---
title: ClientSky Reviews
meta_title: 'ClientSky Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ClientSky works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 3
  scale: '5'
date_modified: '2026-05-03'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# ClientSky Reviews
**Vendor:** Jaroop  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 3
## About ClientSky
Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky.




## ClientSky Reviews
  ### 1. excellent. One of kind

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2022

**What do you like best about ClientSky?**

The thing I like about clientsky is that it has multi-channel communications where it stacks all my required emails , messages etc in one place I dont have to look all over the place for them

**What do you dislike about ClientSky?**

Its prices are a bit on the downside and its a bit complicated for people starting fresh. although customer service is great but still it lacks user friendliness.

**What problems is ClientSky solving and how is that benefiting you?**

Its all in one product to market platform with website builders, form creation, managing reviews, emails etc to make my business a bit more profitable. excellent for small business that can not afford an IT department.



- [View ClientSky pricing details and edition comparison](https://www.g2.com/products/clientsky/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+23%3A14%3A29+-0500&secure%5Bsession_id%5D=0df47b48-7411-4686-a774-9feff2aa6ac7&secure%5Btoken%5D=2973c7228802373634912fae7d2adbee1c18a0dbd7974b6b928f457e7db23771&format=llm_user)

## ClientSky 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

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