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.

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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

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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?

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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.

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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!

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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.

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Vendor integrations 22

• Copaco 2tcloud billing integration
• Connect Allocloud.
• Connect Google Workspace reseller account.
• Connect Acronis Cybercloud.
• Connect Altaro Cloud Management.

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Microsoft 4

• Connect your Microsoft partner account.
• Manage Microsoft not for profit licenses
• Microsoft NCE/CSP
• Manage Microsoft NCE subscriptions with different renewal dates.

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

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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

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Getting started 12

• Zomentum Payments
• Know Your Customer
• Integrating QuickBooks Online with Zomentum Payments
• Customising Account Settings in Zomentum Payments
• Customer Details

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Payment Methods 2

• Refunds and Chargebacks
• Direct Debit (ACH - USA)

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?

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