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# ClientPoint vs Proposify Comparison - What are their main differences?

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ClientPointProposify[+ Add Product](#)

Reviews

**ClientPoint** [

4.5/5(198)

](https://www.g2.com/products/clientpoint/reviews#reviews)

**Proposify** [

4.6/5(1,144)

](https://www.g2.com/products/proposify/reviews#reviews)

Pricing

**ClientPoint**
No pricing available

**Proposify**
Free Trial

**$19.00** 1 User Per Month · Basic

**Pricing Insights**
from reviews

Time to Implement

**ClientPoint**
2 months

Based on 25 responses

**Proposify**
1 monthFaster

Based on 285 responses

Return on Investment

**ClientPoint**
13 months

Based on 15 responses

**Proposify**
6 months7 months sooner

Based on 249 responses

Perceived Cost

**ClientPoint**
$$$$$

**Proposify**
$$$$$

Average Discount

**ClientPoint**
9%2% more

**Proposify**
7%

Pros & Cons

**ClientPoint**
[
AI Technology (1)
](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573474&qs=pros-and-cons#reviews)[
Client Management (1)
](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573464&qs=pros-and-cons#reviews)[
Performance Issues (1)
](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573574&qs=pros-and-cons#reviews)[
Saving Issues (1)
](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573613&qs=pros-and-cons#reviews)

**Proposify**
[
Ease of Use (25)
](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453546&qs=pros-and-cons#reviews)[
Templates (17)
](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453357&qs=pros-and-cons#reviews)[
Limited Customization (14)
](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453701&qs=pros-and-cons#reviews)[
Difficult Editing (11)
](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1454892&qs=pros-and-cons#reviews)

Integrations

**ClientPoint**
Not enough data

**Proposify**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_33bf0f3bc32f7c2002d5b0b2c89e7c1d/aspirecrm.jpg "Product Avatar Image")

AspireCRM

](https://www.g2.com/products/aspirecrm/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-sales.png "Product Avatar Image")

Microsoft Dynamics 365 Sales

](https://www.g2.com/products/dynamics-365-sales/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image")

HubSpot Sales Hub

](https://www.g2.com/products/hubspot-sales-hub/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image")

Pipedrive

](https://www.g2.com/products/pipedrive/reviews)[
View all
](https://www.g2.com/products/proposify/integrations)

Screenshots

**ClientPoint**
 ![ClientPoint screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/84307/CPoverview.png)

**Proposify**
 ![Proposify screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/162261/Screenshot-2026-02-06-at-9.02.47-AM.png)

Ratings

Meets Requirements

**ClientPoint**

8.8

8.8184

**Proposify**

9.1

9.1877

Ease of Use

**ClientPoint**

8.8

8.8184

**Proposify**

8.5

8.5882

Ease of Setup

**ClientPoint**

8.4

8.488

**Proposify**

8.5

8.5555

Ease of Admin

**ClientPoint**

8.7

8.786

**Proposify**

9.0

9.0471

Quality of Support

**ClientPoint**

9.2

9.2175

**Proposify**

9.2

9.2783

Has the product been a good partner in doing business?

**ClientPoint**

9.4

9.487

**Proposify**

9.4

9.4462

Product Direction (% positive)

**ClientPoint**

9.3

9.3187

**Proposify**

9.2

9.2812

Features

Proposal[Hide 47 FeaturesShow 47 Features](javascript:void(0);)

8.5

156

8.7

696

Document Creation

Customizability: Variables and Fields

8.6(won by 0.1)

150

|

Verified

8.5

638

|

Verified

Template Creation and Flexibility

8.4

154

|

Verified

8.5(won by 0.1)

653

|

Verified

Rich Media

8.2

134

|

Verified

8.5(won by 0.3)

570

|

Verified

Online Document Creation

8.4

29

|

Verified

8.7(won by 0.3)

611

|

Verified

PDF Creation

8.9

143

|

Verified

9.1(won by 0.2)

633

|

Verified

Custom Branding

8.7

149

|

Verified

9.2(won by 0.5)

623

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Workflow

Document Builder Interface

8.5(won by 0.2)

141

|

Verified

8.3

607

|

Verified

Collaborative Creation

8.2

23

|

Verified

8.4(won by 0.2)

495

|

Verified

Assembly and Approval Workflows

8.4

126

|

Verified

8.6(won by 0.2)

486

|

Verified

Analytics

Engagement Tracking

8.8

144

|

Verified

9.2(won by 0.4)

617

|

Verified

Proposal Effectiveness Reporting

8.7

136

|

Verified

9.0(won by 0.3)

557

|

Verified

Reporting and Dashboards

8.7

140

|

Verified

8.9(won by 0.2)

573

|

Verified

Administration and Platform

User, Role, and Access Management

8.7

130

|

Verified

8.9(won by 0.2)

539

|

Verified

Alerts and Notifications

8.6

138

|

Verified

9.0(won by 0.4)

608

|

Verified

CRM Integration

7.8

79

|

Verified

8.3(won by 0.5)

449

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Electronic Signature

8.4

107

|

Verified

9.2(won by 0.8)

577

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

API / Integrations

8.2(tied score)

59

|

Verified

8.2(tied score)

390

|

Verified

CPQ Integration

Feature Not Available

8.0(won by default)

256

|

Verified

Contract/License Management

Not enough data

Not enough data

Knowledge Base Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

RFP Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Feature Not Available

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Additional Functionality

Templates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Automatic Formatting

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

E-Signature[Hide 79 FeaturesShow 79 Features](javascript:void(0);)

Not enough data

8.9

332

Signature Process

Document Signing

Not enough data

9.4(won by default)

285

Reminders and Expirations

Not enough data

9.0(won by default)

263

Sign-In Process

Not enough data

9.2(won by default)

279

Mobile Signatures

Not enough data

8.7(won by default)

227

Signature Workflow

Not enough data

9.0(won by default)

247

Reporting

Not enough data

8.8(won by default)

241

Signature Document Creation

Not enough data

9.1(won by default)

263

Bulk Digital Signatures 

Not enough data

Feature Not Available

Multi-Party Signing

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Agentic AI - E-Signature

Autonomous Task Execution

Not enough data

9.2(won by default)

6

Cross-system Integration

Not enough data

9.4(won by default)

6

Adaptive Learning

Not enough data

8.3(won by default)

7

Natural Language Interaction

Not enough data

8.6(won by default)

6

Decision Making

Not enough data

8.6(won by default)

6

Proactive Assistance

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Security and Scalability

Regulatory Compliance

Not enough data

8.9(won by default)

217

Signature History and Audit

Not enough data

9.0(won by default)

235

Enterprise Scalability

Not enough data

8.8(won by default)

211

Platform

Custom Branding

Not enough data

9.0(won by default)

229

User, Role, and Access Management

Not enough data

8.9(won by default)

209

Internationalization

Not enough data

8.5(won by default)

174

Performance and Reliability

Not enough data

8.8(won by default)

224

Integration APIs

Not enough data

8.2(won by default)

174

Email Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Registration Management

Not enough data

Not enough data

Event Management

Not enough data

Not enough data

Marketing Management

Not enough data

Not enough data

Expiration Management

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Video Management

Not enough data

Not enough data

Additional Functionality

File Sharing

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Authentication

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Encryption

Not enough data

Not enough data

Signature Capture

Not enough data

Not enough data

Document Conversion

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Team Collaboration

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Searchable Database

Not enough data

Not enough data

QR Codes

Not enough data

Not enough data

Two-Factor Authentication

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Age Verification

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Waiver Kiosk

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Photo Capture

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

Not enough data

8.6

143

Configuration - cpq

Product Catalog

Not enough data

8.7(won by default)

28

Guided Selling

Not enough data

8.5(won by default)

19

Configuration Rules

Not enough data

8.4(won by default)

25

Price Configuration

Not enough data

8.7(won by default)

26

Visual Configuration

Not enough data

8.7(won by default)

28

Pricing

Pricing Flexibility

Not enough data

8.4(won by default)

35

Discounting

Not enough data

8.3(won by default)

30

Commerical Rules

Not enough data

8.5(won by default)

27

Terms and Conditions

Not enough data

9.0(won by default)

32

Approval Workflow

Not enough data

9.0(won by default)

33

Renewals

Not enough data

8.7(won by default)

21

Quoting

Grouping

Not enough data

9.0(won by default)

25

Version Control

Not enough data

8.9(won by default)

24

Quote Document Generation

Not enough data

9.4(won by default)

29

Ordering

Not enough data

8.6(won by default)

22

Contracts

Not enough data

9.1(won by default)

27

Approval Process Control

Not enough data

Not enough data

Admin

Configuration Ease of Admin

Not enough data

8.9(won by default)

97

Pricing Administration

Not enough data

8.7(won by default)

95

Workflow Management

Not enough data

8.7(won by default)

84

Document Management

Not enough data

8.7(won by default)

97

Contact Management

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Channels

Mobile User Support

Not enough data

8.1(won by default)

21

Channel Partner Support

Not enough data

8.4(won by default)

18

eCommerce

Not enough data

7.6(won by default)

17

Platform

CRM Integration

Not enough data

8.5(won by default)

85

Integration API

Not enough data

8.4(won by default)

73

Internationalization

Not enough data

8.7(won by default)

61

Scalability

Not enough data

9.1(won by default)

96

Reporting and Dashboards

Not enough data

Feature Not Available

ERP Integration

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Generative AI - cpq

Dynamic Quoting

Not enough data

Not enough data

Dynamic Pricing

Not enough data

Not enough data

Personalized Sale Recommendations

Not enough data

Not enough data

Additional Functionality

Price and Cost Calculations

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Rules Engine

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Product Configurator

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Bills of Material

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Contract Management[Hide 52 FeaturesShow 52 Features](javascript:void(0);)

Not enough data

8.5

250

Contract Management Platform Features

Contract Creation

Not enough data

8.9(won by default)

221

Customizable Templates

Not enough data

8.8(won by default)

225

Contract Editing

Not enough data

8.3(won by default)

222

Contract Attachments

Not enough data

8.7(won by default)

196

Contract Collaboration

Not enough data

8.6(won by default)

185

Approval Process

Not enough data

8.8(won by default)

206

Notifications & Reminders

Not enough data

8.8(won by default)

213

Contract Database

Not enough data

8.7(won by default)

206

Integrations / APIs

Not enough data

8.2(won by default)

185

Reporting & Dashboards

Not enough data

8.6(won by default)

211

Government Contracts

Not enough data

Not enough data

Specialty Contracts

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

7.6(won by default)

72

AI Text Summarization

Not enough data

Feature Not Available

Generative AI

Not enough data

Not enough data

Agentic AI - Contract Management

Autonomous Task Execution

Not enough data

8.1(won by default)

6

Additional Functionality

Reporting/Analytics

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Contract Drafting

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Sell Side (Customers)

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Annotations

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Contract Negotiation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

AI Redlining

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Completion Tracking

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Buy Side (Suppliers)

Not enough data

Not enough data

Payment Processing

Not enough data

Not enough data

Document Generation[Hide 62 FeaturesShow 62 Features](javascript:void(0);)

Not enough data

8.3

205

Data Sources

Software

Not enough data

8.4(won by default)

158

Documents

Not enough data

8.6(won by default)

170

Spreadsheets

Not enough data

Feature Not Available

Generation

Templates

Not enough data

8.7(won by default)

185

Automation

Not enough data

8.2(won by default)

173

Branding

Not enough data

8.8(won by default)

186

Email Templates

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Delivery

Workflow

Not enough data

8.7(won by default)

163

Schedule

Not enough data

8.4(won by default)

145

Batch

Not enough data

7.6(won by default)

130

Compliance Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

6.8(won by default)

56

AI Text Summarization

Not enough data

Feature Not Available

AI Text-to-Image

Not enough data

Feature Not Available

AI Image-to-Text

Not enough data

Feature Not Available

Generative AI

Not enough data

Not enough data

Document Generation

Not enough data

Not enough data

Agentic AI - Document Generation

Autonomous Task Execution

Not enough data

8.6(won by default)

7

Additional Functionality

Customizable Forms

Not enough data

Not enough data

Multiple Format Support

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

API

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Text Editing

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Multiple Output Formats

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Contract Drafting

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Show 6 feature categories with incomplete data

Artificial Intelligence[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Tagging

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Speech Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Virtual Personal Assistant (VPA)

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

For eCommerce

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Machine Learning

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Third-Party Integrations

Not enough data

Not enough data

To-Do List

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Screen Sharing

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Brainstorming

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

File Transfer

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Real Time Editing

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Discussions/Forums

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

AI Copilot

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Customer History

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Automated Quoting

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Pricing and Cost Calculations

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Estimating

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Digital Sales Room[Hide 23 FeaturesShow 23 Features](javascript:void(0);)

Not enough data

Not enough data

Deal Analytics

Engagement Tracking

Not enough data

Not enough data

Reporting and Dashboards

Not enough data

Not enough data

Proposal Effectiveness Reporting

Not enough data

Not enough data

Administration and Security

User, Role, and Access Management

Not enough data

Not enough data

Alerts and Notifications

Not enough data

Not enough data

Regulatory Compliance

Not enough data

Not enough data

Platform

E-Signature

Not enough data

Not enough data

Proposals

Not enough data

Not enough data

CPQ

Not enough data

Not enough data

Video Proposals

Not enough data

Not enough data

Content Sharing

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Chat

Not enough data

Not enough data

Integrations

CRM Integration

Not enough data

Not enough data

Internal Messaging Systems Integration

Not enough data

Not enough data

Video Conferencing Integration

Not enough data

Not enough data

Agentic AI - Digital Sales Room

Autonomous Task Execution

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

UTM Parameters Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Enterprise Content Management (ECM)[Hide 78 FeaturesShow 78 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Enterprise Content Management (ECM)

Autonomous Task Execution

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Additional Functionality

Content Library

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Information Governance

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Indexing

Not enough data

Not enough data

Filtering

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Image Editing

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Secure Login

Not enough data

Not enough data

Content Delivery

Not enough data

Not enough data

Two-Factor Authentication

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Mobile Capture

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Templates

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

File Management

File Type Support

Not enough data

Not enough data

Metadata

Not enough data

Not enough data

OCR Scanning

Not enough data

Not enough data

Versioning

Not enough data

Not enough data

Collaboration

Not enough data

Not enough data

Document Assembly

Not enough data

Not enough data

Form Creation

Not enough data

Not enough data

Portals and Sites

Not enough data

Not enough data

Disposition

Not enough data

Not enough data

Search

Not enough data

Not enough data

Web Interface

Not enough data

Not enough data

Mobile Apps

Not enough data

Not enough data

Workflow

Process Automation

Not enough data

Not enough data

Conditions

Not enough data

Not enough data

Activities

Not enough data

Not enough data

Records Management

Not enough data

Not enough data

Case Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Digital Asset Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

SEO Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Website Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Platform

Internationalization

Not enough data

Not enough data

Performance and Reliability

Not enough data

Not enough data

Reporting and Auditing

Not enough data

Not enough data

System of Record Integration

Not enough data

Not enough data

APIs

Not enough data

Not enough data

AI Proposal Generator Tools [Hide 13 FeaturesShow 13 Features](javascript:void(0);)

Not enough data

Not enough data

Document Processing & Extraction - AI Proposal Generator Tools

Requirement Identification & Tagging

Not enough data

Not enough data

Multi-Format Document Ingestion

Not enough data

Not enough data

RFP & Questionnaire Parsing

Not enough data

Not enough data

AI Response Generation - AI Proposal Generator Tools

Continuous Learning from Edits

Not enough data

Not enough data

Response Personalization & Tone Control

Not enough data

Not enough data

Contextual Answer Recommendations

Not enough data

Not enough data

AI Draft Response Generation

Not enough data

Not enough data

Content Management - AI Proposal Generator Tools

Governed Content Library

Not enough data

Not enough data

Content Versioning & Approval Controls

Not enough data

Not enough data

Duplicate Detection & Content Optimization

Not enough data

Not enough data

Collaboration & Workflow - AI Proposal Generator Tools

SME Assignment & Task Routing

Not enough data

Not enough data

Review & Approval Workflows

Not enough data

Not enough data

Analytics & Performance - AI Proposal Generator Tools

Proposal Performance Analytics

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![ClientPoint](https://images.g2crowd.com/uploads/product/hd_favicon/dc5fa6fc68387d02ffe8263cba5d7886/clientpoint.svg "ClientPoint")](https://www.g2.com/products/clientpoint/reviews)

ClientPoint

Small-Business(50 or fewer emp.)

32.8%

Mid-Market(51-1000 emp.)

34.3%

Enterprise(\> 1000 emp.)

32.8%

[![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify")](https://www.g2.com/products/proposify/reviews)

Proposify

Small-Business(50 or fewer emp.)

84.1%

Mid-Market(51-1000 emp.)

14.3%

Enterprise(\> 1000 emp.)

1.6%

Small-Business

(50 or fewer emp.)

32.8%

84.1%

Mid-Market

(51-1000 emp.)

34.3%

14.3%

Enterprise

(\> 1000 emp.)

32.8%

1.6%

Reviewers' Industry

[![ClientPoint](https://images.g2crowd.com/uploads/product/hd_favicon/dc5fa6fc68387d02ffe8263cba5d7886/clientpoint.svg "ClientPoint")](https://www.g2.com/products/clientpoint/reviews)
ClientPoint

Facilities Services

25.3%

Security and Investigations

21.7%

Marketing and Advertising

6.1%

Information Technology and Services

3.5%

Events Services

3.0%

Other

40.4%

[![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify")](https://www.g2.com/products/proposify/reviews)
Proposify

Marketing and Advertising

31.5%

Information Technology and Services

8.6%

Computer Software

7.0%

Management Consulting

5.6%

Construction

4.7%

Other

42.6%

FAQs

## ClientPoint vs Proposify FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between ClientPoint vs Proposify?

Proposify stands out for its higher G2 rating, larger review volume, and stronger reviewer-cited strengths in templates and integrations, while ClientPoint is noted for its customer support and document management.

| | [ClientPoint](https://www.g2.com/products/clientpoint/reviews) | [Proposify](https://www.g2.com/products/proposify/reviews) |
| --- | --- | --- |
| G2 Rating (reviews) | 4.5/5 (198 reviews) | 4.6/5 (1,143 reviews) |
| Ease of Setup score | 8.4 | 8.5 |
| Quality of Support score | 9.2 | 9.2 |
| Top Reviewer-Cited Strength | Customer Success | Templates |

### How do the pricing models of ClientPoint and Proposify compare?

Proposify is rated higher for value, with reviewers expressing greater satisfaction with its pricing and cost structure.

- **ClientPoint:** Reviewers highlight time savings and professional proposals but do not emphasize pricing as a key differentiator.
- **Proposify:** In recent reviews, many cite Proposify as reasonably priced and appreciate the value for individual users, with several noting the ability to pause subscriptions and the availability of a free plan for small businesses.

### What are the best alternatives to ClientPoint and Proposify?

PandaDoc, Qwilr, and Proposify are the top three alternatives to ClientPoint.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [ClientPoint](https://www.g2.com/products/clientpoint/reviews) | 4.5/5 (198 reviews) | — | — | Customer Success |
| [Proposify](https://www.g2.com/products/proposify/reviews) | 4.6/5 (1,143 reviews) | — | Reasonably priced, free plan available | Templates |
| [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5 (3,703 reviews) | Small-Business | — | — |
| [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5 (917 reviews) | Small-Business | — | — |

### Which Digital Sales Room features should I prioritize when comparing ClientPoint and Proposify?

Buyers comparing ClientPoint and Proposify should prioritize templates, integrations, document management, tracking, and customer support.

- **Templates:** Proposify is cited in 17 all-time reviews for its templates, while ClientPoint does not have a significant mention count for this feature.
- **Integrations:** Proposify is mentioned in 10 all-time reviews for easy integrations; ClientPoint has qualitative mentions of CRM integration but no significant count.
- **Document Management:** ClientPoint is cited for document management in recent reviews; Proposify reviewers focus more on proposal creation and management.
- **Tracking:** Both products are mentioned for tracking, with ClientPoint having a recent reviewer highlight and Proposify reviewers noting tracking as a benefit.
- **Customer Support:** Both products score 9.2/10 on Quality of Support, with ClientPoint reviewers frequently praising support experiences.

### What are the pros and cons of ClientPoint vs Proposify?

Proposify's headline strength is its templates and ease of use, while ClientPoint is most noted for customer support and document management.

- **ClientPoint strengths:** Customer Success, document management, tracking, organized design, and e-signatures are highlighted in recent reviews.
- **ClientPoint trade-offs:** Reviewers mention slow loading, performance issues, and occasional saving or upload issues.
- **Proposify strengths:** Templates (17 all-time mentions), ease of use (25 all-time mentions), easy setup (13 all-time mentions), integrations (10 all-time mentions), and time-saving features (12 all-time mentions) are frequently cited.
- **Proposify trade-offs:** Limited customization (14 all-time mentions), difficult editing (11 all-time mentions), and editing difficulties (9 all-time mentions) are noted as trade-offs.

### Is ClientPoint or Proposify better for small businesses?

Proposify is the better fit for small businesses, with a larger small-business segment and strong reviewer sentiment on ease of use and value.

- **ClientPoint:** No largest segment data available, but reviewers highlight ease of use and customer support for complex or enterprise sales cycles.
- **Proposify:** Largest segment is Small-Business, with reviewers consistently praising its ease of setup, value, and suitability for small teams and solo users.

### Which Digital Sales Room platform has better integrations?

Proposify is favored by reviewers for integrations, with more frequent and positive mentions.

- **ClientPoint:** Reviewers mention CRM integration and HubSpot integration in recent reviews, but without a significant all-time count.
- **Proposify:** Integrations are cited in 10 all-time reviews, with specific mentions of Salesforce, HubSpot, and QuickBooks Online as valued integrations.

### How do ClientPoint and Proposify compare on customer support?

ClientPoint and Proposify are rated equally on Quality of Support, both scoring 9.2/10, indicating parity in reviewer satisfaction.

- **ClientPoint:** Reviewers frequently praise customer support, describing it as proactive, helpful, and responsive throughout onboarding and ongoing use.
- **Proposify:** Reviewers highlight responsive and effective support, with several noting quick resolution of issues and helpful onboarding experiences.

### Which is easier to implement, ClientPoint or Proposify?

Proposify and ClientPoint score within a tenth of a point on Ease of Setup (8.5 vs 8.4), indicating near-parity in implementation experience.

- **ClientPoint:** Reviewers describe setup as straightforward, with a short learning curve and proactive implementation support, though some note initial confusion for first-time users.
- **Proposify:** Reviewers consistently cite easy setup, user-friendly onboarding, and quick time to value, with templates and guided setup streamlining the process for small teams.

### Which product has better Contracts?

Proposify is more frequently cited for Contracts, with reviewers highlighting its contract management and e-signature capabilities.

- **ClientPoint:** Reviewers mention e-signatures and contract tracking as benefits, with a Meets Requirements score of 8.8/10.
- **Proposify:** Reviewers frequently cite contract creation, digital signatures, and contract management as strengths, with a Meets Requirements score of 9.1/10 and multiple recent reviews highlighting contract workflows.

Alternatives

**ClientPoint Alternatives**

 ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr")

[
Qwilr
](/products/qwilr/reviews)

 ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")

[
PandaDoc
](/products/pandadoc/reviews)

 ![Conga Composer](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer")

[
Conga Composer
](/products/conga-composer/reviews)

 ![QuoteWerks](https://images.g2crowd.com/uploads/product/hd_favicon/1523897444/quotewerks.png "QuoteWerks")

[
QuoteWerks
](/products/quotewerks/reviews)

**Proposify Alternatives**

 ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")

[
PandaDoc
](/products/pandadoc/reviews)

 ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr")

[
Qwilr
](/products/qwilr/reviews)

 ![GetAccept](https://images.g2crowd.com/uploads/product/hd_favicon/e6889f440c0cb205dbd1ef1d76a18c56/getaccept.svg "GetAccept")

[
GetAccept
](/products/getaccept/reviews)

 ![DealHub AI](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI")

[
DealHub AI
](/products/dealhub-ai/reviews)