RG

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.

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

Hopefully, it will be able to fix a number of issues. With every new release, there are always improvements. Little and often so we can learn at a leisurely pace is the best way I find. Review collected by and hosted on G2.com.

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