Automate mundane tasks and focus on what truly matters

Integrations

Approvals

Reminders

Automation

Create custom approval criteria based on proposal & quote values, markup percentages, and periodic discounts. Implement personalized checkpoints throughout your document approval process and keep track of deadlines with real-time reporting.

We’re rated 4.6 on G2

Designed for teams of all sizes

Proposals to Payments in One Solution at One Price

68%

Average Win Rate on Proposals

7%

Lower in Transaction Fee’s

52%

Jump in Conversion Rate

Ensure every task is completed while automation handles the background work seamlessly
Custom Workflows
Access Control
Reminders

Simplify Your Document Journey End-to-End

Create triggers to automate tasks such as creating opportunities, sending follow-up emails, and updating sales activities. Create your own price book or connect with distributors for real-time product records.
Access Control (Protect, Download)
Document Expiration Reminders
Conditional Approval Workflows

Quote, Sign & Get Paid

Zomentum unifies your sales workflow, enabling you to create documents, obtain e-signatures, track approvals, and process payments seamlessly on one platform. Leverage the AI-powered template library, adaptable pricing dashboards, and collaborative workspaces.
90+ Industry Specific Templates
50+ Integrations to CRM, Accounting tools
Payment Collection System (US & UK)
Industries that love
Zomentum
Design custom workflows to simplify repetitive tasks across your entire organization, enabling your teams to focus on high-impact activities that drive growth, regardless of your industry.
MSPs, VARs and IT solution providers

Streamline MSP sales, quoting, e-sign and payments with PSA, distributor and accounting integrations

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Accountants and Financial Services

Boost efficiency, optimize revenue, and enhance client experiences with Zomentum's all-in-one platform for proposals, e-signatures, and payments.

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Construction Firms

Create Quotes, Approve e-sign, and handle payments with Zomentum's construction proposal software

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Consultants and Agencies

All-in-one proposal-to-payment software empowers consultants, freelancers, and agencies to drive sustainable revenue with quick, compelling proposals.

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Automate all your sales needs on a unified platform, all at one price

Integrated Payments
AI-Enabled Proposal Writer
User Roles & Permission
Document Visibility Control
Document Approval Workflow
Expiration Reminders
Reporting and Workflow Automation
Drag and drop document builder
Featured Templates
Get Up and Running with Deal-Winning Proposals in a Few Clicks
Master Distributor Agreement Template
Try this template
Professional Services Contract
Try this template
Proposal Template for Consulting Services
Try this template
See why those who use Zomentum
it!

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network

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.

Robert Picard
VP & COO, Demand ITS Inc

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.

Jason Kemley
Director – Uptime Solutions

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.

Santiago Susbielles
Finance Controller - CIO Landing

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.

Michael Morgan
Managing Director – Morgan and Morgan

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.

Daniel Shone
Managing Director – Apex Computing Services

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.

Perry Ashby
CEO – Urban Network

Frequently asked questions

 What kinds of templates are in the Template Library?

Zomentum's Template Library offers over 90 templates for industries like MSPs, Construction, IT Services, Accounting, and more. It also includes generic proposals, sales quotes, and contract templates selected by our product experts.

Are e-sign and payment features included in all Zomentum plans?

Yes, e-sign and payment features are available in all plans. Zomentum offers an all-in-one platform with unlimited features, from quoting to payments, at a single cost, which sets it apart from competitors.

Can Zomentum integrate with my current accounting system?

Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.

How long does it take to set up Zomentum Proposal Software?

Getting started with Zomentum Proposal Software is almost instant. Once your sales team has their logins and feature access, they can begin immediately. Additionally, there are no charges for onboarding or training.

How does Zomentum minimize errors in my payment collection process?

Zomentum integrates seamlessly with your accounting platform, reducing the need for manual data entry and ensuring a smooth, accurate workflow throughout the payment process.

Pricing for Zomentum's Proposal Software?

Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, mid-size companies, and enterprises. Click here to learn more.

What is Zomentum’s money-back guarantee?

Try Zomentum’s Proposal Software risk-free for the first 30 days; if Zomentum doesn't meet your business requirements, get a refund.