Docusign vs ClientPoint: Which is best for you?

The most useful thing for me is being able to create templates with custom fields (name, date, signature, initials), set up a flow of signers in sequential order and add SMS code authentication.

Limited branding or customisation options made documents feel a bit generic, which is a drawback when sending external-facing materials

I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors.

The dashboard customization options are somewhat limited. While it provides basic personalization features, it doesn't allow for extensive tailoring to specific user preferences or needs.