Documents

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 client or prospect during the sales ...
Wed, 21 Oct, 2020 at 12:26 PM
Documents - Blocks & Settings
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, 30 Mar, 2021 at 5:40 PM
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 3:13 PM
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 3:47 PM
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 3:54 PM
Document Templates
Templates allow you and your team to create documents more efficiently/faster. Zomentum saves you time with a collection of templates ready to use or you ca...
Thu, 8 Apr, 2021 at 12:35 PM
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...
Mon, 2 Mar, 2020 at 2:42 AM
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...
Mon, 2 Mar, 2020 at 2:40 AM
How to reconfigure my product pricing?
You can edit products and their pricing within the quote block by clicking the hamburger icon as shown below. 
Mon, 2 Mar, 2020 at 2:44 AM
What is a Quote block?
The quote block is versatile and can be used to build quotes for a customer from within a Zomentum document. The block is a tabular representation of produc...
Mon, 22 Feb, 2021 at 10:43 PM