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Knowledge base
Zomentum Grow
Documents
31
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 31 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
28
Stripe Integration
Custom Distributor Integration
Custom Distributor - API Pull and Push method
Web conference integration (Yet to be Released)
Halo PSA integration
See all 28 articles
Settings
3
How to Integrate Email & Calendars with Zomentum
How do you integrate your Gmail or O365 email with Zomentum?
Why are my emails landing in the spambox?
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 Grow
Getting Started
22
Steps for Setting Up your Zomentum Account
How to Reach Zomentum Support: A Step-by-Step Guide
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
See all 22 articles
Zomentum Payments
Getting started
23
Zomentum Payments
Know Your Customer
Integrating QuickBooks Online with Zomentum Payments
Customising Account Settings in Zomentum Payments
Customer Details
See all 23 articles
Payment Methods
5
Direct Debit (ACH - USA)
Card Transaction Charges
Transaction Limits
Invoice Enhancements
Transactions Page
Release Notes
1
Release Notes - Zomentum Payments
PRM for SaaS Vendors
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
Integrations
13
Salesforce Integration
Salesforce <> Partner Align Integration FAQs
Add PartnerAlign Subscription Component to Lightning Pages
Set Organization Wide Address
Add PartnerAlign fields to Layouts
See all 13 articles
Zomentum Connect (formerly Goolash)
PSA provider
8
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 8 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
25
Copaco 2tcloud billing integration
Connect Allocloud.
Connect Google Workspace reseller account.
Connect Acronis Cybercloud.
Connect Altaro Cloud Management.
See all 25 articles
Microsoft
6
Connect your Microsoft partner account.
Manage Microsoft not for profit licenses
Microsoft NCE/CSP
Manage Microsoft NCE subscriptions with different renewal dates.
Microsoft Authentication (GDAP)
See all 6 articles
FAQs
FAQs
65
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 Zomentum's IPs to be whitelisted?
See all 65 articles