Create Comprehensive
and Flexible Quotes

Zomentum’s flexible and straightforward Quote builder helps shorten your sales cycle and more effectively upsell your services. Create branded quotes, collaborate in real-time, and set document deadlines to ensure deals close faster.

Zomentum’s flexible and straightforward Quote builder helps shorten
your sales cycle and more effectively upsell your services. Create
branded quotes, collaborate in real-time, and set document deadlines
to ensure deals close faster.

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Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue

You are in
good company

Savvy MSPs are realizing a remarkable
improvement in sales productivity.

70%
FASTER DOCUMENT CREATION
2X
WIN RATE
6X
INCREASE IN DEAL SIZE

The Smarter way
to send Quotes

The most powerful DIY Quote Builder to help you
communicate value, clarify and overcome objections, and gain approval faster.

Avoid painstaking errors

Generate quotes with lightning speed using
readily available product and pricing information.
Reuse content from previous quotes, including
product, pricing, and bundling information.

Clearly present you offerings

Accommodate a variety of pricing plans, including
one-time charges and recurring revenue options.
List a wide array of offerings, from simple product
and services portfolios to customized bundles.

Close deals faster with deadlines

Stay on top of stakeholder activities for all active
quotes. Set timely reminders and document
expiration dates to instil urgency and speed up the
sales closing process.

Upsell with choice 

Prompt your clients to opt for all the products
and services they need. Provide them the option
to increase quantities.

Document as a microsite 

Send your quotes using a live microsite and
resolve client objections in real-time with an
interactive comments option. Approve documents
immediately using E-signatures.

Less math, more sales 

Calculate Discounts for each product and service
and track profit margins for revenue analytics

Avoid painstaking errors

Generate quotes with lightning speed using readily available product and pricing information. Reuse content from previous quotes, including product, pricing, and bundling information.

Clearly present you
offerings

Generate quotes with lightning speed using
readily available product and pricing information. Reuse content from previous quotes, including product, pricing, and bundling information.

Close deals faster with deadlines

Upsell with choice 

Generate quotes with lightning speed using readily available product and pricing information.Reuse content from previous quotes, including
product, pricing, and bundling information.

Document as a microsite 

Generate quotes with lightning speed using
readily available product and pricing information.
Reuse content from previous quotes, including
product, pricing, and bundling information.

Less math, more sales 

Generate quotes with lightning speed using readily available product and pricing information.
Reuse content from previous quotes, including product, pricing, and bundling information.

“Using Zomentum, I just sent a customer quote for one laptop for $1,000. My proposal increased from $1,000 to more than $6,200 because the client can change the quantity of items ordered and upsell themselves into purchasing monitors, docking stations, and wireless networks on their own.”

Read Full Story  →
Steve Dempsy, Principal

More than a
Quote Builder

Zomentum is an end-to-end sales solution built
exclusively for MSPs

Track Opportunity

Help your sales team monitor and
manage every stage of the sales
cycle from a single application and
actively monitor every stage of
opportunity

Create thorough assessments

Create comprehensive sales
assessments that clearly outline the
value of your services and allow your
team to upsell clients with
confidence

Oversee activity

Track every proposal-related activity
and receive immediate notifications on
deal approvals

‍

Send proposals

Create professional proposals with
aesthetically appealing templates
and present quotes with confidence
and clarity

Gain approval

Accelerate the sales closing process
with legally binding e-signatures


‍

Win more deals in less time

Convert more opportunities into paying
clients in a shorter time

Track Opportunity

Help your sales team monitor and manage every stage of the sales cycle from a single application and actively monitor every stage of opportunity

Create thorough assessments

Create comprehensive sales assessments that clearly outline the value of your services and allow your team to upsell clients with confidence

Oversee activity

Track every proposal-related activity and receive immediate notifications on
deal approvals

‍

Send proposals

Create professional proposals with aesthetically appealing templates and present quotes with confidence and clarity

Gain approval

Accelerate the sales closing process with legally binding e-signatures


‍

Win more deals in less time

Convert more opportunities into paying clients in a shorter time

Seamlessly integrates with
your MSP workflow

Take advantage of your
PSA data

Zomentum’s integration with industry-leading PSAs such as Autotask, ConnectWise, Kaseya automates the quoting process, allowing you to quickly configure new quotes with readily available information

Product catalogue with
Etilize

Zomentum’s integration with Etilize lets you leverage the latest product and services descriptions to quickly configure new products and add information to your Quotes.

Real time distributor
pricing

Zomentum integrates with your favorite distributor partners, including D&H, Ingram Micro, Synnex so you can source real-time pricing for all IT products.

Take advantage of your
PSA data

Zomentum’s integration with industry-leading PSAs such as Autotask, ConnectWise, Kaseya automates the quoting process, allowing you to quickly configure new quotes with readily available information

Product catalogue with
Etilize

Zomentum’s integration with Etilize lets you leverage the latest product and services descriptions to quickly configure new products and add information to your Quotes.

Real time distributor
pricing

Zomentum integrates with your favorite distributor partners, including D&H, Ingram Micro, Synnex so you can source real-time pricing for all IT products.

Remove friction from the IT sales
process

Sell faster and smarter with easy to create, clearly presented, and
effective quotes

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Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue
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evolve a strategy
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