ClientPoint Reviews & Product Details

Their customer service and proposal presentation Review collected by and hosted on G2.com.

I don't dislike anything about the product Review collected by and hosted on G2.com.

It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary. Review collected by and hosted on G2.com.

Certain modifications to files, need to be handled by their staff, however they do respond very quickly, sometimes within 10-15 minutes and things are complete. Review collected by and hosted on G2.com.

I like that its easy to keep track of what emails and proposals are sent. It lets you save company information so when you create a proposal you just have to add it into email. very user friendly and easy to input details and create important proposals for clients Review collected by and hosted on G2.com.

I dislike that it does not come with note reminders that will automatically remind you what dates to follow up with people on or when to call clients back Review collected by and hosted on G2.com.

Easy to use, best customer service, they will customize to your needs, and the best software available! Review collected by and hosted on G2.com.

I like everything about the program, I can't think of anything. Review collected by and hosted on G2.com.

The organized format that proposal is presented, The quickness in compiling all information Review collected by and hosted on G2.com.

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.

Paperless Proposal customer support is very helpful and easy to work with. Review collected by and hosted on G2.com.

Local edits can be tricky and require saving to computer, which might lead to mistakes. Review collected by and hosted on G2.com.

Having the ability to create a library of frequently used documents and templates with the ability of the Paperless team to customize them with client name merge fields is really handy. It helps to create custom proposals swiftly in a clean/presentable fashion. Additionally, I like having the ability to view all projects under one manage screen helps to keep track of pending projects. Review collected by and hosted on G2.com.

Some of the finalizing stages could be better modified for our specific usage. Sometimes customers want a specific format that will create additional editing in PDF after it has been downloaded from Paperless when it seems like maybe it could be an added feature to Paperless to assist in the completion stage. Review collected by and hosted on G2.com.

Putting together a proposal has never been easier, we rely on Paperless Proposal for a very quick response turn around for our customers. Review collected by and hosted on G2.com.

Only thing I can think of would be a mobile app for phones and tablets. Quicker turn around by inputting the information on site vs. waiting to return to the office. Review collected by and hosted on G2.com.

What I like best is the capability to share video. Review collected by and hosted on G2.com.

There isn’t much I dislike. Perhaps the ability to organize my library would be helpful. Review collected by and hosted on G2.com.

New to the software from a non-software based proposal editor and loved this. I found the back end to be slick and easy to jump into. The push to MS Word editing was easy and tracking features post send were powerful. Review collected by and hosted on G2.com.

The back end had trouble retaining my password Review collected by and hosted on G2.com.