Streamline Proposal
and Quote Workflows for Faster Wins
Create, share, and sign quotes, proposals, and contracts in minutes.Track renewals effortlessly and streamline every stage of your prospect’s journey.
Built for High-Converting Sales Teams
Win Rate on Proposals
AI-Generated Quotes
Higher Conversion Rate
Accelerate Your Proposal and Quote Workflow
Build and Customize Proposals and Quotes
Create high-converting proposals and accurate quotes in minutes with a flexible workspace, clean design controls, and industry-ready templates that help your team move faster.
- 90+ industry-specific templates
- Custom branding and layout controls
- Product tables, pricing tiers, and bundles
- Performance analytics for each proposal
Handle Approvals, Signatures, and Payments
Move deals from sent to signed without delays using built-in approvals, e-signatures, payment collection, and automated follow-ups that keep every document moving.
- Legally binding e-signatures
- Multi-step approval routing
- Automatic payment reminders
- Automated email reminders
Sync Proposals and Quotes Across Your Tools
Keep every quote, proposal, signature, and payment aligned across CRM, PSA, accounting, and distributor systems without manual updates.
- Sync quote and deal data to CRM and PSA
- Pull distributor pricing into quotes
- Push invoices and payments to accounting tools
- Maintain a single source of truth across systems
Powering Sales Teams Across Industries
Built for teams that need faster sales cycles, smoother approvals, and organized revenue workflows.
MSPs, VARs & IT Solution Providers
Streamline sales, quoting, e-sign, and payments with seamless PSA and accounting integrations.
Consultants & Agencies
Deliver compelling proposals, capture e-signatures, and simplify payments across every client engagement.
Accountants & Financial Services
Reduce admin work, accelerate engagement approvals, and collect retainers seamlessly with secure e-signatures and payments.
Construction Firms
Create detailed quotes, collect e-signatures, and manage project payments through one connected workflow.
HVAC
Capture service approvals instantly, reduce paperwork, and collect payments on the spot with mobile-ready e-signatures.
Capabilities That Power Your Sales Workflow
Custom-Fit Templates for All Your Needs
Explore industry-ready templates from our library of 90+ options.
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MSP Business Proposal Template for Winning Deals
Free HVAC Proposal Template
Audit proposal template
Trusted by Top MSPs, Backed by Industry Recognition
Success Stories Powered by Zomentum
"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. 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."
Boost Proposal Win Rates by 52% and Double Your Deal Size
