ClientPoint

Cloud-based proposal presentation and tracking software

4,6 /5 (153 reviews) Write a Review!

ClientPoint Overview

What is 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.

ClientPoint Overview

Pricing

Starting from
US$65,00/month

Pricing options

Free Trial
Subscription
Value for money

Minimum 3 users for $195 ($65 each)


ClientPoint Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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

ClientPoint Reviews

ClientPoint Reviews

Overall rating
4,6
/
5
Excellent
102

Very good
41

Average
9

Poor
1

Terrible
0

Value for Money
4,3
Features
4,4
Ease of Use
4,5
Customer Support
4,7
93% recommended this app
Jay M.

ClientPoint > PandaDoc

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


Cathleen S.

Everyone that does sales should use this awesome software

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.


Tom D.

Good and Bad

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


Josh C.

A Game-Changing Service

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.


Ryan L.

easy to upload customized documents for proposals


Jay M.
Industry: Marketing & Advertising
Company size: 2-10 Employees

ClientPoint > PandaDoc

Used Daily for 1-5 months
Reviewed on 2019/11/20
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Cathleen S.

Everyone that does sales should use this awesome software

Used Daily for 2+ years
Reviewed on 2018/04/07
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tom D.
Company size: 51-200 Employees

Good and Bad

Used Daily for 2+ years
Reviewed on 2016/06/21
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Josh C.
Industry: Facilities Services
Company size: 10 000+ Employees

A Game-Changing Service

Used Daily for 2+ years
Reviewed on 2016/06/21
Review Source: Capterra

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.

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).

Response from Paperless Proposal

Josh,

Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless.

Thanks,
Rahat

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ryan L.
Industry: Facilities Services
Company size: 5 001-10 000 Employees

easy to upload customized documents for proposals

Used Daily for 2+ years
Reviewed on 2017/06/26
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 153 user ratings
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ClientPoint Pricing

ClientPoint Pricing

Starting from
US$65,00/month
Free Trial
Subscription
Value for money

Minimum 3 users for $195 ($65 each)

Minimum 3 users for $195 ($65 each)

Value for Money
4,3/5
Based on 153 user ratings
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ClientPoint Features

ClientPoint Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,4/5
Based on 153 user ratings
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Categories

Additional information for ClientPoint

Additional information for ClientPoint

Key features of ClientPoint

  • API
  • CRM integration
  • Content repository
  • Customize templates
  • Customized quotations
  • Dashboard
  • Flexible pricing rate
  • Generate customized reports
  • Interactive client portal
  • Notifications
  • Pricing tools
  • Proposal lifecycle management
  • Proposal management
  • Third party integration
  • Track time spent on proposals
  • Tracking Analytics
  • Version control
  • Video and Multi-Media Integration
  • eSignatures

Benefits

• 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.

ClientPoint FAQs

ClientPoint FAQs

Below are some frequently asked questions for ClientPoint.

Q. What type of pricing plans does ClientPoint offer?

ClientPoint offers the following pricing plans:

Starting from: US$65,00/month

Pricing model: Subscription

Free Trial: Not Available

Minimum 3 users for $195 ($65 each)

Q. What are the main features of ClientPoint?

ClientPoint offers the following features:

  • API
  • CRM integration
  • Content repository
  • Customize templates
  • Customized quotations
  • Dashboard
  • Flexible pricing rate
  • Generate customized reports
  • Interactive client portal
  • Notifications
  • Pricing tools
  • Proposal lifecycle management
  • Proposal management
  • Third party integration
  • Track time spent on proposals
  • Tracking Analytics
  • Version control
  • Video and Multi-Media Integration
  • eSignatures

Q. Who are the typical users of ClientPoint?

ClientPoint has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does ClientPoint support?

ClientPoint supports the following languages:

English

Q. What type of pricing plans does ClientPoint offer?

ClientPoint has the following pricing plans:

Subscription

Q. Does ClientPoint support mobile devices?

We do not have any information about what devices ClientPoint supports

Q. What other apps does ClientPoint integrate with?

ClientPoint integrates with the following applications:

Caterease Connect, HubSpot CRM, HubSpot CRM, HubSpot Marketing Hub, NetSuite, Salesforce App Cloud, Zendesk Sell, Zoho CRM

Q. What level of support does ClientPoint offer?

ClientPoint offers the following support options:

Phone Support, Online Support