Expedience Proposal Software vs ClientPoint
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
4.7 / 5
4.6 / 5
Value for Money
4.9 / 5
4.4 / 5
Customer Support
5 / 5
4.7 / 5
Functionality
4.7 / 5
4.4 / 5
Last Review Written
February 26, 2024
September 1, 2024
Pros/Cons
Pros
- On top of that the customer service is fantastic. I've never not been able to get in touch with someone from Expedience and they are quick and thorough in troubleshooting and resolution.
- Additionally, the implementation team was one of the best teams I've worked with and so eager to make sure we were set up for a successful roll out. Kudos to have a great staff.
- So far the product seems flexible and intuitive, the most impressive thing is the speed and consistency compared to our previous solution. Its early days for us, but the signs are good.
Cons
- Their company's time and money had been wasted.
- Sometimes the styles, page breaks and settings are a bit confusing to someone that may not be proficient in formatting.
- The problem persists and have not been fixed in the 8 months we have used the solution.
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.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
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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
