Compare ClientPoint and PandaDoc 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (71.0% of reviews)
Entry-Level Pricing
No pricing available
$19.00 1 Seat cost Per 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 ClientPointPandaDoc
Star Rating
(3,406)4.7 out of 5
Market Segments
Small-Business (71.0% of reviews)
Pros & Cons
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that PandaDoc excels in user satisfaction, reflected in its high G2 Score of 98.44, which is significantly higher than ClientPoint's score of 46.92. Users appreciate the seamless experience, particularly highlighting the ease of electronic signatures and document management.
- Users say that PandaDoc's document automation features, such as auto-populated documents and reminders for expiring files, save them considerable time and effort. In contrast, ClientPoint users mention its effectiveness in creating proposals quickly, but some find it less intuitive for managing complex workflows.
- Reviewers mention that PandaDoc's ease of use is a standout feature, with many praising its intuitive interface and quick setup process. ClientPoint, while also user-friendly, has received feedback indicating that it may require more effort to configure for specific needs.
- According to verified reviews, PandaDoc's support quality is consistently rated highly, with users appreciating the responsiveness and helpfulness of the support team. ClientPoint users have noted positive experiences as well, but the overall volume of recent reviews suggests that PandaDoc's support is more widely recognized.
- Users highlight that PandaDoc offers robust tracking and engagement features, allowing them to monitor document interactions effectively. ClientPoint users value its digital sales room capabilities, but some feel it lacks the comprehensive tracking options that PandaDoc provides.
- G2 reviewers indicate that while ClientPoint is well-suited for businesses with longer sales cycles, PandaDoc's flexibility and extensive template library make it a preferred choice for small businesses looking for quick and efficient document solutions.
Pricing
Entry-Level Pricing
ClientPoint
No pricing availablePandaDoc
Essentials
$19.00
1 Seat cost Per Month
For creating impressive documents that generate results.
- All the Free plan features plus:
- 2 users
- Templates
Free Trial
ClientPoint
No trial information availablePandaDoc
Free Trial is available
Ratings
Meets Requirements
8.8
184
9.2
2,563
Ease of Use
8.8
184
9.2
2,590
Ease of Setup
8.4
88
9.1
1,616
Ease of Admin
8.7
86
9.1
1,263
Quality of Support
9.2
175
9.1
2,085
Has the product been a good partner in doing business?
9.4
87
9.3
1,239
Product Direction (% positive)
9.3
187
9.2
2,402
Features by Category
Signature Process
Not enough data
9.6
1760
|
Verified
Not enough data
9.1
1598
|
Verified
Not enough data
9.4
1664
|
Verified
Not enough data
9.0
1422
|
Verified
Not enough data
9.3
1562
|
Verified
Not enough data
8.6
1072
|
Verified
Not enough data
8.7
1292
|
Verified
Not enough data
9.3
1577
|
Verified
Agentic AI - E-Signature
Not enough data
7.3
179
Not enough data
7.6
175
Not enough data
7.6
174
Not enough data
7.6
174
Not enough data
7.5
175
Not enough data
7.5
176
Security and Scalability
Not enough data
9.2
1311
|
Verified
Not enough data
9.4
1448
|
Verified
Not enough data
9.0
1144
|
Verified
Platform
Not enough data
8.7
1095
|
Verified
Not enough data
8.9
1146
|
Verified
Not enough data
8.6
894
|
Verified
Not enough data
9.2
1231
|
Verified
Not enough data
8.3
924
|
Verified
Configuration - cpq
Not enough data
8.8
76
|
Verified
Not enough data
8.9
32
|
Verified
Not enough data
8.7
71
|
Verified
Not enough data
8.6
71
|
Verified
Not enough data
8.8
72
|
Verified
Pricing
Not enough data
8.4
77
|
Verified
Not enough data
7.9
75
|
Verified
Not enough data
8.4
67
|
Verified
Not enough data
8.8
72
|
Verified
Not enough data
8.8
70
|
Verified
Not enough data
8.6
61
|
Verified
Quoting
Not enough data
8.4
68
|
Verified
Not enough data
8.3
66
|
Verified
Not enough data
8.9
74
|
Verified
Not enough data
8.6
62
|
Verified
Not enough data
8.8
75
|
Verified
Admin
Not enough data
9.2
239
|
Verified
Not enough data
8.8
211
|
Verified
Not enough data
8.9
201
|
Verified
Not enough data
9.2
235
|
Verified
Channels
Not enough data
8.4
63
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
9.0
29
|
Verified
Platform
Not enough data
8.6
176
|
Verified
Not enough data
8.8
153
|
Verified
Not enough data
8.9
157
|
Verified
Not enough data
9.3
215
|
Verified
Not enough data
8.9
222
|
Verified
Not enough data
8.8
13
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
8.6
150
|
Verified
8.8
932
|
Verified
8.4
154
|
Verified
8.7
936
|
Verified
8.2
134
|
Verified
8.3
788
|
Verified
8.4
29
|
Verified
8.9
885
|
Verified
8.9
143
|
Verified
9.0
904
|
Verified
8.7
149
|
Verified
8.8
869
|
Verified
Workflow
8.5
141
|
Verified
8.6
869
|
Verified
8.2
23
|
Verified
8.6
759
|
Verified
8.4
126
|
Verified
8.7
755
|
Verified
Analytics
8.8
144
|
Verified
9.0
859
|
Verified
8.7
136
|
Verified
8.6
740
|
Verified
8.7
140
|
Verified
8.6
800
|
Verified
Administration and Platform
8.7
130
|
Verified
8.8
832
|
Verified
8.6
138
|
Verified
8.9
899
|
Verified
7.8
79
|
Verified
8.3
758
|
Verified
8.4
107
|
Verified
9.2
878
|
Verified
Feature Not Available
8.2
553
|
Verified
8.2
59
|
Verified
8.3
653
|
Verified
Generative AI
Not enough data
7.4
239
Contract Management Platform Features
Not enough data
9.1
987
|
Verified
Not enough data
9.1
949
|
Verified
Not enough data
8.8
970
|
Verified
Not enough data
9.0
883
|
Verified
Not enough data
8.9
862
|
Verified
Not enough data
9.2
917
|
Verified
Not enough data
9.1
980
|
Verified
Not enough data
9.0
895
|
Verified
Not enough data
8.6
779
|
Verified
Not enough data
8.9
911
|
Verified
Generative AI
Not enough data
8.1
266
Not enough data
8.2
258
Agentic AI - Contract Management
Not enough data
7.9
82
Functionality
Not enough data
9.3
39
Not enough data
9.3
35
Not enough data
9.2
34
Data Sources
Not enough data
8.8
609
Not enough data
8.4
520
Not enough data
9.1
671
Generation
Not enough data
9.2
702
Not enough data
Feature Not Available
Not enough data
9.1
659
Delivery
Not enough data
9.2
643
Not enough data
Feature Not Available
Not enough data
8.8
518
Generative AI
Not enough data
7.9
218
Not enough data
7.9
216
Not enough data
7.7
215
Not enough data
7.7
212
Agentic AI - Document Generation
Not enough data
7.4
86
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence Capabilities
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contract 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
Generative AI
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
Customization
Not enough data
9.1
137
Not enough data
8.7
123
Not enough data
9.2
135
Not enough data
9.2
135
Additional Functionality
Not enough data
8.9
119
Not enough data
8.0
113
Not enough data
9.4
140
Not enough data
8.7
117
Not enough data
9.0
120
Agentic AI - Salesforce AppExchange Apps
Not enough data
8.5
9
Not enough data
8.5
9
Not enough data
8.3
8
Not enough data
7.8
9
Not enough data
8.3
9
Not enough data
8.5
9
Not enough data
8.3
9
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
Categories
Categories
Shared Categories
ClientPoint and PandaDoc are categorized as Document Generation and Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room and Enterprise Content Management (ECM)
PandaDoc is categorized as Contract Analytics, Document Management, E-Signature, E-Notary, Salesforce AppExchange Apps, CPQ, Contract Management, and Online Form Builder
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PandaDoc
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%
Marketing and Advertising
9.8%
Computer Software
9.6%
Information Technology and Services
8.4%
Construction
4.3%
Financial Services
4.1%
Other
63.7%
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
What is PandaDoc used for?
4 Comments
AB
PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features...Read more
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