To ensure that only the recipient of the quote has access to the document, you can secure the document with one-time pins. Here's a step-by-step guide o...
Tue, 16 Aug, 2022 at 7:25 AM
We can now directly upload a PDF into your Zomentum platform and send it out as a document. In the document module, after selecting “Add Document” we get th...
Tue, 10 May, 2022 at 7:21 AM
The concept of Order Forms is to solve MSPs’ hardware sales issues. Order Forms could be regarded as re-usable quotes. If the client buys the same items or ...
Tue, 24 May, 2022 at 8:20 AM
Input Fields are text spaces that can be left for the assignees to be filled in during the Signing process. These can be anything from Names and Addresses t...
Tue, 20 Sep, 2022 at 8:06 AM
Page breaks are advised when you have a long or multi-page document. Once a page break has been added, it can only be removed by dragging all information bl...
Fri, 26 May, 2023 at 4:14 AM
This document describes the summary feature for Quote Blocks while creating Documents in Zomentum. What are Quote Blocks? A Quote Block is used to b...
Wed, 10 Jan, 2024 at 7:40 AM
This document describes the process for partners to set user language preferences. Zomentum currently supports the following languages: English ...
Fri, 14 Jul, 2023 at 2:51 AM
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 ...
Tue, 24 May, 2022 at 8:17 AM
Blocks in Documents Once the document is created, it can be customized using blocks. A block is an element that you can drag and drop around a document to...
Tue, 21 Jun, 2022 at 7:50 AM
The document status bar allows you to identify the current stage of your document. There are 5 different states of a document. 1. Draft: A document ...
Wed, 21 Oct, 2020 at 2:09 PM
