# ClientPoint vs ConnectWise CPQ Comparison

| | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 198 | 142 | 
| **Largest Market Segment** | Mid-Market (34.3% of reviews) | Small-Business (54.5% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### ClientPoint

Pros:
- AI Technology (1 reviews)
- Client Management (1 reviews)

Cons:
- Performance Issues (1 reviews)
- Saving Issues (1 reviews)

### ConnectWise CPQ

Pros:
- Customization (3 reviews)
- Customer Support (2 reviews)

Cons:
- Difficult Editing (2 reviews)
- Bug Issues (1 reviews)

---
## Ratings Comparison
| Rating | ClientPoint | ConnectWise CPQ | 
|---|---|---|
  | **Meets Requirements** | 8.8 (184 reviews) | 8.2 (119 reviews) | 
  | **Ease of Use** | 8.8 (184 reviews) | 7.8 (119 reviews) | 
  | **Ease of Setup** | 8.4 (88 reviews) | 7.1 (65 reviews) | 
  | **Ease of Admin** | 8.7 (86 reviews) | 7.6 (65 reviews) | 
  | **Quality of Support** | 9.2 (175 reviews) | 7.6 (113 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (87 reviews) | 8.4 (66 reviews) | 
  | **Product Direction (% positive)** | 9.3 (187 reviews) | 7.4 (119 reviews) | 

---
## Pricing

### ClientPoint

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### ConnectWise CPQ

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | N/A | N/A |

#### Signature Process

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Document Signing** | Not enough data | Not enough data | 
| **Reminders and Expirations** | Not enough data | Not enough data | 
| **Sign-In Process** | Not enough data | Not enough data | 
| **Mobile Signatures** | Not enough data | Not enough data | 
| **Signature Workflow** | Not enough data | Not enough data | 
| **Bulk Digital Signatures ** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Signature Document Creation** | Not enough data | Not enough data | 

#### Agentic AI - E-Signature

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Security and Scalability

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | Not enough data | 
| **Signature History and Audit** | Not enough data | Not enough data | 
| **Enterprise Scalability** | Not enough data | Not enough data | 

#### Platform

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Custom Branding** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | 7.6/10 | 57 |

#### Configuration - cpq

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Product Catalog** | Not enough data | 7.6 (40 reviews) | 
| **Guided Selling** | Not enough data | 6.7 (29 reviews) ✓ Verified | 
| **Configuration Rules** | Not enough data | 7.2 (35 reviews) ✓ Verified | 
| **Price Configuration** | Not enough data | 8.1 (39 reviews) ✓ Verified | 
| **Visual Configuration** | Not enough data | 7.3 (35 reviews) ✓ Verified | 

#### Pricing

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 7.9 (44 reviews) ✓ Verified | 
| **Discounting** | Not enough data | 7.7 (42 reviews) ✓ Verified | 
| **Commerical Rules** | Not enough data | 7.6 (32 reviews) ✓ Verified | 
| **Terms and Conditions** | Not enough data | 7.9 (39 reviews) ✓ Verified | 
| **Approval Workflow** | Not enough data | 8.0 (45 reviews) ✓ Verified | 
| **Renewals** | Not enough data | 8.1 (36 reviews) ✓ Verified | 

#### Quoting

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Grouping** | Not enough data | 7.9 (38 reviews) | 
| **Version Control** | Not enough data | 8.1 (42 reviews) ✓ Verified | 
| **Quote Document Generation** | Not enough data | 8.6 (45 reviews) ✓ Verified | 
| **Ordering** | Not enough data | 8.2 (38 reviews) ✓ Verified | 
| **Contracts** | Not enough data | 7.9 (36 reviews) ✓ Verified | 

#### Admin

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 7.6 (29 reviews) ✓ Verified | 
| **Pricing Administration** | Not enough data | 7.6 (28 reviews) ✓ Verified | 
| **Workflow Management** | Not enough data | 7.5 (26 reviews) ✓ Verified | 
| **Document Management** | Not enough data | 7.8 (26 reviews) ✓ Verified | 

#### Channels

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Mobile User Support** | Not enough data | 6.7 (28 reviews) ✓ Verified | 
| **Channel Partner Support** | Not enough data | 7.1 (30 reviews) ✓ Verified | 
| **eCommerce** | Not enough data | Feature Not Available | 

#### Platform

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.3 (27 reviews) ✓ Verified | 
| **Integration API** | Not enough data | 7.8 (20 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.3 (13 reviews) | 
| **Scalability** | Not enough data | 8.0 (27 reviews) ✓ Verified | 
| **Reporting and Dashboards** | Not enough data | 6.7 (27 reviews) ✓ Verified | 
| **ERP Integration** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | Not enough data | 
| **Dynamic Pricing** | Not enough data | Not enough data | 
| **Personalized Sale Recommendations** | Not enough data | Not enough data | 

### Proposal

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | 8.5/10 | 156 |
| **ConnectWise CPQ** | 8.0/10 | 95 |

#### Document Creation

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Customizability: Variables and Fields** | 8.6 (150 reviews) ✓ Verified | 7.8 (74 reviews) ✓ Verified | 
| **Template Creation and Flexibility** | 8.4 (154 reviews) ✓ Verified | 7.4 (76 reviews) ✓ Verified | 
| **Rich Media** | 8.2 (134 reviews) ✓ Verified | 8.0 (65 reviews) ✓ Verified | 
| **Online Document Creation** | 8.4 (29 reviews) ✓ Verified | 8.4 (73 reviews) ✓ Verified | 
| **PDF Creation** | 8.9 (143 reviews) ✓ Verified | 8.9 (76 reviews) ✓ Verified | 
| **Custom Branding** | 8.7 (149 reviews) ✓ Verified | 8.8 (74 reviews) ✓ Verified | 

#### Workflow

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Document Builder Interface** | 8.5 (141 reviews) ✓ Verified | 7.4 (70 reviews) ✓ Verified | 
| **Collaborative Creation** | 8.2 (23 reviews) ✓ Verified | 7.6 (65 reviews) ✓ Verified | 
| **Assembly and Approval Workflows** | 8.4 (126 reviews) ✓ Verified | 7.6 (70 reviews) ✓ Verified | 

#### Analytics

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Engagement Tracking** | 8.8 (144 reviews) ✓ Verified | Feature Not Available | 
| **Proposal Effectiveness Reporting** | 8.7 (136 reviews) ✓ Verified | 7.5 (61 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 8.7 (140 reviews) ✓ Verified | 7.4 (67 reviews) ✓ Verified | 

#### Administration and Platform

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **User, Role, and Access Management** | 8.7 (130 reviews) ✓ Verified | 8.4 (68 reviews) ✓ Verified | 
| **Alerts and Notifications** | 8.6 (138 reviews) ✓ Verified | 7.8 (68 reviews) ✓ Verified | 
| **CRM Integration** | 7.8 (79 reviews) ✓ Verified | 8.4 (69 reviews) ✓ Verified | 
| **E-Signature Integration** | 8.4 (107 reviews) ✓ Verified | 8.7 (69 reviews) ✓ Verified | 
| **CPQ Integration** | Feature Not Available | 8.1 (54 reviews) ✓ Verified | 
| **API / Integrations** | 8.2 (59 reviews) ✓ Verified | 8.1 (57 reviews) ✓ Verified | 

#### Generative AI

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | N/A | N/A |

#### Customer Requirements

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Quoting** | Not enough data | Not enough data | 
| **Configuration** | Not enough data | Not enough data | 
| **Pricing** | Not enough data | Not enough data | 

#### Contracts

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Creation** | Not enough data | Not enough data | 
| **Negotiation** | Not enough data | Not enough data | 
| **Execution** | Not enough data | Not enough data | 

#### Revenue

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Invoicing** | Not enough data | Not enough data | 
| **Matching** | Not enough data | Not enough data | 
| **Recognition** | Not enough data | Not enough data | 

### Document Generation

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | N/A | N/A |

#### Data Sources

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Software** | Not enough data | Not enough data | 
| **Spreadsheets** | Not enough data | Not enough data | 
| **Documents** | Not enough data | Not enough data | 

#### Generation

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Templates** | Not enough data | Not enough data | 
| **Automation** | Not enough data | Not enough data | 
| **Branding** | Not enough data | Not enough data | 

#### Delivery

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Workflow** | Not enough data | Not enough data | 
| **Schedule** | Not enough data | Not enough data | 
| **Batch** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 
| **AI Text-to-Image** | Not enough data | Not enough data | 
| **AI Image-to-Text** | Not enough data | Not enough data | 

#### Agentic AI - Document Generation

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Digital Sales Room

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | N/A | N/A |

#### Deal Analytics

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Reporting and Dashboards** | Not enough data | Not enough data | 
| **Proposal Effectiveness Reporting** | Not enough data | Not enough data | 

#### Administration and Security

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Alerts and Notifications** | Not enough data | Not enough data | 
| **Regulatory Compliance** | Not enough data | Not enough data | 

#### Platform

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **E-Signature** | Not enough data | Not enough data | 
| **Proposals** | Not enough data | Not enough data | 
| **CPQ** | Not enough data | Not enough data | 
| **Video Proposals** | Not enough data | Not enough data | 
| **Content Sharing** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Chat** | Not enough data | Not enough data | 

#### Integrations

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **CRM Integration** | Not enough data | Not enough data | 
| **Internal Messaging Systems Integration** | Not enough data | Not enough data | 
| **Video Conferencing Integration** | Not enough data | Not enough data | 

#### Agentic AI - Digital Sales Room

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 

### Enterprise Content Management (ECM)

| Product | Score | Reviews |
|---|---|---|
| **ClientPoint** | N/A | N/A |
| **ConnectWise CPQ** | N/A | N/A |

#### Agentic AI - Enterprise Content Management (ECM)

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### File Management

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **File Type Support** | Not enough data | Not enough data | 
| **Metadata** | Not enough data | Not enough data | 
| **OCR Scanning** | Not enough data | Not enough data | 
| **Versioning** | Not enough data | Not enough data | 
| **Collaboration** | Not enough data | Not enough data | 
| **Document Assembly** | Not enough data | Not enough data | 
| **Form Creation** | Not enough data | Not enough data | 
| **Portals and Sites** | Not enough data | Not enough data | 
| **Disposition** | Not enough data | Not enough data | 
| **Search** | Not enough data | Not enough data | 
| **Web Interface** | Not enough data | Not enough data | 
| **Mobile Apps** | Not enough data | Not enough data | 

#### Workflow

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Process Automation** | Not enough data | Not enough data | 
| **Conditions** | Not enough data | Not enough data | 
| **Activities** | Not enough data | Not enough data | 
| **Records Management** | Not enough data | Not enough data | 
| **Case Management** | Not enough data | Not enough data | 

#### Platform

| Feature | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Internationalization** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Reporting and Auditing** | Not enough data | Not enough data | 
| **System of Record Integration** | Not enough data | Not enough data | 
| **APIs** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Proposal Software](https://www.g2.com/categories/proposal)

**Unique to ClientPoint (3):** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room), [Document Generation Software](https://www.g2.com/categories/document-generation), [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm)

**Unique to ConnectWise CPQ (3):** [CPQ Software](https://www.g2.com/categories/cpq), [E-Signature Software](https://www.g2.com/categories/e-signature), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)


---
## Reviewer Demographics

### By Company Size

| Segment | ClientPoint | ConnectWise CPQ | 
|---|---|---|
| **Small-Business** | 32.8% | 54.5% | 
| **Mid-Market** | 34.3% | 41.3% | 
| **Enterprise** | 32.8% | 4.1% | 

### By Industry

#### ClientPoint

- **Facilities Services:** 25.3%
- **Security and Investigations:** 21.7%
- **Marketing and Advertising:** 6.1%
- **Information Technology and Services:** 3.5%
- **Events Services:** 3.0%
- **Logistics and Supply Chain:** 3.0%
- **Environmental Services:** 2.5%
- **Construction:** 2.5%
- **Computer Software:** 2.5%
- **Chemicals:** 2.5%
- **Other:** 27.3%

#### ConnectWise CPQ

- **Information Technology and Services:** 54.9%
- **Computer & Network Security:** 7.4%
- **Computer Networking:** 6.6%
- **Telecommunications:** 3.3%
- **Broadcast Media:** 3.3%
- **Computer Software:** 3.3%
- **Health, Wellness and Fitness:** 2.5%
- **Accounting:** 1.6%
- **Computer Hardware:** 1.6%
- **Banking:** 0.8%
- **Other:** 14.8%

---
## Alternatives

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---
## Top Discussions

### ClientPoint

- Title: [Client Point pricing](https://www.g2.com/discussions/32696-client-point-pricing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yasir we have made some vast improvements to our product recently.  While we previously did not list our pricing, you can learn more about ClientPoint..."

### ConnectWise CPQ

- Title: [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Quosal is licensed by user, not by device. You can run the browser based version of Quosal on any number of devices without activation. You can install and..."
- Title: [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, each quote preparer AND the salespeople they are preparing quotes for require a license. If the salesperson’s name will appear on the quote, and if..."
- Title: [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "“Named User” licensing means that each user that uses Quosal needs a license. Each user logs into and uses Quosal with their own login credentials. Their..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clientpoint-vs-connectwise-cpq)