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Compare ClientPoint and Proposify 
Featured Products
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (84.2% of reviews)
Entry-Level Pricing
No pricing available
$19.00 1 User 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 ClientPointProposify
Star Rating
(1,135)4.6 out of 5
Market Segments
Small-Business (84.2% of reviews)
Pros & Cons
Entry-Level Pricing
$19.00 1 User 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 Proposify excels in creating polished and professional proposals, with users highlighting its pre-built templates that save time and ensure brand consistency. In contrast, while ClientPoint is appreciated for its ease of use in proposal creation, it lacks the extensive template library that Proposify offers.
- Users say that Proposify's integration capabilities with CRMs enhance collaboration and streamline workflows, making it a preferred choice for teams looking for seamless connectivity. ClientPoint, while effective for specific use cases, does not have the same level of integration support, which may limit its utility for some users.
- Reviewers mention that both platforms provide strong support, but Proposify's consistent updates and user-friendly features contribute to a more robust overall experience. ClientPoint users appreciate the support they receive, but the lack of recent reviews suggests that its user base may not be as active or growing.
- According to verified reviews, Proposify's built-in e-signature feature is a significant advantage, facilitating quick and secure document signing. ClientPoint also offers e-signature capabilities, but users have noted that Proposify's implementation feels more integrated and reliable.
- Users highlight that ClientPoint is particularly beneficial for businesses with longer sales cycles, as it allows for easy replication of libraries for multiple prospects. However, Proposify's focus on small businesses and its user-friendly interface make it a better fit for teams looking for quick turnaround times on proposals.
- G2 reviewers indicate that while both products have similar scores for ease of use, Proposify's overall user satisfaction is higher, reflecting its ability to meet a wider range of user needs effectively. ClientPoint's strengths lie in specific functionalities, but it may not cater to the broader market as effectively as Proposify does.
Pricing
Entry-Level Pricing
ClientPoint
No pricing availableProposify
Basic
$19.00
1 User Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.
- 5 document sends/month
- Content library
- E-signatures
Free Trial
ClientPoint
No trial information availableProposify
Free Trial is available
Ratings
Meets Requirements
8.8
184
9.1
872
Ease of Use
8.8
184
8.5
877
Ease of Setup
8.4
88
8.5
549
Ease of Admin
8.7
86
9.0
468
Quality of Support
9.2
175
9.2
778
Has the product been a good partner in doing business?
9.4
87
9.4
459
Product Direction (% positive)
9.3
187
9.2
807
Features by Category
Signature Process
Not enough data
9.4
283
Not enough data
9.0
263
Not enough data
9.2
279
Not enough data
8.7
227
Not enough data
9.0
247
Not enough data
Feature Not Available
Not enough data
8.8
242
Not enough data
9.1
263
Agentic AI - E-Signature
Not enough data
9.2
6
Not enough data
9.4
6
Not enough data
8.1
6
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
8.6
6
Security and Scalability
Not enough data
8.9
217
Not enough data
9.0
236
Not enough data
8.8
212
Platform
Not enough data
9.0
230
Not enough data
8.9
210
Not enough data
8.5
175
Not enough data
8.8
226
Not enough data
8.2
175
Configuration - cpq
Not enough data
8.7
28
Not enough data
8.5
19
Not enough data
8.4
25
Not enough data
8.7
26
Not enough data
8.7
28
Pricing
Not enough data
8.4
35
Not enough data
8.3
30
Not enough data
8.5
27
Not enough data
9.0
32
Not enough data
9.0
32
Not enough data
8.7
21
Quoting
Not enough data
9.0
25
Not enough data
8.9
24
Not enough data
9.4
29
Not enough data
8.6
22
Not enough data
9.1
27
Admin
Not enough data
8.9
98
Not enough data
8.7
96
Not enough data
8.7
85
Not enough data
8.7
98
Channels
Not enough data
8.1
21
Not enough data
8.4
18
Not enough data
7.6
17
Platform
Not enough data
8.5
86
Not enough data
8.4
74
Not enough data
8.7
62
Not enough data
9.1
97
Not enough data
Feature Not Available
Not enough data
Not enough data
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
8.5
637
|
Verified
8.4
154
|
Verified
8.5
651
|
Verified
8.2
134
|
Verified
8.5
571
|
Verified
8.4
29
|
Verified
8.7
611
|
Verified
8.9
143
|
Verified
9.1
634
|
Verified
8.7
149
|
Verified
9.2
625
|
Verified
Workflow
8.5
141
|
Verified
8.4
607
|
Verified
8.2
23
|
Verified
8.4
497
|
Verified
8.4
126
|
Verified
8.6
487
|
Verified
Analytics
8.8
144
|
Verified
9.2
617
|
Verified
8.7
136
|
Verified
9.0
558
|
Verified
8.7
140
|
Verified
8.9
574
|
Verified
Administration and Platform
8.7
130
|
Verified
8.9
539
|
Verified
8.6
138
|
Verified
9.0
608
|
Verified
7.8
79
|
Verified
8.4
448
|
Verified
8.4
107
|
Verified
9.2
576
|
Verified
Feature Not Available
8.0
257
|
Verified
8.2
59
|
Verified
8.2
391
|
Verified
Generative AI
Not enough data
Feature Not Available
Contract Management Platform Features
Not enough data
8.9
221
Not enough data
8.8
225
Not enough data
8.3
222
Not enough data
8.7
196
Not enough data
8.6
185
Not enough data
8.8
206
Not enough data
8.8
213
Not enough data
8.7
206
Not enough data
8.2
185
Not enough data
8.6
211
Generative AI
Not enough data
7.6
72
Not enough data
Feature Not Available
Agentic AI - Contract Management
Not enough data
8.1
6
Data Sources
Not enough data
8.4
158
Not enough data
Feature Not Available
Not enough data
8.6
169
Generation
Not enough data
8.7
184
Not enough data
8.2
173
Not enough data
8.8
186
Delivery
Not enough data
8.7
162
Not enough data
8.4
145
Not enough data
7.6
130
Generative AI
Not enough data
6.8
56
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Document Generation
Not enough data
8.3
6
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
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 Proposify are categorized as Document Generation and Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room and Enterprise Content Management (ECM)
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Proposify
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
31.6%
Information Technology and Services
8.6%
Computer Software
7.1%
Management Consulting
5.6%
Construction
4.7%
Other
42.5%
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
Is there a way to manually mark contract "won" if 1/2 of signatures are filled in
2 Comments
JM
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They...Read more
Can you please look further into the reporting noted in my review?
1 Comment
ES
Hi Carol, we're unable to locate the review you submitted, but please feel free to send your feedback to our support team (support@proposify.com) and we'll...Read more
Can you address these concerns
1 Comment
ES
Hi Derek,
Thanks for your questions! The Proposify editor does support copy/cut and paste functions, though we recommend that you clear any formatting of...Read more
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