Create, Customize,
and Send
Design visually stunning proposals, follow up on time, and close the deals with e-signature using Zomentum’s all-in-one proposal management solution.
Trusted by 4000+ Modern MSPs Around The World
Proposal To Payments in One Solution at One Price
Traditional proposals are slow, error-prone, and disconnected. Zomentum’s MSP proposal software automates templates, ensures professional branding, tracks engagement in real time, and closes deals faster with built-in e-signatures and payments
Create, Customize and Send Proposal with Confidence
Our MSP proposal builder includes a drag-and-drop editor that allows any sales rep to create stunning proposals without design skills.
- Flexible Editor: Insert images, videos and product line items.
- Real-Time Preview: See exactly what your client will receive.
- Error-Free Documents: Ensures quotes, terms and pricing are accurate.
- Collaborative Workspace: Multiple team members can contribute seamlessly.
Track Every Client Interaction with Proposal Analytics
With Zomentum’s proposal management software, sales teams gain complete visibility:
- Real Time Notifications when a client opens or comments on a proposal.
- Engagement analytics to see where prospects spend the most time.
- Automated Reminders to follow up at the right moment.
- Renewal and expiration alerts so future revenue doesn’t slip through the cracks.
This insight will help MSPs improve win rates and create smart sale strategies.
Close Faster with E-Signature
Still chasing signatures over email. Zometum includes built-in signature tools so that your clients can sign instantly from any device.
- Legally binding signatures with audit trails.
- Multiple options: type, draw or upload a signature.
- Support for countersignatures and multi-party approvals.
- Secure storage of all signed documents.
E-Signatures integrated to your proposals means faster deal closures.
Get Paid Without Delays
Zomentum goes beyond proposals; it ensures you get paid on time.
- Click-to-pay Experience: clients can as soon as they sign.
- Automated Reminders: Reduce late or missed payments.
- Flexible Payment Options: Credit Cards, ACH and more.
- Secure Transactions: Compliance grade security for peace of mind.
By unifying proposals with payments, MSP accelerates cash flow and simplifies revenue collection.
AI Enabled Proposal Writer
Leverage artificial intelligence to draft, rephrase and personalise proposals faster than ever. Zomentum’s AI-Powered Proposal writer acts like your virtual sales assistant helping MSPs & IT Providers.
Suggests Relevant Products
Pull the right items directly from your catalog.
Generated Tailored Content
Auto-created proposal text aligned with client needs and deal context.
Save Time
Reduce proposal creation from hours to just a few minutes
With AI working alongside your team, every proposal is accurate, persuasive and client ready
Fits Your Stack From Day One
No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your entire sales flow, spotting opportunities, creating
Transform Your Entire Proposal Workflow
Accurate Pricing
Create precise quotes effortlessly and customize pricing to meet client needs and maximize profitability.
Smart Integrations
Connect seamlessly with your preferred CRM and other tools to synchronize data and boost operational efficiency.
Comprehensive Analytic
Leverage detailed proposal insights to make informed decisions and enhance your sales strategy.
Automated Approval
Simplify and expedite proposal approvals with automated workflows, minimizing delays and administrative effort
Integrated E-signatures
Manage everything from proposal creation to e-signature capture in one unified platform for a smoother, faster sales process.
Extensive Template Library
Choose from 200+ professionally designed proposal templates tailored to various business scenarios and industries.
200+ Pre-Built Proposal Templates for MSPs
Zomentum’s proposal template library gives you a head start on every deal, helping you maintain consistency while reducing the time it takes to build accurate, professional proposals.
Frequently
Asked Questions
Zomentum acts as a complete revenue platform that not only allows you to sign proposals and contracts but also allows you to collect upfront payments and setup recurring payments, from the same platform, such that you can go from quoting, signing and getting paid.
Yes, you can send proposals without using the document editor. The editor helps you craft stunning, responsive proposals, you can also upload your documents in various formats, such as Word and PDF.
With Zomentum, you can add images or notes to your proposals that details the reasons for your sales. You can also include merge tags and set up workflows for automated, personalized follow-ups.
For businesses in the US and UK, Zomentum Payments is unmatched. It offers zero platform fees, supports ACH and Direct Debit, and integrates perfectly with QuickBooks and Xero. Companies choose Zomentum because of the convenience and efficiency it brings to their businesses.
Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.
Create Stunning Proposals & Close Deals Faster
From your first proposal to enterprise-grade operations, Zomentum is the revenue platform built for MSP growth.
