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Solutions





PROPOSAL AND QUOTES

Sales CRM with Quoting and e-sign




E-SIGN AND PAYMENTS

Recurring Payments Collection & Management




AUTOMATIONS & WORKFLOWS

Vendor License Management & Billing Reconciliations

Products





GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

industries





MSPS, VARS AND IT SOLUTION PROVIDERS


Sales CRM with Quoting and e-sign




CONSULTANTS AND AGENCIES

Recurring Payments Collection & Management




ACCOUNTANTS AND FINANCIAL SERVICES

Recurring Payments Collection & Management




CONSTRUCTION FIRMS

Vendor License Management & Billing Reconciliations




HVAC

Vendor License Management & Billing Reconciliations

Pricing
Pricing





GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

Resources



Blog

Read insights, tips, and best practices

Events

Meet us at industry-leading roadshows

Knowledge Hub

Download ebooks, guides, and more

Partner Stories

See how our partners are successful

Podcast

Hear experts on the latest industry trends

Help Center

Learn how to set up and use Zomentum

Webinars

Listen to Industry experts

Webinars


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Featured resource


Templates
Login





GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

PRM for SaaS VendorsBook a Demo
Solutions

Proposal and Quotes
Explore and Learn

e-Sign and Payments
Connect & Manage

Automations & Workflows
Animate and move
Industries

MSPs, VARs and IT solution providers
Explore and Learn

Consultants and Agencies
Connect & Manage

Accountants and Financial Services
Animate and move

Construction Firms
Business & Sales

HVAC
Business & Sales
Solutions



PROPOSAL AND QUOTES


E-SIGN AND PAYMENTS


AUTOMATIONS & WORKFLOWS

Link 1
Industries



MSPS, VARS AND IT SOLUTION PROVIDERS


CONSULTANTS AND AGENCIES



ACCOUNTANTS AND FINANCIAL SERVICES


CONSTRUCTION FIRMS

Link 1
Products



GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

Link 1
Pricing
Pricing


GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

Resources




RESOURCES


BLOG

Read Insights, Tips and best practices


EVENTS

Meet us at industry-leading roadshows


KNOWLEDGE HUB

Download Ebooks, Guides and more


PARTNER STORIES

See how our partners are successful


HELP CENTER

Learn how to set up and use Zomentum


WEBINARS

Listen to Industry experts


UPCOMING & ON-DEMAND WEBINARS





SEE ALL WEBINARS




FEATURED RESOURCE



Templates
Login



GROW

Sales CRM with Quoting and e-sign




PAYMENTS

Recurring Payments Collection & Management




CONNECT

Vendor License Management & Billing Reconciliations

Free PRM for SaaS VendorsBook a Demo




QUOTE, SIGN, GET PAID

Simple yet powerful AI-enabled platform designed to swiftly create compelling
proposals, impress your prospects, win more deals, and ensure you get paid on
time.

To find out how you can get your Zomentum subscription for FREE
Book a Demo

We’re rated 4.6 on G2

We’re rated 4.6 on G2


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EMPOWERING BUSINESSES OF ALL SIZES ACROSS THE GLOBE




DESIGNED TO BOOST EFFICIENCY, STAY ON TOP OF DEALS, AND WIN MORE EFFORTLESSLY.
CREATE AMAZING FIRST IMPRESSIONS! WHAT’S NOT TO LOVE?


Grow
Sales CRM with Quoting and e-sign (CPQ)

 * Proposals, Quotes and Contracts

 * Legally binding e-signs

 * AI-enabled proposal writer

 * Assessments and QBRs

 * Automate all sales workflows

Learn more

Payments
Recurring Payments Collection & Management

 * One-time payment upon quote/proposal acceptance

 * Recurring payments for managed service invoices

 * Integrated with Zomentum CPQ and accounting tools

 * Internal and customer-facing portals

 * Primary and backup payment methods

Learn more

Connect
Vendor License Management & Billing Reconciliations

 * Natively integrated with 30+ vendors

 * Distributor agnostic

 * Link multiple vendors to single contract

 * Intelligent reminders and alerts

 * Simplify Microsoft NCE Complexity

Learn more


Proposals

Quotes

E-sign

Payments

Automations

REALIZE THE POWER OF A WELL-CONNECTED TECH STACK



Zomentum has 50+ deep and well-functioning and integrations providing a single,
authentic source of truth. This helps to align teams, eliminate conflicts and
drive revenue predictability. Zomentum integrates with your existing tech stack
to free your team of time-consuming tasks and data transfer errors.

See All Integrations




BUILT FOR TECHNOLOGY SERVICE PROVIDERS WHO HAVE EMPOWERED BUSINESSES ACROSS THE
GLOBE TO TAKE TRUE ADVANTAGE OF TECHNOLOGY AND CYBERSECURITY

Managed Service Provider (MSP)
Managed Security Service Provider (MSSP)
Valued-Added Reseller (VAR)
Systems Integrator (SI)
Cloud Service Provider (CSP)
UCaaS and CCaaS providers
IT Solution Provider
Break-fix services

SEE WHY THOSE WHO USE ZOMENTUM



IT!

The document template makes our sales proposals a more modern experience with
embedded videos and multi-stakeholder digital signatures with a customizable
sales pipeline system. Zomentum replaces multiple products with a single, fully
integrated solution that solves many of the challenges we encountered with other
platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient
and professional. With its revenue automation features, we've experienced a
remarkable increase in productivity, saving us valuable time. The AI Writer is a
game-changer, allowing us to create personalized and high-quality content for
each proposal quickly. It has significantly improved our lead conversion rate,
enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send
PDF attachments in our e-mails and manually sign them. The support team is very
receptive and always takes our suggestions in order to make it a better tool. I
hope they continue improving it with more and more integrations to reduce manual
entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete
sales process, everything within a single, easily accessible dashboard. It also
helps us to track the total number of proposals, leverage automation to send
reminders to customers who haven't signed, and receive weekly updates on opened
proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage
agreements. But then we discovered its versatility. Now, we rely on Zomentum to
effortlessly build proposals, create business cases, and attach quotes directly
to the proposal. The platform enables us to track project progress and provide
real-time feedback to our customers. It's streamlined our entire process, from
proposal to billing. And it also integrates seamlessly with Autotask - our PSA
and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on
other important tasks. The Template Library has been a lifesaver, enabling us to
swiftly create quotes across various products. Zomentum's standardization of our
proposals ensures consistent messaging for all clients, resulting in improved
quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with
embedded videos and multi-stakeholder digital signatures with a customizable
sales pipeline system. Zomentum replaces multiple products with a single, fully
integrated solution that solves many of the challenges we encountered with other
platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient
and professional. With its revenue automation features, we've experienced a
remarkable increase in productivity, saving us valuable time. The AI Writer is a
game-changer, allowing us to create personalized and high-quality content for
each proposal quickly. It has significantly improved our lead conversion rate,
enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send
PDF attachments in our e-mails and manually sign them. The support team is very
receptive and always takes our suggestions in order to make it a better tool. I
hope they continue improving it with more and more integrations to reduce manual
entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete
sales process, everything within a single, easily accessible dashboard. It also
helps us to track the total number of proposals, leverage automation to send
reminders to customers who haven't signed, and receive weekly updates on opened
proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage
agreements. But then we discovered its versatility. Now, we rely on Zomentum to
effortlessly build proposals, create business cases, and attach quotes directly
to the proposal. The platform enables us to track project progress and provide
real-time feedback to our customers. It's streamlined our entire process, from
proposal to billing. And it also integrates seamlessly with Autotask - our PSA
and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on
other important tasks. The Template Library has been a lifesaver, enabling us to
swiftly create quotes across various products. Zomentum's standardization of our
proposals ensures consistent messaging for all clients, resulting in improved
quote-to-closure rates.

Perry Ashby
CEO – Urban Network




OUR CUSTOMERS HAVE WON $1,000,000,000 IN NEW BUSINESS!


$500m

Deals won by partners using Zomentum

$45m

Revenue leakage plugged for partners

Build Quotes in just 3 Minutes
Decrease Time to Sign a Deal  by 70%
Boost Deal Size by up to 6x
Plug Over 20% revenue losses
Achieve an Average Win Rate of 65% on Proposals
AI enabled proposal builder saves at least 1 hour everyday

SEE HOW ZOMENTUM ENABLES MORE WINS FOR PARTNERS AND SAAS COMPANIES.



Teams that work together. Win together.

Collaborate Effectively

Zomentum really brings together different teams working on the deal - partner
management teams and partners. Making it really simple for them to share &
register deals and work together in a standardized way.

Revenue Predictability

Clear visibility about the pipeline and deal flows helps SaaS Companies to get
revenue predictability from the partner network and partners to book the revenue
and get paid on time.

Data Privacy

Your data is confidential and is not shared with anyone unless you explicitly
agree to share.

Partner Ecosystem Platform

Zomentum has 4,000+ active GTM partners and 100+ SaaS Companies from across the
globe. Both partners and SaaS companies use Zomentum to bring efficiency and
profitability to their businesses.

OUR CUSTOMERS



US



FREE TOOLS AND RESOURCES DESIGNED TO HELP PARTNERS MAKE MORE REVENUE


For Partners
For SaaS Companies
Sales Templates

For partners to streamline client communication and close more deals.

Download here

Accelerate your MSP Sales

Honest advice from two MSP owners on how to build, grow and scale an MSP
business.

Watch now

ROI Calculator

For SaaS Companies to accurately assess their partner programs and make
necessary improvements

Try It Now

Accelerate Sales With Channel Partnerships

Learn how to scale your partner program from
10 to 10,000+ partners!

Watch Now


FAQS

How is Zomentum different from other types of proposal software?


Zomentum acts as a complete revenue platform that not only allows you to sign
proposals and contracts but also allows you to collect upfront payments and
setup recurring payments, from the same platform, such that you can go from
quoting, signing and getting paid.

Can I send proposals via Zomentum without using the editor?


Yes, you can send proposals without using the document editor. The editor helps
you craft stunning, responsive proposals, you can also upload your documents in
various formats, such as Word and PDF.

How can I personalize my proposals with Zomentum?


With Zomentum, you can add images or notes to your proposals that details the
reasons for your sales. You can also include merge tags and set up workflows for
automated, personalized follow-ups.

What kinds of templates are in the Template Library?


Zomentum's Template Library offers over 90 templates for industries like MSPs,
Construction, IT Services, Accounting, and more. It also includes generic
proposals, sales quotes, and contract templates selected by our product experts.

Are e-sign and payment features included in all Zomentum plans?


Yes, e-sign and payment features are available in all plans. Zomentum offers an
all-in-one platform with unlimited features, from quoting to payments, at a
single cost, which sets it apart from competitors.

Why should I choose Zomentum Payments over other payment gateways?


For businesses in the US and UK, Zomentum Payments is unmatched. It offers zero
platform fees, supports ACH and Direct Debit, and integrates perfectly with
QuickBooks and Xero. Companies choose Zomentum because of the convenience and
efficiency it brings to their businesses.

Can Zomentum integrate with my current accounting system?


Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your
financial records stay perfectly organized.

What currencies do Zomentum accept?


You can pay Zomentum is US Dollar. Zomentum Payments currently supports
transactions in US Dollars (USD $) and UK Pounds (GBP £), based on your
transaction country.

How long does it take to set up Zomentum Proposal Software?


Getting started with Zomentum Proposal Software is almost instant. Once your
sales team has their logins and feature access, they can begin immediately.
Additionally, there are no charges for onboarding or training.

Can Zomentum integrate with my current CRM and other tools?


Yes, Zomentum supports over 50 integrations, including CRMs, PSAs, and
distributors. It also works with Zapier, Make.com, and other API integrations.
Contact our support team to learn more.

How does Zomentum minimize errors in my payment collection process?


Zomentum integrates seamlessly with your accounting platform, reducing the need
for manual data entry and ensuring a smooth, accurate workflow throughout the
payment process.

What is Zomentum? How can I use zomentum for my business?


Zomentum simplifies proposals to payments management for businesses, allowing
them to generate quotes, approve e-signatures, and handle payments seamlessly.
All this functionality is offered on one platform, making it convenient and
cost-effective for businesses of any size.

Pricing for Zomentum's Proposal Software?


Less than what competitors' proposal software charges, we offer pricing tiers
tailored for small agencies, mid-size companies, and enterprises. Click here to
learn more.

Does Zomentum provide a trial period to new users?


Yes, we offer a 30-day free trial so you can explore all our features and see
how they work for your business.

Have more questions? Please email us at support@zomentum.com and we will help
you find a relevant plan and address more inquiries.

PRODUCTS
Sales CRM with Quoting and e-sign
Recurring Payments Collection & Management
Vendor License Management & Billing Reconciliations
Zomentum for Saas Companies
EXPLORE
MSP Revenue Stack
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