--- 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: '2026-07-13' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # ClientPoint Reviews **Vendor:** ClientPoint **Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room) **Average Rating:** 4.5/5.0 **Total Reviews:** 198 ## About ClientPoint 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 ## ClientPoint Pros & Cons **What users like:** - Users value the **ease of use and insightful features** of ClientPoint for managing complex sales processes effectively. (1 reviews) - Users love the **ease of client management** in ClientPoint, enhancing tracking and organization throughout the sales process. (1 reviews) - Users appreciate the **efficiency in managing documents** and seamless handoff to customer success teams with ClientPoint. (1 reviews) - Users value the **document management capabilities** of ClientPoint for organizing and tracking sales materials efficiently. (1 reviews) - Users admire the **ease of use** of ClientPoint, simplifying the process of managing sales documentation effectively. (1 reviews) - E-Signatures (1 reviews) - Organized Design (1 reviews) - Seamless Transitions (1 reviews) - Sharing (1 reviews) - Tracking (1 reviews) **What users dislike:** - Users experience **performance issues** with slow page loading and delays in uploading and saving documents. (1 reviews) - Users experience **slow saving issues** with ClientPoint, resulting in frustrating delays when uploading documents. (1 reviews) - Users experience **slow loading times** with ClientPoint, causing delays when uploading and saving documents. (1 reviews) - Users experience **slow performance** with ClientPoint, facing delays when loading pages and uploading documents. (1 reviews) - Users experience **upload issues** with slow page loading and long wait times for saving documents. (1 reviews) ## ClientPoint Reviews ### 1. Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Craig D. | Sales Manager, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2016 **What do you like best about ClientPoint?** I once was a sales man in a janitorial business and my boss used to say "Make sure your car looks good because the way in which you arrive to an account is a big deal. We want all of our first impressions to be strong." Now as a sales manager for a manufacturing business that calls on clients and prospects from coast to coast I still want my "arrival" to be a strong first impression. Since I can't drive to each one of my prospects every time I had to figure out how my first impression would set me apart from my competition. Paperless Proposal is doing that in spades for us! Paperless Proposal is the car that I use to make my first impression and it is receiving strong reviews from our clients. The ability to have video and literature attached to our proposal is really beginning to separate us in our market. When you combine those features with the analysis provided from Paperless this decision becomes a "no-brainer." We just used Paperless proposal to help us land a 1.2 million dollar deal in our industry. We look forward to our future with Paperless **What do you dislike about ClientPoint?** No complaints thus far really. The only complaint I have has been the tech support has not been quite that thorough. They are very responsive at first but then might take a second to get to the solution. A very small complaint and we are being picky on that. We are extremely satisfied with Paperless **Recommendations to others considering ClientPoint:** It can change the way in which you do business **What problems is ClientPoint solving and how is that benefiting you?** We are separating ourselves in the market and we are staying a step ahead of our competition in this area. The analysis provided is giving us an edge in how we drive our sales process. ### 2. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie B. | Business Development Manager, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2016 **What do you like best about ClientPoint?** Paperless is incredibly simple and easy to use. I am greatly appreciative of the fact that I can not only create proposals from literally any location on my laptop, but I also have easy access to view and download prior proposals for reference. **What do you dislike about ClientPoint?** There's not much to say here. Paperless Proposal continues to update their product regularly. **Recommendations to others considering ClientPoint:** If you're going to use this software - use it to the fullest extent of it's capabilities. Don't just use it for the statistics. Paperless Proposal offers customizable merge docs that can virtually eliminate human error. That is more powerful and professional than any aesthetic look or presentation your company can give. Across your entire sales team, you'll have consistency, along with ease of use. **What problems is ClientPoint solving and how is that benefiting you?** Problems we've solved: we have vastly decreased the amount of time we spend creating proposals; we have also reduced human error by utilizing Paperless merge docs. The latter is something we cannot fully express the criticality of. Our level of skills across all Business Development Managers vary greatly - simply from style to technical proficiency with Word. The merge docs will virtually eliminate the majority of human error within our scope & pricing exhibits. The merge docs will also make the same exhibits consistent among all BDMs. We're not creating exhibits any more - we're entering the information in one place and sitting back while the merge docs generate themselves. ### 3. Larry with Marsden Services **Rating:** 5.0/5.0 stars **Reviewed by:** Larry O. | Business Development Executive, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2016 **What do you like best about ClientPoint?** the awesome capabilities that the system can provide - by far gives us the #1 proposal **What do you dislike about ClientPoint?** the only thing I would like to see changed we be a little more freedom of moving categories around in our proposals and then shifting line items with in the categories **Recommendations to others considering ClientPoint:** With the fantastic support and capabilities of Paperless staff leaves no roadblocks as to not signing up at your first demo. They have the capabilities to program their system to your specific needs and the end results is a QUALITY PROPOSAL **What problems is ClientPoint solving and how is that benefiting you?** After getting the information back of our the time our prospective customer spent reviewing their proposal and the time spent in specific sections of the proposal. That way whether through phone call or an onsite visit I know by the time they spent in a specific section what is most likely a priority to their business. ### 4. Proffessional and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2016 **What do you like best about ClientPoint?** Timeliness. I have the ability to manage a large library of documents which I can utilize with client specific documents saving me hours of time every month. I can create a highly professional presentation in less than half the time it used to take me. **What do you dislike about ClientPoint?** Occasional delays in file uploads. I sometimes need to get out of a document download and start over. **What problems is ClientPoint solving and how is that benefiting you?** The flexibility to modify a document at the client's request giving them instant access to changes with creating new documents. The analytics allow me to better understand issues of greatest interest to clients. ### 5. Excellent Product and Service!!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Adam C. | Vice President, Security and Investigations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2016 **What do you like best about ClientPoint?** The easy of use and the professional looking product are unmatched by any. **What do you dislike about ClientPoint?** There is an additional pricing if you want to use paperless inside of software like Salesforce/ Microsoft Dynamics. **Recommendations to others considering ClientPoint:** If you are going to use this software with a CRM software like Salesforce, ensure you get the additional pricing for that because that is not included in your initial pricing. **What problems is ClientPoint solving and how is that benefiting you?** It used to take me days/weeks to create proposals, even ones where I could use a standard proposal template. With Paperless, I can create a professional looking proposal in minutes. With Paperless you can have numerous proposal templates tailored to specific business sector prospects, and with very little input you can create a fully customized proposal. ### 6. Excellent way to prepare and organize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2016 **What do you like best about ClientPoint?** I like that I can review the proposals so easily and ensure that they are consistent in content but also customized for each client. I also enjoy the ability to review how long a client has looked at the proposal. **What do you dislike about ClientPoint?** There isn't anything that I dislike about paperless proposals. It is simple to use and provides information to me about the proposal from the receiving end. **What problems is ClientPoint solving and how is that benefiting you?** We have been able to upload frequently used proposal documents and keep them in an organized folder on the website. ### 7. I work with paperless proposal daily on quote for Janitorial & Industrial Maintenance Services. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 23, 2016 **What do you like best about ClientPoint?** It is integrated with our other software which make preparing proposals and tracking them very easy. **What do you dislike about ClientPoint?** So far nothing. We have been very pleased with the software. **What problems is ClientPoint solving and how is that benefiting you?** We only use the software for proposals and tracking them. We have found this piece to be very beneficial when analyzing data. ### 8. Paperless Proposal has become a vital tool in our growth and increased sales performance. **Rating:** 5.0/5.0 stars **Reviewed by:** Steven F. | Owner, Security and Investigations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** The ability to personalize each customer contact with the ability to track and evaluate the customers level of interest. As a management tool we are now able to receive analytics which direct our marketing efforts and ensure that we are placing emphasis upon those efforts that produce the greatest return. **What do you dislike about ClientPoint?** There truly are no areas of dislike or concern. **Recommendations to others considering ClientPoint:** I would strongly recommend Paperless Proposals for any company who wants to optimize their sales presentations and finds value in the data (analytics) relating to such marketing efforts. I also use this program as a way to have my customers E-Sign contracts, addendums, etc. **What problems is ClientPoint solving and how is that benefiting you?** The paperless proposal tool has allowed us to solve the problems relative to expediting sales efforts and by way of use has increased our close ratio by considerable percentages. As a management tool I now have ongoing and real time reporting that keeps me informed as to my sales departments efforts and allows me to track progress and evaluate the dispositions on each sales effort. **Official Response from Rahat Ahmed:** > Steven, Glad that our product is proving to be an important tool in your sales effort. Please contact our support if you need any assistance. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 9. I Love Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Ben A. | Business Development Specialist, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2016 **What do you like best about ClientPoint?** I love how clean the proposals look and the ability to have a consistent platform for all proposals sent. I also like the ability to see how long a costumer looks at each section and who they have sent it too. The back end analytics tool is fantastic. **What do you dislike about ClientPoint?** I have not seen anything I dislike about Paperless yet as it relates to our old process of just binding together 40 pages into a physical proposal. **Recommendations to others considering ClientPoint:** I have already started reaching out to many friends and family members who are at the executive level in many different industries about Paperless Proposal and how fantastic the program is and how i think they should consider implementing it into their process of sending proposals. I have mentioned many of the added values Accurate has benefited from like the ability to send videos, customized greetings, the ability to track a prospects time spent looking at the proposal and the ability to see how long they spend time on each section. I have 3 companies interested in a demo and was going to reach out to Paperless to set them up with demo. Some of these companies are large health insurance companies and others are aggressive start ups with first to market technology as well. **What problems is ClientPoint solving and how is that benefiting you?** we are seeing which customers/RFP's are strictly going off of price as it relates to seeing what tabs they spend the most time on or what sections they skip over completely. ### 10. Streamlined Proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Jen K. | Business Development Executive, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2015 **What do you like best about ClientPoint?** The ability to have most of the document I need for a variety of types of proposals right at my fingertips. It is also nice to have different templates to pull from so I don't need to recreate the wheel each time. I also LOVE the upload a video feature. Adding a personalized video and message to the prospect is such a neat, cutting edge tool! **What do you dislike about ClientPoint?** It is very difficult to edit specifications. When you open a local edit, the formatting gets changed and mixed up. **Recommendations to others considering ClientPoint:** From what I see, the company is very willing to work with their clients to tailor the program to meet their needs. When things aren't working ideally, they are quick to respond with a solution. **What problems is ClientPoint solving and how is that benefiting you?** I am able to spend more time generating leads and out in the field and less time looking for documents to create a proposal. It is also very professional looking. **Official Response from Rahat Ahmed:** > Jen, Thanks for taking timeout to write this review. Happy to hear you like our product. Can you please shoot an email to our support regarding your specifications tool? What kind of changes you usually make and what formatting issue you're having? We'd like to take look into it and optimize it. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 11. Great new program! **Rating:** 4.0/5.0 stars **Reviewed by:** Makayla K. | Assistant Producer Development Coordinator, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** I like how you can customize it to your prospect. **What do you dislike about ClientPoint?** I don't really dislike anything other than it runs a bit slow. **What problems is ClientPoint solving and how is that benefiting you?** It is super easy to send a proposal which saves me time! ### 12. Extemely customizable with a few limitations for my market **Rating:** 4.5/5.0 stars **Reviewed by:** Betsy J. | National Recruiting Director, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** Much of the system can be managed by us, without Paperless staff ongoing involvement. Very customizable for candidate and for our company. **What do you dislike about ClientPoint?** Several pre-set fields do not apply to our business model, but can't be removed or renamed. **Recommendations to others considering ClientPoint:** It is best to understand the details of the product before you begin implementation to better use the features it provides, and to understand any limitations it may have for your business. **What problems is ClientPoint solving and how is that benefiting you?** We are solving the problem of needing to customize a recruiting kit to each potential candidate vs. having static and standard printed content. This system appeals to our target audience of millenials. It allows "one place" to keep all material and documentation on each candidate. ### 13. User friendly and efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2016 **What do you like best about ClientPoint?** The ability to quickly create and track proposals, save documents review and update **What do you dislike about ClientPoint?** the new drop down menu. the design isn't the best **What problems is ClientPoint solving and how is that benefiting you?** efficiently producing proposals ### 14. Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Adam B. | Business Development Manager, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2016 **What do you like best about ClientPoint?** We have had a very positive experience with Paperless Proposal. From the intake process through implantation, we have had wonderful customer service and training. Our proposal looks great and love the ability to see who opens our proposals and what they spend time reviewing. It has allowed my team to better understand our customers needs. **What do you dislike about ClientPoint?** My only knock is that Paperless Proposal does not have example pages built for different features that they can provide. As we are getting more familiar with the product we are learning that we are just scratching the surface of what the product can do. **What problems is ClientPoint solving and how is that benefiting you?** As my team get more familiar with the servuce ### 15. One of the best Tools that we invested in since long time. Awesome product and amazing team. **Rating:** 4.5/5.0 stars **Reviewed by:** Gagan M. | CFO, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2016 **What do you like best about ClientPoint?** Very Well thought through system. All the features of the application are really practical and very well implemented. Paperless Helped us focus on most important deals and plan our strategy according to the actions taken by our clients on the Proposals. Highly Recommended :) **What do you dislike about ClientPoint?** Almost everything is very well done in the product. However they might need to focus little bit more on their UI and come up with some more automation tools. **Recommendations to others considering ClientPoint:** Highly recommended to any business who want to have more clarity and control over their Potential customers. **What problems is ClientPoint solving and how is that benefiting you?** Paperless Helped our Sales team focus on most important deals and plan our strategy as per the actions taken by the clients. Their analytics are great and their Custom tools has helped us create proposal effortlessly. ### 16. Effortless **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Graphic Design | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Makes monitoring projects easy because you see what you need to see. **What do you dislike about ClientPoint?** Am adept so i can easily adapt to the program. I didn't dislike it. But I can't say I like it for now. **Recommendations to others considering ClientPoint:** try it! might just help increase your productivity. **What problems is ClientPoint solving and how is that benefiting you?** am more on monitoring and managing production. benefit-wise, everything is easily on hand because you readily see the status of each project. ### 17. Paperless Proposal Makes it Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2016 **What do you like best about ClientPoint?** The tracking feature! It's very helpful to know when a potential client has opened the PP link, or if they need prompting to do so. **What do you dislike about ClientPoint?** Sometimes there are glitches when displaying a document/page. **What problems is ClientPoint solving and how is that benefiting you?** The ability to send out standardized proposals quickly. The ability to track when proposals are opened and what sections clients spend the most time on. ### 18. Efficient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2016 **What do you like best about ClientPoint?** I like the fact that I can search by any word in clients name to find a proposal that was already started. For the most part editing is easy to do and updated info saves automatically. It is great to be able to search for proposals that were created between certain dates and also calculate what your sales are through your WON proposals. **What do you dislike about ClientPoint?** I hate getting kicked out or unable to get on at times the server is down. **Recommendations to others considering ClientPoint:** Ease of use and great presentation **What problems is ClientPoint solving and how is that benefiting you?** It makes it easy to be able to email a professional proposal directly from your own email address. ### 19. What a great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2016 **What do you like best about ClientPoint?** This is the first time in my career that I have had the opportunity to use such a product. It works flawlessly and allows me all the information that anyone could ask for. I could not be happier. Knowing when someone has read the proposal is an amazing feature **What do you dislike about ClientPoint?** As of today, I have nothing bad to say about this product. **What problems is ClientPoint solving and how is that benefiting you?** It finally lets me know if someone actually reads what I am sending them. Letting me know what someone is focusing their attention to in the presentation, gives me the opportunity to fine tune my presentation ### 20. Consistent Delivery **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** having a structure and process to deliver consistent proposals is crucial, helping to eliminate the potential for error **What do you dislike about ClientPoint?** the speed in which changes are reflected within the proposal once edited could be sped up **Recommendations to others considering ClientPoint:** paperless is a great solution for creating and delivering simple contracts and proposals with the ability to track the recipients experience. the setupis simple and once created, can streamline the offering process **What problems is ClientPoint solving and how is that benefiting you?** we needed a solution that would allow us to send proposals with minimal effort once the templates were created. the ability to track the recipients experience allows us to make informed decisions within the sales or training process. ### 21. Our sales team has used this for over two years. **Rating:** 5.0/5.0 stars **Reviewed by:** Rich K. | Vice President Marketing and Sales, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2016 **What do you like best about ClientPoint?** As a sales Manager this is a powerful tool for managing our proposals. The analytics let us track when proposals are viewed and what is important to the customer. Tracking rep results such as close % is valuable to me. I also like that I can verify the content (pricing, specs, etc.) at any time. **What do you dislike about ClientPoint?** There is nothing significant that I dislike. It's just a matter of getting our people use to sending electronic proposals instead of the old fashioned way of printing them. But this is what our customers are now asking for. **Recommendations to others considering ClientPoint:** It's about time we can use technology to master the creation, delivery and tracking of proposals. This is a very effective solution. **What problems is ClientPoint solving and how is that benefiting you?** It allows our reps to generate custom proposals quickly and professionally as well as that I can ensure consistency in content. The ability to deliver proposals electronically is what customers expect now. I'm glad we have an effective and affordable way to do so. ### 22. Great experience and customer satisfaction **Rating:** 5.0/5.0 stars **Reviewed by:** Jose R B. | Area Manager, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2016 **What do you like best about ClientPoint?** The easy way to promote our business and the prompt customer response on the proposals. **What do you dislike about ClientPoint?** Well you haven't had any negative issues yet and the feedback from customers are always positive. **Recommendations to others considering ClientPoint:** Customers and commercial maintenance teams . **What problems is ClientPoint solving and how is that benefiting you?** I am solving our proposal approval rate and the benefits of have our back up document always handy. ### 23. Excellent Proposal Software **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas M. | Special Services Manager, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2016 **What do you like best about ClientPoint?** The "hands on" approach that the team at Paperless provides the customer is great. They built out a platform specifically for our company's needs which allows us to track and reach customers on a whole new level. **What do you dislike about ClientPoint?** The refresh speed while building a proposal was slow at first however has increased in speed since. Also, I wish there wasn't a minimum user need. **What problems is ClientPoint solving and how is that benefiting you?** We are able to see who viewed our proposal, when the viewed it, how long they viewed it, and what sectioned they viewed longest. This has been an invaluable tool in creating our proposals/RFPs. ### 24. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal. **What do you dislike about ClientPoint?** Something that I do not like is I do not have the option to sort by the manager or territory that I have completed the proposal for. I would like to see an additional sorting method. **Recommendations to others considering ClientPoint:** I fully back paperless proposal for it's ease of use **What problems is ClientPoint solving and how is that benefiting you?** We're able to complete proposals faster than in the past - our prospects are happy with the turnaround ### 25. Sophisticated sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Clare M. | Client Services Manager, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2016 **What do you like best about ClientPoint?** Paperless Proposal allows me to send to clients a professional sales proposal that looks great, is easy to use and keeps me ahead of our competitors. The analytics provide real time information on what clients are viewing in the proposal, clients regularly provide feedback to our company on how Paperless Proposal differentiates us in the market place and the professionalism of our proposals. We are able to generate great looking proposals incorporating company documents, videos and graphics from a library of templates and provide quick turnarounds from enquiry to quote. As a result, sales conversion rates have increased. **What do you dislike about ClientPoint?** The Manage dashboard is a bit too busy and it would be great to refine the fields displayed. Adding proposal files from the library to the proposal one by one can be time consuming, would be excellent if could select multiple files then add to the client proposal as one action. **What problems is ClientPoint solving and how is that benefiting you?** Reducing lead time from enquiry to quote generation puts us ahead of the competition and enhances our quote conversion rates. ### 26. SUPER EASY!!! **Rating:** 4.5/5.0 stars **Reviewed by:** Chrystal C. | Sales Consultant, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2016 **What do you like best about ClientPoint?** Being able to put together a proposal in 20 minutes that before would have took almost a full day or longer. **What do you dislike about ClientPoint?** Inability to change the words or images on the templated documents **Recommendations to others considering ClientPoint:** Very easy to use, setup and maintain. **What problems is ClientPoint solving and how is that benefiting you?** Time saver, can produce more proposals in less time. ### 27. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Ivan Messinger, C. | VP Sales and Operations, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** It's user friendly. Spend more time selling and less time creating proposals. I think it's a really fantastic platform that saves time and visually engaging which helps us sell our very intangible service. **What do you dislike about ClientPoint?** Would like to see a more robust help section **Recommendations to others considering ClientPoint:** Definitely do a trial. **What problems is ClientPoint solving and how is that benefiting you?** customers/prospects love it **Official Response from Rahat Ahmed:** > Ivan, Thanks for taking the time out to write this review. Happy to hear you like our product. I agree the help section has room to grow and we would love to hear your suggestions on that. If you can please send an email to our support with your suggestions then that would be highly appreciated. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 28. Amazingly easy **Rating:** 5.0/5.0 stars **Reviewed by:** Dave M. | Business Development Manager, Security and Investigations, Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2016 **What do you like best about ClientPoint?** Ease of navigation. I like the Drag-and-drop feature and the ease in inserting the templates. **What do you dislike about ClientPoint?** The Local Edit and Document edit are confusing when uploading. **Recommendations to others considering ClientPoint:** Definitely worth the time and effort. **What problems is ClientPoint solving and how is that benefiting you?** Time to produce a proposal. The time it takes to create a proposal has been drastically reduced. ### 29. Paperless Proposal makes streamlining the proposal process easy and efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole B. | Sales Assistant, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2016 **What do you like best about ClientPoint?** Using Paperless Proposal keeps all our proposals and quotations organized and simple to access internally and externally. All our proposals can now be easily tracked from a Request for Proposal to a signed contract. The team at Paperless Proposal has diligently worked with us to create our ideal user experience. **What do you dislike about ClientPoint?** The only issue we experienced was a lengthy set-up. **What problems is ClientPoint solving and how is that benefiting you?** Now all information pertaining to every proposal we create can be saved in one place, accessible anywhere with ease. This system will make it easier to stay on top of renewals, follow-ups and revenue stream which makes us look good to our clients. ### 30. A bit of a learning curve but beginning to see the numerous benefits iproposal can provide. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2016 **What do you like best about ClientPoint?** The ability to automate much of the boilerplate information based on the type of quote. **What do you dislike about ClientPoint?** Some difficulty navigating from the table of contents. **What problems is ClientPoint solving and how is that benefiting you?** Time. Our account managers are very busy and our proposal are lengthy, this helps alleviate that. ### 31. Surprised by how much I love using Paperless Post! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth N. | Regional Director, Corporate Responsibility, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 14, 2016 **What do you like best about ClientPoint?** It's easy to learn, simple to use and the end product is professional! More importantly, it's easy for potential customers to access and use. **What do you dislike about ClientPoint?** The only thing I can think of is that I'd like the ability to customize the cover page more. This is specific to our company though! **Recommendations to others considering ClientPoint:** Initial training on Paperless Proposal site should be done with your intended use. It would also help to have someone within your company become and "expert" first and then train the rest of the staff. This way there is far more familiarity to how your company is using Paperless Post. **What problems is ClientPoint solving and how is that benefiting you?** The ability to track when proposals are opened and viewed helps us to communicate in a timely manner wtih potential clients. We just started using the system so I haven't seen benefits yet but they are sure to follow. **Official Response from Rahat Ahmed:** > Elizabeth, I'm glad that you are satisfied with our product so far. I wanted to let you know that we can create personalized cover pages just for your company matching your branding and all. I would recommend you to contact our support with a cover page template that you would want in your system and we can code that up for you. Please reach out to us any moment if you have a question. support@paperlessproposal.com Thanks, Rahat ### 32. Paperless Proposal Review **Rating:** 5.0/5.0 stars **Reviewed by:** Tim K. | Manager of Operations and Sales, Wireless, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2016 **What do you like best about ClientPoint?** The folks at Paperless Proposal are pretty nimble and able to adjust to our needs relatively quickly. We've had many asks as we near launch and they're been effective in meeting those needs **What do you dislike about ClientPoint?** As an end user I'm a little too reliant on PP to process simple changes such as creating a user. **Recommendations to others considering ClientPoint:** Having a good cover page format in mind heading into the project would be beneficial **What problems is ClientPoint solving and how is that benefiting you?** eSignatures which is far more efficient than paper is the biggest value-add. Benefits realized is time savings. I can put together a proposal very quickly which frees up time for other activities ### 33. Paperless Proposal is an attention getter in a sea of sameness. **Rating:** 4.5/5.0 stars **Reviewed by:** Rick V. | Owner, Business Supplies and Equipment, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2016 **What do you like best about ClientPoint?** The ability to link videos to the proposal. This provides a human touch and allows us to personalize the quote to the prospect. **What do you dislike about ClientPoint?** For an old guy like me (60) the program is not always intuitive enough to make navigation through the various functions obvious. **What problems is ClientPoint solving and how is that benefiting you?** Standing out from the crowd. When a prospect goes out to bid they need a reason to select us and also justification to go with a company that is not the lowest bidder. ### 34. We love paperless proposal and their Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2016 **What do you like best about ClientPoint?** We NEVER have any issues with using Paperless Proposal. It has worked flawlessly! When we have questions, we send out an email and ALWAYS get a quick, friendly response back. **What do you dislike about ClientPoint?** There is nothing that we dislike! We love it working with Paperless Proposal! **What problems is ClientPoint solving and how is that benefiting you?** We are saving time and our proposals look professional! We are able to make proposals in minutes and email them out and we love that we get an email alert when proposal has been opened. ### 35. CSO - Head of Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Kurt L. | CSO, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2015 **What do you like best about ClientPoint?** This product saves me lots of time. Once we set up the content library, we can duplicate and go fast. My customers love viewing content ( Videos, Documents, multimedia) in Paperless and they forward it to others in their organization. We get reports back on who viewed and what they viewed, for how long. This is high value information to the sales team. The quality of the output is exceptional and easy to follow for executives. The people behind the product are extremely friendly and helpful, results oriented people. **What do you dislike about ClientPoint?** I do not have any problems or dislikes. They fixed the response time with SSD and now it screams on response time. **Recommendations to others considering ClientPoint:** Go for it- it is a no brainer for most. Invest time setting it up right the first time Get your team using it and lead by example Check out the analytics and usage reports- awesome **What problems is ClientPoint solving and how is that benefiting you?** Customer information requests. Coverage with rich multimedia content that we can quickly personalize. More customers looking at our solution and more deals in pipe! ### 36. IProposal Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2016 **What do you like best about ClientPoint?** Ease of use and looks professional across all offices **What do you dislike about ClientPoint?** Can be a little confusing; but still in the learning curve **What problems is ClientPoint solving and how is that benefiting you?** Proposals are created quickly ### 37. Love Paperless Propsal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** Its so easy to input data into. The system asks you questions and you answer and boom they are populated into your templates. I have been so pleased with how easy it has been to learn the system. I love that you can upload pictures and also add a video. This makes everything really personal and I think customers appreciate it a lot. **What do you dislike about ClientPoint?** Nothing so far! I really have not used the program long but so far so good! **Recommendations to others considering ClientPoint:** It really helps to dummy proof proposals. Helps eliminate mistakes and errors which in turn saves time. **What problems is ClientPoint solving and how is that benefiting you?** All proposals look super professional. It makes you look good to customers! ### 38. having a few issues here and there! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** the paperless proposal keeps my files all in one place **What do you dislike about ClientPoint?** Some times the signature pad does not work properly. And takes a while for signatures to populate! And it has been having issues with new documents we have put on the program **Recommendations to others considering ClientPoint:** some times a little glitchy! But works pretty good **What problems is ClientPoint solving and how is that benefiting you?** Solving ease of operation for the inspectors and it gets my paper work to the customer very. Quickly **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. Happy hear you can send documents quickly using Paperless Proposal. Can you please contact our support regarding the signature pad issue? We've never had a complain about that before. We'd love to take look into it. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 39. Power User for last 1 1/2 yrs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Ability to organize material for different market segments and service offering. Most everything is customization to address needs of different customers informational needs. **What do you dislike about ClientPoint?** Some lag time while working with large documents and the inability to quickly preview a total document. **What problems is ClientPoint solving and how is that benefiting you?** Having an array of different proposal guts that are not always applicable organized. keeps customizing proposal for each individual prospect easy. ### 40. President **Rating:** 5.0/5.0 stars **Reviewed by:** wes u. | VP, Security and Investigations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2015 **What do you like best about ClientPoint?** Paperless provides a very nice finished product that separates me from my competitors. **What do you dislike about ClientPoint?** The program will run very slow at times. One of the things I purchased the software for is to save time putting proposals together. When it runs slow it is very frustrating. **Recommendations to others considering ClientPoint:** Buy it! It will be frustrating at first but you will love it. **What problems is ClientPoint solving and how is that benefiting you?** Receiving an email when a proposal opens an email is very useful to know my prospect is reading the proposal. **Official Response from Rahat Ahmed:** > Wes, Thanks for taking the time out to write this review. Glad to hear that you like our product. We've been actively working on our system speed lately. I hope you have noticed that the system is much faster now. Please do contact our support if you face any speed issues in future. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 41. Streamlined, intuitive, and useful. **Rating:** 5.0/5.0 stars **Reviewed by:** Josh C. | Corporate Communications, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** It is very well-designed. Elements behave the way you would expect them to, and for the most part, features and inventory are easy to access and use. **What do you dislike about ClientPoint?** It would be nice to enable users to have access to multiple (but not all) divisions. **Recommendations to others considering ClientPoint:** Dive in with both feet. **What problems is ClientPoint solving and how is that benefiting you?** The ability to provide a single source of truth for all of our salespeople when it comes to proposal materials and cutsheets. Users can also turn around RFPs very quickly. ### 42. Easy to use, excellent final product for clients to see **Rating:** 5.0/5.0 stars **Reviewed by:** Mike H. | Regional Manager, Security and Investigations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2015 **What do you like best about ClientPoint?** The ease of creating a business-like, professional product. Clients see these proposals and immediately take more time in going over the services and features we provide. **What do you dislike about ClientPoint?** Nothing. It is very easy to use and have had few problems with the program. **What problems is ClientPoint solving and how is that benefiting you?** Prospective clients get a quality proposal that puts us at the top of the list for winning contracts. I constantly get feedback from clients stating that our proposals are more professional looking and eye catching. **Official Response from Rahat Ahmed:** > Mike, Thanks for taking the time out to write this review. Happy to hear you like our product. Please contact support if you ever need any assistance. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 43. Ease of collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** Paperless Proposal makes it simple to work collaboratively on a proposal or statement of work with others. I like the simple navigation, the ability to add additional documents to a proposal package and the overall interface. At our company, the ability to work in a group to create and edit a document together is valued, and Paperless Proposal makes this possible. **What do you dislike about ClientPoint?** I really wish there was no default setting for searches. I wish downloads of PDF files would use the actual file name and not the generic "proposal" name. When I download more than one at a time, I have to open each to see who it is for. **Recommendations to others considering ClientPoint:** Paperless streamlines the process and makes it easy to consistently create on-target proposals for our clients. **What problems is ClientPoint solving and how is that benefiting you?** We can collaborate, create, edit and review proposals quickly. Team members around the world can collaborate on a single proposal in real time. We can re-purpose pricing and collateral, so it doesn't have to be created from scratch each time. **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. Glad to the hear that Paperless Proposal is proving to be efficient tool in your team collaborations. Well we've seen it's more handy for almost all of our clients when new is set as the default category for search. Can you please email us at support@paperlessproposal.com , we'll look into your proposal management style and see if we can do anything about the search category. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 44. Paperless proposal Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** The fluidity of the program allows for seamless transition from one feature, to the next. **What do you dislike about ClientPoint?** Ability to edit has delayed response when using mobile device. **Recommendations to others considering ClientPoint:** Absolutely recommend using this program/software. **What problems is ClientPoint solving and how is that benefiting you?** By having all the features needed to complete a proposal at your fingertips, it eliminated the need to use multiple programs. I have realized efficiency and time saving when using Paperless Proposal. ### 45. Benefits it offers are valuable but interface is a little clunky. **Rating:** 4.0/5.0 stars **Reviewed by:** Paul S. | Systems Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2015 **What do you like best about ClientPoint?** Being able to see when a client opens your proposal and be able to contact them to review in real time. It is also nice to have template pages loaded to select from when doing proposals; this saves a great deal of time not having to recreate each time. **What do you dislike about ClientPoint?** I would like to be able to set some preferences to minimize redundant tasks. **Recommendations to others considering ClientPoint:** I think this product can improve the proposal writing process along with the way you submit your proposals. By having the templates pre-loaded it saves a great deal of time by not having to recreate the entire proposal each time. You can have dozens of different templates based on your most common proposal types. **What problems is ClientPoint solving and how is that benefiting you?** We solve the unknown of when a client actually views your proposal and are able to see just how much time they have viewed each page. Another nice benefit is to be able to see who within the organization the original contact shared the proposal. This gives us insight to the decision making process and who else we may need to engage. ### 46. Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Philip Y. | Business Development Executive, Government Relations, Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2016 **What do you like best about ClientPoint?** The professional results of the finished proposal. The formatting is noce **What do you dislike about ClientPoint?** No dislikes. I thought the product was great. Took the guesswork out of making a customized professional proposal. **Recommendations to others considering ClientPoint:** Great tool. Really a time saver. You will be able to customize to your company, product and service. **What problems is ClientPoint solving and how is that benefiting you?** Solving the correct documents to include in my proposals. The benefits are having preset formats to my docs, but also still being able to edit. ### 47. Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2015 **What do you like best about ClientPoint?** large documents can be easily viewed. That's really nice as it sends your customer a link. **What do you dislike about ClientPoint?** There is not much I really do not like about this program. **Recommendations to others considering ClientPoint:** I really don't know of any other way to send our customers large documents when responding to a quote for services. Paperless Proposal works very well and I absolutely love getting a notice that my customer has viewed our proposal. You can even see how much time they spent viewing each section. Very cool! **What problems is ClientPoint solving and how is that benefiting you?** being able to know when your proposal is viewed by your customer is very helpful to know when to follow-up **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. We're happy to know that you like our product. Please contact support if you ever need any assistance. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 48. I hardly ever have any issues with paperless. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** I like that it's so easy to navigate and use. It's very straight forward. **What do you dislike about ClientPoint?** Some times paperless will move very slow when saving or uploading documents. I wish it could be faster. **What problems is ClientPoint solving and how is that benefiting you?** It makes it easier to stay organized because all of your proposals are right in front of you. ### 49. Nice Program **Rating:** 3.5/5.0 stars **Reviewed by:** Chris M. | Account Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2016 **What do you like best about ClientPoint?** Very easy to use. Fast for knocking out several proposals at a time. I like being able to send the proposals directly to my email, and the preview feature is great. **What do you dislike about ClientPoint?** I wish I could manage the list of projects I had better. **What problems is ClientPoint solving and how is that benefiting you?** We are a high end technology construction company that helps companies collaborate better. ### 50. Paperless Proposal Great To Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2016 **What do you like best about ClientPoint?** Ease of use for starters. The way it was developed it intuitive and allows our sales reps to glide through process of creating proposals. We really also like how easy it is to insert videos into our proposals. The support is also tremendous. Anytime we have had a support question it has been handled timely an.d professionally **What do you dislike about ClientPoint?** Not a thing. From start to now we have enjoyed the product. **Recommendations to others considering ClientPoint:** Demo it and you will love it. **What problems is ClientPoint solving and how is that benefiting you?** Paperless has allowed us to customize our solutions to our prospects. We also are able to check that box in RFP's on sustainability since we are using a paperless solution. ## ClientPoint Discussions - [Client Point pricing](https://www.g2.com/discussions/32696-client-point-pricing) - 1 comment, 1 upvote - [View ClientPoint pricing details and edition comparison](https://www.g2.com/products/clientpoint/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+14%3A27%3A15+-0500&secure%5Bsession_id%5D=ad6fed79-bd82-4af8-9729-0d7fe5320e27&secure%5Btoken%5D=ef94a00ce5c035d4e7d8260eba4fee76e1a9f607ae24b8245d5d3d25bf10fcaa&format=llm_user) ## ClientPoint Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Deal Analytics** - Engagement Tracking - Reporting and Dashboards - Proposal Effectiveness Reporting **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Content Management - Video Conferencing - Chat **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - API / Integrations **Integrations** - CRM Integration - Internal Messaging Systems Integration - Video Conferencing Integration **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Generative AI** - AI Text Generation **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning **Agentic AI - Document Generation** - Autonomous Task Execution **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs ## Top ClientPoint Alternatives - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (897 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,428 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,111 reviews)