ClientPoint vs HoneyBook

Docusign

HubSpot CRM

PandaDoc

airSlate SignNow

17hats

Dubsado

Compare ClientPoint and HoneyBook based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

signNow is a cloud-based electronic signature solution which enables the capture of legally-binding signatures through any device, with native apps for Android & iOS. The software offers single and multi-party signing with specific signing order, authentication tools, cloud storage integration, and more.

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

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.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Ad hoc Analysis

Alerts/Notifications

Appointment Scheduling

Approval Process Control

Archiving & Retention

Asset Categorization

Asset Library

Asset Sharing

Assignment Management

Audio/Video Recording

Audit Trail

Authentication

Automatic Formatting

Batch Processing

Bid Management

Business Process Automation

Buy Side (Suppliers)

Calendar Management

Campaign Analytics

Campaign Management

Chat/Messaging

Checklists

Churn Management

Client Database

Client Management

Client Portal

Client Tracking

CMS Integration

Collaboration Tools

Commenting/Notes

Communication Management

Completion Tracking

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 Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Integration

Data Management

Data Security

Digital Signature

Discussions/Forums

Document Automation

Document Generation

Document Management

Document Review

Document Storage

Drag & Drop

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

Image Library

Inbox Management

Interaction Tracking

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

ClientPoint

Web-based

Adminstrative Assistant 

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.

Regional Director

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.

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.

Marketing Project Manager

From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.

Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business.

HR/Business Operations Specialist

Very user friendly!!! Paperless proposal was able to customize the program to what works best for us. Which in turn helped me utilize the program more effectively and efficiently.

Proposal Development Coordinator

Pros: Ease of use is great, very organized, customer service is OUTSTANDING.

security / sales

Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. They are pretty decent at fixing issues pretty quick.

Producer Development Coordinator

I like the Paperless Proposal software the most regarding its ease of convenience when sending a lot of info to a prospect quickly.

It's easy to use and looks great. If we ever have questions, we always get a quick, friendly response.

Sr Vice President

It integrates perfectly with CRM software like Salesforce.

Vice President Sales and Marketing

Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.

Sales Executive

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

Account Manager 

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

Vice President

I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal.

General Manager

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

Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.

Customer Service Rep

There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user.

ClientPoint screenshot: ClientPoint upload documents

ClientPoint screenshot: ClientPoint scheduling

ClientPoint screenshot: ClientPoint proposals

ClientPoint screenshot: ClientPoint dashboard

Large Enterprises

Mid Size Business

Small Business

17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

Dubsado is a platform that lets businesses customize reusable form templates for several contracts, lead capture forms, questionnaires, and proposals with unique branding. It also lets users create invoice templates with payment plans and keep track of every dollar earned or spent.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

ClientPoint vs HoneyBook Comparison (2026)

ClientPoint

HoneyBook

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives