Documents

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...
Tue, 8 Mar, 2022 at 6:44 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...
Fri, 12 Jan, 2024 at 4:11 AM
Document Dashboard & Statuses
Table of content Document dashboard Document List Document Search engine Add Document Templates Filter Options Bulk Update Settings ...
Tue, 30 Mar, 2021 at 6:24 AM
Status of a document
  Status of the document refers to the current state that the document is presently in. There are different states of a document. 1. Draft     A docum...
Fri, 21 Jul, 2023 at 7:37 AM
What are comments within document?
The comments module in a document allows you to add and reply to comments. You can address multiple queries within the document and provide clarifications t...
Mon, 2 Mar, 2020 at 3:09 PM
Documents - Merge Tags, Custom Merge Tags & Input Fields
Table of Contents What are Merge Tags? Creating a Custom Merge Tag Input Fields Appendix - System Merge Tags I. What are Merge Tags?...
Fri, 14 Jun, 2024 at 12:32 AM
Importing Products from DELL eQuote
The users can import their Dell quotes via PDF into Zomentum. This is a non-premier DELL eQuote. At this moment, we do not support importing quotes via emai...
Tue, 17 May, 2022 at 8:20 AM
Auto-Update Prices in Documents
Product prices may change with time but the prices in quotes do not change.  Consequently, it creates an additional task of updating all the old quotes to r...
Tue, 19 Jul, 2022 at 6:50 AM
Microsoft Office 365 (Azure) SSO login
Our partners can enable Single Sign on and log into Zomentum using their Microsoft 365 Azure account. Once the user sign in SSO, an enterprise account is c...
Tue, 13 Sep, 2022 at 7:01 AM
Approval Rules for Documents
Table of Contents 1. Automate Your Document Approval Process 1.1 Set up Document Approval Rules 1.2 Document Approval - Use Cases Section 1 Automate...
Wed, 22 Jun, 2022 at 7:14 AM