Your Agency’s Proposal & Payment Workflow, Unified
By unifying proposals, e-sign, approvals and payments, Zomentum helps consultants, freelancers and agencies move faster and boost revenue.
The Performance Boost Your Team Can Unlock
Higher win rates on proposals.
AI-built proposals
Increase in overall conversion rates
Boost in proposal acceptance.
Tools Built to Move Clients From Quote to Close
Streamline proposals, approvals, e-signatures and payments in one connected workflow designed for client-service teams.
Proposals & Quotes
Create accurate, on-brand proposals and quotes in minutes using flexible templates.
- 90+ MSP-ready templates
- Custom branding, pricing tables
- Editable line items and scope
- Real-time document tracking
- Add images, schedules, contracts
CRM & Pipeline
Track every lead, pitch, and engagement in one clear pipeline built for fast-moving client work.
- Agency-specific deal stages
- Unified lead and project view
- Automated renewal reminders
- Auto follow-up prompts
- In-CRM proposal creation
Workflow Automation
Streamline client workflows with automated steps that cut errors and keep every engagement moving.`
- Automatic task triggers
- Approval routings for teams
- Expiration alerts and checks
- Automatic project updates
- Billing mistakes removed
E-Signatures
Get faster approval with secure digital signatures built into every proposal and contract.
- Instant signing from any device
- Legally binding and compliant
- Support for multiple signers
- Activity and approval tracking
- Reminders for faster signoff
Payments
Collect payments faster with integrated billing tools designed for project-based and retainer work.
- Built-in payment collection
- One-time or recurring payments
- Automatic payment reminders
- Low transaction fees
- Automatic payment reminders
- Smooth quote-to-payment handoff
Renewals
Stay ahead of retainers and recurring services with automated renewal workflows.
- Automatic renewal tracking
- Alerts before retainers end
- 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 Excellence Across the Industry
See Why Customers Love 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 Deal Win Rates With a Unified Quote-to-Payment System
Quote, approve, sign and renew in one simple, unified system.
