ClientPoint Reviews

ClientPoint automates many manual tasks, such as client reporting and follow-ups, which saves time and reduces the risk of errors.

While ClientPoint integrates with some other tools and platforms, it may not be as well-integrated as some businesses would like.

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature!

It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client.

I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage.

I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info..

notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal

can be a little slow in uploading, but not often.
would like the proposal review to be more of an overall shot, like a map and maybe some animation effects for the proposal.

I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal. Before ClientPoint me and my team were allocating four to six hours to produce a sales proposal and now we leverage the software to produce proposals in barely ten minutes!

As a result of ClientPoint being so impactful and enabling, the stakeholders more times than not are reaching out to the sales team about ClientPoint. It is so amazing that it actually shifts their focus away from our teams' initiative of selling and produces curiosity as to what proposal system we are using.

Client Point, formerly Paperless Proposal, allows you to create well well designed proposals in minutes.

You must ensure that alllll of the data you may need for a proposal is uploaded. Either that or upload each page individually.

The ease in which you can add a personalized video to attract attention and help clients put a face to a name.

It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement

If you are in sales this is the must have software for proposals. This software allows you to go paperless when creating, sending and receiving signed proposals that you create according to your expectations and details . it notifies you if your proposal has been opened and viewed and exactly what page(s) the client looked at so you know what questions to ask when you contact them again, its genius.

It would be better if they had a reminder notification that you can set a specific time and date after you contacted someone in case they give you a specific time to call them back you would automatically be notified when the time comes.

This software is very easy to use and has simplified the proposal drafting process. It is very easy to insert additional pages into the document and preview before sending. Finally, it is also very easy to verify and review your win loss rate. Excellent software

The only thing I do not like about the system is the proposal IDs. We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker

Allows us to gauge our clients interest
In our presentations. Super fast delivery . Being first to the line is often the difference between success & failure. A major marketing benefit for any growing organization.

There is no mobile app. I would like to report writing capabilities improved & forecasting capability needs improvement.

Quick turn around time for my customers. The video option is very helpful when trying to explain something to your customer.

Needs a mobile app. Being able to input information on the go would benefit our outside sales team.

I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.

Something that I do not like is I do not have the option to sort by the manager or territory that I have completed the proposal for. I would like to see an additional sorting method.

The system is extremely easy to use and gives a more formal approach when sending to customers. Also liked the feature where you could see when the clients opened or looked at.

Didn't connect with our internal system. At times, some of the steps seemed repetitive and wished it would have connected better.

I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.

I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive.

The site does need a strong internet connection or may run very slow.

Ease of use and customer support. Support is always very responsive. Creating proposals are no longer a chore. Rather, the time it takes to produce one is cut about in half with Paperless Proposal.

Sometimes the connection to the application runs a bit slowly. Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.