Compare ClientPoint and DocSend 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (75.9% of reviews)
Entry-Level Pricing
No pricing available
From $10 user/month
ClientPoint
Star Rating
(198)4.5 out of 5
Market Segments
Mid-Market (34.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ClientPointDocSend
Star Rating
(589)4.6 out of 5
Market Segments
Small-Business (75.9% of reviews)
Pros & Cons
Entry-Level Pricing
From $10 user/month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that DocSend excels in document security and management, with users praising its ability to protect and store work documents while maintaining confidentiality. This feature is particularly beneficial for businesses that prioritize data security.
- Users say that ClientPoint shines in proposal creation, with feedback highlighting its effectiveness in helping teams quickly generate proposals tailored to their specifications. This is especially valuable for organizations with longer sales cycles and complex sales processes.
- According to verified reviews, DocSend offers superior engagement tracking, allowing users to monitor how recipients interact with shared documents. This feature is crucial for sales teams looking to understand client engagement and improve follow-up strategies.
- Reviewers mention that ClientPoint provides a high level of customer support, with many users appreciating the responsiveness and helpfulness of the support team. This can be a significant advantage for businesses that require ongoing assistance during implementation and usage.
- Users highlight that DocSend's ease of use is a standout feature, with a user-friendly interface that simplifies document sharing and tracking. This ease of use is often cited as a reason for its popularity among small businesses.
- G2 reviewers note that while ClientPoint has strong capabilities in customization, DocSend slightly edges it out in overall user satisfaction, as reflected in its higher G2 Score. This suggests that while ClientPoint offers valuable features, users may find a more comprehensive solution in DocSend.
Pricing
Entry-Level Pricing
ClientPoint
No pricing availableDocSend
PERSONAL
From $10
user/month
For entrepreneurs
- Real-time Content Tracking
- Instant Notifications
- Live Present
Free Trial
ClientPoint
No trial information availableDocSend
Free Trial is available
Ratings
Meets Requirements
8.8
184
8.9
434
Ease of Use
8.8
184
9.0
438
Ease of Setup
8.4
88
8.9
228
Ease of Admin
8.7
86
8.6
179
Quality of Support
9.2
175
8.9
338
Has the product been a good partner in doing business?
9.4
87
8.8
174
Product Direction (% positive)
9.3
187
9.0
404
Features by Category
Signature Process
Not enough data
8.7
84
|
Verified
Not enough data
8.1
65
Not enough data
8.8
82
|
Verified
Not enough data
8.4
76
|
Verified
Not enough data
8.5
68
Not enough data
8.2
48
Not enough data
8.6
57
Not enough data
8.4
62
Agentic AI - E-Signature
Not enough data
8.8
11
Not enough data
8.9
11
Not enough data
8.9
11
Not enough data
8.8
11
Not enough data
8.9
11
Not enough data
9.1
11
Security and Scalability
Not enough data
8.9
62
|
Verified
Not enough data
8.9
69
|
Verified
Not enough data
9.1
46
Platform
Not enough data
8.0
51
|
Verified
Not enough data
8.6
51
Not enough data
8.4
38
Not enough data
9.2
63
|
Verified
Not enough data
8.3
32
File Management
Not enough data
9.1
68
Not enough data
9.1
76
Not enough data
8.9
76
Not enough data
8.9
73
Not enough data
Feature Not Available
Agentic AI - Cloud Content Collaboration
Not enough data
9.1
18
Not enough data
9.2
18
Not enough data
9.0
18
Collaboration
Not enough data
Feature Not Available
Not enough data
9.3
79
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administration
Not enough data
9.2
69
Not enough data
9.1
67
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.3
73
Platform
Not enough data
9.3
73
Not enough data
8.5
70
Not enough data
8.1
59
Not enough data
Feature Not Available
Document Creation
8.6
150
|
Verified
8.3
36
8.4
154
|
Verified
Feature Not Available
8.2
134
|
Verified
8.4
96
|
Verified
8.4
29
|
Verified
Feature Not Available
8.9
143
|
Verified
Feature Not Available
8.7
149
|
Verified
8.5
97
|
Verified
Workflow
8.5
141
|
Verified
Feature Not Available
8.2
23
|
Verified
8.6
82
|
Verified
8.4
126
|
Verified
Feature Not Available
Analytics
8.8
144
|
Verified
9.4
134
|
Verified
8.7
136
|
Verified
9.1
125
|
Verified
8.7
140
|
Verified
9.0
132
|
Verified
Administration and Platform
8.7
130
|
Verified
8.6
109
|
Verified
8.6
138
|
Verified
8.9
126
|
Verified
7.8
79
|
Verified
8.3
61
|
Verified
8.4
107
|
Verified
Feature Not Available
Feature Not Available
Feature Not Available
8.2
59
|
Verified
8.2
62
|
Verified
Generative AI
Not enough data
9.1
15
Platform Additional Functionality
Not enough data
Feature Not Available
Not enough data
7.7
62
Platform Basics
Not enough data
8.6
79
Not enough data
7.9
70
Not enough data
8.4
73
Platform Content
Not enough data
8.8
86
Platform Data
Not enough data
8.4
84
Platform Performance
Not enough data
8.1
74
Not enough data
8.1
65
Platform Basics
Not enough data
9.8
11
Not enough data
9.5
11
Not enough data
10.0
11
Platform Content
Not enough data
9.1
11
Not enough data
Feature Not Available
Not enough data
10.0
11
Platform Additional Functionality
Not enough data
10.0
11
Not enough data
10.0
11
Agentic AI - Screen and Video Capture
Not enough data
10.0
9
Content
Not enough data
Feature Not Available
Not enough data
8.8
27
Not enough data
9.5
26
Not enough data
9.0
27
Not enough data
Feature Not Available
Collaboration
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.9
27
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data Sources
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Document Generation
Not enough data
Not enough data
Deal Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration and Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Digital Sales Room
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Features
Not enough data
9.6
18
Not enough data
9.7
18
Not enough data
9.5
18
Not enough data
9.2
18
Not enough data
9.6
18
Not enough data
Feature Not Available
Organization
Not enough data
9.7
19
Not enough data
9.8
18
Not enough data
9.8
18
Customization
Not enough data
9.1
18
Not enough data
9.7
18
Not enough data
Feature Not Available
Analytics
Not enough data
Feature Not Available
Not enough data
9.7
19
Not enough data
9.7
19
Agentic AI - Enterprise Content Management (ECM)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
File Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Enablement
Not enough data
8.9
23
Not enough data
9.1
23
Not enough data
9.1
23
Content Management
Not enough data
9.0
136
Not enough data
8.8
103
Not enough data
Feature Not Available
Not enough data
8.5
110
Not enough data
9.1
129
Analytics
Not enough data
8.9
134
Not enough data
9.0
127
Not enough data
8.9
119
Not enough data
8.9
125
Learning Management - Sales Enablement
Not enough data
9.0
23
Not enough data
9.2
23
Not enough data
9.2
23
Revenue Enablement - Sales Enablement
Not enough data
9.1
24
Not enough data
9.1
23
Not enough data
9.2
24
Categories
Categories
Shared Categories
ClientPoint and DocSend are categorized as Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room, Document Generation, and Enterprise Content Management (ECM)
DocSend is categorized as Video Communications, Virtual Data Room (VDR), Sales Enablement, Cloud Content Collaboration, Screen and Video Capture, E-Signature, and Client Portal
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
DocSend
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Facilities Services
25.3%
Security and Investigations
21.7%
Marketing and Advertising
6.1%
Information Technology and Services
3.5%
Events Services
3.0%
Other
40.4%
Computer Software
16.3%
Information Technology and Services
11.6%
Financial Services
7.2%
Internet
6.5%
Marketing and Advertising
5.1%
Other
53.3%
Discussions
Client Point pricing
1 Comment
Official Response from ClientPoint
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...Read more
ClientPoint has no more discussions with answers
DocSend has no discussions with answers
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