ClientPoint

Cloud-based proposal presentation and tracking software

About ClientPoint

ClientPoint is a cloud-based enterprise level proposal creation and management solution suitable for midsized businesses and enterprises. The solution is designed specifically for sales & marketing teams to help them generate proposals, send them to clients and optimize the proposal management lifecycle.

Generating instant proposals is the core functionality of the solution which allows businesses to initially create customizable templates and then to use them multiple times for generating similar proposals. The solution also allows sales teams to personalize proposals according to their client’s specific requirements. ClientPoint seamlessly integrates with Salesforce.com, Microsoft Dynamics and NetSuite CRM for directly importing client’s details within proposal and maintaining a central client database for all applications.

With ClientPoint's tracking & analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or section, among others. This gives sufficient insight on the client’s interest and their buying decision. Businesses can track key issues raised by their clients and address pain points effectively to convert a lead into the sale. Businesses can also digitize their proposals by adding multimedia content such as videos, sound clips and interactive images.

The custom price & quote builder allows for the generation of automatic quotes based on the order value provided and the pricing formula set by the business. The e-signature feature allows users to electronically sign their proposals and share them directly with clients.

Pricing starting from:

US$95,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to ClientPoint

Key benefits of ClientPoint

• ClientPoint allows businesses to build customized proposals using existing templates and share them with their clients instantly.

• The solution integrates with CRM applications and accounting solutions for synchronizing and storing entire clients’ details at a central place.

• Users can add interactive multimedia content such as videos & images to their proposals.

• Sales administrators can approve proposals in online mode as well as electronically sign proposals for faster execution.

• ClientPoint's intuitive dashboard tracks the complete lifecycle of a proposal and provides detailed information and updates on a proposal to users in real-time.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$95,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to ClientPoint

Images

ClientPoint Software - Create a central repository of all proposals
ClientPoint Software - Generate analytics based on the clients activities with the proposal
ClientPoint Software - Electronically sign proposals
ClientPoint Software - Track proposals and view their live status
ClientPoint Software - Send emails directly from the solution
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ClientPoint video
ClientPoint Software - Create a central repository of all proposals ClientPoint Software - Generate analytics based on the clients activities with the proposal ClientPoint Software - Electronically sign proposals ClientPoint Software - Track proposals and view their live status ClientPoint Software - Send emails directly from the solution

Features

Total features of ClientPoint: 49

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Trail
  • Bid Management
  • CRM
  • Churn Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Community Management
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Conversion Tracking
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Document Analytics
  • Document Management
  • Electronic Signature
  • Feedback Management
  • Interactive Content
  • Knowledge Base Management
  • Lead Management
  • Live Chat
  • Multi-Party Signing
  • Pipeline Management
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Creation
  • Real Time Analytics
  • Reminders
  • Reporting/Analytics
  • Requirements Management
  • Sales Onboarding & Training
  • Team Collaboration
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Version Control
  • Video Support
  • Workflow Management

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Reviews

Overall rating

4,6 /5
(153)
Value for Money
4,3/5
Features
4,4/5
Ease of Use
4,6/5
Customer Support
4,7/5

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Showing 5 reviews of 153
Jay M.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

ClientPoint > PandaDoc

Reviewed on 2019/11/20

Outside of those few cons, it's been great and very easy for us to comment back and forth with...

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional

Pros

The developer team had pre-made templates Which I could choose from.

Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time

Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on.

Cons

While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software.

There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else

Response from ClientPoint

Hi Jay, we're so happy that you are delighted with ClientPoint. We recognize that each of our clients is unique and we find it best to take a more hands-on approach. We also appreciate your feedback and will share this with our product team as we continue to innovate.

Cathleen S.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Everyone that does sales should use this awesome software

Reviewed on 2018/04/07

Using paperless is one of the best software programs to us for sales i recommend it for everyone...

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Pros

Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Cons

Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Response from Paperless Proposal

Hi Cathleen,

Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well.

Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

Tom D.
Overall rating
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good and Bad

Reviewed on 2016/06/21

Great for keeping track of proposals, however very slow some days. We do about 30 proposals per...

Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

Pros

Keeping track of proposals/ easy to organize/ finding old proposals

Cons

Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page

Response from Paperless Proposal

Tom,

Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to [email protected] detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore.

Thanks,
Rahat

Ari S.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

ClientPoint for AEs

Reviewed on 2021/10/14

Fairly easy to use and clients appreciate the videos.

Fairly easy to use and clients appreciate the videos.

Pros

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

Cons

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

Ryan L.
Overall rating
  • Industry: Facilities Services
  • Company size: 5 001-10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

easy to upload customized documents for proposals

Reviewed on 2017/06/26

Pros

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

Cons

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.

Showing 5 reviews of 153 Read all reviews

ClientPoint FAQs

Below are some frequently asked questions for ClientPoint.

ClientPoint offers the following pricing plans:

  • Starting from: US$95,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

First user $95/month. Additional users as low as $35/month depending upon company needs.

ClientPoint has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

ClientPoint supports the following languages:

English

ClientPoint supports the following devices:

ClientPoint integrates with the following applications:

HubSpot CRM, HubSpot Marketing Hub, NetSuite, Zendesk Sell, Zoho CRM

ClientPoint offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

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