# 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 appreciate the **ease of use** and organizational benefits of ClientPoint in managing complex sales processes. (1 reviews) - Users value the **efficient client management** of ClientPoint, streamlining document sharing and tracking throughout the sales process. (1 reviews) - Users value the **customer success features** of ClientPoint, enhancing organization and transition throughout the sales process. (1 reviews) - Users value the **document management efficiency** of ClientPoint, facilitating seamless organization and sharing during the sales process. (1 reviews) - Users appreciate the **ease of use** of ClientPoint, simplifying processes and enhancing organization throughout the sales cycle. (1 reviews) - E-Signatures (1 reviews) - Organized Design (1 reviews) - Seamless Transitions (1 reviews) - Sharing (1 reviews) - Tracking (1 reviews) **What users dislike:** - Users often face **performance issues** , experiencing slow page loads and delays in document uploads and saving. (1 reviews) - Users experience **saving issues** with ClientPoint due to slow loading times and delays in document uploads. (1 reviews) - Users experience **slow loading times** , often waiting several seconds to a minute for document uploads and saves. (1 reviews) - Users report **slow performance** with delayed page loading and prolonged upload times for documents. (1 reviews) - Users experience **upload issues** , facing slow loading times and delays when saving documents in ClientPoint. (1 reviews) ## ClientPoint Reviews ### 1. Great Product - Helped Close Business **Rating:** 4.5/5.0 stars **Reviewed by:** Sue F. | Founder and Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about ClientPoint?** Digital sales rooms are not new, but we love Clientpoint. The insights and ease of using Clientpoint to make it easy to replicate libraries for a large amount of prospects. I highly recommend if you have a longer sales cycle, more complex sale, enterprise sale or just need to share documents with clients during the sales process. It helps track and organize what you share during the sales process. Once a client signs it makes it easy to transition the documents and materials to the CS or Account Management Team. **What do you dislike about ClientPoint?** It was slow to load pages. You have to wait a few seconds to a minute to upload new documents and save. **What problems is ClientPoint solving and how is that benefiting you?** Reduce the number of emails to clients where proposals and documents get lost. It makes it easier to track what we have shared as well as easier for prospects to share sales documents. ### 2. Products review **Rating:** 4.0/5.0 stars **Reviewed by:** gasiram a. | Sr Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about ClientPoint?** Client point it's was good and cooperative **What do you dislike about ClientPoint?** Nothing to say dislike .it was good thing **What problems is ClientPoint solving and how is that benefiting you?** Client to assigned to deliverable task ### 3. wonderful to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about ClientPoint?** Great at helping to get proposals done quickly and to our specifications and our new customers **What do you dislike about ClientPoint?** It can be a bit confusing when first starting but the videos and demos are very helpful **What problems is ClientPoint solving and how is that benefiting you?** Over all, they are great, and there were just a few little bugs that they got fixed very quickly. ### 4. I Love ClientPoint **Rating:** 5.0/5.0 stars **Reviewed by:** Carol S. | Vice President Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2018 **What do you like best about ClientPoint?** I like how the program allows me to create ebrochures and proposals that look very professional. I can also tailor my submissions to the exact problem the clients are having. I like how flexible the development team is. **What do you dislike about ClientPoint?** There is not too much to dislike however, I would like to see the cover page before I move on in the proposal instead of waiting for the completed proposal to be reviewed. **Recommendations to others considering ClientPoint:** You will find the program very ease to use. **What problems is ClientPoint solving and how is that benefiting you?** It makes our proposals more professional than other companies. Also I use it for monitoring business closed for my reps. ### 5. ClientPoint **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2021 **What do you like best about ClientPoint?** Easy to use and set up. Saves templates and customer info **What do you dislike about ClientPoint?** When looking at samples it doesn’t show the document info **What problems is ClientPoint solving and how is that benefiting you?** Sending customers information quickly ### 6. ClientPoint Revolutionized our process **Rating:** 5.0/5.0 stars **Reviewed by:** Justin P. | Marketing and Communications Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2020 **What do you like best about ClientPoint?** I love how flexible the developers are in customizing the specfic tools we need. I never heard "we can't do that" or "that's not possible. " **What do you dislike about ClientPoint?** Nothing. We've been 100% satisfied with the ClientPoint experience. **Recommendations to others considering ClientPoint:** ClientPoint was able to do everything we knew we needed and was able to more than what we needed by providing tools and resources in areas we never expected ClientPoint to assist us with. **What problems is ClientPoint solving and how is that benefiting you?** We have streamlined how we construct and present our products to your clients. We've saved a ton of time and made it easer for more members of our team to be involved in more of our processes. ### 7. Exactly the solution we were looking for to organize our proposals and improve our sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Bill C. | Principal Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2020 **What do you like best about ClientPoint?** I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well. The onboarding process and training we received were very helpful. Often we have to use products are not as user friendly out of the box. The learning curve is short and the ClientPoint implementation staff were proactive and very supportive. From our customers perspective it is easier for them to research us and make a decision in less time as everything they need is in the package we set up in ClientPoint. **What do you dislike about ClientPoint?** There isn't much of anything that I dislike about ClientPoint. **Recommendations to others considering ClientPoint:** ClientPoint is well worth it. I recommend it highly. It has been the missing link in our process and I wish I had it sooner. **What problems is ClientPoint solving and how is that benefiting you?** I feel that we have improved our sales process. The proposal process is more efficient, more uniform and more consistent, and very professional - something that we have been lacking until now. ### 8. A seamless sales experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jen M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2020 **What do you like best about ClientPoint?** These days, it is difficult to meet in person with a prospective client. With ClientPoint, we can still engage face to face and share professional, compelling business presentations. As a result, our sales process has become more efficient. We are able to connect with more prospects and close deals faster. **What do you dislike about ClientPoint?** At this point, we have experienced no downside! **What problems is ClientPoint solving and how is that benefiting you?** Developing visually appealing and persuasive sales presentations is easy. And it is simple to track performance and understand where we are in our sales cycle with each client. ### 9. Cut time in half for preparing proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about ClientPoint?** Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as video, that can be included. It's all right there where you need it, and the time to replace client names and the interchangeable copy is alleviated. That along with the fact you can see everything the client has clicked and seen in real time make the sales process so much easier. **What do you dislike about ClientPoint?** This survey is the WORST site I've had to fill anything out in since dial-up days! Whoa is this slow and frustating because half the buttons don't even work! Client Point, I would run, not walk from this platform if you want to get your reviews. I almost quit several times. **What problems is ClientPoint solving and how is that benefiting you?** This saves time and helps know who is opening the proposal and when. This is useful so we can know when to follow-up. ### 10. Simple, Easy and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Zack M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about ClientPoint?** While my competition is handing customers hand written quotes, I am able to provide a professional dynamic proposal before I leave the customers site. **What do you dislike about ClientPoint?** Sometimes the GUI still feels kluncky and not as smooth as I want it to be. **Recommendations to others considering ClientPoint:** Worth a try. Support team is always available. **What problems is ClientPoint solving and how is that benefiting you?** Entire Sales Team is able to communicate about individual projects utilizing the Client Point interface from anywhere. ### 11. Outstanding Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about ClientPoint?** I'm a marketing coordinator for a large company and we use ClientPoint on a daily bases 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 help us use ClientPoint more efficiently. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** The ability to analyse what information your clients spend more time. We have been able to determine what interests our clients most. ### 12. Great customer service and effective software. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about ClientPoint?** 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! **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** The business problems we solve with ClientPoint include reducing proposal/agreement errors, scalability, process automation, proposal visibility and better analytics. ### 13. Quick & easy to use. can persolise & make changes. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2018 **What do you like best about ClientPoint?** Once you have set up everything the way you want, very easy & quick to do a proposal & track what is happening with it. **What do you dislike about ClientPoint?** creating merging information can sometimes take time **Recommendations to others considering ClientPoint:** Takes time to set up the way you want it to work **What problems is ClientPoint solving and how is that benefiting you?** Benefits are for our sales team to track what is happening with their clients ### 14. Great for repeat tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Robert H. | Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** Take the webinars that they offer. **What problems is ClientPoint solving and how is that benefiting you?** Proposals and samples are being sent out via Paperless Proposal. I am able to take a central source for my proposal documents and send them out to my clients. I can also distribute other material, such as brochures, sample drawings, and other email based contact solutions. ### 15. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about ClientPoint?** Very easy to use - straightforward...….. **What do you dislike about ClientPoint?** I do not dislike anything so far. Very good product. **What problems is ClientPoint solving and how is that benefiting you?** Being able to fully outline a proposal to clients with ease. ### 16. New User **Rating:** 3.0/5.0 stars **Reviewed by:** Connie V. | Director Of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** December 26, 2017 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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!). **Recommendations to others considering ClientPoint:** I love the concept and believe when our uploaded documents are no longer corrupted (this is on us), this will work well for me. My company has been using the software long before I arrived. **What problems is ClientPoint solving and how is that benefiting you?** Quick proposal and pricing turnaround. Consistent. ### 17. Trying to implement Paperless Proposal [PP] with a sales team of mavericks. **Rating:** 3.5/5.0 stars **Reviewed by:** Stacy R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** The organization of the content within PP as well as the tracking of the proposal once it is sent to clients. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** Flexibility to share within the proposal creation process. **What problems is ClientPoint solving and how is that benefiting you?** Trying to give our reps more resources to share with clients as well as more insight into what happens to their proposal once it is sent. ### 18. Huge time saver **Rating:** 4.0/5.0 stars **Reviewed by:** Martina M. | designer/ sales, Recreational Facilities and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2015 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** Overall this software has saved us a great deal of time. PP also allows us to quickly reach out to clients with all the information required. It allows clients to view things at their own pace and for us to track it. PP also gives us insight into how a client views a proposal, the statistics are really interesting and overall helpful when wanting to meet the clients needs. ### 19. Seamless Presentations & Fast Document Downloads **Rating:** 4.5/5.0 stars **Reviewed by:** Ximena G. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** PowerPoint presentations made better! I love Paperless Proposal. I can add many files that are crucial to show to my end user/ client and they can view and download and upload files, seamlessly taking away the hassle of sending a million emails back and forth to send one file. This program totally understands the way a business wants to operate based on sharing specific and crucial documentation. ### 20. Hands Down Easiest Proposal Software Out There **Rating:** 5.0/5.0 stars **Reviewed by:** Zack M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** Simple and easy, gives my clients a way to see their proposal right away. Very intuitive and easy for anyone to use. **What do you dislike about ClientPoint?** Nothing, so far no issues and support is awesome. **Recommendations to others considering ClientPoint:** This is a simple easy to use proposal system that anyone can use. **What problems is ClientPoint solving and how is that benefiting you?** Tracking, with multiple sales people it is easy to see what everyone is doing and be able to coordinate our sales efforts. ### 21. Paperless Proposal makes organizing and creating so much more effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Rya I. | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** I like that I get to maintain my library of documents and use them as I need them. **What do you dislike about ClientPoint?** I wish there was an option to search for information within a document. **Recommendations to others considering ClientPoint:** A great tool for organizing your library of documents. **What problems is ClientPoint solving and how is that benefiting you?** We are creating better proposals and have been experiencing more consistency among our representatives in terms of the material they provide. ### 22. I love Paperless Proposal! **Rating:** 5.0/5.0 stars **Reviewed by:** Raisa (Rya) M. | Sr. Region Marketing Specialist, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** If you are looking for a system to organize all your files and keep track of all your progress, this is your system. Paperless allows you to stay consistent amongst all your documents by allowing you to have a library which holds all of your company's files. **What problems is ClientPoint solving and how is that benefiting you?** We are able to keep all our files and past proposals organized in one place. This helps us save time because we can just duplicate past proposals and customize as needed. **Official Response from Glen Cohen:** > We would be happy to turn off the Print Receipt for you. Thnaks ### 23. Good program, easy to yuse **Rating:** 4.0/5.0 stars **Reviewed by:** Makayla K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** The program itself is pretty user friendly. It has everything you need and also a good customer support line. **What do you dislike about ClientPoint?** I think that the program could run a little faster. Seems like run times are slow. **What problems is ClientPoint solving and how is that benefiting you?** Paperless Proposal makes it super easy to get information to our perspective clients quickly. ### 24. Business Development Officer **Rating:** 3.5/5.0 stars **Reviewed by:** Sean J. | Business Development Executive, Consumer Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 24, 2017 **What do you like best about ClientPoint?** Good tool for a sales proposal system. Clean design **What do you dislike about ClientPoint?** It does not seem to play well with other software programs. A simple software collaboration service would help a bunch. **What problems is ClientPoint solving and how is that benefiting you?** Bill Howe did not have a good presentation tool prior to Paperless Proposal. This moved us forward ### 25. Easily send and connect files **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** I save a ton of time. ### 26. The software is user friendly & allows us to provide meaningful Group Health quotes to our Co-ops. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** It usually takes some time to get around the system Upgrades without any training documents provided. **What problems is ClientPoint solving and how is that benefiting you?** Like a mentioned above, we are able to deliver complex and large documents, provider directories, etc. with our Group Health quotes, which helps translate into more successful business in the long run. ### 27. Quick and Convenient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** The simplicity of the process. It is easy to create and distribute quality documents. **What do you dislike about ClientPoint?** Some interface issues. I have had some small issues with file saving but I believe new releases have solved those issues. **Recommendations to others considering ClientPoint:** Looking for something easy and quick to implement? This is a great solution. The process is simple and the results are fantastic. Very adaptable to your needs. **What problems is ClientPoint solving and how is that benefiting you?** Much easier to compose proposals and keep track of what is "out there". ### 28. More professional estimates = more sales **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2018 **What do you like best about ClientPoint?** The estimate format is very clean and easy to navigate for customers. **What do you dislike about ClientPoint?** The setup period took quite a bit of time, however, since then it has been operating well and doesn't need much maintenance. **Recommendations to others considering ClientPoint:** If you regularly do quotes, it is a time saver and worth the money. **What problems is ClientPoint solving and how is that benefiting you?** We were previously using paper estimates and had a hard time tracking the sales and having the entire office informed when customer called. ### 29. Paperless Proposal just makes it fun to make proposals. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2017 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** Some recipients do not receive in their inbox. It ends up in the spam folder. **Recommendations to others considering ClientPoint:** You will definitely see an increase in your sales pipeline and cycle. **What problems is ClientPoint solving and how is that benefiting you?** Production of countless proposals in a fast pace and the ability to know when the recipient has reviewed it. ### 30. VP, Business Development **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** The result. The bid proposals look fantastic. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** More detailed, quicker proposals. I'm able to deliver more bids with a higher quality and level of detail then before. A bid would take me hours before, and now it takes as little as 7 minutes. ### 31. Great Tool for Proposal Organization **Rating:** 3.5/5.0 stars **Reviewed by:** Mike H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** Efficient proposal preparation and organization. Professional proposals on a paperless platform! **What do you dislike about ClientPoint?** It's a little confusing for customers sometimes, especially non tech savvy ones. **What problems is ClientPoint solving and how is that benefiting you?** Streamlining the proposal process, and creating standardized proposal specifications and terms. ### 32. Paperless Proposal Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** The appearance of the proposal is extremely professional and offers robust analytics. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** Have a clear functionality goal. **What problems is ClientPoint solving and how is that benefiting you?** Paperless Proposal allows us to submit a very professional proposal during the first visit. ### 33. The easiest way to send business proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2018 **What do you like best about ClientPoint?** Clients don't need to download heavy attachments, they can receive proposals without clogging their mail server space **What do you dislike about ClientPoint?** I don't dislike anything. Paperless proposal works efficiently **What problems is ClientPoint solving and how is that benefiting you?** - video uploading - attachment uploading - fast service - easy and simple reports - You can have everything under control with a simple easy to use panel ### 34. A Business Solution for Producing Quality Proposals with Real Time Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Kshanti M. | Marketing Specialist, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2017 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** Sometimes takes too long to add page numbers, but not sure if that is system or network issues. **Recommendations to others considering ClientPoint:** If you want to control the contents that is being sent to your clients and prospects, protecting your branding, you will want to take a deeper look at the benefits this software. Additionally, with so much emphasis on sustainability, we find each year we are producing less paper and more e-proposals. **What problems is ClientPoint solving and how is that benefiting you?** Paperless Proposal has increased productivity and improved the quality of our proposals. We can create customized proposals within minutes using templates, or customize by adding additional information from our resource library. We also know when the client has read our proposal so we can follow-up interest on more timely basis. ### 35. Love Paperless! **Rating:** 5.0/5.0 stars **Reviewed by:** Mekenzie O. | Outside Sales Representative, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** Sometimes I have to reenter information which can be a little frustrating. **What problems is ClientPoint solving and how is that benefiting you?** Sales ### 36. Very satisfied and impressed **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan L. | Regional Director/Regional Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** the alerts when customers view the proposal and how much time they spend on each page **What do you dislike about ClientPoint?** sometimes it can be a little slow in inputting client details **Recommendations to others considering ClientPoint:** very powerful tool with the bid process **What problems is ClientPoint solving and how is that benefiting you?** new sales and proposals ### 37. Slow adopter of Paperless **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Publishing | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2018 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** I dislike the fact that salesforce integration is lagging. **Recommendations to others considering ClientPoint:** Integrate it paperless with your CRM and business solutions systems in order to reap the greatest benefits. **What problems is ClientPoint solving and how is that benefiting you?** We've been unsure as to whether prospects open our emails, view proposals and which aspects they view. ### 38. Paperless is an easy to use one source system for tracking leads and deals. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2018 **What do you like best about ClientPoint?** Knowing how long a client reviews the proposal; if the proposal was downloaded and any comments they share **What do you dislike about ClientPoint?** Sharing information from CRM to paperless **Recommendations to others considering ClientPoint:** Using Paperless offers a professional touch and shows your company's support in sustainability **What problems is ClientPoint solving and how is that benefiting you?** Convenience to the customer; convenience to the sales person - additional meetings are not necessary to submit, sign and secure deals freeing up both the receiver and senders time. ### 39. Paperless Proposal grew our customer base! **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie M. | Sales Administrator, Chemicals, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** 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! **What do you dislike about ClientPoint?** I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes! **Recommendations to others considering ClientPoint:** It's a truly valuable tool that will help your business flourish! **What problems is ClientPoint solving and how is that benefiting you?** We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age! ### 40. The paperless expierence **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about ClientPoint?** I like how it keeps track of sales, closes, sent , and revenue of all proposals sent out **What do you dislike about ClientPoint?** that i have to keep clearing the filter and unselecting the unfiled box when i want to search for a specific client **Recommendations to others considering ClientPoint:** definitely use it for business proposals **What problems is ClientPoint solving and how is that benefiting you?** I could keep notes to each individual potential client for call backs or details for future reference. all files are organized and easily accesable ### 41. We love paperless! **Rating:** 5.0/5.0 stars **Reviewed by:** Juliet W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2018 **What do you like best about ClientPoint?** Their customer service and proposal presentation **What do you dislike about ClientPoint?** I don't dislike anything about the product **What problems is ClientPoint solving and how is that benefiting you?** quoting and closing the sale! ### 42. Great interface, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Steve C. | Director of Operations, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2015 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** Great company to work with, their line is always open. **What problems is ClientPoint solving and how is that benefiting you?** Using less paper of course, but also being able to track the proposal time line, start to finish. **Official Response from Rahat Ahmed:** > Steve, Thanks for all the positive inputs! Please drop in some thoughts about how you would imagine the file modification to be on our support email. We'd love to hear from you about that and implement on our current development roadmap. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 43. Paperless is awesome for sending proposals and very simple to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** 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 **What do you dislike about ClientPoint?** 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 **Recommendations to others considering ClientPoint:** Definitely get it if your business sends out a lot of emails based proposals to clients. **What problems is ClientPoint solving and how is that benefiting you?** Easy to keep track of what proposals you have sent out and to who you sent them to ### 44. I love paperless proposal! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly K. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2017 **What do you like best about ClientPoint?** Easy to use, best customer service, they will customize to your needs, and the best software available! **What do you dislike about ClientPoint?** I like everything about the program, I can't think of anything. **Recommendations to others considering ClientPoint:** Great tool for submitting proposals. **What problems is ClientPoint solving and how is that benefiting you?** Easy to submit proposals to new or existing customers. ### 45. Saves tons of time and very organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about ClientPoint?** The organized format that proposal is presented, The quickness in compiling all information **What do you dislike about ClientPoint?** Items need Updating and taking months to update, changes take too long, takes too long going from one location to the next **Recommendations to others considering ClientPoint:** Good product just a little slow in updating Data **What problems is ClientPoint solving and how is that benefiting you?** Pricing for Hours worked and Job Specs Professional looking presentation and organization ### 46. Great tool **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah D. | Enterprise (> 1000 emp.) **Reviewed Date:** December 26, 2017 **What do you like best about ClientPoint?** Paperless Proposal customer support is very helpful and easy to work with. **What do you dislike about ClientPoint?** Local edits can be tricky and require saving to computer, which might lead to mistakes. **What problems is ClientPoint solving and how is that benefiting you?** Up to date library resource ### 47. Proposal writer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2017 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** 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. **What problems is ClientPoint solving and how is that benefiting you?** With Paperless, we are able to ensure our proposals are uniform in presentation. This really helps create a level of consistency that any business could benefit from. It gives us the control to manage how our company is viewed. The goal is to have a proposal generated in CA to look the same as one completed in NY. This also benefits our sales team members in that there is no guessing with format. It streamlines our production. ### 48. Simple and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Zack M. | Director of Inside Sales, Executive Office, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** Putting together a proposal has never been easier, we rely on Paperless Proposal for a very quick response turn around for our customers. **What do you dislike about ClientPoint?** 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. **Recommendations to others considering ClientPoint:** Simple and Easy to use and my customers love the quick turn around time. **What problems is ClientPoint solving and how is that benefiting you?** Quick turn around for customers ### 49. Positive experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2018 **What do you like best about ClientPoint?** What I like best is the capability to share video. **What do you dislike about ClientPoint?** There isn’t much I dislike. Perhaps the ability to organize my library would be helpful. **What problems is ClientPoint solving and how is that benefiting you?** Paperless proposal differentiates is from our competition. ### 50. Feature Heavy and Easy way to crank out proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle V. | Project Sales Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** 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. **What do you dislike about ClientPoint?** The back end had trouble retaining my password **What problems is ClientPoint solving and how is that benefiting you?** Easy to use and standardized proposal generation with tracking for large proposals. The benefits of having an organization wide proposal generator were great. ## 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?preview=true§ion=pricing&secure%5Bexpires_at%5D=2026-05-14+18%3A12%3A03+-0500&secure%5Bsession_id%5D=3a6e8616-6516-48a9-9a14-72e84567ab74&secure%5Btoken%5D=d5f44aec69b1466cbdc6abe27e82e782fd21d61a4f0bc0c83615930518ba7ae0&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 (880 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,306 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,107 reviews)