Zomentum

In Zomentum, you can add a Quote, Proposal, MSA, or any document that an MSP (Managed Service Provider) would send to a client or prospect during the sales ...

What are blocks in a document?  Once the document is created it can be customized using blocks. A block is an element that you can drag and drop around a d...

Status of the document refers to the current state that the document is presently in. There are 5 different states of a document. 1. Draft     A document...

You can save any document in Zomentum as a template and use it again. To save a document as a template, 1. Click on Settings in the left sidebar. 2. ...

Zomentum allows both owner and recipients to chat on the document right from the document builder for sender and from the microsite for the recipient. O...

A template is a file that serves as a starting point for a new document. Zomentum has a collection of varied templates that you can readily use to create do...

Once you have added products in the Product module, you can pick and choose a list of products in your quote block. Set a price, and a plan for each pro...

Once you add a product, you can use the dropdown filter to search for products in Etilize.  Once you've found the product you were looking for, you can...

You can edit products and their pricing within the quote block by clicking the hamburger icon as shown below. 

The Quote block is a tabular representation of your Products & Services along with prices, etc. to the document. You can use this block to add products...