--- description: Review of ClientPoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClientPoint | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Collaboration Software](/directory/4138/collaboration/software) > [ClientPoint](/software/39167/paperless-proposal) # ClientPoint Canonical: https://www.softwareadvice.ie/software/39167/paperless-proposal Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.ie/software/39167/paperless-proposal?page=2) > ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost all industries. Key features include document and proposal creation, tracking and analytics tools, CRM, ERP, BI integration, emailing, secure business relationship workspaces (including messaging, video chat, scheduling appointments, sharing content, e-signature service), payment integration and customized branding. ClientPoint enables users to create custom documents and proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard. Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close. ClientPoint offers integration with Salesforce, Hubspot, Microsoft Dynamics, NetSuite, Sertify, RightSignature, DocuSign and much more. > > Verdict: Rated **4.6/5** by 166 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 166 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.4/5 | 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 Categorisation - 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 - [Collaboration Software](https://www.softwareadvice.ie/directory/4138/collaboration/software) ## Related Categories - [Collaboration Software](https://www.softwareadvice.ie/directory/4138/collaboration/software) - [Proposal Management Software](https://www.softwareadvice.ie/directory/4252/proposal-management/software) - [Document Generation Software](https://www.softwareadvice.ie/directory/4300/document-generation/software) - [RFP Software](https://www.softwareadvice.ie/directory/4510/rfp/software) - [Content Marketing Software](https://www.softwareadvice.ie/directory/1839/content/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.ie/software/367901/docusign) — 4.7/5 (9267 reviews) 2. [PandaDoc](https://www.softwareadvice.ie/software/144409/pandadoc) — 4.5/5 (1243 reviews) 3. [Prospero](https://www.softwareadvice.ie/software/224785/prospero) — 4.8/5 (132 reviews) 4. [HoneyBook](https://www.softwareadvice.ie/software/365179/honeybook) — 4.7/5 (678 reviews) 5. [Responsive](https://www.softwareadvice.ie/software/425174/Responsive) — 4.6/5 (172 reviews) ## Reviews ### "Client Point CRM" — 5.0/5 > **Carol** | *3 October 2018* | Facilities Services | Recommendation rating: 10.0/10 > > **Pros**: Client Point..formerly Paperless Proposal has introduced a CRM add on to the proposal program. This makes it easy to add proposals directly from the CRM with out retyping everything. It also shows the calls, leads, and pipeline data as well as the deals closed. Very neat and easy to use. > > **Cons**: I would like the cover page prompt to be the first item to fill out when doing the proposal because sometimes we forget to do it and the proposal goes out with out a cover page. > > Client Point has been flexible with allowing us to add the fields we need. ----- ### "Great experience, long time user" — 5.0/5 > **Joseph** | *1 September 2024* | Real Estate | Recommendation rating: 5.0/10 > > **Pros**: Really speeds up the proposal generating process and gives clients a central directory for documentation > > **Cons**: Takes a collaborative effort on implementation, but once your templates are up and running, it’s a fast and easy process to create more proposals. > > Very easy to use, don’t know what we would do without it\! ----- ### "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. ----- ### "easy to upload customized documents for proposals" — 4.0/5 > **Ryan** | *26 June 2017* | Facilities Services | Recommendation rating: 10.0/10 > > **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. ----- ### "Automate your client communication and reporting processes easily\!" — 5.0/5 > **Verified Reviewer** | *12 February 2023* | Environmental Services | Recommendation rating: 9.0/10 > > **Pros**: ClientPoint automates many manual tasks, such as client reporting and follow-ups, which saves time and reduces the risk of errors. > > **Cons**: While ClientPoint integrates with some other tools and platforms, it may not be as well-integrated as some businesses would like. > > ClientPoint is user-friendly and intuitive, making it easy for businesses like ours to manage client communication and reporting processes. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.ie/software/39167/paperless-proposal?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/39167/paperless-proposal) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data