Drafting proposals and quotes can be time consuming, and it’s frustrating when deals fall apart after all the back and forth with prospects. Zomentum simplifies the process, allowing MSPs to create professional and aesthetic proposals that stand out from the competition in less time. With Zomentum, you save hours everyday.
Zomentum makes it easy to create professional and aesthetic proposals that stand out from the competition in less time. With Zomentum you save hours everyday.
Standardize your sales quotes and proposals with reusable templates that help save time and reduce errors. Easily import existing quotes without disrupting the sales process.
Send proposals and quotes in the form of real-time microsites. Your team can edit these documents anytime and instantly see the changes. Attach videos to quotes and deliver a more personalized sales pitch.
Tailor quotes to your prospects’ specific needs with options to hide prices and item quantities. Include multiple pricing bundles, additional set-up costs and discounts with your quotes.
Close deals faster with integrated and legally binding e-signatures. Allow clients to raise questions and ask for clarifications through comments in real-time.
Standardize your sales quotes and proposals with reusable templates that help you save time. Easily import existing quotes without any disruption in your sales process.
Send proposals and quotes as a real-time microsite. Edit anytime to see instant changes. Attach videos to quotes and deliver a personalized video pitch.
Customize quotes to your specific needs with options to hide price or item quantity. Include additional set-up prices and discounts as a part of your quotes.
Close deals faster with integrated legally binding e- signatures. Allow clients to raise any clarification through comments and have your salespeople address client queries in real-time
Create professional and aesthetic proposals with an easy to use drag-and-drop editing feature. Stand out from the competition with personalized branding options. Empower your clients with more choices and upsell additional services using the optional quoting function.
Automatically push opportunities from your favourite automation software to your PSA after marking them as 'won'. Get real-time product configuration and pricing quotes through native distributor integrations
Set periodic and recurring notifications with start and expiration dates, as well as prescribed time-intervals for reminders.
Create documents to easily track and monitor templates to determine which proposals are more successful and generate greater sales margins.
Zomentum’s digital signature process is ISO 27001 certified & compliant with the ESIGN Act and eIDAS and recognized globally.
Upload product catalogs from distributors and vendors using commonly supported formats such as CSV or Excel.
Calculate markup prices and deduct taxes based on product sales prices.
Easily export your MSP’s product and pricing list into any PSA or accounting software using our integration with Zapier.
Approve documents faster with our online endorsement feature.
Designate multiple signees for documents and define the order of priority.
Include prices for products and services as well as set-up and implementation costs.