Frictionless Proposal-to-Payment for HVAC 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
Win rate on proposals
Boost in deal size
Saved on transaction fees
Features That Power Smooth HVAC Service Cycles
Manage estimates, service agreements and payments with features that keep HVAC operations efficient and organized.
Proposals & Quotes
Create accurate, professional HVAC proposals and service quotes in minutes using flexible templates.
- 90+ AI-driven customizable templates
- Editable line items and service details
- Accurate billing and cost breakdowns
- Real-time document tracking
- Add images, contracts, schedules
CRM & Pipeline
Track every lead, deal and renewal in one HVAC-ready pipeline built for clarity and speed.
- HVAC-specific deal stages
- Unified lead and proposal view
- Automated follow-up reminders
- Renewal tracking for service plans
- In-CRM proposal creation
Workflow Automation
Automate HVAC sales workflows to cut manual work and keep jobs moving efficiently.
- Automatic triggers for tasks
- Approval routings for teams
- Expiration alerts and checks
- Automatic deal updates
- Repetitive steps removed
E-Signatures
Get quick approval on HVAC quotes and contracts with secure, built-in e-signatures
- Instant signing from any device
- Legally binding and compliant
- Support for multiple signers
- Activity tracking for visibility
- Reminders for faster signoff
Payments
Speed up HVAC payments with built-in billing tools and low-fee payment options.
- Built-in payment collection
- One-time or recurring payments
- Fallback options for recovery
- Automatic payment reminders
- Smooth quote-to-payment handoff
Renewals
Stay ahead of HVAC maintenance 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
Recognized for Innovation and Service Excellence
Customer Experiences With 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."
Increase Deal Velocity With Unified Proposal-to-Payment Software
Zomentum unifies proposals, payments, signing and renewals.
