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Zomentum e-Sign and Payment Reviews & Product Details

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Seller

Zomentum

Discussions

Zomentum e-Sign and Payment Community

Languages Supported

English

Overview by

Nishant Singh

Pricing

Pricing provided by Zomentum e-Sign and Payment.

Launch

$83.00

2 Users Per Month

Expand

$116.00

2 Users Per Month

View More Pricing Information

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Zomentum e-Sign and Payment Media

Zomentum e-Sign and Payment Demo - Design Professional Quotes And Proposals

Turn around quick proposals and quotes that convert with our customizable and interactive templates.

Zomentum e-Sign and Payment Demo - Convert Opportunities Into Revenue

Get absolute visibility of how all opportunities are moving and take the right actions to win them.

Zomentum e-Sign and Payment Demo - Manage Your Partners Growth

Manage your existing partners and get your products introduced to new Technology Partners - grow your revenue!

Zomentum e-Sign and Payment Demo - Win proposals faster over 'Live chat'

Share proposals with your clients, address all their concerns in real-time over chat and win deals faster.

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jeremy t.

President

Small-Business (50 or fewer emp.)

11/28/2024

"Transformative for both inside and outside sales"

5/5

What do you like best about Zomentum e-Sign and Payment?

Helps standardize quoting process. Set default margins at administrative level. Pulls product, pricing, and availability from each of our distributors. Won quotes sync to our PSA and financial system automatically. Excellent technical support. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

GUI is a bit rough around the edges and language is very international. Review collected by and hosted on G2.com.

Robert G.

Business Development Manager

Small-Business (50 or fewer emp.)

11/15/2022

"Proposal closure accelerated."

5/5

What do you like best about Zomentum e-Sign and Payment?

The speed at which Zomentum helps us close proposals has enabled us to stream our work. Even down to sending proposals whilst in the meeting. Prospects like the way we work. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

The navigation and contacts layout could be a little better. Also, the sync between AutoTask needs better-defined rules. When you add a new prospect and set a primary contact, they disappear once you've won the business and the client is fully onboarded in AutoTask. Review collected by and hosted on G2.com.

Martina D.

Account Manager

Small-Business (50 or fewer emp.)

11/15/2022

"Happy with the service."

5/5

What do you like best about Zomentum e-Sign and Payment?

The interface is user-friendly, and easy to use.

Support Team responds promptly and offers to jump on a Zoom call to demonstrate.

No issues with the integration with our CRM. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

When there is a bug because I will not be made aware of it until it goes wrong. Thankfully this is not frequent but was re-occruing when starting the service. Review collected by and hosted on G2.com.

What problems is Zomentum e-Sign and Payment solving and how is that benefiting you?

It allows for Sales to record the opportunity status by which tile you present the opportunity under, this hugely helps with Management being able to follow the opportunity status without chasing Account Management. In the notes section, it provides evidence of emails sent out to the client and their responses, this makes it easier to find evidence of the electronic trail instead of searching through emails. Review collected by and hosted on G2.com.

David H.

Operations Manager

Small-Business (50 or fewer emp.)

5/24/2022

"Very useful sales automation tool"

4/5

What do you like best about Zomentum e-Sign and Payment?

The speed at which we can put together a quote or proposal using integrations such as Etilize. We like being able to have our prospects sync from our Marketing CRM into Zomentum and then into our PSA for management. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

We've had issues with the integration with Autotask, given this is one of the main PSA tools, the integration could do with more work to make it more reliable. Issues such as services not syncing in from PSA or quotes not sending the line items to the PSA meaning we have to duplicate work. Review collected by and hosted on G2.com.

Anthony A.

Chief Operating Officer

Small-Business (50 or fewer emp.)

5/30/2022

"Transformative for Quoting"

5/5

What do you like best about Zomentum e-Sign and Payment?

The ease of creating multiple quote types, and then the ease of generating those quotes Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

Changing system email templates removes all formatting rather than just amending the text within Review collected by and hosted on G2.com.

Recommendations to others considering Zomentum e-Sign and Payment:

Get templates set up as a matter of urgency and have them finalised - very easy to amend later on, but I've found that settling on a format that works for multiple different types of quoting (i.e. hardware and software etc) makes everything more consistent. Also make sure the stages of quoting match between Zomentum and PSA to make sure everything is understandable! Review collected by and hosted on G2.com.

What problems is Zomentum e-Sign and Payment solving and how is that benefiting you?

Previously, we relied on our PSA to generate quotes, but the process for that was longwinded and time-consuming. Zomentum's easy creation of quote templates makes making these quotes super quick and easy. The integration with our PSA is a huge timesaver too and lets us easily convert won quotes into contracts and billable items. Previously, sending out quotes would be a time-consuming task and now I can send quotes out in a couple of minutes, and I'm not using all of the functionality yet so it could be quicker still. We also had barely any customisation on the PSA quote layout, whereas Zomentum makes it SUPER simple to create a layout for multiple types of documents with easy to understand blocks. Review collected by and hosted on G2.com.

Scott M.

CEO

Small-Business (50 or fewer emp.)

11/17/2022

"Managing prospects and generating quotes has never been easier."

5/5

What do you like best about Zomentum e-Sign and Payment?

Combining services and hardware

Seeing client activity in the same portal

Linking wholesale for hardware

Giving sales access to non-sales staff with confidence Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

I'd like to see better integration with RMM and accounting. Review collected by and hosted on G2.com.

Kevin J.

President

Small-Business (50 or fewer emp.)

11/17/2022

"Zomentum definitely checks the boxes - Great Product"

5/5

What do you like best about Zomentum e-Sign and Payment?

Zomentum simplifies the sales process for MSPs, but more important allows Autotask and HubSpot to seamlessly integrate. No other platform has this capability. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

Unable to Whitelabel emails, domains, and SMTP of mail address. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

11/16/2022

"Great Quoting System"

4/5

What do you like best about Zomentum e-Sign and Payment?

I like that I can import my Dell Quotes into the system very easily and that I can collect payments for deposit after the quote is accepted. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

I think it is my system, but I wish the deposits could be added to Quickbooks instead of me having to manually add them in after the quote has been approved and an invoice has been created. Review collected by and hosted on G2.com.

David N.

Managing Director

Small-Business (50 or fewer emp.)

5/27/2022

"Zomentum has made us more efficient and professional"

5/5

What do you like best about Zomentum e-Sign and Payment?

The speed my staff and I can generate proposals and quotes. The ability to have the client adjust them to suit their requirements. The fact we can make great looking and professional proposals. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

There's not much we don't like about the product. Development is fast and ongoing and occasionally things break, as you might expect when there is continuous development, however, support has always been responsive and fix problems quickly Review collected by and hosted on G2.com.

Recommendations to others considering Zomentum e-Sign and Payment:

It'll make a difference to your business Review collected by and hosted on G2.com.

What problems is Zomentum e-Sign and Payment solving and how is that benefiting you?

The integration to our PSA (Autotask) is nice and allows us to ensure we end up billing exactly what we have quoted. We can also create videos to talk through the more complex proposals and integrate them into the actual proposal too. Review collected by and hosted on G2.com.

Verified User in Retail

Mid-Market (51-1000 emp.)

11/15/2022

"Closing lots and lots of sales"

5/5

What do you like best about Zomentum e-Sign and Payment?

Ease of use, followup reminders, connections with my major distributers (TD Synnex and Ingram Micro). Very professional to the users. Review collected by and hosted on G2.com.

What do you dislike about Zomentum e-Sign and Payment?

I always need to log in twice and enter 2 MFA codes each time i want to use the software. A little annoying. Fixing the SSO for the Zomentum platform so I only need to log in once. Review collected by and hosted on G2.com.