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ClientPoint

Cloud-based document and proposal and tracking software.

Table of Contents

ClientPoint - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: December 2025

ClientPoint overview

What is ClientPoint?

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 & marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

Businesses can create customizable templates and then to use them multiple times for generating similar documents and proposals. The solution also allows sales teams to personalize them according to their client’s specific requirements. ClientPoint seamlessly integrates with Salesforce.com, Microsoft Dynamics, NetSuite CRM etc, for importing client’s details within proposal and maintaining a central client database for all applications.

A One Pass Template brings together form and tree, subforms, snippets and fragments to provide a powerhouse of features for a top document generation engine. Combined with template automation using delete conditions controlling files inclusions and exclusions and you have a One Pass template.

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.

Key benefits of using 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.

Starting price

83flat rate /
per month

Alternatives

with better value for money

Pros & Cons

Sales

Training and Learning Curve

Customization

Performance and Speed

Integrations

ClientPoint’s user interface

Ease of use rating:

4.6

(166)

ClientPoint pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(56)

5(109)

What do users say about ClientPoint?

The turnaround time on feature request through the sales process was amazing.

Select to learn more

Who uses ClientPoint?

Based on 166 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Facilities Services

Security and Investigations

Environmental Services

Consumer Services

Others

Use cases

Proposal Management

Contract Management

Sales Enablement

Digital Signature

Customer Engagement

ClientPoint's key features

Most critical features, based on insights from ClientPoint users:

Electronic signature

4.7

(9)

Document management

4.3

(8)

Document review

4.3

(7)

Customizable templates

4.3

(7)

Proposal generation

4.8

(5)

Templates

4.7

(6)

All ClientPoint features

Features rating:

4.4

(166)

Activity dashboard

3.5

(2)

Content management

4.5

(2)

Personalization

5.0

(2)

Completion tracking

4.5

(2)

Reporting & statistics

4.0

(1)

Collaboration tools

4.5

(4)

File sharing

5.0

(1)

Customizable fields

3.0

(3)

Payment processing

3.0

(2)

Third-Party integrations

4.0

(1)

Mobile access

4.7

(3)

Audit trail

4.0

(1)

Data import/export

4.6

(5)

Quotes/Estimates

4.8

(4)

Access controls/permissions

4.0

(4)

Meeting management

5.0

(1)

Purchase order management

(0)

Project management

(0)

Activity tracking

(0)

Process/Workflow automation

(0)

Pre-built templates

(0)

Pipeline management

(0)

Forms automation

(0)

Forms management

(0)

Performance metrics

(0)

Image library

(0)

Inbox management

(0)

Interaction tracking

(0)

Performance management

(0)

Lead capture

(0)

Order management

(0)

Lead management

(0)

Opportunity management

(0)

Online payments

(0)

Onboarding

(0)

On-Demand communications

(0)

Multiple output formats

(0)

Multiple format support

(0)

Multi-Party signing

4.5

(2)

Multi-Language

(0)

Mobile signature capture

(0)

Mobile app

(0)

Live chat

(0)

Metadata management

(0)

Real-Time analytics

(0)

Self Service Tools

(0)

Sell side (customers)

(0)

Single sign on

(0)

Specialty contracts

(0)

Status tracking

(0)

Tagging

(0)

Team collaboration

3.0

(1)

Template management

(0)

Time & expense tracking

(0)

Trend analysis

(0)

User management

(0)

Version control

2.0

(1)

Video conferencing

(0)

Video management

(0)

Video support

(0)

Visual analytics

(0)

Workflow management

(0)

Real-Time data

(0)

Real-Time notifications

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Reminders

1.0

(1)

Renewal management

(0)

Reporting/Analytics

(0)

Requirements management

(0)

RFP creation

(0)

RFP management

(0)

Role-Based permissions

(0)

Sales onboarding & training

(0)

Sales planning

(0)

Scheduling

(0)

Screen sharing

(0)

Search/Filter

(0)

Secure data storage

(0)

Calendar management

(0)

Campaign analytics

(0)

Campaign management

(0)

Chat/Messaging

(0)

Checklists

(0)

Churn management

(0)

Client database

(0)

Client management

(0)

Client portal

(0)

Client tracking

(0)

CMS integration

(0)

Commenting/Notes

(0)

Communication management

(0)

Contact database

(0)

Contact management

(0)

Content delivery

(0)

Content library

(0)

Ad hoc Analysis

(0)

Alerts/Notifications

1.0

(1)

API

1.0

(1)

Appointment scheduling

(0)

Approval process control

1.0

(1)

Archiving & retention

(0)

Asset categorization

(0)

Asset library

(0)

Asset sharing

(0)

Assignment management

(0)

Audio/Video recording

(0)

Authentication

(0)

Automatic formatting

(0)

Batch processing

(0)

Bid management

(0)

Business process automation

(0)

Buy side (suppliers)

(0)

Content sharing

(0)

Document automation

(0)

Document generation

(0)

Document storage

(0)

Drag & drop

(0)

Electronic forms

(0)

Email management

(0)

Email marketing

(0)

Engagement tracking

(0)

Event triggered actions

(0)

Feedback management

(0)

File conversion

(0)

File management

(0)

File transfer

(0)

Filtering

(0)

Financial management

(0)

For sales teams/organizations

(0)

Form builder

(0)

Contract drafting

(0)

Contract/License management

(0)

Conversion tracking

(0)

CRM

(0)

Customer database

(0)

Customer engagement

(0)

Customer experience management

(0)

Customer portal

(0)

Customizable branding

4.0

(1)

Customizable forms

(0)

Customizable reports

(0)

Dashboard

(0)

Data integration

(0)

Data management

(0)

Data security

4.5

(2)

Digital signature

(0)

Discussions/Forums

(0)

ClientPoint alternatives

ClientPoint

4.6

(166)

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.7

Docusign

4.7

(9.2K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

HoneyBook

4.7

(674)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

PandaDoc

4.5

(1.2K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

ClientPoint pricing

Value for money rating:

4.4

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Free

0.00

Features included:

Custom Profiles
QR Codes
Chat Tools
Group Management
Video Meetings
Calendaring
Document Sharing
90 Days Message History

Sales Accelerator

Per month

Features included:

Generate Proposals
Marketing Management
eSignature
Dashboards and Reports
Video Marketing
Sales Tools
Priority Support
CRM Integration

Enterprise Essentials

333

Per month

Features included:

Document Automation
Customer Portals
Content Library
Live Dashboard
Automated Notifications
Calendar Scheduling
SOC 2 Type 2
GDPR Compliant

Enterprise Solutions

No pricing info

Features included:

Engagement Analytics
Enterprise Integrations
Digital Asset Management
Role Base Access Control
International Language Suport
API
Onboarding and Training
Automation

User opinions about ClientPoint price and value

Value for money rating:

4.4

(166)

To see what individual users think of ClientPoint's price and value, check out the review snippets below.

“It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.”

Mercedes S.

Adminstrative Assistant

“On top of that, Glen and Laurence from Paperless are great to work with and they are constantly improving the product and adding new functions.”

Greg D.

Regional Director