Yes, you can add a discount to individual products inside a Quote Block in Zomentum. This lets you offer special, product-level pricing directly within your...

Once a document has been created, you are not locked into its original type. Whether you started a Quote that now needs to become a Proposal, or you simply ...

You can rename a document at any point after it has been created, without affecting its content, status, or activity history. There are two ways to do this....

Cloning a document lets you reuse an existing document's structure and content as the starting point for a new one, saving you the effort of rebuilding ...

Tables help you present structured information such as pricing breakdowns, comparisons, or specifications in a clear, organized format. You can insert a tab...

By default, tables inserted into a document use a double-line border. If you prefer a cleaner look or no border at all , you can adjust this from the table...

You can control how tax is displayed in the Quote Block summary by setting a tax display preference. This applies globally, so once set, all your documents ...

To import an existing Word document directly into Zomentum.  Step 1: Open the Import Option In the editor, click the import from word in the toolbar. ...

Yes, you can CC or BCC an internal teammate, or anyone else, when sending a document. You can either add this manually each time, or set a default CC/BCC so...

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...