# ClientPoint Reviews **Vendor:** ClientPoint **Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room) **Average Rating:** 4.5/5.0 **Total Reviews:** 198 ## About ClientPoint Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify ## ClientPoint Pros & Cons **What users like:** - Users value the **insightful and user-friendly AI technology** of ClientPoint, enhancing sales organization and efficiency. (1 reviews) - Users appreciate the **ease of client management** with ClientPoint, facilitating better organization and transition of sales documents. (1 reviews) - Users value the **ease of use and organization** in ClientPoint, enhancing the customer success during sales cycles. (1 reviews) - Users value the **efficient document management** in ClientPoint, simplifying sales processes and improving organization and tracking. (1 reviews) - Users appreciate the **ease of use** of ClientPoint, simplifying document sharing and organization throughout the sales process. (1 reviews) - E-Signatures (1 reviews) - Organized Design (1 reviews) - Seamless Transitions (1 reviews) - Sharing (1 reviews) - Tracking (1 reviews) **What users dislike:** - Users experience **performance issues** with slow page loads and delays in document uploading and saving. (1 reviews) - Users experience **saving issues** with ClientPoint, facing slow loading times when uploading and saving documents. (1 reviews) - Users experience **slow loading times** for pages and document uploads, impacting their overall efficiency and productivity. (1 reviews) - Users experience **slow performance** with ClientPoint, encountering delays in loading pages and uploading documents. (1 reviews) - Users experience **upload issues** with slow loading times for pages and delays in document uploads and saving. (1 reviews) ## ClientPoint Reviews ### 1. National sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2018 **What do you like best about ClientPoint?** it's fast and easy to use and have a professional look **What do you dislike about ClientPoint?** Nothing special, it does what we expect **What problems is ClientPoint solving and how is that benefiting you?** We definitely looks more corporate than small business ### 2. Excellent product, excellent experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mike R. | Vice President Administration, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2017 **What do you like best about ClientPoint?** While we are a new customer, to date I'm impressed with the simplicity of the system. It's user-friendly and is highly customizable. We have been able to take our existing processes and make them electronic, In cases of other software systems, it's common to have to modify your business to fit within the features and limitations of the software, and this has not been our experience thus far with Paperless Proposal. **What do you dislike about ClientPoint?** While I wouldn't necessarily classify this as a "dislike", I would recommend that in considering this (or any other) software, you really analyze your existing business processes and workflow in great detail. This includes paper forms, approval processes, etc. Investing some time and effort on the front-end of the implementation will make for a smoother, faster launch AND you'll recognize the benefits much quicker. The Paperless Proposal development team was very supportive and cooperative with us, but I think WE (as a customer) could have done a better job had we been more proactive in analyzing our workflow. **What problems is ClientPoint solving and how is that benefiting you?** While we have just recently launched, some immediate results have been the benefit of delivering a professional, consistent proposal to each customer. No more "I do it this way, she does it that way" when it comes to our brand. We expect that our sales reps will spend a fraction of the time generating proposals as they have in the past and will be able to focus on more high-leverage activities: selling! ### 3. Great Site for Creating Professional Proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Jamie K. | Lead Graphic Designer, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2016 **What do you like best about ClientPoint?** I like how easy it is to use and navigate. I had a very brief overview of the site from a co-worker then I started using it on my own. Simple enough to figure out but the instruction videos also helped if I had questions. I like how easy it is to upload pages and information. It's nice to be able to see what co-workers are working on different projects. **What do you dislike about ClientPoint?** I'd like to be able to duplicate a proposal to use for a new client but be aware of what to double check and change for the new client. **Recommendations to others considering ClientPoint:** I would recommend Paperless Proposal to anybody who uses proposals in the business world, from lawyers to salesman, it's a great product that allows you to be versatile and detailed. It's perfect for small proposals to large ones that have 100's of pages to them. **What problems is ClientPoint solving and how is that benefiting you?** It's fairly efficient and a time saver. It's nice to be able to send proposals electronically or create a PDF to print them if I need to. It's easy to make changes and edits to tailor proposals to certain companies. It's great to be able to share my progress with my other co-workers so we can work together on projects. It's easy to get a proposals together that are small, like 1-20 pages but also it's great for proposals that are larger, pass 100 pages. The organization is great to make sure we don't have anything missing. ### 4. Excellent system **Rating:** 4.0/5.0 stars **Reviewed by:** Alana S. | Business Development Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about ClientPoint?** This system if very easy to use. Additionally, the tracking feature gives you a better idea of your win/loss rate **What do you dislike about ClientPoint?** If I opt to use my own proposal ID number, every time you reopen the document, you must reenter the number **What problems is ClientPoint solving and how is that benefiting you?** I am able to turn around proposals much faster and the autosave feature is a lifesaver. ### 5. It's idea to get a message or marketing campaign to a few or the masses **Rating:** 4.5/5.0 stars **Reviewed by:** Brian M. | Business Development/Sales, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2016 **What do you like best about ClientPoint?** The tracking mechanism to see who's viewed the proposal and who they shared with. Easy to use dashboard. **What do you dislike about ClientPoint?** Initial setup can be daunting especially loading videos, brochures and spreadsheets. Also, local editing/merging documents within the proposal can be troublesome. In all fairness, their Support team was able to address every issue we've come across, and in a quick manner. **Recommendations to others considering ClientPoint:** Just know that there is a learning curve to uploading documents to the system, but the Support and Executive team is there to help you every step of the way. They offered meetings until we were ready to go live. After using the proposal for a few months, it's everything we knew it would be. Definitely would recommend if any group wants to track their proposal life cycle from beginning to end. **What problems is ClientPoint solving and how is that benefiting you?** Different templates for our different partners and direct clients. With Paperless Proposal, after the templates are completed, now we have one container in which to send documents out, have them reviewed and sign off. The benefits is we can adjust any template at any time for any of our clients. Some don't need all the products we offer, so in the proposal, it's very easy to remove anything a potential client doesn't need. ### 6. Simple to use, great quality **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2017 **What do you like best about ClientPoint?** It is quick and easy to create professional proposals **What do you dislike about ClientPoint?** There is not much that I don't like about paperless proposal. **What problems is ClientPoint solving and how is that benefiting you?** Standardized our process of putting proposals together. This has saved us time with creating a quality item. ### 7. Easily create professional-looking proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2017 **What do you like best about ClientPoint?** Easy navigation through our marketing collateral Allowed me to control the timing of how a customer would see information Ability to include video to increase impact Ability to include links to our website when needed **What do you dislike about ClientPoint?** Proposal management was not intuitive. Found it hard to find proposals I'd already made **Recommendations to others considering ClientPoint:** Make sure your entire team understands the need to use the software and take the time to train them how to use it to the best effect. **What problems is ClientPoint solving and how is that benefiting you?** We don't have an in-house graphics design team, so a lot of our marketing collateral is done piece meal. Paperless Proposal allowed us to group those pieces together with the quote and present customers with a cohesive story about our company, the product we were recommending, and our value proposition. ### 8. 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. ### 9. Excellent Product with Exceptional Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2016 **What do you like best about ClientPoint?** The workflow and notification features. It enables us to take immediate action when our clients are viewing the proposal, makes a comment and accepts the contract. **What do you dislike about ClientPoint?** Doesn't provide automated "Status" change based on actions taken in Work Flow. Ie. changing to "Won" once client signs contract. **Recommendations to others considering ClientPoint:** I strongly recommend it! Their team is wonderful to work with and they are extremely responsive and are fantastic with their follow-up process. I Love the customized features that were developed specifically for us. It is flexible and addresses our needs. **What problems is ClientPoint solving and how is that benefiting you?** Tracking and client followups. Great repository and Centralization of our contracts and history. ### 10. 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. ### 11. I love Paperless Proposal. From the ease of use to the tracking piece its a MUST HAVE! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2016 **What do you like best about ClientPoint?** The ability to customize customer proposals with a few easy steps. **What do you dislike about ClientPoint?** The new layout of the proposal log is a tad confusing. I would prefer to see only pending proposals on this page; however, the filter tool gives me the ability to access only what I want/need to see. **What problems is ClientPoint solving and how is that benefiting you?** Tracking proposals and customer reviews is so much simpler. ### 12. Has been a major benefit to our sales & marketing team **Rating:** 5.0/5.0 stars **Reviewed by:** Owen O M. | Vice President, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** It's high tech & allows to get our proposal in front of all the right people faster & more efficiently **What do you dislike about ClientPoint?** Honestly there there is nothing negative I can save or anything that I dislike. **Recommendations to others considering ClientPoint:** Take proposal presentation to a new level **What problems is ClientPoint solving and how is that benefiting you?** Many of my new clients were highly impressed with the turn around time . ### 13. New to paperless proposal **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** having all of the files likely to be used in the library without having to load them each time is very useful **What problems is ClientPoint solving and how is that benefiting you?** The consistency of presentations and branding of them ### 14. 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. ### 15. Our Paperless Partners **Rating:** 3.5/5.0 stars **Reviewed by:** David P. | Business Development Manager, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** Other than are bid work, where we have to use someone else's forms, all are work is done on Paperless proposal. They have done a lot of work to customize our options, which have made it a more useful tool. It is becoming more helpful now that we have additional sales persons. Less for them to learn about the proposals and Paperless Proposal gives us more control of the content going out. Another positive is that Glen, Zach and the rest of their team are friendly, empathetic professionals. One never feels like they are getting are hard sell. They are there when you are ready to buy. **What do you dislike about ClientPoint?** Making wholesale changes can take time. It always did before paperless too. Would like to find ways to improve this process, but it is mainly an internal challenge. Considering the frequency of updates, it appears that Paperless continues to chip away at this problem. **Recommendations to others considering ClientPoint:** Give it a try so long as you are willing to do work to get it set up right. Good for salesforce users **What problems is ClientPoint solving and how is that benefiting you?** Love knowing the timing of when someone is looking at their proposal and what they spend time on. As with most organizations, left to their own recourse, many users would do their own thing and we would lose brand cohesion if it were not for this tool. Hope that we will see benefits from integrating the product with salesforce.com. Have not done this already, as we are in our first year of using salesforce, but expect to do this soon. ### 16. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Ximena G. | Lead Graphic Designer / Marketing Assistant , Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** It is easy to navigate and excellent to create paperless proposals. I love that you can go through the different tabs and everything is very organized. I also enjoy that you can have several admins and implement different proposals, while it showing you the status of your proposal, whether it won or lost. I also like how we can track whether the proposal was bad or good depending on who read it, how long they spent on the proposal itself. This helps the company figure out what we can change in the future in order for our paperless proposal to be successful. **What do you dislike about ClientPoint?** There are too many steps for the paperless proposal, which could lead into confusion but when you get the hang of it, it is perfect. **Recommendations to others considering ClientPoint:** Maybe add some more features, like including the arrows for the next slide on the power points within the proposal. User experience is important on this and people's instant reaction to the product is to click on the power point and it instantly going to the next slide through there if they click on the right or left side. **What problems is ClientPoint solving and how is that benefiting you?** We are creating an informational proposal for clients, about the efficient hire products we sell. We wanted to create a specific format for our clients to be able to understand in a easy and organized manner the way our products are and what they can offer to them. We have had several seen proposals which have been effective in the success of the understanding of the products. ### 17. Excellent Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Edward K. | Chief Executive Officer, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Allows content to be used repeatedly by preloading it, but also allows for customizations to be made. The software also helps track proposals. **What do you dislike about ClientPoint?** Can't think of anything specific at the moment. **Recommendations to others considering ClientPoint:** Consider using this software if you are preparing complex proposals that require a large amount of repeated information but also requires some customization from proposal to proposal. If you have multiple types of proposals, you can prepare folders in PP with stock information for each type of proposal or each product/service item or group of items. Letters and forms can be created as standard forms with editable sections to add details such as price etc. The software also provides the ability to upload files directly into a proposal. Can utilize all types of files, including video. **What problems is ClientPoint solving and how is that benefiting you?** We have reduced the amount of work required to produce proposals, significantly. We have improved the visual quality and consistency of proposals. ### 18. 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. ### 19. 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 ### 20. Paperless Proposal Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2017 **What do you like best about ClientPoint?** I enjoy Paperless proposal for the convenience of access and the numerous features that allow pipeline management between multiple parties. **What do you dislike about ClientPoint?** When rearranging the order of uploaded files, you cannot see the entire list. You have to scroll to see them, which makes it difficult to put in order. **What problems is ClientPoint solving and how is that benefiting you?** Sending proposals to prospective clients and getting notification when they have been viewed. ### 21. Paperless is a handily tool that I use on every opportunity to track the status of my proposals. **Rating:** 3.5/5.0 stars **Reviewed by:** Carrie B. | Le-Vel Thrive Promoter, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2016 **What do you like best about ClientPoint?** I like how user friendly the paperless proposal is. Tracking capabilities are wonderful you can see when someone looks at it; so it they are client that always is a rush but never looks at it now I know. Helps to pioritize my clients needs. If they person never looks at it for a couple of days I can send them the rough draft by their deadline and it looks finished and polished. I know that my custom drawings are not in but at least it has all the other information. **What do you dislike about ClientPoint?** Customers sometimes have problems downloading. **What problems is ClientPoint solving and how is that benefiting you?** Helps track the status of my projects. I can followup with my sales person or rep and let them know that their is activity on the proposal. ### 22. Paperless Proposal is an Awesome Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Carol S. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2015 **What do you like best about ClientPoint?** This is the best proposal system I have ever found. It is easy to use. It is entirely customizable to almost any industry. It is easy to add or delete documents. The technical support is awesome. They respond immediately. **What do you dislike about ClientPoint?** So far there is nothing to dislike. The program is very intuitive and ease for new people to grasp almost immediately. **Recommendations to others considering ClientPoint:** Paperless Proposal offers a great green initiative to our customers. We are saving printing costs, paper, and a full time position has been eliminated since each rep can prepare their own proposals with minimal downtime. **What problems is ClientPoint solving and how is that benefiting you?** This takes several metric reports off of my to do list. I no longer have to track outstanding proposals or closing metrics, it's right there in Paperless Proposal. **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. Happy to know that you like our analytics and reports. Not sure why you're having to write cover letters in your pc first and then upload when we have the feature to type it directly in Paperless Proposal. Can you please email me over at our support email. I'd like to take a look on your cover letter and get it working right for you. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 23. Paperless Proposal - Great Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ClientPoint?** How it captures all of our client information and can put it into report format we need. **What do you dislike about ClientPoint?** To many steps to put a proposal together **What problems is ClientPoint solving and how is that benefiting you?** We are able to make sure all of our proposals are consistent and the right materials go out with it. We benefit from being able to see when a customer has reviewed it for follow-up. ### 24. 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 ### 25. Proposals made easy **Rating:** 3.5/5.0 stars **Reviewed by:** Jaclyn P. | Training & Marketing Specialist, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2015 **What do you like best about ClientPoint?** I like the efficiency Paperless affords. The shell can easily be manipulated for different clients. While allowing our employees to present the same information in different formats. It gives the company control over branding and messaging, but gives each individual control over presentation and wording. We have many different vertical markets and we like to give examples and share case studies with our clients. We have uploaded case studies for all verticals and our users can choose which ones fit with the client. Support calls you within the hour to trouble shoot and show you how to solve problems yourself. Thanks! **What do you dislike about ClientPoint?** Sometimes the Paperless Proposal website times out, but everything auto-saves so it's not a huge problem. An FAQ page would be great for little things in Navigation or assigning/transferring to other users. **Recommendations to others considering ClientPoint:** Gives all users level playing field whether experienced or not. Using templates with customizable fields based on client name/vertical market etc creates flawless presentations every time. The final products are very similar if not the same across the company. We are all presenting the same message, using the same language, which is very important for branding. **What problems is ClientPoint solving and how is that benefiting you?** More organized, efficient, & uniform way of sending proposals. We're able to track where proposals are going, who is getting them out there and what the end result is. Controlling the formatting, font, color schemes is really important. Our proposals should have a uniform look and represent our brand. **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. We are happy to hear that you like our product. We're working on to optimize system performance even more. Please do contact our support if you ever need any assistance. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 26. Convenient accessablilty **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2017 **What do you like best about ClientPoint?** The program is easily accessible from any point and carries companies collective leads, that is easily visible **What do you dislike about ClientPoint?** would like to be able to archive data from previous financial years more easily. it can be slow to save. **What problems is ClientPoint solving and how is that benefiting you?** gives and overall view/ dashboard to what is happening with what staff ins sales over a period. ### 27. Great service and Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Paperless proposal increased our productivity and the efficiency at which we created proposals for potential clients and completely revamped our process in writing proposals. **What do you dislike about ClientPoint?** As of now, there is not much that I can say we dislike. During the entire process, the Paperless Proposal team has been helpful in helping us set up a custom product that catered to our companies specific needs and desires. Some clients may be turned off by the fact of having to click into a link to view a proposal or information, and may be hesitant to input their email address. Additionally, a few people have had difficulty accepting and using the esignature function. **Recommendations to others considering ClientPoint:** It may be an expensive switch to start using Paperless, but the benefits far exceed what you can expect. **What problems is ClientPoint solving and how is that benefiting you?** We have more time to do research, and put more thought into the proposals, and create custom recommendations and put more information into each proposal, rather than spending that time trying to create a generic proposal. The design team did a great job making our proposals custom and professional. The greatest benefit is the analytics of the product, and all the information that is at our team's fingertips. All the information that every person on our team needs, is in the pipeline, and it is easy to see what our team members are working on, and the progress that they have made. We didn't know that we could be running at this high of an efficiency until we took the leap and tried it for ourselves. ### 28. Like using Paperless Proposal more every time I do! Easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** Product is really easy to use and the support staff has been wonderful to work with and very accommodating. Very happy with its ease and if you make a mistake...it is very easy to fix! Everything looks really professional and first time users really enjoy it. Makes my job a lot easier! **What do you dislike about ClientPoint?** Not enough editing available and I would like our logo to appear on the link to click page. Sometimes the Paperless goes into the customers SPAM folder. Email page looks very generic and customers often question if it's really from me or not. Customer service only takes advice from a select few in the office and won't listen to the masses that use it more than the supervisors. **Recommendations to others considering ClientPoint:** Get lots of training and know the ins and outs of what is available. I didn't realize there were so many awesome things you could do until I used it more and more. Every time I use it I find that more quick fixes to use, try and may my proposal look like a million bucks!!!!! The more I use it the more I like it. I find more things that work for me and can duplicate it for another customer too. We are using it more and more each week and re-using old ones by adding more feature cut sheets, videos and information. I would highly recommend this to anyone that needs to send out a lot of information in a short period of time. **What problems is ClientPoint solving and how is that benefiting you?** Fast turn around with proposals I can see what pages they are viewing the most and see what their budgets are more leaning towards. Easy to send large files, photos, etc. **Official Response from Rahat Ahmed:** > Dear Valued User, We can certainly take care of your needs regarding email and the link that goes out. I would recommend that you please send out an email to our support. We can put logo/header and your branding into the email that goes from Paperless. Also regarding spam we can show you how you can send out the emails from your own email address that your prospect knows and trusts thus the emails will never end up in spam. Please contact support and we would love to take care of your problems. Thanks, Rahat ### 29. Paperless Proposal Unifies Messaging for Both Marketing and Proposals **Rating:** 2.5/5.0 stars **Reviewed by:** Shannan H. | Marketing Manager, Channels, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Relatively sleek user interface. Fair amount of user training. **What do you dislike about ClientPoint?** System is far more designed for proposals than for drip marketing. Doesn't interface with bare bones Salesforce.com. **Recommendations to others considering ClientPoint:** Make sure you are clear on what your expectations of the system are - and that Paperless Proposal understands how to meet your needs. **What problems is ClientPoint solving and how is that benefiting you?** Three stage email marketing campaign was unified, and consolidated within the Paperless Proposal system. This makes for easier sending and far easier tracking of opens, reads, and forwards. However we thought we would be looking at more solid tracking than is available. However, it is much simpler than other products that interface with Salesforce but require outsourced help for implementation. ### 30. Paperless Proposal is an Outstanding Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Greg D. | Regional Director, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2016 **What do you like best about ClientPoint?** The ease in sending out relevant, customer specific proposals to market! We also like the amount of information you get regarding what customers are paying attention to inside the pages of the proposal, as well as who is looking at it. **What do you dislike about ClientPoint?** There isn't anything we don't like about Paperless Proposal. The only thing that would make it better for me is if it had been available 25 years ago! **Recommendations to others considering ClientPoint:** I would highly recommend this product to any company that utilizes proposals to acquire new business! It makes the process of assembling the pages of each individual proposal very simple and extremely quick. It also makes it easy to customize each proposal with specific information that is relevant to each individual potential customer. **What problems is ClientPoint solving and how is that benefiting you?** Paperless makes the proposals from each of our offices consistent with one another, so we are all sending out the same message. The ensures that we are sending out the same brand message when securing new business. ### 31. Proposal Software Done Right **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2016 **What do you like best about ClientPoint?** The analytics are easily the best and most important aspect of the software program. The people are responsive and helpful. **What do you dislike about ClientPoint?** It is very slow to open up and to load each page. The process of entering the program may dissuade customers from using it. The setup process took much longer than anticipated. **Recommendations to others considering ClientPoint:** If you're going to use it, use every aspect that you can so that you are able to get the most out of it. **What problems is ClientPoint solving and how is that benefiting you?** Identifying the path our proposals take when we send it off to potential clients. Finding out who is serious about using our business. ### 32. 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. ### 33. AWESOME! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew Y. | Owner, Commercial Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2016 **What do you like best about ClientPoint?** It tracks all the proposal and allows us to have more control over the proposal process. A must have for any cleaning contractor. We know when prospects open the proposal and who they send it too. This really helps us gauge how interested they are in our company. **What do you dislike about ClientPoint?** There's not too much I dislike about the program. I did not like that we could not update our credit card information but we can do that now. If they could make it more user friendly when editing templates and adding files etc. would be nice but I'm sure that will come in time. **What problems is ClientPoint solving and how is that benefiting you?** Our sales process is so much more defined and easy to quantify. We know what proposals are out and can track the progress. ### 34. 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. ### 35. Has Changed the Way We Do Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan A. | Director, Proposals and New Business, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2016 **What do you like best about ClientPoint?** The Paperless Proposal software is a user-friendly, Intuitive tool. We put it to work immediately with very little training. It made a dramatic and immediate improvement to our look and our mode of delivering proposals. **What do you dislike about ClientPoint?** There are some hard coded fields that are not relevant to our business and an inability to add fields that we need. **What problems is ClientPoint solving and how is that benefiting you?** The number one problem it has solved is being able to efficiently deliver multiple large files. It allows us to respond to proposals in a format and layout that conveys our message in the best possible light. ### 36. Fun, user friendly, and professional! **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Director of Quality Assurance, Facilities Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** Proposals used to be boring to me. Everytime I create one now I am able to be creative and custom to what our customers want to see. It is also a great tool to show us who we really want to work with. The ones that take some time to get to know what we are about are the people we want to work with. Paperless proposal does a great job of aligning us with the best partners. **What do you dislike about ClientPoint?** I have not yet started uploading or doing any data entry so I probably would not enjoy that part of it. **Recommendations to others considering ClientPoint:** Use the system. It keeps everyone organized and keeps track of won and lost proposals. It is personable and user friendly. **What problems is ClientPoint solving and how is that benefiting you?** When we see people only looking at the price page, it is a good hint that they are only going for price and not value. ### 37. 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. ### 38. You don't know until you know... **Rating:** 5.0/5.0 stars **Reviewed by:** Craig A. | President, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2016 **What do you like best about ClientPoint?** *Makes our proposals look amazing and clients hall all possible info at the tip of their finger. *Learn what our clients find most important during viewing proposals. *Insure our clients receive and review proposals. *No Paperwork acceptance of proposals. *Unique fields to track info that is important to us. *Great customer service if there is a concern. **What do you dislike about ClientPoint?** *We did not start using this program sooner to learn more about our clients and streamline our proposal acceptance system. **Recommendations to others considering ClientPoint:** Give them a try. It has help us in ways we did not even know we needed help. **What problems is ClientPoint solving and how is that benefiting you?** *Insuring clients are getting and receiving proposals *Streamline acceptance of proposals. *Tracking lead sources with the custom fields. *Providing client with all possible info they would need to make an informed decisions in one place. ### 39. 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. ### 40. We use paperless to handle almost allow of our client interaction/paperwork. **Rating:** 3.5/5.0 stars **Reviewed by:** Joseph H. | VP Client Services, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2015 **What do you like best about ClientPoint?** The ability to collaborate on pricing and proposal documents with colleagues who are overseas. **What do you dislike about ClientPoint?** Not a dislike, but would love to be able to pull working/editable Google Docs created outside of paperless into our individual jobs. **What problems is ClientPoint solving and how is that benefiting you?** More efficient, streamline and consistent/compliant proposal creation and internal collaboration. **Official Response from Rahat Ahmed:** > Hi, Thanks for taking the time out to write this review. Glad to hear you like our product. Well on the google doc issue, due to our integration with Google docs we can't really use any outside google docs into Paperless Proposal. You have to have the google doc inside our database. But there is a very simple workaround for that. You can just create a new google doc in our system and do a copy-paste from your doc to ours. Please contact support and ask for me if you want me to explain this more to you over a webinar. Thanks, Rahat Ahmed Director of Operations www.paperlessproposal.com ### 41. 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. ### 42. 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. ### 43. 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. ### 44. Useful But Needs a Few Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Sales Executive, Recreational Facilities and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Being able to track what your customer spent the most time looking at. **What do you dislike about ClientPoint?** Upload document process. If you're uploading more than one file and the document isn't in the same folder you have to upload each file one at a time. It's time consuming. **Recommendations to others considering ClientPoint:** If duplicating a proposal, remember to change the cover page. **What problems is ClientPoint solving and how is that benefiting you?** Reaching out to the client at the right time. Being notified when your proposal was viewed is critical in timing for your follow up email or phone call. ### 45. 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. ### 46. 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. ### 47. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Ron L. | President & CEO, Security and Investigations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2016 **What do you like best about ClientPoint?** This is an excellent sales tool especially when working with potential clients outside your region. Being able to combine video, visual tools and personalized content in a proposal for clients really sets us apart from the competition in an otherwise tired industry. Love it. **What do you dislike about ClientPoint?** Only challenge is building out a library of content but that is an internal challenge, not a fault of the software :) **What problems is ClientPoint solving and how is that benefiting you?** This allows us to bring a personal touch to clients that are normally only reached by phone/email. Based on the analytics we get back after a proposal is viewed, we can gauge which aspects are most important to them (for example they skip through all pages about service details and spend 5 minutes viewing pricing - we know they care mostly about cost not other areas of the value proposition). Some insight into customers' most important needs helps us to tailor our approach and services to serve them better than our competition ### 48. Great Business Development Software from Paperless Proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Adam J. | Executive Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** I like the template functions and the ability to track proposal delivery. **What do you dislike about ClientPoint?** I wish it was a little easier to modify merge fields. Their support team is helpful, but it would be nicer if the user could do it more fluidly. **What problems is ClientPoint solving and how is that benefiting you?** We are able to efficiently deliver proposals and have analytics to support our efforts. It's nice to see where are efforts are paying dividends. ### 49. Very effective and user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2016 **What do you like best about ClientPoint?** Very straight forward and very effective if you're in sales and you ca really utilize the functions which are suitable with your business. Very easy to learn and I can even go back just in case there things that needs to amend with your proposal. Very satisfied so far. **What do you dislike about ClientPoint?** What I don't like is that the way it looks and it seems that there aren't any updates or add on's like grabbing file from your desktop instead of just using what you have saved in the program. **What problems is ClientPoint solving and how is that benefiting you?** The normal thing's, like alerts when your proposal has been opened and the details needed to follow up with your client. ### 50. Stratus Building Solutions - Kansas City **Rating:** 5.0/5.0 stars **Reviewed by:** Robert S. | President, International Trade and Development, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2016 **What do you like best about ClientPoint?** Ease, professionalism and proposal management tool **What do you dislike about ClientPoint?** Video quality not good. Cover generator somewhat limited **Recommendations to others considering ClientPoint:** Yes **What problems is ClientPoint solving and how is that benefiting you?** Knowing exactly when and what client is viewing ## ClientPoint Discussions - [Client Point pricing](https://www.g2.com/discussions/32696-client-point-pricing) - 1 comment, 1 upvote - [View ClientPoint pricing details and edition comparison](https://www.g2.com/products/clientpoint/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-09+15%3A15%3A31+-0500&secure%5Bsession_id%5D=7f20aabd-ef17-4078-a75f-4f4b4732589a&secure%5Btoken%5D=97aae8eeb23298fedb62774faac98be10e9853c78e48817ec7b00093372c5840&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 (887 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,329 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,108 reviews)