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At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (70.9% 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
(3,275)4.7 out of 5
Market Segments
Small-Business (70.9% 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-friendliness, with many users appreciating its drag-and-drop functionality for document creation. This ease of use is a significant advantage for teams looking to streamline their document workflows.
- Users say that ClientPoint is particularly beneficial for businesses with longer sales cycles, highlighting its ability to create digital sales rooms that help manage complex proposals effectively. This feature is praised for its insights and ease of replicating libraries for multiple prospects.
- Reviewers mention that PandaDoc's setup process is straightforward, allowing users to quickly customize templates and documents. This flexibility is a key selling point, especially for small businesses that need to adapt documents on the fly.
- According to verified reviews, ClientPoint has received positive feedback for its collaborative features, enabling teams to work together on proposals efficiently. Users appreciate the platform's ability to meet specific requirements, although it may not be as robust as PandaDoc in this area.
- Users highlight that PandaDoc offers strong e-signature integration, making it easy to obtain signatures from clients and partners. This feature is particularly valuable for businesses that require quick turnaround times on agreements.
- Reviewers note that while ClientPoint has a solid support quality, PandaDoc's overall support experience is slightly less favorable, with users reporting a more consistent level of assistance from PandaDoc's team. This could be a consideration for businesses that prioritize customer support.
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
2,499
Ease of Use
8.8
184
9.2
2,523
Ease of Setup
8.4
88
9.1
1,555
Ease of Admin
8.7
86
9.1
1,218
Quality of Support
9.2
175
9.1
2,031
Has the product been a good partner in doing business?
9.4
87
9.3
1,194
Product Direction (% positive)
9.3
187
9.2
2,338
Features by Category
Signature Process
Not enough data
9.6
1734
|
Verified
Not enough data
9.1
1595
|
Verified
Not enough data
9.4
1666
|
Verified
Not enough data
9.0
1424
|
Verified
Not enough data
9.3
1559
|
Verified
Not enough data
8.7
1078
|
Verified
Not enough data
8.7
1297
|
Verified
Not enough data
9.3
1573
|
Verified
Agentic AI - E-Signature
Not enough data
7.4
183
Not enough data
7.7
179
Not enough data
7.7
179
Not enough data
7.7
178
Not enough data
7.5
179
Not enough data
7.6
180
Security and Scalability
Not enough data
9.2
1312
|
Verified
Not enough data
9.4
1448
|
Verified
Not enough data
9.0
1149
|
Verified
Platform
Not enough data
8.7
1096
|
Verified
Not enough data
8.9
1149
|
Verified
Not enough data
8.6
897
|
Verified
Not enough data
9.2
1234
|
Verified
Not enough data
8.3
927
|
Verified
Configuration - cpq
Not enough data
8.8
77
|
Verified
Not enough data
8.9
33
|
Verified
Not enough data
8.7
71
|
Verified
Not enough data
8.6
71
|
Verified
Not enough data
8.8
74
|
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
72
|
Verified
Not enough data
8.8
71
|
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
75
|
Verified
Not enough data
8.6
64
|
Verified
Not enough data
8.8
76
|
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
55
|
Verified
Not enough data
8.9
30
|
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
Document Creation
8.6
150
|
Verified
8.8
928
|
Verified
8.4
154
|
Verified
8.7
923
|
Verified
8.2
134
|
Verified
8.3
793
|
Verified
8.4
29
|
Verified
9.0
888
|
Verified
8.9
143
|
Verified
9.0
904
|
Verified
8.7
149
|
Verified
8.8
867
|
Verified
Workflow
8.5
141
|
Verified
8.7
863
|
Verified
8.2
23
|
Verified
8.6
757
|
Verified
8.4
126
|
Verified
8.7
756
|
Verified
Analytics
8.8
144
|
Verified
8.9
852
|
Verified
8.7
136
|
Verified
8.6
743
|
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
755
|
Verified
8.4
107
|
Verified
9.2
872
|
Verified
Feature Not Available
8.3
557
|
Verified
8.2
59
|
Verified
8.3
649
|
Verified
Generative AI
Not enough data
7.4
242
Contract Management Platform Features
Not enough data
9.1
984
|
Verified
Not enough data
9.1
947
|
Verified
Not enough data
8.8
968
|
Verified
Not enough data
9.0
882
|
Verified
Not enough data
8.9
861
|
Verified
Not enough data
9.2
918
|
Verified
Not enough data
9.1
979
|
Verified
Not enough data
9.0
893
|
Verified
Not enough data
8.6
775
|
Verified
Not enough data
8.9
911
|
Verified
Generative AI
Not enough data
8.2
265
Not enough data
8.2
258
Agentic AI - Contract Management
Not enough data
7.9
81
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
670
Generation
Not enough data
9.2
699
Not enough data
Feature Not Available
Not enough data
9.1
661
Delivery
Not enough data
9.2
642
Not enough data
Feature Not Available
Not enough data
8.8
519
Generative AI
Not enough data
7.9
220
Not enough data
7.9
218
Not enough data
7.7
217
Not enough data
7.7
214
Agentic AI - Document Generation
Not enough data
7.5
88
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
138
Not enough data
8.7
124
Not enough data
9.2
135
Not enough data
9.3
137
Additional Functionality
Not enough data
8.9
121
Not enough data
8.1
114
Not enough data
9.4
139
Not enough data
8.7
119
Not enough data
9.0
121
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
9.9%
Computer Software
9.7%
Information Technology and Services
8.5%
Construction
4.3%
Financial Services
4.1%
Other
63.4%
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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