To help you sell better, your vendors can share various document templates for proposals, quotes, contracts, etc. You can access and edit these templates and create sales documents in the ‘Documents’ section of Zomentum Grow.

Prerequisites: You must have ‘Joined’ the vendor on Marketplace whose templates you want to use.

Step-1

From the left-side panel, go to the ‘Documents’ module.

Step-2

From the top right corner, click on ‘Templates’ and select ‘Browse Templates’.

Step-3

From the pop-up window that appears, click on ‘Global Templates’.

Here, you’ll be able to see the templates published by your Vendor(s).

Step-4

Select the template that you want to use and click ‘Create Document’.

Step-5

A new pop-up will allow you to link the document to a client and an opportunity. Once you submit the information, you’ll land on the document editor.

Click here to learn more about building documents.