Documents

What is a document?
A managed services Document can be a Quote, Proposals, MSA or any document that an MSP (Managed Service Provider) wants to send their prospects or client...
Fri, 13 Mar, 2020 at 4:59 AM
How to Add a Document?
This article will walk you through the steps required to add a document in your zomentum  Navigate to the documents list page by clicking on Documents ico...
Fri, 13 Mar, 2020 at 5:18 AM
What are blocks in documents?
What are blocks in a document?  Once you have opted to create a document, you can use easy drag and drop elements to quickly build multiple documents (p...
Fri, 13 Mar, 2020 at 5:21 AM
Status of a document
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...
Wed, 13 Nov, 2019 at 4:43 AM
Saved Blocks
You can save any block in Zomentum to be used later and in any document that you like. To save a document, 1. Click on the block that you want to save. 2...
Wed, 13 Nov, 2019 at 5:06 AM
Save as Template
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. ...
Wed, 13 Nov, 2019 at 5:17 AM
Comments in a document
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...
Wed, 13 Nov, 2019 at 5:24 AM
Templates
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...
Thu, 14 Nov, 2019 at 3:42 AM
How to set up product plans and pricing?
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...
Sun, 1 Mar, 2020 at 4:12 PM
How to add products to Quote Block from etilize
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...
Sun, 1 Mar, 2020 at 4:10 PM