--- title: "ClientPoint Software Reviews, Demo & Pricing - 2026" description: "Review of ClientPoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/rfp/paperless-proposal-profile/" page_type: "product" language: "en" --- [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 Review From $83-$333/month Free version 4 plans 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 flat rate 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 [(9453)](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 [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.5 [(1257)](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 [Prospero](https://www.softwareadvice.com/product/224785-Prospero/) 4.8 [(136)](https://www.softwareadvice.com/product/224785-Prospero/reviews/) Ratings Breakdown - 4.79Ease of use - 4.87Value for money - 4.83Customer support - 4.58Functionality Pricing Starting at $12.00 per year Get Price Alternative Product [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.7 [(687)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.61Value for money - 4.66Customer support - 4.54Functionality Pricing Starting at $36.00 per month Get Price Alternative Product [Responsive, formerly RFPIO](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 ## ClientPoint customer ratings - Overall rating: 4.6/5 - Total reviews: 167 ### Rating distribution - 5 stars: 109 reviews (65%) - 4 stars: 47 reviews (28%) - 3 stars: 9 reviews (5%) - 2 stars: 1 reviews (1%) - 1 star: 1 reviews (1%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.3/5 - Customer support: 4.6/5 - Functionality: 4.4/5 --- ### Client Point CRM - Overall rating: 5/5 - Reviewer: Carol S. - Industry: Facilities Services - Company size: 11-50 employees - Product usage: Used unspecified for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Client Point has been flexible with allowing us to add the fields we need. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Feedback Review - Overall rating: 4/5 - Reviewer: Renard T. - Verified reviewer: Yes - Industry: Facilities Services - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Happy overall with ClientPoint, great experience. I am open to meet once or twice a year with a rep on reviewing some of the tools that the software offers, but still not utilizing effectively. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Notifications when someone is viewing the proposal. Great way of accessing the contracts and proposals. #### Cons Sometimes the system freezes and is slow. #### Vendor response Thanks so much for your review! Replied December 2024 --- ### Good and Bad - Overall rating: 3/5 - Reviewer: Tom D. - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2016 - Review source details: This review was submitted organically. No incentive was offered Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Keeping track of proposals/ easy to organize/ finding old proposals #### Cons Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page #### Vendor response Tom, Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore. Thanks, Rahat Replied June 2016 --- ### Overall a great product! - Overall rating: 4/5 - Reviewer: Candice B. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My experience is very good. I'm checked in with pretty regularly. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love being able to see which documents were of the most interest to the recipient. #### Cons The "Save" and the "Save and Continue" buttons. The saving process seems slow to me. Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case. #### Vendor response Thank you so much for your review! Replied December 2024 --- ### Better with ClientPoint! - Overall rating: 5/5 - Reviewer: Patty Y. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ability to find solutions for most of our business's challenges and turn them into operational efficiencies. #### Cons Like any new system there is a learning curve but when once you learn to ride without training wheels, I was off to success. #### Vendor response Thanks so much for your kind comments! Replied December 2024 --- ### Everyone that does sales should use this awesome software - Overall rating: 5/5 - Reviewer: cathleen s. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time. #### Cons Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email. #### Vendor response Hi Cathleen, Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well. Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal. Replied April 2018 --- ### easy to upload customized documents for proposals - Overall rating: 4/5 - Reviewer: Ryan L. - Verified reviewer: Yes - Industry: Facilities Services - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Automate your client communication and reporting processes easily! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: February 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day!! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: February 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Simplifies Proposals - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Facilities Services - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My experience has been positive from inception. The CP team is very helpful. Customer service is ON POINT! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- 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 [MaintainX](https://www.softwareadvice.com/cmms/maintainx-profile/) **4.8** (1061) Recently recommended **2** times [Trello](https://www.softwareadvice.com/project-management/trello-profile/) **4.5** (23595) Recently recommended **0** times [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) **4.4** (15462) Recently recommended **0** times [Asana](https://www.softwareadvice.com/project-management/asana-profile/) **4.5** (13657) Recently recommended **0** times Stuck Between Options? 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