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 ...
Tue, 24 May, 2022 at 8:17 AM
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, 21 Jun, 2022 at 7:50 AM
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...
Sat, 27 May, 2023 at 3:40 AM
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 5:24 AM
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
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...
Sun, 1 Mar, 2020 at 4:12 PM
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...
Tue, 19 Jul, 2022 at 6:54 AM
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
Hiding or showing setup price : Once you add a product to the quote block, you can optionally choose to show or hide the set-up price by check-ing or unchec...
Sun, 1 Mar, 2020 at 4:02 PM
Discounts and Tax in Quote Block : You can add discounts and tax directly in the quote block by editing the respective menus and they will get included...
Sat, 27 May, 2023 at 4:29 PM
