---
title: Clientsby Reviews
meta_title: 'Clientsby Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Clientsby works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Clientsby Reviews
**Vendor:** Clientsby  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About Clientsby
Clientsby is a modern tool that helps sales professionals to create web-based Interactive proposals and Quotes to win more deals. With a focus on Analytics, Clientsby provides session recording & replay for your documents. Know when and what your prospects have already seen and take the next step at the best moment to close the deal.






- [View Clientsby pricing details and edition comparison](https://www.g2.com/products/clientsby/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+03%3A24%3A38+-0500&secure%5Bsession_id%5D=993d9bd6-d7dd-4b3c-80ee-36825a26b565&secure%5Btoken%5D=d446430ac9fddb2e79d7422503428078a22fee603565f3af88e20bf7c2abb2b9&format=llm_user)

## Clientsby Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

## Top Clientsby Alternatives
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,609 reviews)
  - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) - 4.7/5.0 (1,726 reviews)
  - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews)