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PandaDoc vs ClientPoint Comparison (2026)
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Good recommendations?
PandaDoc
4.5
(1.2K)5
799
4
349
3
77
2
17
1
18
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ClientPoint
4.6
(167)5
109
4
47
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Save time and reduce errors during your contract management process with PandaDoc.
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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
1.2K
5
4
3
2
1
799
349
77
17
18
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.6
167
5
4
3
2
1
109
47
9
1
1
- Value for money
- Ease of use
- Features
- Customer support
85%
would recommend this appPros
“I also appreciate the customizable templates, electronic signature feature, and real-time notifications that show when clients view or sign documents.”
RR
Rebecca R.
Production manager
“PandaDoc has an user friendly interface that make it easy to create ,edit and sign both contracts and documents .Offer customizable templates that allow us to tailor document creation process to match on a specific need .Safe cloud storage and automatic reminders.”
EB
Erick B.
Director of Design and Research
“PandaDoc is a handy product that allows us to have electronically signed contracts we used for contract work as well as submitting to financial institutions for lending purposes.”
EY
Emily Y.
Bookkeeper
Pros
“The ability to find solutions for most of our business's challenges and turn them into operational efficiencies.”
PY
Patty Y.
COO
“The turnaround time on feature request through the sales process was amazing.”
RM
Robin M.
Director of IT and Software Architect
“The "Save" and the "Save and Continue" buttons.”
CB
Candice B.
Business Development
Cons
“PandaDocs removed a key feature that is essential in our business without any warning, which now creates additional time and effort to reenter all the same information that PandaDocs ALREADY has in it's system. ”
GT
GRANT T.
President
“Additionally, some useful features are only available in higher-priced plans, which may not be ideal for smaller businesses or teams.”
RR
Rebecca R.
Production manager
“Sometimes pandaDoc can be hard to synchronize documents or it has trouble loading them.”
PW
Pat W.
Sales administrator
Cons
“Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle.”
Craig B.
Chief Operating Officer
“I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else.”
Craig B.
Chief Operating Officer
“Also the site often "spins" and freezes.”
SD
Sarah D.
Business Development Coordinator
- Vendor responds to reviews
- Last review24 days ago
- Vendor responds to reviews
- Last review5 months ago
Key features
- Total features141
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Batch Processing
- Bid Management
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- CRM Integration
- Calendar Management
- Campaign Analytics
- Campaign Management
- Catalog Management
- Chat/Messaging
- Checklists
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Contract Drafting
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discount Management
- Discussions/Forums
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For AEC Industry
- For Sales Teams/Organizations
- Forecasting
- Form Builder
- Forms Automation
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Image Library
- Inbox Management
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Invoicing
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Onboarding & Training
- Sales Planning
- Sales Trend Analysis
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Trend Analysis
- User Management
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features155
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Batch Processing
- Bid Management
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CMS Integration
- CRM
- CRM Integration
- Calendar Management
- Campaign Analytics
- Campaign Management
- Catalog Management
- Chat/Messaging
- Checklists
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Contract Drafting
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer Portal
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discount Management
- Discussions/Forums
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For AEC Industry
- For Sales Teams/Organizations
- Forecasting
- Form Builder
- Forms Automation
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Image Library
- Inbox Management
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Invoicing
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Onboarding & Training
- Sales Planning
- Sales Trend Analysis
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Trend Analysis
- User Management
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations47
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Caterease
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Google Workspace
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- MYOB Business
- Microsoft 365
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- RightSignature
- Sage CRM
- Salesforce Platform
- Sertifi
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zendesk AI
- Zendesk Sell
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
- Total integrations13
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Caterease
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Google Workspace
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- MYOB Business
- Microsoft 365
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- RightSignature
- Sage CRM
- Salesforce Platform
- Sertifi
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zendesk AI
- Zendesk Sell
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
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