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.

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.

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.

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.

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

MiClient is proposal management software which helps in automating Lead Management, Proposal Management and Client On-boarding processes. With the simplified and easy to use workflow, you can forget about the complexity of CRMs and use MiClient to increase your Sales conversion and improvise your Client On-boarding Experience. Now you will never miss on Churn and can expect more business references by using MiClient.






LongDescription

User Management

Lead Capture

Proposal Generation

Templates

Project Management

Automatic Formatting

Pipeline Management

Content Library

Contact Management

Lead Management

Knowledge Base Management

Time & Expense Tracking

Billing & Invoicing

Accounting Integration

RFP Management

Web browser (OS agnostic)

$32/month per user for the BASIC plan (billed annually)

$51/month per user for the SMBs plan (billed annually)

$90/month per user for the CORPORATE plan (billed annually)

Contact MiClient for a ENTERPRISE plan quote.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

MiClient

In Person

Live Online

Webinars

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

Access Controls/Permissions

Electronic Signature

Communication Management

Interactive Content

Document Analytics

Collaboration Tools

Churn Management

Data Import/Export

Audit Trail

Version Control

Content Management

Requirements Management

Bid Management

Data Security

Proposal Management

Client Portal

Workflow Management

Video Support

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reminders

Community Management

Customizable Templates

Conversion Tracking

Sales Onboarding & Training

Customizable Branding

Reporting/Analytics

Feedback Management

Quotes/Estimates

Team Collaboration

Archiving & Retention

Third-Party Integrations

Live Chat

Document Management

RFP Creation

Search/Filter

Status Tracking

Document Storage

SSL Security

Single Sign On

Customizable Fields

Mobile Signature Capture

Forms Management

Email Management

File Sharing

Reporting & Statistics

Authentication

Drag & Drop

File Management

Commenting/Notes

Engagement Tracking

Purchase Order Management

Electronic Payments

Personalization

Meeting Management

Payment Processing

Performance Management

Rescheduling

Activity Tracking

Progress Tracking

Digital Signature

Financial Management

Pre-built Templates

Order Management

Client Database

Invoice Management

Brainstorming

Customer Database

Specialty Contracts

Asset Sharing

Calendar Management

Client Tracking

Template Management

Scheduling

File Transfer

Customer Experience Management

Self Service Tools

Booking Management

Email Marketing

Completion Tracking

Mobile Access

Online Payments

Sales Reports

On-Demand Communications

Mac OS

Windows 10

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

ClientPoint

MiClient vs ClientPoint

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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