ClientPoint Reviews & Product Details

I'm a marketing coordinator for a large company and we use ClientPoint on a daily basis for proposals. The ability to gain analytics is crucial to understanding what our clients want most. The most outstanding part of ClientPoint would have to be their customer support. They have been there every step of the way answering questions and troubleshooting any issues we had. "My" is an outstanding customer service agent and has helped us use ClientPoint more efficiently. Review collected by and hosted on G2.com.

Some portions of the program do include coding. If you do not know HTML coding, customer support is there to help or you would need to have a person with coding knowledge on your team. Review collected by and hosted on G2.com.

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.

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.

Once you have set up everything the way you want, very easy & quick to do a proposal & track what is happening with it. Review collected by and hosted on G2.com.

creating merging information can sometimes take time Review collected by and hosted on G2.com.

Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and not get in the car. The link is VERY important, as some of my proposals can be quite large, with high quality images, and be too large to send ans an attachment. Templates are where I like this product the most. I am able to utilize a few different templates, and get everything in order before I send them to the client, ensuring I miss nothing. Review collected by and hosted on G2.com.

It took a bit to manage the UI, bit its not that big of a deal. This was made better by their recent UI update. It is also possible for users to enter "dummy" email addresses for tracking, but I don't know of a way to work around that issue. Review collected by and hosted on G2.com.

Very easy to use - straightforward...….. Review collected by and hosted on G2.com.

I do not dislike anything so far. Very good product. Review collected by and hosted on G2.com.

I like sending a link to my proposal and that I can see who has opened, read, and/or spent time in my proposal. I love the table of contents down the side so readers can click and locate what they are seeking from my section headings. Review collected by and hosted on G2.com.

Many of the custom files within our version have become corrupt and unusable. I am new, but it does not appear easy to modify existing files without their pagination and/or lay-out getting compromised (read messed up!). Review collected by and hosted on G2.com.

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.

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.

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.

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.

I love the way the admin can find their documents super fast and the way the end user can view and download them in an easy way. Review collected by and hosted on G2.com.

For first time users it could be hard to find things in the dashboard, but I think practicing it actually helps and the training videos work as well. Review collected by and hosted on G2.com.

Simple and easy, gives my clients a way to see their proposal right away. Very intuitive and easy for anyone to use. Review collected by and hosted on G2.com.

Nothing, so far no issues and support is awesome. Review collected by and hosted on G2.com.