Introducing Seamless Document Integration: Accelerate Your Proposals and Contract workflows!
We are thrilled to share with you an exciting update that brings a whole new level of flexibility to your document management experience within Zomentum. Our latest enhancement empowers you to seamlessly integrate external documents, specifically .pdf files, into your Zomentum Documents. This means you can effortlessly incorporate your existing proposals, contracts, or any other essential documents directly into the Zomentum platform, offering you a seamless and efficient workflow. Also, in case you are new to Zomentum, your onboarding process just got a whole lot faster!
Why is this a Game-Changer?
Previously, the integration of your documents with the Zomentum editor was a challenge, often requiring help from customer support or manual recreation of the template on your end.
Instead of creating the entire document and defining its structure, you can now simply upload a small section of a PDF, enabling you to merge different types of documents effortlessly.
But now, you have the power to effortlessly attach your existing PDF document, eliminating the need for such cumbersome efforts.
This is a significant advantage, especially when dealing with documents that follow a single template throughout your organization and are originally drafted by legal teams or other parties.
How It Works: Simple and Intuitive
Unlocking this exciting feature is a breeze—just a few clicks away! In editing mode, click the 'Plus' sign at the end of a document's page. Choose to add a page or upload a document effortlessly. Select 'upload,' pick your desired document, and voila, your document is integrated! It's that easy!
Exclusive Access for Expand Plan and Higher Tiers
This fantastic feature is currently available for the Expand plan and higher tiers. If you are already on the Expand plan, or if you decide to sign up for the Expand or above plan, you will have immediate access to this functionality.
Stay tuned for more exciting product updates from the Zomentum team!