Table of Contents
What is Etilize?
How do I integrate Etilize?
How does Etilize work?
3.1 Etilize for Adding Products
3.2 Etilize for Quote Blocks
1. What is Etilize?
Etilize provides standardized, eCommerce ready product catalogues containing millions of products, representing thousands of brands. Their content management platforms ensure that product data is up-to-date and accurate. Their networking includes thousands of leading distributor, reseller, retailer and shopping portals. Etilize is available to all Zomentum partners at no additional cost. For more information on Etilize, visit their website: https://www.etilize.com/
2. How do I integrate Etilize?
Etilize is integrated into your Zometum account by default and is included in your subscription plan. To see if the Etilize integration is active, Navigate to the Settings > Integrations tab and you will see if it’s in a connected state.
3. How does Etilize work?
3.1 Etilize in the Product Module
Search for products easily using the Etilize integration and make them a part of your product catalogue in just a few clicks.
Navigate to Product > Add Etilize Product > Enter the Product Name in the search bar
Note: you can also search for products using respective Product Part numbers to find products
Adding Filters to the Search Results
To narrow down your search, you can filter products from Etilize by selecting ‘Add Filters’ and filter your product by Manufacturers, Company or Feature
Select the right product from the list and click ‘Next’.
Edit the Product Details and click ‘Save’ to add the product to your Zomentum Product catalogue.
Note: The following fields are required to successfully add a product to the quote block.
3.2 Etilize in Quote Block
You can easily search for products using Etilize directly when creating a quote for your clients.
Navigate to Documents > Create Document > Drag & Drop the Quote Block > Add Product
The Etilize integration gives you access to a suite of products, catalogues, and descriptions that you can use within your proposal. Here is a helpful video that shows how this integration works.
Products added in the Quote block will be automatically added to your product catalogue when the document gets moved to the “Won” stage.