Features
Zomentum
QuoteWerks
Professional Templates
Interactive Quotes - Microsite with comments
Real-time notifications comments
Countersign
Multiple signees with signature order
Quote Labor
Compare monthly or yearly data
Export Product list
Auto reminders to the client to approve the documents
Mobile signing of documents
Intuitive & ease to use Drag and drop editor to create documents quickly
Save snippets of document in addition to saving whole document as templates (Saved Blocks)
Input fields
Attach videos to quotes
Personalize quotes with company logo, contact info, etc.
Customize quote block to match company branding
Electronic Sign-Off (Approval without e-signature)
Setting document Expiry
Use Merge Tags to quickly create documents with relevant data
Capture all activities on the document - Audit trail
Additional set up price
Add discounts
Automatic Upselling - give multiple options to the client and let them choose
Customize labels as per company standards
Real time alerts on document interaction
Track item level and quote level margin while quoting
E-signature (Approval of document with e- signature)
Set Pricing rules based on Cost price of the products (Mark up & Margin price modifier)
Live pricing from Distributors
Import Product catalog from distributors/vendors in the form of CSV or Excel
Workflow Automation
Etilize (Product Catalog & rich content Integration)
Ingram micro (Distributor Integration)
Tech Data (Distributor Integration)
D and H (Distributor Integration)
Connectwise Manage (PSA Integration)
Autotask (PSA Integration)
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