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Knowledge base
Zomentum Grow
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
See all 11 articles
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?
See all 7 articles
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?
See all 7 articles
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
Zomentum Connect (formerly Goolash)
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.
See all 6 articles
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.
See all 22 articles
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
Zomentum - PartnerAlign
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
Zomentum Grow - Getting Started
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
IT Sales Funnel Management
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
IT Proposal Builder
Proposals
28
Creating and Editing Documents
Documents - Blocks & Settings
Status of a document
Comments in a document
Document Templates
See all 28 articles
IT Sales Assessments
Assessments
2
Sales Assessment
Quarterly Business Review (QBR)
IT Sales Automations
Sales Automations
2
Configure Sales Automation & Sample Use-Cases
What are different triggers available in sales automation?
IT Sales Analytics
Sales Analytics
1
Reports
IT QBR/vCIO
QBR
0
Procurement
Purchase Order
1
Purchase Orders
FAQs
Shipping FAQs
0
Zomentum Grow - Discovery Marketplace
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