Online Quoting Software Built for Service Providers

Close Deals Faster with Smart, Professional Quotes

Create and send polished digital quotes in minutes. Zomentum’s powerful online quoting tool pulls from your product catalog, automates approvals, and helps you win more business—faster.

Rated 4.6 on G2

Trusted by 4000+ Service Providers to Simplify Proposals, Quotes & Contracts

urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data

Experience the Zomentum Advantage

Close More Deals

Save More Time

Grow Revenue

Service providers using Zomentum’s online quoting software accelerate their sales process and unlock measurable results.

68%

Higher Close Rates

Win more deals with faster, more professional quotes.

$500M+

In Deals Won

Proven success powered by efficient, automated quoting.

70%

Less Time Spent Quoting

Streamline proposals and focus more on selling.

Streamline Your Sales Process with Flexible Online Quotation Software

CREATE QUOTES

Build Tailored Quotes in Minutes

Use customizable templates and a centralized product catalog to create professional quotes effortlessly. Zomentum’s Online quoting software automates pricing, discounts, and tax calculations—ensuring speed and accuracy every time.
TRACK PROGRESS

Stay on Top of Every Quote in Real-Time

Get instant alerts when a quote is opened, viewed, or commented on. With real-time collaboration built into Zomentum’s online quoting software, you can easily engage clients, revise quotes, and keep deals moving.
GET E-SIGNATURES

Accelerate Approvals with
Built-In e-Signatures

No more printing or scanning. Secure signatures quickly from all stakeholders with Zomentum’s integrated e-signature functionality—speeding up approvals and reducing friction
COLLECT PAYMENTS

Streamline Payments and Get Paid Faster

Enable clients to pay directly from the quote using integrated payment options. Automate invoicing and reminders to reduce manual work and improve cash flow.
UNLOCK INSIGHTS

Make Smarter Decisions with Real-Time Analytics

Track quote performance, conversion rates, and client engagement with advanced analytics. Zomentum’s quoting tool gives you the insights you need to optimize your CPQ workflow.

Seamlessly Integrate with the Tools You and
Your Partners Trust

Zomentum’s online quoting software integrates with 50+ essential tools — from CRMs and ERPs to accounting platforms and vendor licensing systems. Eliminate manual data entry, reduce errors, and sync accurate information across your PSA and business systems. Spend less time on admin and more time closing deals.

Chosen by Thousands of Service Providers to Streamline Quoting

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.

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network

vs

Streamline, Automate, Win More Deals

Zomentum’s
Online Quote Tool
Traditional
Quoting Tool
Quote Creation Time
Customization
Pricing & Discount Management
Collaboration & Approvals
Version Control
Payment Collection
Tax & Compliance
Data Accuracy & Integration
Analytics & Reporting
Client Experience
Fast, automated (quotes in minutes)
Fully customizable with templates and dynamic fields
Built-in pricing tiers, automated discount logic
Real-time collaboration, comments, and built-in e-signature
Centralized version history and activity tracking
Integrated payment options within the quote
Automated tax and compliance handling
Seamless integration with CRMs, PSAs, ERPs, and vendors
Real-time insights and conversion tracking
Interactive, professional, and easy-to-approve quotes
Manual, time-consuming (hours or days)
Limited; often requires manual editing
Prone to errors; needs spreadsheet calculations
Email chains, attachments, miscommunication
Confusing revisions and manual tracking
Disconnected; requires separate invoicing
Manually calculated, risk of inaccuracy
High risk of errors due to manual data entry
Minimal visibility into quote performance
Static PDFs, slow response times
Effortlessly Create and Close Winning 
Quotes with Zomentum
90+ Professional Templates
Leverage our AI-powered content library to generate polished, ready-to-send quotes in minutes — no design skills needed.
Advanced Pricing Management
Easily manage pricing tiers, discounts, and profit margins directly within each quote to protect profitability and reduce manual errors.
Complete Quote Customization
Tailor every aspect of your quotes — from pricing structures to product descriptions — for a personalized client experience.
Real-Time Quote Tracking
Monitor status, revisions, and client interactions instantly. Collect payments seamlessly within the same platform.
Reporting & Analytics
Get a complete view of your quoting performance with actionable insights, helping you optimize sales and improve win rates.
Automated Tax & Compliance
Ensure accuracy and stay compliant with built-in tax calculation and regulation-ready features.

Boost Revenue and Close Deals Faster with Smarter Quoting

Zomentum’s quotation software gives service providers a centralized CPQ workspace that automates quoting, approvals, payments, and reporting. Eliminate bottlenecks, reduce manual work, and start winning more deals—effortlessly.

See How Zomentum Transforms Quoting for Service Providers

Discover how real service providers are closing deals faster, improving accuracy, and scaling smarter with Zomentum’s online quoting software. Watch their success stories and see what’s possible for your business.
Daniel Shone
Managing Director - Apex Computing Services
Perry Ashby
CEO - Urban Network
Scott Riley
Founder - Cloud Nexus
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Frequently asked questions

What makes Zomentum’s quoting software different from traditional quoting methods?

Zomentum simplifies the quoting process with automation, reducing manual work and errors. Our software integrates seamlessly with your existing systems (CRM, PSA, ERP) and offers real-time tracking, e-signatures, and analytics, empowering you to close deals faster and more accurately than ever before.

How can Zomentum help me close deals faster?

Zomentum helps you create professional, customized quotes in minutes using pre-built templates and automated pricing features. You’ll spend less time on admin tasks and more time engaging with clients, resulting in faster quote approvals and quicker deal closures.

Can Zomentum integrate with my existing software?

Yes! Zomentum integrates with over 50 tools, including popular CRMs, accounting software, ERPs, and PSAs. You can seamlessly sync data between platforms and eliminate errors caused by manual data entry.

Is Zomentum’s quoting software customizable?

Absolutely! Zomentum offers full quote customization, allowing you to adjust pricing, product descriptions, discounts, and more to meet your clients' unique needs. You can also personalize templates and automate tax calculations for accuracy and efficiency.

How does Zomentum ensure accurate tax and compliance calculations?

Zomentum’s quoting software automatically calculates taxes and ensures compliance with regional regulations, saving you time and reducing the risk of errors. You can rely on our automated features to handle the complexities of tax calculations, so you focus on closing deals.

How do I get started with Zomentum’s quoting tool?

It’s simple! Sign up for a free demo, and our team will walk you through the software’s features and benefits. From there, you can start creating and sending quotes immediately.

Is there a mobile app for Zomentum’s quoting software?

Yes, Zomentum’s software is fully responsive and accessible on mobile devices. You can create, send, and track quotes on-the-go, making it easier to manage your sales process from anywhere.

What type of businesses benefit most from Zomentum’s quoting software?

Zomentum is specifically built for service providers, including managed service providers (MSPs), IT resellers, consultants, and other businesses that need to streamline their quoting and sales processes. If you sell products or services, Zomentum can help you close deals faster and more efficiently.

What support is available if I need help with Zomentum?

We offer comprehensive customer support through email, chat, and phone. Additionally, Zomentum’s support portal features helpful resources, guides, and video tutorials to help you get the most out of the software.

How secure is my data with Zomentum?

Zomentum takes data security seriously. Our software uses encryption to protect your business and client data, and we follow best practices to ensure the highest level of security for all users.