--- 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 & Product Details Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky. * * * Seller [Jaroop](https://www.g2.com/sellers/jaroop) Discussions [ClientSky Community](https://www.g2.com/products/clientsky/discuss) Show More ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,643) ](https://www.g2.com/products/pandadoc/reviews) [ ![Jotform Sign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jotform Sign") Jotform Sign 4.7/5(1,779) ](https://www.g2.com/products/jotform-sign/reviews) [ ![Nintex](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nintex") Nintex 4.3/5(1,322) ](https://www.g2.com/products/nintex-nintex/reviews) [ View All Alternatives ](https://www.g2.com/products/clientsky/competitors/alternatives) ![Verified User in Defense & Space](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Defense & Space") UD Verified User in Defense & Space Enterprise (\> 1000 emp.) 10/12/2022 "Sales proposals made easier" 4.5/5 What do you like best about ClientSky? I've been thrilled with ClientSky. I've used several sales proposal application products that were just not easy to use, which was very frustrating, to say the least. At first, I utilized their trial period because, let's face it, I was a skeptic. After that, and a few months later, I think I finally found the answer to my company's needs to make it happen. It's very simple to use and allows me to view the analytics for my sales team. The visual aid capability showed our clients that we were a serious business which I love. Review collected by and hosted on G2.com. What do you dislike about ClientSky? There aren't any dislikes I have for this product. I'll be honest; it's well done and does what I need. However, like everything, there are always ways to make things better. It'd be nice to have a way to use ClientSky to create other document types, not specifically for proposals. Review collected by and hosted on G2.com. What problems is ClientSky solving and how is that benefiting you? The main problem, if you can even call it that, is that it made writing sales proposals easier than the software I used before. The fact that I get updates when a client opens my recommendation is beneficial in that I know how long after it's provided to them that I should follow up. Navigating ClientSky is easy and far less frustrating. It creates a beautiful impression for my clients and is presented in a very understandable format. It honestly just makes everything a lot easier. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Luke W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke W.") LW Luke W. Carrier Sales Rep Small-Business (50 or fewer emp.) 10/11/2022 "Organized and effective" 5/5 What do you like best about ClientSky? Now it's not exactly what I was looking for in my line of work, but i could see how effective it could be for typical bookeping. A great way to keep an organized tracklist of finances, projects, and clientle Review collected by and hosted on G2.com. What do you dislike about ClientSky? A monthly fee, but other than that. Nothing to dislike about the service because it is sincerely helpful! Review collected by and hosted on G2.com. What problems is ClientSky solving and how is that benefiting you? It can keep professionals, especially those in accounting careers. Organized and efficient. Have easier access to their bookeeping Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale") UW Verified User in Wholesale Small-Business (50 or fewer emp.) 10/23/2022 "excellent. One of kind" 3.5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of ClientSky for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![PandaDoc Logo](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc Logo") PandaDoc 4.7 (3,644) PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes. ](https://www.g2.com/products/pandadoc/reviews "PandaDoc")[ 2 ![Jotform Sign Logo](https://images.g2crowd.com/uploads/product/hd_favicon/be4f0b1dffb548d162fe13348ba549ab/jotform-sign.svg "Jotform Sign Logo") Jotform Sign 4.7 (1,779) Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. ](https://www.g2.com/products/jotform-sign/reviews "Jotform Sign")[ 3 ![Nintex Logo](https://images.g2crowd.com/uploads/product/hd_favicon/6d05d223727de012d13b1eb6341b2deb/nintex-nintex.svg "Nintex Logo") Nintex 4.3 (1,322) The Nintex Platform empowers organizations to digitally transform their business with intelligent process automation technologies. ](https://www.g2.com/products/nintex-nintex/reviews "Nintex")[ 4 ![Responsive, formerly RFPIO Logo](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO Logo") Responsive, formerly RFPIO 4.5 (1,310) Responsive is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack. ](https://www.g2.com/products/responsive-formerly-rfpio/reviews "Responsive, formerly RFPIO")[ 5 ![GetAccept Logo](https://images.g2crowd.com/uploads/product/hd_favicon/e6889f440c0cb205dbd1ef1d76a18c56/getaccept.svg "GetAccept Logo") GetAccept 4.6 (1,267) GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. ](https://www.g2.com/products/getaccept/reviews "GetAccept")[ 6 ![Proposify Logo](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify Logo") Proposify 4.6 (1,143) Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close. ](https://www.g2.com/products/proposify/reviews "Proposify")[ 7 ![Conga Composer Logo](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer Logo") Conga Composer 4.4 (918) Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks. ](https://www.g2.com/products/conga-composer/reviews "Conga Composer")[ 8 ![Qwilr Logo](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr Logo") Qwilr 4.6 (914) Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful. ](https://www.g2.com/products/qwilr/reviews "Qwilr")[ 9 ![DealHub AI Logo](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI Logo") DealHub AI 4.7 (861) Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM. ](https://www.g2.com/products/dealhub-ai/reviews "DealHub AI")[ 10 ![Loopio Logo](https://images.g2crowd.com/uploads/product/hd_favicon/1487565815/loopio.svg "Loopio Logo") Loopio 4.6 (813) Loopio’s response management platform helps companies streamline their response process for RFPs, DDQs, Security Questionnaires, and more. Currently serving over 1,700 companies globally at world-leading organizations, Loopio enables sales and proposal teams to respond faster, improve response accuracy, and win more business. ](https://www.g2.com/products/loopio/reviews "Loopio") [Show More](#) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/clientsky/pricing) ## Work at Jaroop? Claim this profile to respond to reviews, update product info, and reach in-market buyers. [ Claim this profile ](https://www.g2.com/products/clientsky/claim_requests/new?utm_medium=profile-footer-claim-cta&utm_source=g2) ##### Categories on G2 [Proposal](https://www.g2.com/categories/proposal) ##### Explore More [best crm for ecommerce platforms](https://www.g2.com/discussions/what-crm-is-the-best-for-e-commerce-platforms)[What platform provides analytics on alert resolution times?](https://www.g2.com/discussions/what-platform-provides-analytics-on-alert-resolution-times)[What on-premise data integration solutions offer a no-code workflow builder that lets data engineers handle complex transformations without writing custom SQL for every pipeline?](https://www.g2.com/discussions/on-premise-data-integration-what-on-premise-data-integration-solutions-offer-a-no-code-workflow-builder-that-lets-data-engineers) [What are the best enterprise content delivery network (eCDN) tools for large media companies managing video distribution across multiple platforms?](https://www.g2.com/discussions/what-are-the-best-enterprise-content-delivery-network-ecdn-tools-for-large-media-companies-managing-video-distribution-across-multiple-platforms)[What visitor behavior intelligence platforms have the best built-in GDPR and privacy compliance features?](https://www.g2.com/discussions/what-visitor-behavior-intelligence-platforms-have-the-best-built-in-gdpr-and-privacy-compliance-features%20)[Expert picks for media monitoring software](https://www.g2.com/discussions/expert-picks-for-media-monitoring-software-what-s-your-opinion) [Show MoreShow Less](javascript:void(0);)