ClientPoint Reviews & Product Details

I like that I get to maintain my library of documents and use them as I need them. Review collected by and hosted on G2.com.

I wish there was an option to search for information within a document. Review collected by and hosted on G2.com.

I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal. The support team at Paperless is extremely helpful and attentive to any and all of our needs. Review collected by and hosted on G2.com.

the library doesn't show you when docs were uploaded last and also would be great if there was a search button to search thru the docs. Review collected by and hosted on G2.com.

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.

I think that the program could run a little faster. Seems like run times are slow. Review collected by and hosted on G2.com.

Good tool for a sales proposal system. Clean design Review collected by and hosted on G2.com.

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.

Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document.

Also, getting an alert telling me my customer has viewed our documents tells me their looking at what I sent. Review collected by and hosted on G2.com.

This one is a bit not difficult to describe. There really is nothing I don’t like about paperless. It’s easy to use, quick and helps me to my job more efficiently. Review collected by and hosted on G2.com.

We are able to attach large quote documents, provider directories, etc. to our Group Health quotes which allows us to deliver a much more meaningful quote. Review collected by and hosted on G2.com.

It usually takes some time to get around the system Upgrades without any training documents provided. Review collected by and hosted on G2.com.

The simplicity of the process. It is easy to create and distribute quality documents. Review collected by and hosted on G2.com.

Some interface issues. I have had some small issues with file saving but I believe new releases have solved those issues. Review collected by and hosted on G2.com.

The estimate format is very clean and easy to navigate for customers. Review collected by and hosted on G2.com.

The setup period took quite a bit of time, however, since then it has been operating well and doesn't need much maintenance. Review collected by and hosted on G2.com.

The flexibility to delegate the creation of a proposal to anyone in my office, and be able to deliver it in a very expeditious timing. Review collected by and hosted on G2.com.

Some recipients do not receive in their inbox. It ends up in the spam folder. Review collected by and hosted on G2.com.

The result. The bid proposals look fantastic. Review collected by and hosted on G2.com.

Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline. Review collected by and hosted on G2.com.