About Paperless Proposal

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.


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113 Reviews of Paperless Proposal

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November 2019

User Profile Picture

Jay from Kyber Digital

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

ClientPoint > PandaDoc

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

Pros

The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on.

Cons

While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else

Response from ClientPoint

Replied November 2019

Hi Jay, we're so happy that you are delighted with ClientPoint. We recognize that each of our clients is unique and we find it best to take a more hands-on approach. We also appreciate your feedback and will share this with our product team as we continue to innovate.

April 2018

cathleen from california protective services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Everyone that does sales should use this awesome software

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Pros

Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Cons

Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Response from Paperless Proposal

Replied April 2018

Hi Cathleen, Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well. Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

June 2016

Tom from U S PEST PROTECTION, INC

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

5.0

June 2016

Good and Bad

Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

Pros

Keeping track of proposals/ easy to organize/ finding old proposals

Cons

Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page

Response from Paperless Proposal

Replied June 2016

Tom, Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore. Thanks, Rahat

June 2016

Josh from Marsden Services

Company Size: 10,000+ employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

A Game-Changing Service

Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.

Pros

The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.

Cons

There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).

Response from Paperless Proposal

Replied June 2016

Josh, Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless. Thanks, Rahat

June 2017

Ryan from Marsden Northwest

Company Size: 5,001-10,000 employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

June 2017

easy to upload customized documents for proposals

Pros

notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal

Cons

can be a little slow in uploading, but not often. would like the proposal review to be more of an overall shot, like a map and maybe some animation effects for the proposal.

March 2018

User Profile Picture

Zack from Guardian Alarm Systems

Verified Reviewer

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Makes producing Quotes on the go simple and easy. The quickest proposal I have ever created.

Pros

The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my competition, I can send my proposal before leaving the customers parking lot. Support (when needed) is always quick and easy.

Cons

Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis.

February 2020

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

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

Me and my sales reps now have more time in our day to focus on generating revenue being that we have four to six extra hours that was previously spend on sales proposals.

Pros

I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal. Before ClientPoint me and my team were allocating four to six hours to produce a sales proposal and now we leverage the software to produce proposals in barely ten minutes!

Cons

As a result of ClientPoint being so impactful and enabling, the stakeholders more times than not are reaching out to the sales team about ClientPoint. It is so amazing that it actually shifts their focus away from our teams' initiative of selling and produces curiosity as to what proposal system we are using.

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

November 2018

Simplifies Proposals

My experience has been positive from inception. The CP team is very helpful. Customer service is ON POINT!

Pros

Client Point, formerly Paperless Proposal, allows you to create well well designed proposals in minutes.

Cons

You must ensure that alllll of the data you may need for a proposal is uploaded. Either that or upload each page individually.

January 2018

Federico from Par Doble

Verified Reviewer

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

5.0

Functionality

5.0

January 2018

See who's opened your proposal and what they've seen

Pros

I hate writing proposals. Absolutely hate it. Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand. The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't. This helps me follow up with them and understand what makes them buy or not.

Cons

I'd like to see improvements in the way you search for docs in the media library. Could be way simpler and faster.

June 2018

User Profile Picture

Timothy from Dematic

Verified Reviewer

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

June 2018

I used this to send proposals to clients

great tool for professionals

Pros

I love that my administrator and my boss can review the proposals before the final is sent to the customer

Cons

No cons about this product. i have not had a bad experience or used a better similar products or service.

June 2016

D'Anna from Nth Degree

Company Size: 201-500 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

Great Customer Experience

Our experience with Paperless Proposal has been completely positive. 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. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.

Pros

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. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises.

Cons

The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.

Response from Paperless Proposal

Replied June 2016

D'Anna, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

June 2017

Barbara from Securitas Security Services USA, Inc.

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2017

I am a proposal writer for a large security company and use Paperless on a daily basis.

it allows for our products to be uniform across our large footprint.

Pros

I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage.

Cons

I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info..

Response from Paperless Proposal

Replied July 2017

Barbara thanks for your review. Our CTO, Zeb Evans will reach out directly to you to address your concern.

March 2018

brandon from Chief Protective Services Inc.

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

My pros and cons of using Paperless Proposal

I would recommend this software to any person or private business that is still in the growing stages and trying to build clients. You have access from any device no matter where you are, every thing is done electronically without much effort. You get notified emails every time someone opens your email so that you know its getting read.

Pros

I love how this software enables all relevant persons to stay update with potential clients information and everyone can have access to add notes or change proposal information. I can use this on any device I use it on my cell and lab top as well and I never have any problems. 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. You can send email proposals, no more paper proposals, good for the trees less paper being used.

Cons

The old version I believe was way better than the newer version they just recently updated to. We had just got used to using the original software than when they changed it on us we had to teach ourselves how to use it no help or training was offered by Paperless. It took some time getting used to new software but once you get the hang of it , it easier to use.

March 2018

nyeisa from monster energy

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

I recommend this software to every business

Paperless is awesome software it lets businesses keep track of all potential clients and keeps everyone in the loop on what is going on with that account. It holds hundreds of accounts and it is very user friendly once you learn how to use all the tools in this software.

Pros

I love how you can keep track on all your notes for each individual client and it can be integrated with several people at one time and they all have access to update communication or keep an eye on what has been going on the client history. It has graphs that tell how the percentage of lost, sold, and won accounts and how much money you have made . Environmentally safe no more using all kinds of paper to send out proposals.

Cons

If you add a client into the program and you have to un click the unfiled box in the filter to find what you are looking for. The times displayed for proposals created and sent are off so you don't have a clear idea of when they were sent out. They need to add a reminder section that tells you when to call someone back as they requested.

June 2016

Steve from Image One Facility Solutions

Company Size: 51-200 employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2016

Great Tool

I've been using the software for several years and it works, just as you would expect. Whenever I've had any issue, a call or email, is responded to within minutes usually, and if something can't get resolved on the spot, is is done very fast and a follow up call or email to confirm always follows.

Pros

Being able to have everything I need at my fingertips, for any type client or any type work order. The template feature is great, for putting everything you need into the quote, with a single click.

Cons

Running reports, could be easier if the categories and status' were better defined

Response from Paperless Proposal

Replied June 2016

Steve, Thank you for taking the time out to review our product. Glad to know you like it. We always listen to our client feedback and adapt accordingly. Please let us know how you would imagine the manage section fields to be defined so we can improvise on the section. Thanks, Rahat

February 2019

mitch from staples

Company Size: 10,000+ employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

If you are in sales this is the must have software for proposals

Pros

If you are in sales this is the must have software for proposals. This software allows you to go paperless when creating, sending and receiving signed proposals that you create according to your expectations and details . it notifies you if your proposal has been opened and viewed and exactly what page(s) the client looked at so you know what questions to ask when you contact them again, its genius.

Cons

It would be better if they had a reminder notification that you can set a specific time and date after you contacted someone in case they give you a specific time to call them back you would automatically be notified when the time comes.

June 2018

monique from walmart

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

One of the best programs you could use if you are in the sales department and call leads

Paperless proposals is a awesome program for creating proposals and sending them via email and than they returned signed by new client and a start date is created.

Pros

Paperless proposals lets me keep track of all my new leads I create and I could put in all my notes pertaining to each specific phone. Paperless allows you to create proposals for potential new clients and send them via email. Once the client receives proposal they could look it over and electronically sign it and send it back and done. No more bulky packets or having through all thasy

Cons

I think it would be that much better if after you entered your notes for a specific client you were able to set a reminder of date and time someone requests for you to reach out to them and follow up so that way you are not wearing out your welcome and they would probably appreciate it also.I dont have anything negative to say about it. It has little quirks that happen here and there but not to often and it fixes it self anyway

February 2018

dallos from Chief Protective Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

My use of Paperless Proposal

There are a ton of benefits to having this software especially if you are in sales and business development. I recommend it to everyone to use

Pros

I love this software it lets you leave up to date notes that can be shared with as many employees as you want it to share with so that everyone is kept up to date, has access and stays in the loop. If a client emails in all the employees attached receive it at the same time.

Cons

When searching for clients all ready in your list you have to keep the "unfiled" box unmarked before the right client will come up while searching. It kind of takes some time to get used to using the software and sometimes difficult to bring up specific client you are looking for. But once you learn it it is very cool.

February 2018

Mercedes from Chief Protective Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

Paperless is a great way to track potential and new clients.

Pros

Paperless is very easy to access. 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. The best and only way to track clients for current and future contracts.

Cons

Recently paperless updated to a nee version. At version just like any new program it was a little hard to navigate but in no time I was navigating through like there wasnt even an update.

June 2016

hugo from butler chemicals

Company Size: 51-200 employees

Industry: Import and Export

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

We love paperless and their team!

Pros

It's so easy to use and love the customer service! We use paperless everyday. Easy to use and upload to. The support team is super friendly and quick to fix any issues.

Cons

The software is great. Maybe get rid of the last receipt page...

Response from Paperless Proposal

Replied June 2016

Hugo, Thank you for taking the time out to review our product. Glad to know you like it. We can disable the download receipt page that gets added when you download the proposal. Please send in a request to do that via support@paperlessproposal.com If you ever have any questions please reach out to our support. Thanks, Rahat