# Zomentum

> Quoting and proposals with e-signature and payment collection for MSPs.

Zomentum is a quoting and proposal platform for MSP sales processes, with e-signature, payment collection and live distributor pricing catalogues. Starting at $249 per month USD for the Expand tier (checked September 2026). Listing updated 6 September 2026. Checked by MSP Software 6 September 2026.

- Page: https://mspsoftware.net/software/zomentum
- Vendor: Zomentum, https://mspsoftware.net/vendors/zomentum, website https://www.zomentum.com
- Categories: Quoting and CPQ (primary), Billing and reconciliation, vCIO and asset lifecycle
- Free version: no.
- Deployment: cloud. Platforms: web.
- Support: email, help desk and knowledge base. Training: documentation and webinars.

## From the vendor

Zomentum is a quoting and proposal platform from Pactora for MSPs, VARs and service businesses, designed to replace static, spreadsheet-based quotes with a streamlined sales process. It includes proposal templates, AI editing, drag-and-drop builders, built-in e-signature and integrated payment collection so clients can sign and pay within the same document without receiving a separate invoice. The Expand tier starts at $249 per month USD for up to 3 users, with additional users at $49 per month each, making it accessible to small shops. The Growth tier is $450 per month USD and includes 5 users; both tiers are discounted 20% when billed annually (checked September 2026). Regional pricing is available in GBP, AUD, CAD and EUR as well. Zomentum integrates with major PSA platforms including Autotask, ConnectWise Manage and HaloPSA for client and contact data sync, accounting tools such as QuickBooks and Xero for automatic invoice flow from a signed quote, and over 40 distributors including Ingram Micro, TechData and Westcoast for live product and pricing catalogues. Higher tiers unlock CRM and sales automation functionality including renewal tracking, upsell opportunity identification and approval workflows, though these features sit in the Growth tier and above rather than in the entry-level Expand tier. The platform runs entirely through the web, making it accessible from any browser without client installation. Support is available through email, a help desk system and a knowledge base, with webinars and documentation provided for training. MSPs evaluating Zomentum should confirm their specific distributors are actively supported and current in the platform, and check which tier includes the CRM and sales tracking features their team needs. The service suits small to mid-sized MSP shops ranging from 6 to over 200 technicians who want to automate their sales workflow without implementing a full CRM platform.

## Pricing

Zomentum starts at US$249.00 per flat per month, according to the vendor (pricing page: https://www.zomentum.com/pricing).

| Plan | Price | Per | Highlights |
| --- | --- | --- | --- |
| Expand | US$249.00 | flat per month | 3 users included, Proposal builder, E-signature, Payment collection, Distributor pricing |
| Growth | US$450.00 | flat per month | 5 users included, CRM and sales automation, Renewal tracking, Upsell identification, Priority support |

## Features

| Feature | Supported | Note |
| --- | --- | --- |
| Proposal and quote builder | yes | Proposal and quote builder with templates and drag-and-drop editor |
| E-signature | yes | Built-in digital signature capability |
| Live distributor catalogue and pricing | yes | Live distributor pricing from 40+ partners including Ingram Micro, TechData, Westcoast |
| CRM and pipeline tracking | yes | CRM and pipeline tracking in Growth tier and above |
| PSA integration | yes | Integrates with Autotask, ConnectWise Manage, HaloPSA for client and contact sync |
| Payment collection | yes | Built-in payment collection integrated with quote workflow |
| Quote templates | yes | Pre-built and customizable quote templates |
| Approval workflow | yes | Approval workflow automation in higher tiers |
| Recurring revenue quoting | yes | Renewal tracking and recurring revenue quoting in Growth tier and above |
| Accounting integration | yes | Integrates with QuickBooks and Xero for invoice flow |

## Integrations

- Autotask, https://mspsoftware.net/software/autotask
- ConnectWise Manage, https://mspsoftware.net/software/connectwise-psa
- HaloPSA, https://mspsoftware.net/software/halopsa
- QuickBooks, https://www.zomentum.com/integrations
- Xero, https://www.zomentum.com/integrations
- Ingram Micro, https://www.zomentum.com/integrations
- TechData, https://www.zomentum.com/integrations
- Westcoast, https://www.zomentum.com/integrations

## Alternatives

- QuoteWerks: Configure, price and quote solution for VARs with live distributor feeds and PSA integrations. https://mspsoftware.net/software/quotewerks. Compare: https://mspsoftware.net/compare/quotewerks-vs-zomentum
- ConnectWise CPQ: Quote automation from templates with live distributor pricing and PSA integration. https://mspsoftware.net/software/connectwise-cpq. Compare: https://mspsoftware.net/compare/connectwise-cpq-vs-zomentum
- Quoter: Cloud quote-to-cash platform for MSPs with live distributor pricing and margin controls. https://mspsoftware.net/software/quoter. Compare: https://mspsoftware.net/compare/quoter-vs-zomentum
- Salesbuildr: Quoting and proposal platform for MSPs with distributor pricing and PSA integration, subscription tier. https://mspsoftware.net/software/salesbuildr. Compare: https://mspsoftware.net/compare/salesbuildr-vs-zomentum

## FAQ

### How much does Zomentum cost?

Zomentum starts at US$249.00 per flat per month, according to the vendor, checked September 2026.

### Does Zomentum offer a free trial?

There is no free version.

### What does Zomentum integrate with?

Zomentum lists integrations with Autotask, ConnectWise Manage, HaloPSA, QuickBooks, Xero and Ingram Micro.

### Is Zomentum cloud or on-premises?

Zomentum is cloud-hosted; there is no on-premises version.

### Who is Zomentum for?

MSPs report using Zomentum at sizes of 6-15, 16-50 and 51-200 technicians.

### Is Zomentum priced per user or as a flat monthly fee?

Zomentum is priced as a flat monthly fee for each tier, with user seats included. The Expand tier starts at $249 per month USD and includes 3 users, with each additional user costing $49 per month. The Growth tier costs $450 per month USD and includes 5 users. This structure means an MSP with 3 or fewer team members pays $249/month, while one with 6 users would pay $249 plus $49 for the 3 extra users ($396/month total).

### Which distributors does Zomentum integrate with for live pricing?

Zomentum integrates with over 40 distributors for live product and pricing catalogues, including major vendors such as Ingram Micro, TechData, Westcoast, D & H, Synnex, Arrow and many region-specific distributors. The value of this integration depends entirely on which distributors you already work with. MSPs should confirm their specific distributor relationships are live and current in Zomentum's system before assuming the automation will save time on their typical quote workflow.

### Does Zomentum work with my PSA?

Zomentum integrates with major PSA platforms including Autotask, ConnectWise Manage and HaloPSA for client and contact data sync. It is a dedicated quoting and proposal tool that works alongside your existing PSA rather than replacing it. MSPs use Zomentum for the quoting, e-signature and payment collection steps of the sales process, then the signed data flows through to the PSA and accounting system.

### What CRM and automation features are included?

Zomentum offers CRM and sales automation functionality including renewal tracking, upsell opportunity identification and approval workflow automation, but these are available only in the Growth tier ($450/month USD) and above. The entry-level Expand tier ($249/month USD) includes the core quoting, e-signature and payment collection features. MSPs should confirm during their pricing conversation exactly which features are included at their chosen tier.

### Is there a free trial of Zomentum?

Zomentum does not explicitly advertise a free trial on its public website. Prospective users are directed to book a demo with the sales team to discuss trial availability and pricing options tailored to their specific needs and company size.