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Compare ClientPoint and PandaDoc

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At a Glance
ClientPoint
ClientPoint
Star Rating
(198)4.5 out of 5
Market Segments
Mid-Market (34.3% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ClientPoint
PandaDoc
PandaDoc
Star Rating
(3,250)4.7 out of 5
Market Segments
Small-Business (71.1% of reviews)
Information
Pros & Cons
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free Trial is available
Browse all 3 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that ClientPoint excels in its document signing capabilities, with a high rating of 9.6, while PandaDoc also performs well but slightly lower at 9.1. Reviewers mention that ClientPoint's signature workflow is particularly intuitive, making it easier for teams to manage document approvals.
  • Reviewers mention that PandaDoc shines in online document creation, scoring 9.0 compared to ClientPoint's 8.4. Users on G2 appreciate the flexibility and ease of use in creating documents directly within the platform, which enhances productivity.
  • Users say that ClientPoint's contract management features, such as contract creation and approval processes, are rated highly at 9.1 and 9.2 respectively. In contrast, PandaDoc's contract management features are also strong but do not quite match ClientPoint's ratings, indicating a slight edge for ClientPoint in this area.
  • G2 users report that PandaDoc offers superior customizability in template creation and flexibility, both rated at 8.7, compared to ClientPoint's 8.4. Reviewers mention that this allows for more tailored document designs, which is crucial for branding purposes.
  • Users on G2 highlight that ClientPoint has a robust reporting feature with a score of 8.9, while PandaDoc matches this with an 8.7. However, reviewers mention that ClientPoint's reporting tools provide more actionable insights, which can be beneficial for tracking performance metrics.
  • Reviewers mention that both platforms have strong integration capabilities, but PandaDoc's API and CRM integration scores slightly higher at 8.4 compared to ClientPoint's 8.2. Users report that this makes PandaDoc a more versatile choice for businesses looking to connect with other software solutions seamlessly.
Pricing
Entry-Level Pricing
ClientPoint
No pricing available
PandaDoc
Essentials
$19.00
1 Seat cost Per Month
Browse all 3 pricing plans
Free Trial
ClientPoint
No trial information available
PandaDoc
Free Trial is available
Ratings
Meets Requirements
8.8
184
9.2
2,487
Ease of Use
8.8
184
9.2
2,511
Ease of Setup
8.4
88
9.1
1,544
Ease of Admin
8.7
86
9.1
1,215
Quality of Support
9.2
175
9.1
2,020
Has the product been a good partner in doing business?
9.4
87
9.3
1,191
Product Direction (% positive)
9.3
187
9.2
2,325
Features by Category
Not enough data
8.6
1,921
Signature Process
Not enough data
9.6
1725
|
Verified
Not enough data
9.1
1593
|
Verified
Not enough data
9.4
1664
|
Verified
Not enough data
9.0
1422
|
Verified
Not enough data
9.3
1554
|
Verified
Not enough data
8.7
1076
|
Verified
Not enough data
8.7
1297
|
Verified
Not enough data
9.3
1571
|
Verified
Agentic AI - E-Signature
Not enough data
7.4
184
Not enough data
7.7
180
Not enough data
7.7
180
Not enough data
7.7
179
Not enough data
7.5
180
Not enough data
7.6
181
Security and Scalability
Not enough data
9.2
1311
|
Verified
Not enough data
9.4
1448
|
Verified
Not enough data
9.0
1147
|
Verified
Platform
Not enough data
8.7
1097
|
Verified
Not enough data
8.9
1150
|
Verified
Not enough data
8.6
898
|
Verified
Not enough data
9.2
1234
|
Verified
Not enough data
8.3
927
|
Verified
Not enough data
8.6
377
Configuration - cpq
Not enough data
8.8
75
|
Verified
Not enough data
8.9
32
|
Verified
Not enough data
8.7
70
|
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
71
|
Verified
Not enough data
8.8
69
|
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
73
|
Verified
Not enough data
8.6
62
|
Verified
Not enough data
8.8
75
|
Verified
Admin
Not enough data
9.2
240
|
Verified
Not enough data
8.8
212
|
Verified
Not enough data
8.9
201
|
Verified
Not enough data
9.2
234
|
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
8.7
153
|
Verified
Not enough data
8.9
158
|
Verified
Not enough data
9.3
215
|
Verified
Not enough data
8.9
223
|
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
8.5
156
8.6
1,030
Document Creation
8.6
150
|
Verified
8.8
927
|
Verified
8.4
154
|
Verified
8.7
917
|
Verified
8.2
134
|
Verified
8.3
792
|
Verified
8.4
29
|
Verified
9.0
886
|
Verified
8.9
143
|
Verified
9.0
901
|
Verified
8.7
149
|
Verified
8.8
867
|
Verified
Workflow
8.5
141
|
Verified
8.7
858
|
Verified
8.2
23
|
Verified
8.6
757
|
Verified
8.4
126
|
Verified
8.7
756
|
Verified
Analytics
8.8
144
|
Verified
9.0
850
|
Verified
8.7
136
|
Verified
8.6
744
|
Verified
8.7
140
|
Verified
8.6
803
|
Verified
Administration and Platform
8.7
130
|
Verified
8.8
832
|
Verified
8.6
138
|
Verified
8.9
892
|
Verified
7.8
79
|
Verified
8.3
751
|
Verified
8.4
107
|
Verified
9.2
867
|
Verified
Feature Not Available
8.3
556
|
Verified
8.2
59
|
Verified
8.3
648
|
Verified
Generative AI
Not enough data
7.4
243
Not enough data
8.8
1,155
Contract Management Platform Features
Not enough data
9.1
983
|
Verified
Not enough data
9.1
945
|
Verified
Not enough data
8.8
969
|
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
894
|
Verified
Not enough data
8.6
776
|
Verified
Not enough data
8.9
912
|
Verified
Generative AI
Not enough data
8.2
266
Not enough data
8.2
259
Agentic AI - Contract Management
Not enough data
7.9
82
Not enough data
9.3
46
Functionality
Not enough data
9.3
39
Not enough data
9.3
35
Not enough data
9.2
34
Not enough data
8.4
797
Data Sources
Not enough data
8.8
611
Not enough data
8.4
522
Not enough data
9.1
666
Generation
Not enough data
9.2
694
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
520
Generative AI
Not enough data
7.9
221
Not enough data
7.9
219
Not enough data
7.7
218
Not enough data
7.7
215
Agentic AI - Document Generation
Not enough data
7.5
89
Not enough data
Not enough data
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
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
Not enough data
8.9
163
Customization
Not enough data
9.1
138
Not enough data
8.7
125
Not enough data
9.3
136
Not enough data
9.3
137
Additional Functionality
Not enough data
8.9
121
Not enough data
8.0
115
Not enough data
9.4
140
Not enough data
8.7
119
Not enough data
9.0
122
Salesforce AppExchange AppsHide 7 FeaturesShow 7 Features
Not enough data
8.2
10
Agentic AI - Salesforce AppExchange Apps
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.5
9
Not enough data
7.7
10
Not enough data
8.2
10
Not enough data
8.3
10
Not enough data
8.2
10
Enterprise Content Management (ECM)Hide 25 FeaturesShow 25 Features
Not enough data
Not enough data
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
ClientPoint
PandaDoc
PandaDoc
ClientPoint and PandaDoc are categorized as Document Generation and Proposal
Reviews
Reviewers' Company Size
ClientPoint
ClientPoint
Small-Business(50 or fewer emp.)
32.8%
Mid-Market(51-1000 emp.)
34.3%
Enterprise(> 1000 emp.)
32.8%
PandaDoc
PandaDoc
Small-Business(50 or fewer emp.)
71.1%
Mid-Market(51-1000 emp.)
25.5%
Enterprise(> 1000 emp.)
3.4%
Reviewers' Industry
ClientPoint
ClientPoint
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%
PandaDoc
PandaDoc
Marketing and Advertising
9.9%
Computer Software
9.7%
Information Technology and Services
8.5%
Construction
4.3%
Financial Services
4.1%
Other
63.4%
Alternatives
ClientPoint
ClientPoint Alternatives
Qwilr
Qwilr
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Proposify
Proposify
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Conga Composer
Conga Composer
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QuoteWerks
QuoteWerks
Add QuoteWerks
PandaDoc
PandaDoc Alternatives
Proposify
Proposify
Add Proposify
Qwilr
Qwilr
Add Qwilr
GetAccept
GetAccept
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Adobe Acrobat Sign
Adobe Acrobat Sign
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Discussions
ClientPoint
ClientPoint 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
Monty the Mongoose crying
ClientPoint has no more discussions with answers
PandaDoc
PandaDoc Discussions
Is PandaDoc safe?
9 Comments
What is PandaDoc used for?
4 Comments
Alexis B.
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
What is PandaDoc com?
3 Comments
RJ
digital signing softwareRead more