ClientPoint Reviews & Product Details

Efficient proposal preparation and organization. Professional proposals on a paperless platform! Review collected by and hosted on G2.com.

It's a little confusing for customers sometimes, especially non tech savvy ones. Review collected by and hosted on G2.com.

The appearance of the proposal is extremely professional and offers robust analytics. Review collected by and hosted on G2.com.

The set-up of course. This is true with most software. Although, the team at Paperless Proposal is committed to making sure the end result is exactly what the customer needs. Review collected by and hosted on G2.com.

Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space Review collected by and hosted on G2.com.

I don't dislike anything. Paperless proposal works efficiently Review collected by and hosted on G2.com.

How easy it is to build a library of documents, use to create custom templates, and know that you proposal is free of errors. We have a team of users and we can easily access each others work when needed - from anywhere. Its also awesome to know when your customer has read your proposal and where they spend the most time, as we use that as an indicator of what's most important to them. We can then be prepared to expand upon that interest during the presentation process. Also, the analytics tools and key in determining success factors. Review collected by and hosted on G2.com.

Sometimes takes too long to add page numbers, but not sure if that is system or network issues. Review collected by and hosted on G2.com.

I really like the different features paperless proposal has to offer. Being able to see when a potential client views my proposal and to see how long they spend looking at certain parts of it as great. Review collected by and hosted on G2.com.

Sometimes I have to reenter information which can be a little frustrating. Review collected by and hosted on G2.com.

the alerts when customers view the proposal and how much time they spend on each page Review collected by and hosted on G2.com.

sometimes it can be a little slow in inputting client details Review collected by and hosted on G2.com.

I appreciate the ability to standardize proposal templates within our company as well as the ability to track when clients open and view the aspects of the proposal document. Review collected by and hosted on G2.com.

I dislike the fact that salesforce integration is lagging. Review collected by and hosted on G2.com.

Knowing how long a client reviews the proposal; if the proposal was downloaded and any comments they share Review collected by and hosted on G2.com.

Sharing information from CRM to paperless Review collected by and hosted on G2.com.

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.

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.

I like how it keeps track of sales, closes, sent , and revenue of all proposals sent out Review collected by and hosted on G2.com.

that i have to keep clearing the filter and unselecting the unfiled box when i want to search for a specific client Review collected by and hosted on G2.com.