--- description: Learn how ClientPoint can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: ClientPoint Reviews, Prices & Ratings | GetApp South Africa 2026 --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/340/proposal-management/software) > [ClientPoint](/software/104549/paperless-proposal) # ClientPoint Canonical: https://www.getapp.za.com/software/104549/paperless-proposal Page: 1 / 8\ Next: [Next page](https://www.getapp.za.com/software/104549/paperless-proposal?page=2) > ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle. > > Verdict: Rated **4.6/5** by 167 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of ClientPoint ClientPoint allows businesses to build customized proposals using existing templates and share them with their clients instantly. SOC 2 Type 2 \& GDPR Compliant trusted by enterprise corporations on six continents and in a dozen languages. The solution integrates with CRM applications and accounting solutions for synchronizing and storing entire clients’ details at a central place. Digital Asset Management Library stores your documents and assets all in one place. Empower your teams with editable forms fields or point-and-click trees to produce the finest of documents and proposals. Deliver your sales materials through a ClientPoint workspace and include video, infographics, catalogs, and more. 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. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 167 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: ClientPoint - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$83,00 - **Pricing model**: Flat Rate (Free version available) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Analysis - Alerts/Notifications - Appointment Scheduling - Approval Process Control - Archiving & Retention - Asset Categorization - Asset Library - Asset Sharing - Assignment Management - Audio/Video Recording - Audit Trail - Authentication - Automatic Formatting - Batch Processing - Bid Management - Business Process Automation ## Integrations (13 total) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Proposal Management Software](https://www.getapp.za.com/directory/340/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.getapp.za.com/directory/340/proposal-management/software) - [Collaboration Software](https://www.getapp.za.com/directory/335/web-collaboration/software) - [Document Generation Software](https://www.getapp.za.com/directory/1555/document-generation/software) - [Sales Enablement Software](https://www.getapp.za.com/directory/605/sales-enablement/software) - [Content Marketing Software](https://www.getapp.za.com/directory/607/content-marketing/software) ## Alternatives 1. [Docusign](https://www.getapp.za.com/software/9640/docusign) — 4.7/5 (9406 reviews) 2. [HoneyBook](https://www.getapp.za.com/software/108739/honeybook) — 4.7/5 (683 reviews) 3. [PandaDoc](https://www.getapp.za.com/software/91467/pandadoc) — 4.5/5 (1256 reviews) 4. [Prospero](https://www.getapp.za.com/software/2054380/prospero-1) — 4.8/5 (135 reviews) 5. [Relayto](https://www.getapp.za.com/software/2049194/relayto) — 4.8/5 (201 reviews) ## Reviews ### "Everyone that does sales should use this awesome software" — 5.0/5 > **cathleen** | *07 April 2018* | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Paperless proposal in used for market development" — 4.0/5 > **jesse** | *19 April 2018* | Recommendation rating: 10.0/10 > > **Pros**: In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client. > > **Cons**: If you take a break longer than a few minutes it automatically logs you out and you have to keep on logging back in every time you get busy and come back to it, kind of frustrating. You have to always clear the search bar before searching you cant just type in a specific client or file and just search it. It has its small glitches here and there but it makes up for it buy producing sales > > Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time. Recommend to anyone in Sales ----- ### "Paperless Proposal Review" — 3.0/5 > **Dean** | *21 June 2016* | Recommendation rating: 5.0/10 > > **Pros**: The reporting features are nice. > > **Cons**: It is cumbersome. > > The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what. ----- ### "A Game-Changing Service" — 5.0/5 > **Josh** | *21 June 2016* | Facilities Services | Recommendation rating: 10.0/10 > > **Pros**: The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials. > > **Cons**: There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them). > > Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system. ----- ### "Great Customer Experience" — 5.0/5 > **D'Anna** | *21 June 2016* | Recommendation rating: 9.0/10 > > **Pros**: I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises. > > **Cons**: The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges. > > Our experience with Paperless Proposal has been completely positive. From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team. ----- Page: 1 / 8\ Next: [Next page](https://www.getapp.za.com/software/104549/paperless-proposal?page=2) ## Links - [View on GetApp](https://www.getapp.za.com/software/104549/paperless-proposal) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data