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ClientPoint vs RocketDocs Comparison (2026)
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Good recommendations?
ClientPoint
5
109
4
47
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
RocketDocs
5
24
4
33
3
9
2
2
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
Sales Enablement, RFPs, RFIs, DDQs, Mobile Sales Engine, Proposal Software
- 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
4.6
167
5
4
3
2
1
109
47
9
1
1
- Value for money
- Ease of use
- Features
- Customer support
4.1
69
5
4
3
2
1
24
33
9
2
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Patty Y.
COO
Robin M.
Director of IT and Software Architect
Candice B.
Business Development
Pros
Don D.
Service Delivery Analyst
Sarah C.
RFP writer
Sarah C.
RFP writer
Cons
Craig B.
Chief Operating Officer
Craig B.
Chief Operating Officer
Sarah D.
Business Development Coordinator
Cons
Sarah C.
RFP writer
- Vendor responds to reviews
- Last review5 months ago
- Vendor responds to reviews
- Last review6 years ago
Key features
- Total features155
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Archiving & Retention
- Assembly and Approval Workflows
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Management
- Audit Trail
- Authentication
- Automatic Formatting
- Batch Processing
- Bid Management
- 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
- Collaboration Tools
- Collaborative Creation
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Management
- 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
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Builder Interface
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Forms
- Electronic Signature
- Email Management
- Email Marketing
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- Form Builder
- Forms Automation
- Forms Management
- Generative AI
- Image Library
- Inbox Management
- Interaction Tracking
- Knowledge Base
- Knowledge Base Management
- Knowledge Library
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Progress Tracking
- Project Management
- Proposal Generation
- Purchase Order Management
- Questions Library
- Quotes/Estimates
- RFP Creation
- RFP Management
- RFP Responding
- RFX
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Review
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Planning
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Trend Analysis
- User Management
- User, Role, and Access Management
- Vendor Management
- Version Control
- Versioning
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Automation
- Workflow Management
- Total features65
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Archiving & Retention
- Assembly and Approval Workflows
- Asset Categorization
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Management
- Audit Trail
- Authentication
- Automatic Formatting
- Batch Processing
- Bid Management
- 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
- Collaboration Tools
- Collaborative Creation
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Management
- 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
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Builder Interface
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Forms
- Electronic Signature
- Email Management
- Email Marketing
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Filtering
- Financial Management
- For Sales Teams/Organizations
- Form Builder
- Forms Automation
- Forms Management
- Generative AI
- Image Library
- Inbox Management
- Interaction Tracking
- Knowledge Base
- Knowledge Base Management
- Knowledge Library
- Lead Capture
- Lead Management
- Live Chat
- Meeting Management
- Metadata Management
- Mobile Access
- Mobile App
- Mobile Signature Capture
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- On-Demand Communications
- Onboarding
- Online Payments
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pre-built Templates
- Progress Tracking
- Project Management
- Proposal Generation
- Purchase Order Management
- Questions Library
- Quotes/Estimates
- RFP Creation
- RFP Management
- RFP Responding
- RFX
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Review
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Planning
- Scheduling
- Screen Sharing
- Search/Filter
- Secure Data Storage
- Self Service Tools
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Trend Analysis
- User Management
- User, Role, and Access Management
- Vendor Management
- Version Control
- Versioning
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Automation
- Workflow Management
Integrations
- Total integrations12
- Caterease
- Docusign
- HubSpot CRM
- HubSpot Marketing Hub
- MYOB
- Microsoft 365
- Microsoft Excel
- Microsoft Word
- NetSuite
- Pipedrive
- RightSignature
- Salesforce Platform
- Salesforce Sales Cloud
- Sertifi
- Zoho CRM
- Total integrations4
- Caterease
- Docusign
- HubSpot CRM
- HubSpot Marketing Hub
- MYOB
- Microsoft 365
- Microsoft Excel
- Microsoft Word
- NetSuite
- Pipedrive
- RightSignature
- Salesforce Platform
- Salesforce Sales Cloud
- Sertifi
- Zoho CRM
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