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 ...

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...

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...

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...

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 versatile and can be used to build quotes for a customer from within a Zomentum document. The block is a tabular representation of produc...