Unified Proposal-to-Payment Workflows for Construction Teams
Close deals faster with automated quoting, built-in payments, digital signatures and seamless PSA integrations in one platform.
The Performance Boost Your Team Can Unlock
AI-built proposals
Saved on transaction fees
Average win rates on proposals
Increase in overall conversion rates
Purpose-Built Features for Smoother Construction Workflows
Run client engagements more efficiently with connected workflows for proposals, e-signatures and payment collection.
Proposals & Quotes
Create accurate, on-brand construction estimates and bids in minutes using flexible
- 90+ customizable templates
- Custom branding, pricing tables
- Add images, contracts, schedules
- Real-time document and bid tracking
- Proposal performance insights
CRM & Pipeline
Track every lead, bid and project in one pipeline built for clarity and fast-moving construction cycles.
- Construction-specific deal stages
- Unified lead and project view
- Automated bid follow-ups
- Auto reminders for approvals
- In-CRM estimate creation
Workflow Automation
Streamline construction workflows with automated steps that cut delays and reduce costly errors.
- Automatic approval routes
- Change-order tracking alerts
- Expiration alerts and checks
- Automatic project updates
- Billing mistakes removed
E-Signatures
Get quick signoff on bids and contracts with secure, compliant digital signatures.
- Instant signing from any device
- Legally binding and compliant
- Support for multiple signers
- Activity tracking for visibility
- Reminders for faster signoff
Payments
Collect payments faster with built-in workflows that stabilize project cash flow.
- Built-in payment collection
- Fallback options for recovery
- Automatic payment reminders
- One-time or recurring payments
- Smooth quote-to-payment handoff
Renewals
Stay ahead of ongoing maintenance contracts and service agreements with automated renewal workflows.
- Automatic renewal tracking
- Alerts before contracts expire
- Easy renewal quote creation
- Clear recurring revenue view
- No missed renewals or churn
Fits Your Stack From Day One
No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your entire sales flow, spotting opportunities, creating
Trusted and Recognized for Being Partner-First
Success Backed by Customer Stories
"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."
Accelerate Deal Cycles and Capture Revenue Sooner With Zomentum
Zomentum unifies proposals, payments, signing and renewals.
