Table of Contents What is QBR?  Creating a QBR using Templates Risk Assessment Matrix - Score Calculation  Editing the risk matrix and the QBR d...

What is a Purchase Order? A purchase order is a document sent by the buyer(MSP, in this case) to a supplier/distributor with a request for products or serv...

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...

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...

Table of Content Adding Products Exporting Products from Zomentum Adding Product Bundles Product Module Dashboard (options to customise the view...

This document describes the header and footer features for Zomentum documents. Zomentum enables its users to create comprehensive documents (proposals, con...

This article describes the latest feature from Zomentum which allows you to embed PDF files in your  documents. Perform the following steps to add PDFs...

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...

You can automatically send ‘Won’ documents to your team members using Sales Automation.  Benefits of using Sales Automation You can send a copy of ‘...

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...