# ClientPoint Software Reviews, Demo & Pricing - 2026 > Review of ClientPoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/rfp/paperless-proposal-profile --- [Home](https://www.softwareadvice.com/) / [Business Process Management Software](https://www.softwareadvice.com/bpm/) / ClientPoint Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/paperless-proposal-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/paperless-proposal-profile/alternatives/) # ClientPoint 2026: Benefits, Features & Pricing Wondering if ClientPoint is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview ClientPoint 4.6 [(167)](https://www.softwareadvice.com/crm/paperless-proposal-profile/reviews/) 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... integration with Salesforce, Hubspot, Microsoft Dynamics, NetSuite, Sertify, RightSignature, DocuSign and much more. Wondering if ClientPoint is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. ## ClientPoint User Interface ## Popular ClientPoint Alternatives Main Product ClientPoint 4.6 [(167)](https://www.softwareadvice.com/crm/paperless-proposal-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.35Value for money - 4.64Customer support - 4.42Functionality Pricing Starting at $83.00 per month Get Price Alternative Product [Docusign](https://www.softwareadvice.com/product/367901-Docusign/) 4.7 [(9358)](https://www.softwareadvice.com/product/367901-Docusign/reviews/) Ratings Breakdown - 4.70Ease of use - 4.46Value for money - 4.46Customer support - 4.66Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Prospero](https://www.softwareadvice.com/product/224785-Prospero/) 4.8 [(135)](https://www.softwareadvice.com/product/224785-Prospero/reviews/) Ratings Breakdown - 4.79Ease of use - 4.87Value for money - 4.82Customer support - 4.59Functionality Pricing Starting at $12.00 per year Get Price Alternative Product [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.7 [(681)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.61Value for money - 4.66Customer support - 4.55Functionality Pricing Starting at $36.00 per month Get Price Alternative Product [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.5 [(1249)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.25Value for money - 4.32Customer support - 4.34Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [Responsive](https://www.softwareadvice.com/product/425174-Responsive/) 4.5 [(190)](https://www.softwareadvice.com/product/425174-Responsive/reviews/) Ratings Breakdown - 4.43Ease of use - 4.52Value for money - 4.57Customer support - 4.41Functionality Pricing Available upon request Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Workflow Automation ## ClientPoint Integrations NetSuite Integration rated undefined from -1 review Zendesk Sell Integration rated undefined from -1 review Zoho CRM Integration rated undefined from -1 review HubSpot Marketing Hub Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Pipedrive Integration rated undefined from -1 review See all 13 integrations ## ClientPoint User Reviews Overall Rating 4.6 Ratings Breakdown 5 65% 4 28% 3 5% 2 1% 1 1% Secondary Ratings Ease of Use 4.5 Value for money 4.3 Customer support 4.6 Functionality 4.4 CS Carol S. Facilities Services 11-50 employees Used unspecified for more than 2 years Review source Reviewed October 2018 Client Point CRM 5 Client Point has been flexible with allowing us to add the fields we need. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JP 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 5 Very easy to use, don’t know what we would do without it! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More DK Dean K. 51-200 employees Used daily for less than 12 months Review source Reviewed June 2016 Paperless Proposal Review 3 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 2 Ease of use 3 Value for money 5 Customer support 3 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 Read More 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 4 Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 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. Read More VR 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! 5 ClientPoint is user-friendly and intuitive, making it easy for businesses like ours to manage client communication and reporting processes. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 5 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. Read More VR 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!! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More VR Verified Reviewer Facilities Services 201-500 employees Used weekly for more than 2 years Review source Reviewed November 2018 Simplifies Proposals 4 My experience has been positive from inception. The CP team is very helpful. Customer service is ON POINT! Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 3 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. Read More Timothy Y. Verified reviewer Used other for less than 2 years Review source Reviewed June 2018 I used this to send proposals to clients 5 great tool for professionals Ratings Breakdown 5 Ease of use 5 Value for money 5 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. Read More 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. 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 5 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. Read More Connie V. Verified reviewer 501-1000 employees Used weekly for less than 6 months Review source Reviewed December 2017 Just starting to use it. 3 Ratings Breakdown 3 Ease of use 2 Value for money 2 Customer support 3 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. Read More Showing 1 - 10 of 167 Reviews [See All Reviews](https://www.softwareadvice.com/crm/paperless-proposal-profile/reviews/) ## ClientPoint Popular Comparisons [Docusign vs ClientPoint](https://www.softwareadvice.com/compare/39167-paperless-proposal/vs/367901-Docusign/) [Compare All Alternatives](https://www.softwareadvice.com/crm/paperless-proposal-profile/alternatives/) ## Other Top Recommended Business Process Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3512) Recently recommended **1** times [Kinetic](https://www.softwareadvice.com/manufacturing/kinetic-profile/) **3.8** (175) Recently recommended **1** times [Trello](https://www.softwareadvice.com/project-management/trello-profile/) **4.5** (23538) Recently recommended **0** times [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) **4.4** (15389) Recently recommended **0** times Stuck Between Options? 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