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
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
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
Status of the document refers to the current state that the document is presently in. There are different states of a document. 1. Draft A docum...
Fri, 21 Jul, 2023 at 5:07 PM
Zomentum allows both owner and recipients to chat on the document right from the document builder for sender and from the microsite for the recipient. O...
Wed, 13 Nov, 2019 at 3:54 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 quote block is versatile and can be used to build quotes for a customer from within a Zomentum document. The block is a tabular representation of produc...
Fri, 12 Jan, 2024 at 2:41 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
Table of content Document dashboard Document List Document Search engine Add Document Templates Filter Options Bulk Update Settings ...
Tue, 30 Mar, 2021 at 3:54 PM
