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ClientPoint

Cloud-based document and proposal and tracking software

Last updated: December 2024

ClientPoint - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

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.

For more details about how ClientPoint works and can meet your needs, please click through for a free demo and consultation.

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 from

/user

Per month

Alternatives with better value for money

ClientPoint's key features

Most critical features, based on insights from ClientPoint users:

Electronic Signature

4.7

(9)

Document Review

4.3

(7)

Document Management

4.2

(8)

Customizable Templates

4.3

(7)

Data Import/Export

4.6

(5)

Proposal Generation

4.8

(5)

All ClientPoint features

Features rating:

4.4

(166)

Activity Dashboard

3.5

(2)

Completion Tracking

4.5

(2)

Collaboration Tools

4.3

(3)

Personalization

5.0

(1)

Reporting & Statistics

4.0

(1)

File Sharing

5.0

(1)

Customizable Fields

3.0

(3)

Payment Processing

3.0

(2)

Mobile Access

4.5

(2)

Audit Trail

4.0

(1)

Third-Party Integrations

4.0

(1)

Templates

4.7

(6)

Quotes/Estimates

4.8

(4)

Access Controls/Permissions

4.0

(4)

Purchase Order Management

(0)

Project Management

(0)

Process/Workflow Automation

(0)

Activity Tracking

(0)

Pre-built Templates

(0)

Pipeline Management

(0)

Form Builder

(0)

Forms Automation

(0)

Performance Metrics

(0)

Forms Management

(0)

Performance Management

(0)

Image Library

(0)

Inbox Management

(0)

Order Management

(0)

Online Payments

(0)

Online Booking

(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)

Interaction Tracking

(0)

Metadata Management

(0)

Meeting Management

(0)

Live Chat

(0)

Lead Capture

(0)

Lead Management

(0)

Self Service Tools

(0)

Sell Side (Customers)

(0)

Single Sign On

(0)

Specialty Contracts

(0)

SSL Security

(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 Analytics

(0)

Real-Time Data

(0)

Real-Time Notifications

(0)

Real-Time Reporting

(0)

Real-time Scheduling

(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)

Scheduling

(0)

Screen Sharing

(0)

Search/Filter

(0)

Secure Data Storage

(0)

Business Process Automation

(0)

Buy Side (Suppliers)

(0)

Calendar Management

(0)

Calendar Sync

(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)

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)

Availability Management

(0)

Batch Processing

(0)

Bid Management

(0)

Billing & Invoicing

(0)

Booking Management

(0)

Discussions/Forums

(0)

Document Automation

(0)

Document Generation

(0)

Document Storage

(0)

Drag & Drop

(0)

Electronic Forms

(0)

Electronic Payments

(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)

Content Delivery

(0)

Content Library

(0)

Content Management

4.0

(1)

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)

ClientPoint alternatives

ClientPoint

4.6

(166)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.7

Conga Document Generation

4.4

(109)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.0

Customer Support

4.2

Jotform

4.7

(2.3K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.5

Customer Support

4.4

Outreach

4.4

(298)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.4

Value for Money

4.2

Customer Support

4.1

ClientPoint pricing

Value for money:

4.4

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

ClientPoint integrations (8)

Integrations rated by users

We looked through 166 user reviews, to identify which products are mentioned as ClientPoint integrations, and what is the users perception.

Dynamics 365

Integration rating: 4.0 (1)

“So we can input information into Dynamics, and that auto populates ClientPoint”

Ari Swierk

Sales Manager

Other top integrations

HubSpot Marketing Hub

ClientPoint support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Email/Help Desk

Chat

Knowledge Base

FAQs/Forum

Training options

Webinars

In Person

Documentation

Live Online

ClientPoint reviews

Overall rating

4.6

166

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.01/10

Rating distribution

109

Pros

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

Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success.

Jonathan A.

Cons

It is a little confusing at first as to what to click to download proposal.

James H.

Sales Executive

Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.

Danielle v.

Account Manager

Because it is new technology to a lot of people some of our customers have found difficult viewing it.

Jordan B.

General Manager

Read all reviews