Once completed, you can directly send the document to the intended recipient by clicking on the send email button on the top right of your editor.  ...

Input fields allow you to add fields that can be filled by you or your customer at the time of signing, these fields can be used for anything from adding th...

Steps to add the payments in a document- Click on the “Payments” option and enable the toggle “Payment Gateway” Note:  You need to first set ...

While creating an opportunity, you may want the cost and revenue figures generated from the linked document to populate the revenue fields and margin. In or...

Once the document is sent to the recipients, they will need to sign it following these simple steps. This guide explains how to sign the document, fill in a...

A horizontal divider is a simple line you can place between sections of a document to visually separate content . Adding one takes just a few clicks from w...

Yes. Instead of setting an expiration date for each document individually, you can configure a default expiry period that automatically applies to every new...

Yes. You can manually mark a document as "Won" without sending it to your client first. This is useful when a deal has already been approved offli...

Yes. You can add automatic page numbers to any document directly from the footer, so every page is clearly numbered for your recipient. Adding Page Number...

Yes. Zomentum supports real-time co-authoring, so you and your teammates can work inside the same document simultaneously. Any changes made by one collabora...