# 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 **insights and ease of use** of ClientPoint, streamlining their sales processes efficiently. (1 reviews) - Users appreciate the **ease of client management** in ClientPoint, enhancing organization and tracking throughout the sales process. (1 reviews) - Users love **ClientPoint's ease of use** , enhancing their sales process with organization and valuable insights. (1 reviews) - Users value the **efficient document management** of ClientPoint, enhancing organization and transition throughout the sales process. (1 reviews) - Users value the **ease of use** of ClientPoint for managing prospects and sharing documents efficiently. (1 reviews) - E-Signatures (1 reviews) - Organized Design (1 reviews) - Seamless Transitions (1 reviews) - Sharing (1 reviews) - Tracking (1 reviews) **What users dislike:** - Users report **performance issues** with ClientPoint, noting slow page loads and delays in uploading documents. (1 reviews) - Users experience **savings issues** with slow loading times, taking several seconds to upload and save documents. (1 reviews) - Users experience **slow loading times** with ClientPoint, leading to frustrating delays in uploading and saving documents. (1 reviews) - Users experience **slow performance** with ClientPoint, facing delays when loading pages and uploading documents. (1 reviews) - Users face **upload issues** with slow loading times, often waiting several seconds to a minute for document processing. (1 reviews) ## ClientPoint Reviews ### 1. 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 ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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 ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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 ### 11. 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. ### 12. 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. ### 13. Paperless proposal has been great for the growth of our business. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2017 **What do you like best about ClientPoint?** What I love best about paperless proposal is ability for the customer to open the proposal instantly and I get a notification. **What do you dislike about ClientPoint?** Sometimes it can take a while to put a proposal together. **Recommendations to others considering ClientPoint:** Using paperless proposal with my staff allows me the opportunity to view all their proposals of when they go out immediately. This helps us hold accountability for our employees. I would recommend using paper this proposal to anybody looking to drive sales. **What problems is ClientPoint solving and how is that benefiting you?** The biggest issue for us was the tracking of the proposals. With paperless proposal you always have your pass production. We have been able to close deals that have been on the table for over six months. I believe this is directly related to using paper this proposal. ### 14. Great communication and organization for projects **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** The team assigned to my project was very good at emailing and calling often to communicate. They were also very organized and kept the project moving when we weren't sure of next steps. **What do you dislike about ClientPoint?** The only concern was understanding the limitations of the tool fully before getting started. **What problems is ClientPoint solving and how is that benefiting you?** We needed universal templates for remote employees to be able to personalize while still being up to company standards. ### 15. Very user friendly with a massive number of features **Rating:** 4.5/5.0 stars **Reviewed by:** Dylan A. | Outside Sales Representative, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use. **What do you dislike about ClientPoint?** I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive. **What problems is ClientPoint solving and how is that benefiting you?** More than doubled my average monthly sales. ### 16. Satisfied user **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2017 **What do you like best about ClientPoint?** The analytics are invaluable. Able to see when you prospect receives the document, how long they spend on a particular page, and in all an engaging experience that simply allows one to take their efficiency to the next level. Top flight platform! **What do you dislike about ClientPoint?** The fact this couldn't have come along sooner. **Recommendations to others considering ClientPoint:** Don't delay .... do it! **What problems is ClientPoint solving and how is that benefiting you?** The name says it all ....... "paperless," ....... a concept that's widely aspired to, but actually backed up by few. ### 17. Impressive to any client or prospect **Rating:** 5.0/5.0 stars **Reviewed by:** Sean C. | Business Development Manager, Security and Investigations, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2015 **What do you like best about ClientPoint?** Can create a professional proposal in less than 10 minutes. I can see stats on what my prospects are looking at. Green option for proposal delivery. Can be viewed on any device. Perfect for teams that use the same basic content but still want the ability for full customization. My marketing team can update materials and have all of the reps using the updated info right away. Adding a clean and sharp cover page is very simple and quick. **What do you dislike about ClientPoint?** The process of saving a document can be cumbersome but I believe that has more to do with a slow internet connection. The program can get hung up if you don't have a fast connection forcing you to reload the page or log back in. **Recommendations to others considering ClientPoint:** Save templates that you like and build off of them to perfect the product. You will be surprised how much you will learn making proposal with this system. I would encourage anyone using Paperless Proposal to spend the time to make at least 5 different proposals before deciding on which style you like best. You will likely find that you can tailor your final product based on the specific prospect you are presenting to. **What problems is ClientPoint solving and how is that benefiting you?** Quick turn around on proposals allows us to get back to prospects in a timely fashion. Prospects are impressed with the proposal and the online availability. Adds the WOW factor when a prospect opens the proposal and sees how simple our offering is. **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. Glad to hear you are creating proposals much faster with Paperless Proposal. We agree that internet speed can sometimes slow things down but thats just how internet as a whole works. We are optimizing Paperless Proposal constantly to work more efficiently with as little internet bandwidth possible. Please contact our support if you need any assistance. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 18. very good **Rating:** 4.0/5.0 stars **Reviewed by:** Timothy Y. | Regional Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** that it functioned properly. it did what I asked it to do **What do you dislike about ClientPoint?** nothing, it worked seamlessly for my compnay **What problems is ClientPoint solving and how is that benefiting you?** Getting Documents signed ### 19. Professional Proposals - Minimal effort **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2016 **What do you like best about ClientPoint?** This system makes it easy to generate a proposal for a candidates in our recruiting process in a matter of minutes. It also allows us to continuously engage throughout the hiring and onboarding process. It also allows different managers to have different templates, or different templates based on client/candidate type. **What do you dislike about ClientPoint?** It is too easy to give candidates too much information. We need to work on limiting what we send and honing in our templates. **What problems is ClientPoint solving and how is that benefiting you?** This has helped us provide candidates with more information than ever before while spending less time than we previously had. Better content and more productive. ### 20. Well integrated proposal solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** December 20, 2016 **What do you like best about ClientPoint?** The iProposal tool in a web based integrated proposal tool. The tool is easy to use, allows for fast proposal creation and allows event tracking through out the life cycle of the proposal. **What do you dislike about ClientPoint?** Some of the application's navigation is klutzy. We can only use the Chrome browser. Please build to operate in all browsers. **Recommendations to others considering ClientPoint:** This tool provides a single integrated proposal creation system, it eliminates the one off proposals that unexpectedly appear because a sales person is following the correct procedures. **What problems is ClientPoint solving and how is that benefiting you?** Speeds up proposal development and provides a common starting base for all proposals. ### 21. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Tim V. | Director of Technology, Enterprise (> 1000 emp.) **Reviewed Date:** September 22, 2016 **What do you like best about ClientPoint?** I love that this product allows us to see how much time a proposal is viewed. I love how easy it is to create proposals with the template files. Support of the product is wonderful. **What do you dislike about ClientPoint?** It's a little hard to configure the templates on one's own. **Recommendations to others considering ClientPoint:** Get the sales people's buy in and try to get one of them to understand the product like an administrator. This will help you build the product to its fullest potential. **What problems is ClientPoint solving and how is that benefiting you?** We were able create a standardized proposal between a diverse sales team and use it to professionally and consistently present our brand. ### 22. Good tool for standard proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** December 20, 2016 **What do you like best about ClientPoint?** It is quick and easy to produce standard proposals since all of your standard files are already pre loaded. **What do you dislike about ClientPoint?** It is sometimes cumbersome to produce non standard proposals (i.e., where you need to do a deep dive customization). **What problems is ClientPoint solving and how is that benefiting you?** It allows me to shorten my sales cycle since the WYSIWYG interface makes creating standard proposals a wiz. The main benefit to this is that when you are first to the table with a proposal, you stand a better chance of closing the deal. ### 23. New User. Seems logical. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2016 **What do you like best about ClientPoint?** I am a new User so I don't have too much to offer. It does feel logical and intuitive. **What do you dislike about ClientPoint?** There seems to be too many options that I don't know the impact. There needs to be more explanation of the options. **Recommendations to others considering ClientPoint:** This 'feels' like it makes sense. Make sure you know your current proposal process well before you start a new process. **What problems is ClientPoint solving and how is that benefiting you?** Our proposals are for Engineered-to-order equipment. It's a complicated proposal build process. The benefits are TBD as I'm a new User. ### 24. Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** Fairly user friendly and easy to navigate. **What do you dislike about ClientPoint?** unsure at this time, overall has been good experience. **What problems is ClientPoint solving and how is that benefiting you?** Easy to pull together large proposals. ### 25. Productivity without all of the paperwork **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2016 **What do you like best about ClientPoint?** It is an easy to learn process. Fairly self explanatory. You can even add a personalized video. No paper **What do you dislike about ClientPoint?** I am not sure of anything that I particularly dislike at the moment... **What problems is ClientPoint solving and how is that benefiting you?** The world is consistently heading towards being paperless. People like things that they can get to with a few clicks & then be able to go back to them any time that ever want/need to. This is also bit of a time saver. ### 26. Business Development Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Michael P. | Business Development Manager, Security and Investigations, Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** I like the ease of use and plug and play style format. **What do you dislike about ClientPoint?** I wish I was able to edit text of the pages easier without upload/download times. **Recommendations to others considering ClientPoint:** If you can create base templates then you will like paperless. It is not cookie cutter but it does allow you to streamline your efforts versus a complete start over each proposal. **What problems is ClientPoint solving and how is that benefiting you?** I find that the system is much easier to use than having to start fresh on type up for each proposal. ### 27. Time-Saving, Thorough Proposal Development Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca T. | Director of Marketing and Communications, Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** The simplicity of reorganizing content and editing current stock content is a true timesaver. **What do you dislike about ClientPoint?** From an administrator point of view I wish organizing the library and managing some library content was a little bit easier. **Recommendations to others considering ClientPoint:** Review the analytics feature. If you're providing your own proposals and not completing proposals primarily on bid platforms the information provided is essential to understanding your clients needs. **What problems is ClientPoint solving and how is that benefiting you?** We able to see which aspects of our proposals potential clients are really reading thus directing content redevelopment and ideas for additional content development. In addition, using paperless has enhanced our ability to provide cohesive proposals across our company with truly standardized content format, layout, aesthetics', etc. ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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. ### 32. 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 ### 33. 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! ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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. ### 38. 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. ### 39. 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 ### 40. 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. ### 41. 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. ### 42. 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. ### 43. 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 ### 44. 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 ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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. ### 49. 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. ### 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?filters%5Bcompany_segment%5D%5B%5D=181§ion=pricing&secure%5Bexpires_at%5D=2026-05-21+18%3A04%3A02+-0500&secure%5Bsession_id%5D=e4449fcc-bdef-4a36-9430-76a90da1e8a7&secure%5Btoken%5D=3c5e8e2e6fcbccaeb5069f0911d7a4a5245e688cecb7b6501408220066368c75&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 (882 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,312 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,107 reviews)