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Proposify vs ClientPoint Comparison (2026)
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Good recommendations?
Proposify
5
189
4
74
3
21
2
5
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ClientPoint
5
109
4
47
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.
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.
- 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
4.4
299
5
4
3
2
1
189
74
21
5
10
- Value for money
- Ease of use
- Features
- Customer support
4.6
167
5
4
3
2
1
109
47
9
1
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Elon E.
Project Finance
Elon E.
Project Finance
Mohamed F.
eng
Pros
Patty Y.
COO
Robin M.
Director of IT and Software Architect
Candice B.
Business Development
Cons
Kelly F.
Executive Administrator
Ryan G.
Owner
Julie V.
General Manager
Cons
Craig B.
Chief Operating Officer
Craig B.
Chief Operating Officer
Sarah D.
Business Development Coordinator
- Vendor responds to reviews
- Last review6 months ago
- Vendor responds to reviews
- Last review5 months ago
Key features
- Total features69
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- 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)
- 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 Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Tracking
- 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
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discount Management
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- 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
- Forecasting
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Knowledge Base Management
- 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
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Configurator
- Progress Tracking
- Project Management
- Projections
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Planning
- Sales Trend Analysis
- 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
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Automation
- Workflow Management
- Total features155
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- 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)
- 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 Tools
- Commenting/Notes
- Communication Management
- Completion Tracking
- Compliance Tracking
- 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
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Digital Signature
- Discount Management
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- 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
- Forecasting
- Form Builder
- Forms Automation
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Knowledge Base Management
- 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
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Configurator
- Progress Tracking
- Project Management
- Projections
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Role-Based Permissions
- Sales Onboarding & Training
- Sales Planning
- Sales Trend Analysis
- 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
- Version Control
- Video Conferencing
- Video Management
- Video Support
- Visual Analytics
- Workflow Automation
- Workflow Management
Integrations
- Total integrations44
- ActiveCampaign
- Agile CRM
- Airtable
- Asana
- Aspire
- Basecamp
- Caterease
- Close
- Copper
- Docusign
- Drift
- Dropbox
- FreshBooks
- Gmail
- Gong
- Google Drive
- Gravity Forms
- Harvest
- Highrise
- HubSpot CRM
- HubSpot Marketing Hub
- Keap
- MYOB Business
- Microsoft 365
- Microsoft Teams
- NetSuite
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online Advanced
- RightSignature
- Salesflare
- Salesforce Platform
- Sertifi
- Slack
- Spiro
- Streak
- Stripe
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zoho Books
- Zoho CRM
- monday AI Work Platform
- noCRM
- Total integrations13
- ActiveCampaign
- Agile CRM
- Airtable
- Asana
- Aspire
- Basecamp
- Caterease
- Close
- Copper
- Docusign
- Drift
- Dropbox
- FreshBooks
- Gmail
- Gong
- Google Drive
- Gravity Forms
- Harvest
- Highrise
- HubSpot CRM
- HubSpot Marketing Hub
- Keap
- MYOB Business
- Microsoft 365
- Microsoft Teams
- NetSuite
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online Advanced
- RightSignature
- Salesflare
- Salesforce Platform
- Sertifi
- Slack
- Spiro
- Streak
- Stripe
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zoho Books
- Zoho CRM
- monday AI Work Platform
- noCRM
