Zomentum CPQ software is designed to boost sales through streamlined product configuration, automated deal approvals, precise quotes and timely payments.
We’re rated 4.6 on G2
Powering the CPQ process and supporting accelerated growth for our partners
CONFIGURATION, PRICING AND QUOTING SOLUTION
PRICING & PRODUCT CONFIGURATION
Set pricing rules and calculations to configure even the most complex products and services in minutes. Our software generates responses to large quotes and RFPs with utmost accuracy, helping you to close deals faster.
PRODUCT CATALOGING
Use organized product catalogs, search features, and visualization tools to sort, filter, and visualize products. Quickly find and configure products by defining specific criteria, resulting in accurate quotes and increased sales.
DEAL WORKFLOWS
Automate the approval process with custom workflows. Enable parallel reviews across multiple departments to expedite the process. Automate approval chains and design approval flows by setting custom rules such as approval triggers, user groups and sequences.
STRUCTURE DISCOUNTS
Define pricing criteria and rules with a flexible framework and offer competitive quotes. Give your sales team negotiation levers like offering discounts on individual products or entire quotes while ensuring margin protection by requiring approvals for discounts about the agreed threshold.
QUOTE TEMPLATES
Prepare quotes faster with customizable templates. Fill in preset blocks, automate data input, and include branding elements to generate professional quotes that translate into sales.
EDIT CONTRACTS
Change pricing, discounts, and other elements and make contract adjustments hassle-free. Update contracts in real time to align with customer requirements. Ensure all contract details are current and accurate, reducing errors and enhancing customer satisfaction.
PAYMENT PROCESSING SYSTEM
Allow your customers to approve contract, eSign and pay on Zomentum Grow. Our automated system handles collections, sends targeted reminders, offers flexible payment options, and protects sensitive information. Simplify your payment process, improve cash flow, and focus on growing your business.
Create quotes 2X faster and close deals with 6X deal value. Zomentum sales acceleration platform is tailor-made for IT channel partners. Our robust product configurator helps you sell smarter and grow faster.
Zomentum online CPQ software helps IT channel partners simplify pricing plans, including one-time charges and recurring revenue options. List a wide array of offerings, from simple product and services portfolios to customized bundles.
Zomentum is a Modern CPQ tool that offers ready-to-use Quote templates that have helped IT channel partners like you close deals faster. Customize templates to suit your business needs. Stay on top of stakeholder activities for all active quotes.
Integrate your pricing catalog with the Zomentum CPQ tool so you can quickly choose items, quantities, and discounts, then get approved with legally binding signatures. Leverage real-time sync with your PSA and update product pricing from Zomentum.
Zomentum’s integration with industry-leading PSAs such as Autotask, ConnectWise, Kaseya automates the quoting process, allowing you to quickly configure new quotes with readily available information.
Zomentum’s integration with Etilize lets you leverage the latest product and services descriptions to quickly configure new products and add information to your Quotes.
Zomentum integrates with your favorite distributor partners, including D&H, Ingram Micro, Synnex, DickerData so you can source real-time pricing for all IT products.
Zomentum CPQ comes with 50+ out-of-box integrations to unify your contract management process and create a single source of truth.
Get rid of data errors, streamline repetitive processes, and increase efficiency.
Easily configure and customize products to meet specific customer requirements.
Apply dynamic pricing rules for accurate and consistent quotes.
Generate professional, detailed quotes quickly and efficiently.
Provide intelligent product recommendations based on customer needs.
Manage discount campaigns in real time to boost sales.
Automate approval processes to expedite quote approvals.
Make last-minute adjustments to contract details in real time.
Integrate Zomentum CPQ with CRM, ERP, and other systems for streamlined processes.
Zomentum CPQ enables better sales intelligence with accurate quoting, efficient product configuration, and optimized pricing, ultimately boosting your sales and revenue.
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.
CPQ software stands for Configure, Price, Quote, and it streamlines the sales process by allowing you to configure products, set accurate prices, and generate professional quotes for customers, all within a single platform.
CPQ software can benefit your business by streamlining the sales process. It helps reduce quoting errors and send price quotes faster, resulting in faster deal closure and more revenue.
Yes, CPQ solutions are built to integrate with various CRM and ERP systems. Zomentum CPQ, for example, integrates with 50+ tools to help you manage all your processes in one place.
Zomentum CPQ is the best CPQ software for MSPs. It’s a sales CRM with built-in CPQ and other essential features to help you manage all your MSP operations, such as quoting, proposals, electronic signatures, and payments.
Zomentum CPQ employs advanced security measures, including data encryption, regular backups, and access controls. We use third-party authentication (Auth0) to ensure sensitive data like passwords never reach their servers. Our CPQ software complies with the latest industry standards and regulations to protect your data and ensure privacy.
Zomentum provides comprehensive support and training, including onboarding, tutorials, and customer service. We offer immediate access to features upon login, with no charges for onboarding or training. Our support team is available to assist with any queries and ensure a smooth implementation.
Have more questions? Please email us at [email protected] and we will help you find a relevant plan and address more inquiries.