FAQs

Why do I need to Whitelist Zomentum App?
Google has made changes to its policies which mandates any application that connects or utilizes their services needs to go through a “Security Assessment” ...
Sat, 27 May, 2023 at 5:27 PM
How to Troubleshoot Email Rendering
How does email rendering work? There are 15,000 different email rendering previews. Email rendering verifies how to optimally display your emails for va...
Thu, 24 Jun, 2021 at 9:54 AM
How to enable push notifications for chat with Zomentum support team
1) Open this URL - https://zomentum.webpush.freshchat.com 2) Click on the lock icon in the URL bar and go to Site Settings. 3) Select 'Allo...
Tue, 5 Apr, 2022 at 6:01 AM
General FAQs
Email Settings Why am I not able to send emails? Why do I see a stop/pause in the status under the document email settings? I am not able to find ...
Tue, 28 Jun, 2022 at 10:10 AM
What are Zomentum's IPs to be whitelisted?
This document provides the list of IPs that should be whitelisted. IPs that should be added to the whitelist are: 3.210.175.249  34.224.144.84 50...
Thu, 12 Sep, 2024 at 7:04 AM
Where do I see the content added in the email sent along with the documents?
When we hit the send document button, you will have the option to draft an email in the email pop-up which is sent along with the document. We do not ...
Sun, 28 May, 2023 at 5:56 AM
How to set personalized views for documents, clients and opportunities?
While working with multiple users in the same account, you might want to have a customized filtered view of the opportunities, documents or clients  basis e...
Mon, 30 Jan, 2023 at 7:06 AM
How do I create a tax free proposal/quote for a non-profit organization from a taxable region?
Many times you would have clients who you would not want to fall into the purview of taxes while sending quotes. For such instances, you can set up tax exem...
Mon, 30 Jan, 2023 at 6:54 AM
How do I set a tax exemption for a client?
Many times you would have clients who you would not want to fall into the purview of taxes while sending quotes. For such instances, you can set up tax exem...
Mon, 30 Jan, 2023 at 7:02 AM
How to change the auto-generated quote numbers?
To change the document ID, please navigate to settings→account→Document Details Here you can change the following document ID as well as add prefixes/...
Fri, 26 May, 2023 at 7:03 AM