Zomentum
by Zomentum
Last updated Mar 29, 2026 · 1 revision
Revenue platform with AI proposal editor, auto e-signature tracking, 50+ integrations, and no-fee payment processing.
Highlights
Capabilities
Media
www.zomentum.com
About This Product
Zomentum is a revenue management platform for service businesses including HVAC contractors, offering an AI document editor for proposals, 90+ sales templates, auto e-sign tracking, recurring payments, and QuickBooks/Xero integration. The platform provides pipeline management from lead to renewal with 50+ workflow integrations and no-platform-fee payment gateway. Plans start at $60/month with a 30-day free trial.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.5
Features 7.3
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
63 features confirmed across
12categories· Showing confirmed capabilities only
Platform & Customization18features
AI Document Editor With Co-AuthoringDocument Editor EnhancementsApproval ManagementAdvanced Approval Rules with Nested FiltersCustomizable HTML/PDF TemplatesHTML Signature SupportData ExportExport Queried ResultsImperial And Metric SupportLetter Paper Size SupportImport and Export DataBulk Import and ExportRole-Based Access ControlUser Roles & PermissionsCustom BrandingCustom Domain
Show 10 more
Single Sign-OnSSO (Single Sign-On)Document ManagementDocument ManagementBulk Record Update And DeleteLink SharingCustom FieldsCustom fields APIAWS Cognito AuthenticationTwo-Factor Authentication (2FA)Data ImportMerge duplicate records for Clients, Opportunities, and ContactsBlueprint Markup And AnnotationDocument Creation and EditingDispatch Or FSM Software Integrationsynchronization with PSAPasscode ManagementTwo-factor authentication
CRM & Sales11features
CRMContact ManagementAir Filter Sales AutomationSales Automation EnhancementsEmail Tracking and Contact DifferentiationImproved Email Tracking and Contact DifferentiationLead ManagementPipeline managementMerge TagsMerge RecordsSales AutomationSales AutomationSales Template Library90+ sales templatesProperty Filtering And Location Search
Show 3 more
Contact ProfilesIntelligent Follow-UpsContact Information Synchronization
Invoicing & Payments8features
InvoicingBilling & InvoicingCustomised Views and Filters for PaymentsCustomised Views and Filters For PaymentsInvoice Status TrackingTrack Payment Sources and Timeline on InvoicesRecurring InvoicingPayment processing with recurring paymentsMulti-Currency SupportIn-Conversation PaymentsRefund Payments In-AppPrice BookLink setup fees to product quantitySubscription BillingRecurring payments
Customer Communication6features
Client PortalSelf-service customer portalEmail IntegrationEmail ManagementNotificationsRemindersCall Search and FilteringDocument Print And SendMobile document preview and PDF downloadMessage PersonalizationMerge tags for personalization
AI & Automation4features
AI SupportAI document editor for proposalsAI Vendor Quote ImportImport From vendor / distributor quote→ Zomentum QuoteAI Email AssistantAI WriterQuoting Automation
Estimating & Quoting3features
Multi-Tier Proposal GenerationProposal ManagementAssembly BuilderAI-powered document builder
Inventory Management3features
Inventory ManagementProduct BundlesParts DatabaseGlobal Product CatalogReal Time Product Availability and Specs Lookup
Mobile & Field Tools3features
Mobile Worker Access from One DeviceMobile access to Sales ActivitiesMobile Document Signee AssignmentTechnician Mobile AppMobile access to Opportunities
Reporting & Analytics2features
ReportingCustom ReportsCustomizable Data Views and FilteringActive / Inactive Entity Filters
Equipment & Asset Management2features
Equipment TrackingAuto e-sign trackingAlertsActive / Inactive Entity Filters
Accounting Integration2features
Automatic Mapping of QBO and Xero Clients with Grow and PaymentsAutomatic mapping of QBO and Xero clients with Grow and PaymentsAccounting Integration
Technician Management1feature
Onboarding
Integrations 41 across 7 categories
eCommerce 18
ALSO
Amazon Business
Arrow Enterprise Computing Solutions
Avnet
Bluechip
CMS Distribution
D&H Distributing
Dicker Data
EET International
Esprinet
Exclusive Networks
Exertis
Ingram Micro
Leader System
Leader Systems
TD Synnex
TechData
Westcoast
Industry-Specific 10
CCTVx Ltd
CIPS
Cobweb
Cyber Distribution
DataSolutions Distribution
Delaney Secure Ltd
Dell
Distology
Entatech UK Ltd
Etilize
Field Service 8
Autotask
Axial Systems
BeMSP
ConnectWise
HaloPSA
Kaseya BMS
RepairShopr
Syncro
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Payment Processing 1
ConnectBooster
CRM 1
Infusionsoft by Keap
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Per User
- Starting at
- $49/mo
- Notes
- Starting at $99/mo. All-in-one platform with unlimited features (quoting, e-sign, payments) at single cost. Originally MSP/IT-focused CPQ, expanding to broader service businesses. Specific tier breakdown not publicly detailed.
Related Products 1 across 1 category
Alternatives & Competitors
PandaDoc
Evidence-backed
Good
PandaDoc Strong match
Why these are related — sources 4
- sourceforge.net
“PandaDoc vs. QuoteWerks vs. Quoters vs. Zomentum Comparison”
- g2.com
“Compare PandaDoc vs. Zomentum e-Sign and Payment”
- trustradius.com
“PandaDoc vs Zomentum Grow”
- zomentum.com
“PandaDoc handles the document part. Zomentum handles the deal.”