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 c...
Thu, 1 Aug, 2024 at 1:46 PM
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, 18 Jun, 2024 at 4:02 PM
Table of Contents What are Merge Tags? Creating a Custom Merge Tag Input Fields Appendix - System Merge Tags I. What are Merge Tags?...
Fri, 14 Jun, 2024 at 10:02 AM
Product prices may change with time but the prices in quotes do not change. Consequently, it creates an additional task of updating all the old quotes to r...
Tue, 19 Jul, 2022 at 4:20 PM
Table of Contents 1. Automate Your Document Approval Process 1.1 Set up Document Approval Rules 1.2 Document Approval - Use Cases Section 1 Automate...
Wed, 22 Jun, 2022 at 4:44 PM
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...
Tue, 8 Mar, 2022 at 5:14 PM
The users can import their Dell quotes via PDF into Zomentum. This is a non-premier DELL eQuote. At this moment, we do not support importing quotes via emai...
Tue, 17 May, 2022 at 5:50 PM
The concept of Order Forms is to solve MSPs’ hardware sales issues. Order Forms could be regarded as re-usable quotes. If the client buys the same items or ...
Tue, 24 May, 2022 at 5:50 PM
This document describes the header and footer features for Zomentum documents. Zomentum enables its users to create comprehensive documents (proposals, con...
Tue, 23 Apr, 2024 at 2:01 PM
This article describes the latest feature from Zomentum which allows you to attach PDF files to your Zomentum documents while editing them. Perform the ...
Thu, 20 Jun, 2024 at 4:23 PM
