--- title: ClientPoint Reviews meta\_title: 'ClientPoint Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 198 reviews by the users' company size, role or industry to find out how ClientPoint works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 198 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # ClientPoint Reviews & Product Details Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify * * * Seller [ClientPoint](https://www.g2.com/sellers/clientpoint) Discussions [ClientPoint Community](https://www.g2.com/products/clientpoint/discuss) Languages Supported German, English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Chinese (Simplified) Solution Type All-in-One Overview by Kent Martin Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ## Top-Rated Alternatives [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(914) ](https://www.g2.com/products/qwilr/reviews) [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,643) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ View All Alternatives ](https://www.g2.com/products/clientpoint/competitors/alternatives) ## User Insights Average based on 198 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![gasiram a.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "gasiram a.") GA gasiram a. Sr Analyst Enterprise (\> 1000 emp.) 11/2/2023 "Products review" 4/5 What do you like best about ClientPoint? Client point it's was good and cooperative Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Nothing to say dislike .it was good thing Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Client to assigned to deliverable task Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Small-Business (50 or fewer emp.) 9/5/2021 "ClientPoint" 3.5/5 What do you like best about ClientPoint? Easy to use and set up. Saves templates and customer info Review collected by and hosted on G2.com. What do you dislike about ClientPoint? When looking at samples it doesn’t show the document info Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Sending customers information quickly Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 10/16/2018 "Great customer service and effective software." 4/5 What do you like best about ClientPoint? ClientPoint software has allowed our team to have better visibility into the prospect experience during the proposal stage of our deals. We have seen an improvement in the duration of the sales process through the automation and crm integration. Customer service from ClientPoint has been amazing! Review collected by and hosted on G2.com. What do you dislike about ClientPoint? The backend ClientPoint syncs with Right Signature which causes the signing process to lag. Proposal loading times can be a little slow at times too. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? The business problems we solve with ClientPoint include reducing proposal/agreement errors, scalability, process automation, proposal visibility and better analytics. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SR Stacy R. Mid-Market (51-1000 emp.) 2/13/2018 "Trying to implement Paperless Proposal [PP] with a sales team of mavericks. " 3.5/5 What do you like best about ClientPoint? The organization of the content within PP as well as the tracking of the proposal once it is sent to clients. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Our reps approached it as too structured and since its inception, we have discovered some hacks as well as asked PP to develop so functionality so we can more easily share documents and templates between users without the help of the administrator. Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: Flexibility to share within the proposal creation process. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Trying to give our reps more resources to share with clients as well as more insight into what happens to their proposal once it is sent. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Martina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Martina M.") MM Martina M. designer/ sales Recreational Facilities and Services Mid-Market (51-1000 emp.) 11/10/2015 "Huge time saver" 4/5 What do you like best about ClientPoint? Everything is at your fingertips and simply needs to be assembled. it's easy and has no limitations. It is flexible and allows for templates and overall efficiency if maintained properly. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? One of the challenges seems to be pulling info from the CRM correctly. A few glitches occure on some occasions. Managing the overall proposals; good, trash and archive could also be made easier. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Overall this software has saved us a great deal of time. PP also allows us to quickly reach out to clients with all the information required. It allows clients to view things at their own pace and for us to track it. PP also gives us insight into how a client views a proposal, the statistics are really interesting and overall helpful when wanting to meet the clients needs. Review collected by and hosted on G2.com. Show More 2/13/2018 Validated ReviewerSource: Organic MK Makayla K. Small-Business (50 or fewer emp.) 2/13/2018 "Good program, easy to yuse" 4/5 What do you like best about ClientPoint? The program itself is pretty user friendly. It has everything you need and also a good customer support line. Review collected by and hosted on G2.com. What do you dislike about ClientPoint? I think that the program could run a little faster. Seems like run times are slow. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Paperless Proposal makes it super easy to get information to our perspective clients quickly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sean J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sean J.") SJ Sean J. Business Development Executive Consumer Services Mid-Market (51-1000 emp.) 12/24/2017 "Business Development Officer" 3.5/5 What do you like best about ClientPoint? Good tool for a sales proposal system. Clean design Review collected by and hosted on G2.com. What do you dislike about ClientPoint? It does not seem to play well with other software programs. A simple software collaboration service would help a bunch. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Bill Howe did not have a good presentation tool prior to Paperless Proposal. This moved us forward Review collected by and hosted on G2.com. Show More 2/15/2018 Current UserValidated ReviewerSource: Organic MH Mike H. Mid-Market (51-1000 emp.) 2/13/2018 "Great Tool for Proposal Organization" 3.5/5 What do you like best about ClientPoint? Efficient proposal preparation and organization. Professional proposals on a paperless platform! Review collected by and hosted on G2.com. What do you dislike about ClientPoint? It's a little confusing for customers sometimes, especially non tech savvy ones. Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Streamlining the proposal process, and creating standardized proposal specifications and terms. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Stephanie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephanie M.") SM Stephanie M. Sales Administrator Chemicals Mid-Market (51-1000 emp.) 3/11/2016 "Paperless Proposal grew our customer base! " 4/5 What do you like best about ClientPoint? I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal! Review collected by and hosted on G2.com. What do you dislike about ClientPoint? I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes! Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: It's a truly valuable tool that will help your business flourish! Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age! Review collected by and hosted on G2.com. Show More 6/22/2017 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Facilities Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Facilities Services") UF Verified User in Facilities Services Mid-Market (51-1000 emp.) 1/23/2018 "Saves tons of time and very organized" 4/5 What do you like best about ClientPoint? The organized format that proposal is presented, The quickness in compiling all information Review collected by and hosted on G2.com. What do you dislike about ClientPoint? Items need Updating and taking months to update, changes take too long, takes too long going from one location to the next Review collected by and hosted on G2.com. Recommendations to others considering ClientPoint: Good product just a little slow in updating Data Review collected by and hosted on G2.com. What problems is ClientPoint solving and how is that benefiting you? Pricing for Hours worked and Job Specs Professional looking presentation and organization Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about ClientPoint? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ClientPoint ](https://www.g2.com/products/clientpoint/discussions/new) GU Guest User What is ClientPoint used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-clientpoint-used-for) ![Yasir A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yasir A.") YA Yasir Ansari • Last activity over 4 years ago Client Point pricing 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/32696-client-point-pricing) [ View all Discussions ](https://www.g2.com/products/clientpoint/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 9% [ View More Pricing Information ](https://www.g2.com/products/clientpoint/pricing) ClientPoint Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,643) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,143) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image") ConnectWise CPQ 4/5(142) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-connectwise-cpq) ##### ##### ClientPoint Features Workflow Document Builder Interface Assembly and Approval Workflows Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications CRM Integration [ View More Features ](https://www.g2.com/products/clientpoint/features) ##### Categories on G2 [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm) [Document Generation](https://www.g2.com/categories/document-generation)[Proposal](https://www.g2.com/categories/proposal)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Digital Sales Room](https://www.g2.com/categories/digital-sales-room) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best tools for integrating client portals into websites](https://www.g2.com/discussions/what-are-the-best-tools-for-integrating-client-portals-on-websites)[Which pharmacy management systems have strong customer support for pharmacy companies under 50 people?](https://www.g2.com/discussions/which-pharmacy-management-systems-have-strong-customer-support-for-pharmacy-companies-under-50-people)[What investor portal features best support annual reports and earnings presentations for public company IR teams?](https://www.g2.com/discussions/what-investor-portal-features-best-support-annual-reports-and-earnings-presentations-for-public-company-ir-teams) [Which low-code development platform is the best for enterprise solutions](https://www.g2.com/discussions/which-low-code-development-platform-is-the-best-for-enterprise-solutions)[Which cloud migration assessment vendors deliver executive-ready cost-benefit analyses without requiring manual spreadsheet work?](https://www.g2.com/discussions/which-cloud-migration-assessment-vendors-deliver-executive-ready-cost-benefit-analyses-without-requiring-manual-spreadsheet-work)[Pros and Cons Details](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)