--- description: Review of ClientPoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClientPoint | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Collaboration Software](/directory/4138/collaboration/software) > [ClientPoint](/software/39167/paperless-proposal) # ClientPoint Canonical: https://www.softwareadvice.co.uk/software/39167/paperless-proposal Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.uk/software/39167/paperless-proposal?page=2) > ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost all industries. Key features include document and proposal creation, tracking and analytics tools, CRM, ERP, BI integration, emailing, secure business relationship workspaces (including messaging, video chat, scheduling appointments, sharing content, e-signature service), payment integration and customized branding. ClientPoint enables users to create custom documents and proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard. Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close. ClientPoint offers integration with Salesforce, Hubspot, Microsoft Dynamics, NetSuite, Sertify, RightSignature, DocuSign and much more. > > Verdict: Rated **4.6/5** by 167 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 167 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: ClientPoint - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$83.00 - **Pricing model**: Flat Rate (Free version available) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Analysis - Alerts/Notifications - Appointment Scheduling - Approval Process Control - Archiving & Retention - Asset Categorisation - Asset Library - Asset Sharing - Assignment Management - Audio/Video Recording - Audit Trail - Authentication - Automatic Formatting - Batch Processing - Bid Management - Business Process Automation ## Integrations (13 total) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software) ## Related Categories - [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software) - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) - [Document Generation Software](https://www.softwareadvice.co.uk/directory/4300/document-generation/software) - [RFP Software](https://www.softwareadvice.co.uk/directory/4510/rfp/software) - [Content Marketing Software](https://www.softwareadvice.co.uk/directory/1839/content/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.co.uk/software/367901/Docusign) — 4.7/5 (9365 reviews) 2. [Prospero](https://www.softwareadvice.co.uk/software/224785/prospero) — 4.8/5 (135 reviews) 3. [HoneyBook](https://www.softwareadvice.co.uk/software/365179/honeybook) — 4.7/5 (682 reviews) 4. [PandaDoc](https://www.softwareadvice.co.uk/software/144409/pandadoc) — 4.5/5 (1252 reviews) 5. [Responsive](https://www.softwareadvice.co.uk/software/425174/Responsive) — 4.5/5 (190 reviews) ## Reviews ### "Client Point CRM" — 5.0/5 > **Carol** | *3 October 2018* | Facilities Services | Recommendation rating: 10.0/10 > > **Pros**: Client Point..formerly Paperless Proposal has introduced a CRM add on to the proposal program. This makes it easy to add proposals directly from the CRM with out retyping everything. It also shows the calls, leads, and pipeline data as well as the deals closed. Very neat and easy to use. > > **Cons**: I would like the cover page prompt to be the first item to fill out when doing the proposal because sometimes we forget to do it and the proposal goes out with out a cover page. > > Client Point has been flexible with allowing us to add the fields we need. ----- ### "Feedback Review" — 4.0/5 > **Renard** | *12 December 2024* | Facilities Services | Recommendation rating: 8.0/10 > > **Pros**: Notifications when someone is viewing the proposal. Great way of accessing the contracts and proposals. > > **Cons**: Sometimes the system freezes and is slow. > > Happy overall with ClientPoint, great experience. I am open to meet once or twice a year with a rep on reviewing some of the tools that the software offers, but still not utilizing effectively. ----- ### "Good and Bad" — 3.0/5 > **Tom** | *21 June 2016* | Recommendation rating: 5.0/10 > > **Pros**: Keeping track of proposals/ easy to organize/ finding old proposals > > **Cons**: Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page > > Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless. ----- ### "Overall a great product\!" — 4.0/5 > **Candice** | *12 December 2024* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: I love being able to see which documents were of the most interest to the recipient. > > **Cons**: The "Save" and the "Save and Continue" buttons. The saving process seems slow to me. Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case. > > My experience is very good. I'm checked in with pretty regularly. ----- ### "Better with ClientPoint\!" — 5.0/5 > **Patty** | *5 December 2024* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: The ability to find solutions for most of our business's challenges and turn them into operational efficiencies. > > **Cons**: Like any new system there is a learning curve but when once you learn to ride without training wheels, I was off to success. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.uk/software/39167/paperless-proposal?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/39167/paperless-proposal) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data