The comments module in a document allows you to add and reply to comments. You can address multiple queries within the document and provide clarifications t...

This article has been merged into Understanding and Managing Page Breaks in Zomentum Documents.

This document describes the summary feature for Quote Blocks while creating Documents in Zomentum. What are Quote Blocks? A Quote Block is used to b...

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...

With sales automation harness the ease of sharing won documents with your extended team outside of Zomentum without any additional logins. Send Won Do...

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...

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...

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 ...

Creating an impactful full-page cover for your quotes or proposals in Zomentum can enhance the professional appearance of your documents. This article provi...

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 ...