Also, when you send a client a document, it goes into their account and I have no access to their account.

Sending and receiving secure email is very important. I have confidence in using Encyro.

This is an affordable and effective way to send and receive secure emails and documents.

Also, how the signature function is built in is great for me being a tax practice.

They seem responsive with any issues and do look to improve services over time.

I cannot think of anything i dont like about this software as ive been a user for years now.

When it comes to encryption user interfaces, this is as good as it gets.

I have to simply send another document with a note that the previous one is in error, and they can delete it themselves if they so choose.

My customers find it easy to reply. It is a cost effective way to help me in u business.

The organization or the files and folders  on the website is hard to use.

Customer support is very responsive, and they take into account all of my suggestions for improving the system.

The ease of use, the ease of setting up. Access to support whenever needed.

To be able to offer this service to my clients is what I've wanted for years, and one that is especially user friendly as many of my clients are elderly and somewhat technologically challenged.

I love the feeling that clients information are secured. They feel the same also.

ENCYRO is the cost efficient for secure document sharing and collecting KBA signatures.

Encyro allows secure transmission of sensitive documents and allows esigning. Overall Encyro has been an excellent and simple program to use.

Simplicity and ease of use...Was up and running in minutes.

Very easy to get up and running and with plugins for the major email software it's pretty much set-and-forget.

I have had these e-mails get caught in a client's spam filter before. Customer Service gave me quick, simple instructions to pass along to them, though.

After that experience, I moved my entire company over to Encyro and dumped the other 2 programs I was using that gave me less functionality then Encyro along.

No many features available. If you can add appointment schedule for example.

If I send a document that needs to be corrected or is in error, I have no access to their account to delete it or do any housekeeping.

I have used this software for over a year and am very pleased with it.

Price and ease of use are great. Customer service is very responsive.

I love how clients are easily able to upload files without having to create an account. How this is secure and I am able to also securely send.

Easy of using the product, great customer support and great results from potential clients.

Super flexible in regards to the docs you want to add. Super easy to use and train someone on how to use it as well.

It integrates perfectly with CRM software like Salesforce.

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.

Since we have started using Paperless Proposal it has saved us a lot of time and money.

We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker.

I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.

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.

Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.

The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent,  I would highly recommend this tool.

I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.

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

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

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.

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional.

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

The software is a bit difficult to maneuver and clunky.

A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper.

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.

ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day.

It's also nice you can have other people review a draft before you send it out to clients, all with no printing.

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature.

I hope no one else in my industry buys this so I can use it to kick there ass.

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways.

The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.

Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company.

US Dollar

Encyro makes secure document sharing and encrypted email easy for accountants, financial advisers, insurance firms, physicians, lawyers, benefits services, loan officers, real estate services, non-profits, and professional firms. There is no need to invite clients to sign up. Simply send encrypted email and attachments to any email address. Clients do not need a password. Comply with regulations and stay secure. Shared files auto-organize into client folders. 

Encyro also provides electronic signatures with specialized support for remote e-signing transactions. You can add custom branding in e-sign email notifications and on the e-sign webpage. All signing parties get free tamper verification and access to audit trails. Save time with re-usable templates that work with changing files, automated reminders, secure and configurable login options, and signature types. 

For extra security you may require signers to get an access code by SMS/text. You simply enter their mobile phone number for each signer and Encyro generates and sends the code with entropy and expiry specifications per NIST 800-63-3 Digital Identity Guidelines.  

Signers without touch screens may scan a QR code with their phone and draw their signature on the phone screen while reviewing the document on a computer.

All data is backed up with encryption at two distant data centers to protect against major events.

Encyro also provides free Outlook and Gmail addons.

Encyro's technology is built from the ground up for security, ease of use, and high performance. Build your business on the latest cloud platforms and software engineering advances with Encyro.

Start taking advantage of Encyro's award winning platform with a free trial (no credit card required) or just use the free-forever plan.

LongDescription

File Management

Document Templates

Messaging

User Management

Status Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Digital Signature

SSL Security

Policy Management

Electronic Signature

Secure Login

Scheduled/Automated Reports

Customizable Fields

Collaboration Tools

Template Management

Mobile Signature Capture

Email Tracking

Event Logs

Contact Management

Audit Trail

Security Auditing

Mobile Access

Data Security

Two-Factor Authentication

Encryption

Role-Based Permissions

Real-Time Notifications

Email Reminders

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reminders

Authentication

Customizable Templates

Customizable Branding

Email Attachment Protection

Automatic Backup

Reporting/Analytics

Drag & Drop

Secure Data Storage

Task Progress Tracking

Third-Party Integrations

Microsoft Outlook Integration

Document Management

Search/Filter

Threat Protection

Unlimited free clients. You only pay for yourself and optionally, staff. Pay yearly to save up to 33%.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

Encyro

Documentation

Videos

ClientPoint (formerly Paperless Proposal)is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding.


ClientPoint enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard.


Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.


Paperless Proposal offers integration with Salesforce, Microsoft Dynamics, NetSuite, Sertify, RightSignature and DocuSign.



Real-Time Analytics

Content Delivery

Customizable Reports

Proposal Generation

Templates

Pipeline Management

Communication Management

Interactive Content

Document Analytics

Churn Management

Content Library

Data Import/Export

Version Control

Content Management

Lead Management

Requirements Management

Bid Management

Proposal Management

Client Portal

Workflow Management

Video Support

Knowledge Base Management

Time & Expense Tracking

Community Management

Conversion Tracking

Sales Onboarding & Training

Feedback Management

Quotes/Estimates

Team Collaboration

Archiving & Retention

Live Chat

RFP Creation

Single Sign On

Forms Management

Email Management

Reporting & Statistics

Commenting/Notes

Engagement Tracking

Purchase Order Management

Electronic Payments

Personalization

Meeting Management

Payment Processing

Performance Management

Rescheduling

Financial Management

Pre-built Templates

Order Management

Client Database

Invoice Management

Project Management

Brainstorming

Customer Database

Specialty Contracts

Asset Sharing

Calendar Management

Client Tracking

Scheduling

File Transfer

Customer Experience Management

Self Service Tools

Booking Management

Email Marketing

Completion Tracking

Online Payments

Sales Reports

On-Demand Communications

First user $95/month.  Additional users as low as $35/month depending upon company needs.

Encyro vs ClientPoint

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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