While sharing your quotes and proposals with your signees, you may want to add an extra layer of security to ensure that only the recipients have access to ...

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...

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 ...

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...

This article has been merged into Understanding and Managing Page Breaks in Zomentum Documents.

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...

This document describes the process for partners to set user language preferences. Zomentum currently supports the following languages: English ...

Creating and Editing Documents In Zomentum, you can add a Quote, Proposal, MSA, or any document that an MSP (Managed Service Provider) would send to a c...

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...

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...