[ ClientP... Reviews ](https://www.g2.com/products/clientpoint/reviews) [ ClientP... Reviews ](https://www.g2.com/products/clientpoint/reviews) # ClientPoint Features ##### ## File Management (12) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Workflow (8) Process Automation Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Platform (13) Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. E-Signature Allows the signor to easily and intuitively sign documents. Proposals Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. CPQ Provides users with configure, price and quote capabilties. Video Proposals Allows users to attach video proposals within the virtual sales room. Content Sharing Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. Content Management Provides users with a repoistory of relevant content to share with clients. Video Conferencing Allows users to run video calls within the browser. Chat Allows users to chat with prospects within the virtual sales room. Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (5) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (3) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Show More ##### ## Delivery (3) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Show More ##### ## Deal Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Show More ##### ## Administration and Security (3) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. Regulatory Compliance Meets required regulartory compliances. Show More ##### ## Integrations (3) CRM Integration Provides features to intregate with CRM software. Internal Messaging Systems Integration Provides features to integrate with internal messaging systems. Video Conferencing Integration Provides features to integrate with vidoe conferencing software. Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Digital Sales Room (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ## Top-Rated Alternatives [ ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") Qwilr 4.6/5(911) ](https://www.g2.com/products/qwilr/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,598) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5(1,138) ](https://www.g2.com/products/proposify/reviews) [ View All Alternatives ](https://www.g2.com/products/clientpoint/competitors/alternatives) ClientPoint Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,598) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,138) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image") ConnectWise CPQ 4/5(142) [ Compare Now ](https://www.g2.com/compare/clientpoint-vs-connectwise-cpq) ##### Categories on G2 [ Document Generation ](https://www.g2.com/categories/document-generation)[ Proposal ](https://www.g2.com/categories/proposal)[ Enterprise Content Management (ECM) ](https://www.g2.com/categories/enterprise-content-management-ecm) [ Digital Sales Room ](https://www.g2.com/categories/digital-sales-room) Show More ##### Explore More [ Best cloud platform for document sharing in offices ](https://www.g2.com/discussions/best-cloud-platform-for-document-sharing-in-offices)[ What are the best tools for monitoring database security events? ](https://www.g2.com/discussions/what-are-the-best-tools-for-monitoring-database-security-events)[ Which sales onboarding app is rated highest ](https://www.g2.com/discussions/which-sales-onboarding-app-is-rated-highest) [ best crm for ecommerce platforms ](https://www.g2.com/discussions/what-crm-is-the-best-for-e-commerce-platforms)[ Most popular project management software for consulting firms ](https://www.g2.com/discussions/most-popular-project-management-software-for-consulting-firms)[ Pros and Cons Details ](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons) Show More [ Best cloud platform for document sharing in offices ](https://www.g2.com/discussions/best-cloud-platform-for-document-sharing-in-offices)[ What are the best tools for monitoring database security events? ](https://www.g2.com/discussions/what-are-the-best-tools-for-monitoring-database-security-events)[ Which sales onboarding app is rated highest ](https://www.g2.com/discussions/which-sales-onboarding-app-is-rated-highest) [ best crm for ecommerce platforms ](https://www.g2.com/discussions/what-crm-is-the-best-for-e-commerce-platforms)[ Most popular project management software for consulting firms ](https://www.g2.com/discussions/most-popular-project-management-software-for-consulting-firms)[ Pros and Cons Details ](https://www.g2.com/products/clientpoint/reviews?qs=pros-and-cons)