ClientPoint Reviews (198)

Reviews

ClientPoint Reviews (198)

4.5
198 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and time-saving features of this software, highlighting its ability to streamline the proposal process and enhance organization. Many appreciate the tracking capabilities that provide insights into client engagement, making it easier to follow up effectively. However, some users note that loading times can be slow, which may hinder the overall experience.

Pros & Cons

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RI
Rya I.
Enterprise (> 1000 emp.)
"Paperless Proposal makes organizing and creating so much more effective."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I wish there was an option to search for information within a document. Review collected by and hosted on G2.com.

Raisa (Rya) M.
RM
Raisa (Rya) M.
Sr. Region Marketing Specialist
Marketing and Advertising
Enterprise (> 1000 emp.)
"I love Paperless Proposal!"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Glen Cohen of ClientPoint

We would be happy to turn off the Print Receipt for you. Thnaks

MK
Makayla K.
Small-Business (50 or fewer emp.)
"Good program, easy to yuse"
4/5
What do you like best about ClientPoint?

The program itself is pretty user friendly. It has everything you need and also a good customer support line. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

I think that the program could run a little faster. Seems like run times are slow. Review collected by and hosted on G2.com.

Sean J.
SJ
Sean J.
Business Development Executive
Consumer Services
Mid-Market (51-1000 emp.)
"Business Development Officer"
3.5/5
What do you like best about ClientPoint?

Good tool for a sales proposal system. Clean design Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It does not seem to play well with other software programs. A simple software collaboration service would help a bunch. Review collected by and hosted on G2.com.

Verified User in Facilities Services
UF
Verified User in Facilities Services
Mid-Market (51-1000 emp.)
"Easily send and connect files"
5/5
What do you like best about ClientPoint?

Paperless allows me to send large files to my customers without clogging to their email. I also like that I can combine multiple pdf’s into one document.

Also, getting an alert telling me my customer has viewed our documents tells me their looking at what I sent. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

This one is a bit not difficult to describe. There really is nothing I don’t like about paperless. It’s easy to use, quick and helps me to my job more efficiently. Review collected by and hosted on G2.com.

MH
Michael H.
Enterprise (> 1000 emp.)
"The software is user friendly & allows us to provide meaningful Group Health quotes to our Co-ops."
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

It usually takes some time to get around the system Upgrades without any training documents provided. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
UL
Verified User in Leisure, Travel & Tourism
Mid-Market (51-1000 emp.)
"Quick and Convenient"
4.5/5
What do you like best about ClientPoint?

The simplicity of the process. It is easy to create and distribute quality documents. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some interface issues. I have had some small issues with file saving but I believe new releases have solved those issues. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"More professional estimates = more sales"
3/5
What do you like best about ClientPoint?

The estimate format is very clean and easy to navigate for customers. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

The setup period took quite a bit of time, however, since then it has been operating well and doesn't need much maintenance. Review collected by and hosted on G2.com.

Verified User in Security and Investigations
AS
Verified User in Security and Investigations
Mid-Market (51-1000 emp.)
"Paperless Proposal just makes it fun to make proposals."
5/5
What do you like best about ClientPoint?

The flexibility to delegate the creation of a proposal to anyone in my office, and be able to deliver it in a very expeditious timing. Review collected by and hosted on G2.com.

What do you dislike about ClientPoint?

Some recipients do not receive in their inbox. It ends up in the spam folder. Review collected by and hosted on G2.com.

Verified User in Security and Investigations
AS
Verified User in Security and Investigations
Enterprise (> 1000 emp.)
"VP, Business Development"
3/5
What do you like best about ClientPoint?

The result. The bid proposals look fantastic. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.