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Smarter Quotewerks Alternative for Modern MSPs
Tired of outdated quoting tools slowing down your sales process? Zomentum is the modern QuoteWerks alternative built exclusively for Managed Service Providers (MSPs). With intelligent quote management, automated workflows, and seamless integrations, Zomentum helps MSPs create, send, and close deals faster — all from a cloud-based platform designed to scale your business.
We’re rated 4.6 on G2
Designed to help you close deals faster
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Modern MSPs Around the World
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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.
Overcome QuoteWerks Challenges with an All-in-One Sales Acceleration Platform for MSPs
Unified Cloud Platform — No Installs, Full Access
Intuitive Drag-and-Drop Document Builder
Live Distributor Pricing & Rich Product Catalog
Interactive Microsite Quotes that Convert
Why MSPs Are Moving On from QuoteWerks
Today, Managed Service Providers need more than just quote creation. You need a quoting platform that integrates with your PSA, supports recurring services, and helps you close deals faster.
That’s why MSPs are switching to Zomentum.
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Which Quoting Tool Is Right for Modern MSPs?
Everything You Need to Win More Deals —
All in One Platform for MSPs
Ready to Make the Switch?
Streamline your sales process, win more deals, and deliver a better quoting experience — all from one powerful platform.
Blog Section
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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.
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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 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.
Frequently asked questions
Zomentum is a cloud-based, all-in-one quote management and sales platform designed specifically for MSPs. Unlike QuoteWerks, which is on-premise and limited to quoting, Zomentum combines quoting, CRM, pipeline tracking, and sales automation — all in one modern interface.
Yes — Zomentum is 100% cloud-based. Your team can create, manage, and close quotes from anywhere, with no need for installations or manual syncing.
Absolutely. Our onboarding team will help you migrate your existing quotes, templates, and customer data from QuoteWerks to Zomentum for a smooth, hassle-free transition.
Yes. Zomentum integrates seamlessly with top PSA platforms, including ConnectWise, Autotask, HaloPSA, Kaseya BMS, and more — keeping your quoting and billing workflows fully aligned.
Yes — Zomentum includes a built-in MSP CRM so you can track leads, deals, and customer interactions in one centralized location, reducing the need for multiple tools.
No problem. You can use only the quoting module. However, most MSPs see greater efficiency by leveraging Zomentum’s all-in-one quoting and sales tracking to speed up their sales cycle.
Most MSPs are fully onboarded within 1–2 days. We provide access to ready-made templates, integrations, and dedicated onboarding support to help you hit the ground running.
Yes! You can start a free trial or book a live demo to see how Zomentum fits your MSP’s quoting and sales process.
