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Knowledge base
Zomentum for Partners
Documents
26
Securing the document link with a PIN
Upload PDF File and Attach a Signature Block
Order Forms
Input Fields
Remove page breaks and blank spaces from templates.
See all 26 articles
Sales Automation
7
Merge Tags in Sales Automation
Multiple Pipelines Limitation and Automation
Tracking Sales Activities with Zomentum
Sales Assessment
Configure Sales Automation & Sample Use-Cases
See all 7 articles
Integrations
40
Stripe Integration
Custom Distributor Integration
Custom Distributor - API Pull and Push method
Web conference integration (Yet to be Released)
Halo PSA integration
See all 40 articles
Email and Calendar Settings
2
How to Integrate Email & Calendars with Zomentum
How do you integrate your Gmail or O365 email with Zomentum?
Opportunity
4
Creating and Managing Opportunities
Opportunity Rotting
Opportunity: Use Revenue/Cost of Documents
Client and Contact Management in Zomentum
Release Notes
1
Release Notes - Zomentum for Partners
Getting Started
21
Steps for Setting Up your Zomentum Account
How to configure Taxes in Zomentum?
What happens when you deactivate a Tax Region or Category
How to set up two-factor authentication in Zomentum
What are different types of email verification to send documents from a different email address?
See all 21 articles
Zomentum Connect (formerly Goolash)
PSA provider
7
Connect your Autotask Account
Create an Autotask API account
Configuring PSA integration with Zomentum Connect
Changes in Autotask service in connect.
ConnectWise customer missing in contract wizard.
See all 7 articles
Managing contracts / Agreements
15
Create or link a Contract /Agreement
Managing Contracts - Zomentum Connect
Service override on contract/agreement for a customer
Bundle your IT services in your contracts/agreements
Hide contracts on the overview page!
See all 15 articles
Generic vendor import
6
Generic Vendor Import
Automate your CSV imports using email
Track your changes
How to change the mapping for an existing vendor?
Google sheet integration.
See all 6 articles
Vendor integrations
22
Copaco 2tcloud billing integration
Connect Allocloud.
Connect Google Workspace reseller account.
Connect Acronis Cybercloud.
Connect Altaro Cloud Management.
See all 22 articles
Microsoft
4
Connect your Microsoft partner account.
Manage Microsoft not for profit licenses
Microsoft NCE/CSP
Manage Microsoft NCE subscriptions with different renewal dates.
Zomentum for SaaS Companies
PartnerAlign
6
Creation of Product Collections
Inviting Partner to PartnerAlign
Vendors to be able to add resources to be listed in align
Create and Share opportunities with Partners
Reassign Opportunity to Partner
See all 6 articles
Discovery Marketplace
12
Getting Started with Marketplace
Accepting invites and Requesting to join Vendor Programs
Accessing the Vendor's Resource Page from Align
Accessing a Vendor's Company Page on Align
Accessing Product Collection Listings on Align
See all 12 articles
Zomentum Payments
Getting started
12
Zomentum Payments
Know Your Customer
Integrating QuickBooks Online with Zomentum Payments
Customising Account Settings in Zomentum Payments
Customer Details
See all 12 articles
Payment Methods
2
Refunds and Chargebacks
Direct Debit (ACH - USA)
FAQs
FAQs
60
Why do I need to Whitelist Zomentum App?
How to Troubleshoot Email Rendering
How to enable push notifications for chat with Zomentum support team
General FAQs
What are the IP's to be whitlisted?
See all 60 articles