Get proposals e-signed, collect upfront payments, and set up recurring payments—all in one seamless platform

Proposals

E- signature

Payments

Recurring

Share the proposal, sign the deal, and get paid  — in one go. Start servicing immediately with cash flows squared away and eliminate the hassle of chasing monthly recurring payments.

We’re rated 4.6 on G2

Designed to help you close deals faster

From Proposals to E-sign to Payments in One Solution

68%

Average Win Rate on Proposals

7%

Lower in Transaction Fee’s

52%

Jump in Conversion Rate

Ensure a seamless experience for your buyers and ensure you get paid on time.
A win-win for you and your clients.

Quote, sign and get-paid

Streamline your sales by signing deals, collecting upfront and recurring payments for both new and existing clients, in one go.
Legally binding e-signature
Fallback methods to collect payment
Surcharges and discounts based on payment method
Competitive transaction fees on payments
Integration with CRM and accounting software

e-Sign, Payments & Reminders

Zomentum centralizes all your sales workflows and automates tasks, creating a dynamic CPQ workspace to help you win more deals with minimal effort
Proposal & Quote Builder
Digital Negotiations
Advanced Automation
Industries that love
Zomentum
Accelerate your deal closure process by adopting Zomentum across your Sales & Revenue Teams
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

How does Zomentum Payments work?

Zomentum provides its own payment gateway, built on top of Adyen. This gateway can be used to collect payments on quotes or set up recurring payments. Zomentum will take care of all account creation and depositing funds in your account once they are collected.

Is Zomentum payment secure?

Zomentum payments is built on top of Adyen. Adyen is highly security-focused and PCI DSS compliant, giving you complete peace of mind over your online payment processing.

Can I collect future invoices once I have collected a payment?

You can collect payments and request eSignatures directly from Zomentum quotes and proposals. The same information can also be used for subsequent payment collections. The client is notified before the charge every month. You can also set up custom alerts.

How does Zomentum ensure collection when a payment method fails?

Zomentum Payments offers setting up fallback payment collection methods from the client. So if the first method fails, it will automatically try the other payment methods on file to ensure you are paid on time.

In what geographies is Zomentum payments live?

Zomentum Payments is currently available for customers in the USA and UK and supports all credit card, ACH, and Direct debit payments.

What information is on an electronic signature certificate?

Our eSignature certificate includes your recipient’s name, signatures/initials, verified email address, IP address, and a Date/Time Stamp for when the agreement was completed.

Are electronic signatures secure?

Yes. eSignature software technology from Zomentum is legally binding, ESIGN, and UETA compliant. We provide an electronic certificate with every eSignature that verifies a document’s legitimacy.

How do I create a signing order?

If you need more than one person to sign your sales agreement, you can create a signing order to specify when each signer can view and eSign the agreement.

Are electronic signatures legal?

In most countries, electronic signatures are legal, and to make things easier, we’ve outlined the legality of electronically signed contracts when working across international borders here.

How do I know when my document is signed?

After sending a contract for electronic signature, you can view real-time status updates throughout the signing process. You will be notified if a document is opened or viewed, if the signing process has started, etc., so you can keep track. After the recipient has eSigned the sales contract, you can download it and view the eSignature certificate.