ClientPoint vs Relayto

Canva

Docusign

PandaDoc

airSlate SignNow

Paperflite

Orangedox

Compare ClientPoint and Relayto 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

Paperflite is a marketing content management platform that enables sales teams to discover, distribute, share and track content with buyers. Paperflite is designed to help marketing and sales teams curate, organize and distribute content with content tracking, sharing, intelligence, and more. From tracking PDF's to videos, Paperflite gives real-time engagement analytics on how the content is being used, accessed, viewed and shared by end-users.

Graphic design and video editing tool for creating and publishing marketing material, presentations, social media content, and a range of printed products, using a drag-and-drop editor and a library of customizable templates.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Check out how RELAYTO can make your documents come to life, relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto

3D Objects

Animation

Asset Lifecycle Management

Audience Engagement

Audio File Management

Behavior Tracking

Content Creation

Content Publishing Options

Data Visualization

Document Classification

Full Text Search

Image Editing

Interactive Content

Media Library

Multi-Channel Campaigns

Personalization

Presentation Streaming

Real-Time Data

Real-Time Notifications

Reporting & Statistics

Reporting/Analytics

Sales Onboarding & Training

Screen Sharing

Search/Filter

SEO Management

Single Sign On

Social Media Integration

Tagging

Template Management

Templates

Text Editing

Third-Party Integrations

Training Management

User Management

Version Control

Video Support

Website Management

WYSIWYG Editor

Relayto

Digital Marketing Specialist

We have been using RELAYTO for most of clients and it has been an amazing tool to create interactive content. The UI of the app is intuitive and does a great job in enhancing the end user experience.

Program Supervisor

This platform has amazing visuals, you can even embed videos, and insert some animations. I also love how I can switch between different ideas while presenting which makes the platform very efficient.

It is such a friendly service with great presentation tools. Compared to making the usual Power points,  I can show my staff and clients  in a more fun and engaging way.

Technical Writer

Helping me organize my documents, bonus with helping me have fresh visual designs. I also use it whenever  I have presentation and NGL it helped me improve giving presentations to audience.

ClientPoint vs Relayto Comparison (2026)

ClientPoint vs Relayto Comparison (2026)

ClientPoint

Relayto

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives