ClientPoint 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ClientPoint

4.6

(166)

Pricing

Starting at $83.00 per month

About ClientPoint

ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost all industries. Key features include document and proposal creation, tracking and analytics tools, CRM, ERP, BI integration, emailing, secure business relationship workspaces (including messaging, video chat, scheduling appointments, sharing content, e-signature service), payment integration and customized branding.

ClientPoint enables users to create custom documents and 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.

ClientPoint offers...

ClientPoint Screenshots

ClientPoint Pricing and Plans

Starting price: $83.00 per month

Free Trial

Free Version

Free

$0.00

flat rate, per month

Plan includes:

Custom Profiles
QR Codes
Chat Tools
Group Management
Video Meetings
Calendaring
Document Sharing
90 Days Message History

Sales Accelerator

$83.00

flat rate, per month

Plan includes:

Generate Proposals
Marketing Management
eSignature
Dashboards and Reports
Video Marketing
Sales Tools
Priority Support
CRM Integration

Enterprise Essentials

$333.00

flat rate, per month

Plan includes:

Document Automation
Customer Portals
Content Library
Live Dashboard
Automated Notifications
Calendar Scheduling
SOC 2 Type 2
GDPR Compliant

Enterprise Solutions

Pricing available upon request

Plan includes:

Engagement Analytics
Enterprise Integrations
Digital Asset Management
Role Base Access Control
International Language Suport
API
Onboarding and Training
Automation

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ClientPoint Features

Popular features found in Business Process Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Collaboration Tools
Data Import/Export
Document Management
Drag & Drop
Reporting/Analytics
Task Management
Third-Party Integrations
Workflow Management
More features of ClientPoint
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Alerts/Notifications
API
Appointment Scheduling
Archiving & Retention
Asset Categorization
Asset Library
Asset Sharing
Assignment Management
Audio/Video Recording
Audit Trail
Authentication
Automatic Formatting
Batch Processing
Bid Management
Buy Side (Suppliers)
Calendar Management
Campaign Analytics
Campaign Management
Chat/Messaging
Checklists
Churn Management
Client Database
Client Management
Client Portal
Client Tracking
CMS Integration
Commenting/Notes
Communication Management
Completion Tracking
Contact Database
Contact Management
Content Delivery
Content Library
Content Management
Content Sharing
Contract Drafting
Contract/License Management
Conversion Tracking
CRM
CRM Integration
Customer Database
Customer Engagement
Customer Experience Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Integration
Data Management
Data Security
Digital Signature
Discussions/Forums
Document Automation
Document Generation
Document Review
Document Storage
Electronic Forms
Electronic Signature
Email Management
Email Marketing
Engagement Tracking
Event Triggered Actions
Feedback Management
File Conversion
File Management
File Sharing
File Transfer
Filtering
Financial Management
Form Builder
Forms Automation
Forms Management
For Sales Teams/Organizations
Image Library
Inbox Management
Interaction Tracking
Lead Capture
Lead Management
Live Chat
Meeting Management
Metadata Management
Mobile Access
Mobile App
Mobile Signature Capture
Multi-Language
Multi-Party Signing
Multiple Format Support
Multiple Output Formats
Onboarding
On-Demand Communications
Online Payments
Opportunity Management
Order Management
Payment Processing
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pre-built Templates
Process/Workflow Automation
Project Management
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Renewal Management
Reporting & Statistics
Requirements Management
RFP Creation
RFP Management
Role-Based Permissions
Sales Onboarding & Training
Sales Planning
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Self Service Tools
Sell Side (Customers)
Single Sign On
Specialty Contracts
Status Tracking
Tagging
Team Collaboration
Template Management
Templates
Time & Expense Tracking
Trend Analysis
User Management
Version Control
Video Conferencing
Video Management
Video Support
Visual Analytics

ClientPoint Integrations

NetSuite

Zendesk Sell

Zoho CRM

HubSpot Marketing Hub

HubSpot CRM

Pipedrive

See all 13 integrations

ClientPoint User Reviews

Overall Rating

4.6

Ratings Breakdown

66%

28%

Secondary Ratings

Ease of Use

4.6

Value for money

4.4

Customer support

4.7

Functionality

4.4

Carol S.

Facilities Services

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed October 2018

Client Point CRM

Client Point has been flexible with allowing us to add the fields we need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Client Point..formerly Paperless Proposal has introduced a CRM add on to the proposal program. This makes it easy to add proposals directly from the CRM with out retyping everything. It also shows the calls, leads, and pipeline data as well as the deals closed. Very neat and easy to use.

Cons:

I would like the cover page prompt to be the first item to fill out when doing the proposal because sometimes we forget to do it and the proposal goes out with out a cover page.

Joseph P.

Verified reviewer

Real Estate

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed September 2024

Great experience, long time user

Very easy to use, don’t know what we would do without it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Really speeds up the proposal generating process and gives clients a central directory for documentation

Cons:

Takes a collaborative effort on implementation, but once your templates are up and running, it’s a fast and easy process to create more proposals.

Vendor Response

Hey thank you so much Joseph for your review! We appreciate you as a long-time customer!

Replied November 2024

Dean K.

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2016

Paperless Proposal Review

The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting features are nice.

Cons:

It is cumbersome.

Vendor Response

Dean, Thank you for taking the time out to review our product. Sorry to hear that you feel the product is cumbersome. I assume your library was not optimized well enough. Could you please reach out to support@paperlessproposal.com with some available times from your end? I would like to have a call with you to discuss your issues and resolve as soon as possible. Thanks, Rahat

Replied June 2016

Ryan L.

Verified reviewer

Facilities Services

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed June 2017

easy to upload customized documents for proposals

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Environmental Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed February 2023

Automate your client communication and reporting processes easily!

ClientPoint is user-friendly and intuitive, making it easy for businesses like ours to manage client communication and reporting processes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ClientPoint automates many manual tasks, such as client reporting and follow-ups, which saves time and reduces the risk of errors.

Cons:

While ClientPoint integrates with some other tools and platforms, it may not be as well-integrated as some businesses would like.

Verified

Reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Facilities Services

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Simplifies Proposals

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Timothy Y.

Verified reviewer

Used other for less than 2 years

Review source

Reviewed June 2018

I used this to send proposals to clients

great tool for professionals

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Trisha M.

Verified reviewer

Higher Education

1001-5000 employees

Used other for less than 12 months

Review source

Reviewed June 2018

We used this product when trying to decide which software system we would purchase.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to submit and track a proposal is easy and request are stored for further review or if you need to look back for reference.

Cons:

Navigation was a bit confusing at first but once familiar with this product, ease of use was enhanced.

Connie V.

Verified reviewer

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed December 2017

Just starting to use it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Cons:

I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit.

Showing 1 - 10 of 166 Reviews

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