ClientPoint vs Proposify
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4.6 / 5
4.3 / 5
Value for Money
4.4 / 5
4.3 / 5
Customer Support
4.7 / 5
4.4 / 5
Functionality
4.4 / 5
4.3 / 5
Last Review Written
September 1, 2024
September 28, 2024
Pros/Cons
Pros
- 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.
- 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.
- 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.
Cons
- This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.
- 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.
- 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.
Pros
- Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20.
- It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love.
- This is a really great product. As a creative agency, we love that you can truly customize the templates and they look great rendered in a PDF format.
Cons
- Instead I've inherited a new set of problems created by Proposify that is far worse.
- The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.
- Little issues of moving the pricing tables and images, sometimes they are embedded, sometimes not. It depends and is frustrating.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
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Advisor Recommendations & User Awards
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Advisor Recommendations
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
