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Compare ClientPoint and PandaDoc 
Featured Products
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
(3,372)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 creating polished and professional proposals, with users highlighting the seamless signing process and the ability to track document engagement. This feature is particularly beneficial for those looking to enhance their client interactions.
- Users say that ClientPoint offers valuable insights and ease of use, especially for teams with longer sales cycles. Reviewers appreciate its capability to replicate libraries for numerous prospects, making it a strong choice for complex sales environments.
- According to verified reviews, PandaDoc's integration capabilities are a standout feature, as it pulls contact and deal data directly into documents, reducing human error and ensuring records are always synced. This level of automation is a significant time-saver for users.
- Reviewers mention that ClientPoint is effective for quickly generating proposals tailored to specific needs, with users noting its cooperative support. This responsiveness can be crucial for teams that require flexibility in their proposal processes.
- G2 reviewers highlight that PandaDoc's user-friendly interface makes it easy to create templates, which is a major advantage for small businesses looking to streamline their documentation processes. The ease of setup and administration is frequently praised.
- Users report that while ClientPoint has strong support and customization options, it may not match the overall satisfaction levels of PandaDoc, which boasts a higher G2 Score and a larger volume of recent reviews, indicating a more robust user experience.
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
2,548
Ease of Use
8.8
184
9.2
2,573
Ease of Setup
8.4
88
9.1
1,603
Ease of Admin
8.7
86
9.1
1,249
Quality of Support
9.2
175
9.1
2,071
Has the product been a good partner in doing business?
9.4
87
9.3
1,225
Product Direction (% positive)
9.3
187
9.2
2,386
Features by Category
Signature Process
Not enough data
9.6
1761
|
Verified
Not enough data
9.1
1602
|
Verified
Not enough data
9.4
1670
|
Verified
Not enough data
9.0
1427
|
Verified
Not enough data
9.3
1566
|
Verified
Not enough data
8.6
1079
|
Verified
Not enough data
8.7
1295
|
Verified
Not enough data
9.3
1581
|
Verified
Agentic AI - E-Signature
Not enough data
7.4
181
Not enough data
7.6
177
Not enough data
7.6
176
Not enough data
7.6
176
Not enough data
7.5
177
Not enough data
7.5
178
Security and Scalability
Not enough data
9.2
1313
|
Verified
Not enough data
9.4
1451
|
Verified
Not enough data
9.0
1147
|
Verified
Platform
Not enough data
8.7
1095
|
Verified
Not enough data
8.9
1148
|
Verified
Not enough data
8.6
895
|
Verified
Not enough data
9.2
1232
|
Verified
Not enough data
8.3
926
|
Verified
Configuration - cpq
Not enough data
8.8
78
|
Verified
Not enough data
8.9
33
|
Verified
Not enough data
8.7
73
|
Verified
Not enough data
8.6
72
|
Verified
Not enough data
8.8
75
|
Verified
Pricing
Not enough data
8.4
79
|
Verified
Not enough data
7.9
76
|
Verified
Not enough data
8.4
67
|
Verified
Not enough data
8.8
73
|
Verified
Not enough data
8.8
73
|
Verified
Not enough data
8.6
62
|
Verified
Quoting
Not enough data
8.4
68
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
8.9
77
|
Verified
Not enough data
8.6
64
|
Verified
Not enough data
8.8
76
|
Verified
Admin
Not enough data
9.2
239
|
Verified
Not enough data
8.8
212
|
Verified
Not enough data
8.8
202
|
Verified
Not enough data
9.2
234
|
Verified
Channels
Not enough data
8.4
63
|
Verified
Not enough data
8.5
56
|
Verified
Not enough data
9.0
31
|
Verified
Platform
Not enough data
8.6
176
|
Verified
Not enough data
8.7
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
934
|
Verified
8.4
154
|
Verified
8.7
936
|
Verified
8.2
134
|
Verified
8.3
793
|
Verified
8.4
29
|
Verified
9.0
891
|
Verified
8.9
143
|
Verified
9.0
909
|
Verified
8.7
149
|
Verified
8.8
869
|
Verified
Workflow
8.5
141
|
Verified
8.7
871
|
Verified
8.2
23
|
Verified
8.6
760
|
Verified
8.4
126
|
Verified
8.7
756
|
Verified
Analytics
8.8
144
|
Verified
9.0
860
|
Verified
8.7
136
|
Verified
8.6
742
|
Verified
8.7
140
|
Verified
8.6
803
|
Verified
Administration and Platform
8.7
130
|
Verified
8.8
836
|
Verified
8.6
138
|
Verified
8.9
897
|
Verified
7.8
79
|
Verified
8.3
761
|
Verified
8.4
107
|
Verified
9.2
876
|
Verified
Feature Not Available
8.3
557
|
Verified
8.2
59
|
Verified
8.3
652
|
Verified
Generative AI
Not enough data
7.4
241
Contract Management Platform Features
Not enough data
9.1
987
|
Verified
Not enough data
9.1
950
|
Verified
Not enough data
8.8
971
|
Verified
Not enough data
8.9
884
|
Verified
Not enough data
8.9
863
|
Verified
Not enough data
9.2
919
|
Verified
Not enough data
9.1
980
|
Verified
Not enough data
9.0
896
|
Verified
Not enough data
8.6
779
|
Verified
Not enough data
8.9
912
|
Verified
Generative AI
Not enough data
8.1
267
Not enough data
8.2
259
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
612
Not enough data
8.4
521
Not enough data
9.1
674
Generation
Not enough data
9.2
705
Not enough data
Feature Not Available
Not enough data
9.1
661
Delivery
Not enough data
9.2
643
Not enough data
Feature Not Available
Not enough data
8.8
519
Generative AI
Not enough data
7.9
219
Not enough data
7.9
217
Not enough data
7.7
216
Not enough data
7.7
213
Agentic AI - Document Generation
Not enough data
7.4
87
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
139
Not enough data
8.7
123
Not enough data
9.2
136
Not enough data
9.3
136
Additional Functionality
Not enough data
8.9
120
Not enough data
8.0
113
Not enough data
9.4
140
Not enough data
8.7
118
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%
Logistics and Supply Chain
3.0%
Other
40.4%
Marketing and Advertising
9.8%
Computer Software
9.7%
Information Technology and Services
8.5%
Construction
4.3%
Financial Services
4.2%
Other
63.5%
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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