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At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (84.3% 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)
Entry-Level Pricing
No pricing available
Learn more about ClientPointProposify
Star Rating
(1,136)4.6 out of 5
Market Segments
Small-Business (84.3% of reviews)
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.
- Users report that ClientPoint excels in its Document Signing feature, achieving a high score of 9.5, which reviewers mention makes the signing process seamless and efficient. In contrast, Proposify, while still strong, does not have a specific score for this feature, indicating a potential area for improvement.
- Reviewers mention that Proposify shines in PDF Creation, scoring 9.2, which users on G2 appreciate for its high-quality output and flexibility. ClientPoint, with a score of 8.9, is still effective but does not match the level of customization that Proposify offers.
- Users say that both platforms provide robust Quality of Support, each scoring 9.2. However, ClientPoint users report a slightly better experience with personalized support, while Proposify users appreciate the extensive resources available for self-help.
- Reviewers mention that ClientPoint's Custom Branding feature, scoring 8.7, allows for a good level of personalization, but Proposify outshines it with a score of 9.2, making it a preferred choice for businesses looking to maintain brand consistency in their proposals.
- G2 users highlight that Proposify's Collaborative Creation feature, scoring 8.4, facilitates teamwork effectively, allowing multiple users to work on proposals simultaneously. ClientPoint, with a score of 8.2, is functional but lacks some of the advanced collaborative tools that Proposify offers.
- Users report that ClientPoint's Signature Workflow feature, scoring 9.1, is highly praised for its intuitive design, making it easy to manage multiple signatures. Proposify, while effective, does not have a specific score for this feature, suggesting that ClientPoint may have an edge in this area.
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
612
|
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
496
|
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
449
|
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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