Proposals

Creating and Editing Documents
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 ...
Fri, 21 May, 2021 at 7:05 AM
Documents - Blocks & Settings
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, 30 Mar, 2021 at 7:10 AM
Comments in a document
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 4:24 AM
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...
Thu, 8 Apr, 2021 at 2:05 AM
How to set up product plans and pricing?
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 3:12 PM
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...
Thu, 2 Sep, 2021 at 8:15 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 5:24 AM
How to hide setup price?
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 3:02 PM
How to add discounts and tax ?
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...
Sun, 1 Mar, 2020 at 3:04 PM
How is total calculated in my Quote?
Total calculation in the Quote block - The Total amount is calculated based on the sum of all individual product prices, implementation cost and sales tax  ...
Sun, 1 Mar, 2020 at 3:06 PM