sales documents was an email attachment.

With Zomentum’s proposal builder, you can drop your PDFs right into the proposal, differentiated by sections, if required.

With a proposal software, you will have the versatility to build interactive proposals and other sales documents faster than ever. Create these proposals in the proposal builder or import a PDF, you’ll have more time in both the cases to close deals faster and chase more leads.

Once your proposal template is ready, enhance its performance by adding an e-signature block or drop a responsive pricing table block. After you send the document with all the modifications, easily track metrics such as document open rate, for how long the client looked at a particular page in the proposal, and more.

How to import Word & PDF documents into Zomentum?

That’s super simple!

Once you are into our amazing ‘Templates’ section, just hit the button ‘Upload Template’ in the proposal builder.

Select your PDF from the next window that appears. You can either upload the documents saved in your computer drive or use a link to do so.

How to import Word & PDF documents into Zomentum — Importing Word & PDF documents into Zomentum

Pro-tip: Combine all your PDF imports with online signatures to quickly send a digital version of your quotes, purchase orders, NDAs, and other documents.

Save more time, close more deals

After you have uploaded the PDF documents in our proposal builder, craft your documents like a pro in seconds.

Ready to close deals faster? Want to get started?

Login to Zomentum now or schedule a demo.

Happy closing!

	SEO for MSPs	PPC for MSPs
Definition	Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks.	Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost	Generally, lower cost as it's based on time and effort to optimize your website.	Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results	Takes time to see significant results, often several months to gain visibility in organic listings.	Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability	Sustainable over the long term if you consistently maintain your SEO efforts.	Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality	Usually, it has higher click quality as users find organic results more trustworthy and relevant.	Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition	Competing with other websites for organic rankings, but the playing field can be more level.	Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options	Limited control over specific keywords that drive traffic; relies on keyword optimization.	Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking	Tracking and measuring results can be challenging, but tools like Google Analytics can help.	Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy	Builds a strong online presence and brand authority over time.	Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs	No direct click costs; traffic is "free" once you've optimized your site.	Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results	Focuses on achieving high rankings in organic search results.	Focuses on paid ads displayed above organic results.
Keyword Research	Important for optimizing content and targeting relevant keywords.	Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.

How To Import Word & PDF Documents Into Zomentum's Proposal Template

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