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All-in-One Quoting & Proposal Software for MSPs —
With Built-In Payments
Create, send, and get paid — all from one intuitive platform. Zomentum helps IT service providers close deals faster with automated quoting, built-in payments, and PSA integrations.
We’re rated 4.6 on G2
Trusted by
4000+
Growing MSPs Worldwide
Over 4,000 IT partners rely on Zomentum to close deals faster, create professional quotes in minutes, and boost their bottom line — all from one powerful quoting platform.
Why Top MSPs Choose Zomentum
For Quotes
Build and send winning quotes
in record time.
Win Rate
Recover 20% lost revenue and
win more business.
Bigger Deals
Boost proposal value with
interactive quoting.
Faster Deal Closure
Cut your sales cycle and
close faster.
Everything MSPs Need to Quote, Close, and Get Paid — in One Platform
Zomentum combines quoting, proposals, eSignatures, payments, automation, and integrations into one seamless platform built for modern MSPs. From the first quote to the final invoice, streamline your sales process, eliminate manual tasks, and boost revenue — all without switching tools.
Create Proposals, Quotes, and Contracts — and Get Them
E-Signed Instantly
Automate Sales Workflows and Reporting for MSPs
Collect Payments on Quotes and Automate Recurring Billing
Connect Seamlessly With Your MSP Tech Stack
Our MSP Revenue Stack creates a single source of truth, eliminating manual data entry and reducing errors. Sync effortlessly with your PSA to streamline workflows and save your team hours every week.
Trusted by 4,000+ Modern MSPs Worldwide
Zomentum is recognized across the industry for its partner-first approach, earning the trust of over 4,000 managed service providers who rely on our platform to grow revenue and streamline sales.
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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.
Ready to simplify your MSP sales engine?
Experience the power of streamlined MSP quoting, sales, and payments — all in one platform.
Book a Demo & Get Personalized Onboarding
Blog Section
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Discover how to streamline your MSP sales workflow with Zomentum. Learn proven strategies to simplify quoting, automate proposals, and accelerate deal closures using QuickBooks, ConnectWise Sell, and more.
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Outdated quoting software can hurt your MSP’s efficiency and profits. Discover the hidden costs and how modern proposal management software like Zomentum can help you close deals faster.
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Discover why more MSPs are replacing QuoteWerks with Zomentum in 2025. Learn about Zomentum’s all-in-one sales automation, better integrations, collaboration tools, and more—perfect for streamlining your MSP operations.
Frequently asked questions
MSP quoting software helps managed service providers create, send, and manage professional quotes and proposals. It automates the sales process, integrates with PSA tools, and streamlines everything from quote creation to payment collection.
Zomentum's AI-powered proposal builder lets MSPs create quotes in under 3 minutes using pre-built templates and real-time vendor pricing — cutting manual work and speeding up deal closures.
Yes, Zomentum integrates with over 50 tools including popular PSAs (like ConnectWise, Autotask) and CRMs, providing a seamless sales and quoting experience without duplicate data entry.
Zomentum combines quoting, proposal building, e-signatures, and payment collection in one platform. It’s built specifically for MSPs, helping teams save time, increase deal size, and improve win rates.
Yes. You can set up recurring payments directly from quotes, automate billing, and manage payment methods via a dedicated customer portal — all with no platform fees and competitive transaction rates.
Absolutely. You can book a personalized demo with our experts and explore how Zomentum can streamline your sales process from day one.
Automation eliminates manual steps in the quote-to-cash cycle — from quote creation to approvals, e-signatures, and payment collection. An automated MSP quoting platform like Zomentum ensures faster turnaround, fewer errors, and real-time tracking, ultimately accelerating revenue recognition and improving client experience.
MSPs often struggle with slow quote creation, inconsistent pricing, disconnected tools, manual data entry, and delays in approvals or payment collection. These inefficiencies lead to lost revenue and low win rates. A unified MSP quoting solution addresses these challenges by streamlining the entire sales workflow.
Modern quoting software for MSPs provides pre-built templates, real-time vendor pricing, guided workflows, and automation. This allows junior team members to generate precise, on-brand quotes without needing deep technical or pricing knowledge — saving time and reducing training overhead
