Documents

Products in Zomentum
Table of Content Adding Products Exporting Products from Zomentum Adding Product Bundles Product Module Dashboard (options to customise the view...
Wed, 25 Oct, 2023 at 12:40 AM
Headers and Footers
This document describes the header and footer features for Zomentum documents. Zomentum enables its users to create comprehensive documents (proposals, con...
Tue, 23 Apr, 2024 at 4:31 AM
Embedding PDFs in Documents
This article describes the latest feature from Zomentum which allows you to attach PDF files to your Zomentum documents while editing them. Perform the ...
Thu, 20 Jun, 2024 at 6:53 AM
Saved Blocks
What are Saved Blocks? Saved blocks are customizable elements within a document that you can edit and store for future use. They allow you to reuse spec...
Thu, 18 Jan, 2024 at 8:07 AM
How To Send 'Won' Documents to an Email Address via Sales Automation?
With sales automation harness the ease of sharing won documents with your extended team outside of Zomentum without any additional logins. Send Won Do...
Wed, 29 May, 2024 at 3:20 PM
How to Set up Bundled Products for Specific Quotes?
Bundled products are required for a specific quote or purpose, which may or may not be required for other quotes or clients. In order to set that up, you ca...
Mon, 23 Sep, 2024 at 2:38 AM
How to move a won document to a previous status?
Ever wondered what to do with your approved quote if you’re currently facing a shortage of products, or if your client just scrapped a winning deal?  For s...
Thu, 27 Jun, 2024 at 8:14 AM
How to Create and Download a Copy of the Custom Template?
This document guides you on the process to download a copy of the custom template that has been uploaded into the platform and/or create a document without ...
Thu, 27 Jun, 2024 at 8:14 AM
How To Create a Full-Page Cover Without Margins
Creating an impactful full-page cover for your quotes or proposals in Zomentum can enhance the professional appearance of your documents. This article provi...
Thu, 6 Jun, 2024 at 5:58 AM
How to make Purchase Order mandatory during signature?
During the signature process, if you wish to capture the Purchase Order details from the signee, instead of using an input field you can use the inbuilt PO ...
Thu, 27 Jun, 2024 at 8:15 AM