About Us 2

• What is Zomentum?
• GDPR at Zomentum

Documents 11

• How to use browser spell check (right click context menu)
• How to assign order of signature in a document?
• Securing the document link with a PIN
• Upload PDF File and Attach a Signature Block
• Order Forms

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Clients 1

• How to merge two duplicate clients in Zomentum?

Products 1

• Why Product type: 'Other' is imported into Zomentum?

Sales Automation 2

• Merge Tags in Sales Automation
• Multiple Pipelines Limitation and Automation

Settings 17

• How do I set a tax exemption for a client?
• How do I create a tax free proposal/quote for a non-profit organization from a taxable region?
• How to change the auto-generated quote numbers?
• How do I log out/Sign out?
• Various values that can be displayed on the opportunities page

See all 17 articles

Integrations 7

• Stripe Integration
• Custom Distributor Integration
• Custom Distributor - API Pull and Push method
• Why did the Stripe integration create a new dashboard / company in my Stripe account?
• Where to locate Purchase Order Number in Autotask?

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FAQ 7

• 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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Zomentum Affiliates FAQ 0

Email and Calendar Settings 0

Sales Activity 0

Reports 0

Purchase Order 0

Opportunity 2

• How to Bulk delete/update - Opportunity/Product/Client/Document?
• How to set personalized views for documents, clients and opportunities?

Release Notes 1

• Release Notes - Zomentum for Partners

PSA provider 6

• 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 16

• 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 16 articles

Generic vendor import 4

• Connect any vendor with our generic import engine!
• Automate your CSV imports using email
• Track your changes
• How to change the mapping for an existing vendor

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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Your account 4

• Add or update credit card
• Where can I find my invoices?
• Multi-user support.
• How to reset passwords in Zomentum Connect?

Microsoft 7

• Connect your Microsoft partner account.
• Manage Microsoft not for profit licenses
• Error: Access denied. You do not have permission to call this a tenant or your tenant is not visible in the overview.
• Microsoft NCE/CSP
• Manage Microsoft NCE subscriptions with different renewal dates.

See all 7 articles

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

Your account 16

• 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
• Sales Pipelines

See all 16 articles

Email and Calendar Settings 6

• How to Integrate Email & Calendars with Zomentum
• How do you integrate your Gmail or O365 email with Zomentum?
• What are different types of email verification to send documents from a different email address?
• Why do I need to Whitelist Zomentum App?
• Single Email Address Verification

See all 6 articles

Integrations 21

• How to integrate with Autotask PSA?
• Embedding Zapier
• How to Integrate with Ingram Micro
• How to Integrate with Tech Data
• How to integrate with D&H Distributing?

See all 21 articles

Opportunity Management 3

• Creating and Managing Opportunities
• Opportunity Rotting
• Opportunity: Use Revenue/Cost of Documents

Client Information 1

• Client and Contact Management in Zomentum

Managing Sales Activities 1

• Tracking Sales Activities with Zomentum

Product Catalogue 1

• Products in Zomentum

Proposals 28

• Creating and Editing Documents
• Documents - Blocks & Settings
• Status of a document
• Comments in a document
• Document Templates

See all 28 articles

Assessments 2

• Sales Assessment
• Quarterly Business Review (QBR)

Sales Automations 2

• Configure Sales Automation & Sample Use-Cases
• What are different triggers available in sales automation?

Sales Analytics 1

• Reports

QBR 0

Purchase Order 1

• Purchase Orders

Shipping FAQs 0

Zomentum Grow - 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