Zomentum has 50+ well-functioning and relevant 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.
Using multiple tools for designing documents, building quotes, and getting e-signatures leads to complex workflows and delayed sales processes. Zomentum standardizes document building, offers real-time distributor catalog for quotes, and achieves client approvals faster through e-signs–all from one interface.
Involving your clients in the quoting process builds trust and increases the chances of getting your deals signed. Communicate with clients in the doc, address objections, and allow them to change quantities, so they move quickly from opportunity to an onboarded client.
Manually pulling product and pricing details from distributors leads to human error and lost opportunities. Zomentum allows both native and custom distributor integration options, along with Etilize product catalog, to give you up-to-date pricing and product availability. Changes in quotes are automatically calculated to give the most accurate offer.
Stop the wondering game and always be in-the-know to respond to your clients instantly. On Zomentum, track the document status and see if it has been opened, viewed, signed, or expired. Nudge clients to take timely action and get your deals moving.
Move content blocks to a desired location on the page. Work quicker with elements you plan to use again.
Use 'Merge Tags' inside a document's text block to populate recurring details--name, address, and company details, among others.
Set document expiration dates, enable PINs for access controls, mark approval rules, and configure auto-email reminders from settings.
Accept payments within Zomentum by integrating with any of the payment gateways supported by Zomentum – ConnectBooster, QuickBooks, and Stripe, to name a few.
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 makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.
While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered
Deals won by partners using Zomentum
Revenue leakage plugged for partners
Empower growth at scale with efficient, repeatable processes. Save time and reduce errors or miscommunication with saved templates. Design consistent, professional documents that add polish to your pitch.
Make a fantastic first impression with our interactive microsite quotes. Leave behind the email chains and mixed signals with real-time objection handling through interactive comments. Use flexible pre-built quotes for automatic and friction-free upselling.
Streamline your workflows by integrating your marketing automation and PSA tools. The integrations will sync companies, contacts, opportunities, and product and service catalogs from the PSA, which are needed to create compelling quotes, proposals, and contracts.
Perform routine risk assessments to identify gaps.
Close deals quickly with sales activity management.
Save time on repetitive but unavoidable actions.
Turn around quick proposals and quotes that convert with our customizable and interactive templates.