8.5
SpotScore
ClientPoint Reviews in September 2026: User Ratings, Pros & Cons
Revolutionize your proposal process with ClientPoint.
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ClientPoint Reviews & Ratings
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Spotsaas Editor’s POV
ClientPoint has garnered remarkable praise from users over the past 12 months. The standout feature is its ability to streamline proposal creation, offering quick solutions tailored to clients' needs. Users appreciate the professional look of eBrochures and proposals, customizable to specific client problems. The seamless integration with CRM systems and ...Read more
ClientPoint pros and cons
Reduces time to create and send proposals, helping close deals faster.
Proposals can be tailored to individual client needs.
Integrates with CRM software for tracking and analytics.
Interface is easy to navigate with clear controls.
Feature depth can overwhelm new users without adequate onboarding support.
Limited apps and connectors in the Marketplace restrict certain advanced integrations.
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Showing 131-140 out of 196
CM
Chris M
06/21/16
"Nice Program"
What do you like best about ClientPoint? Very easy to use. Fast for knocking out several proposals at a time. I like being able to send the proposals directly to my email, and the preview feature is great.
JP
Jaclyn P
06/21/16
"Proposals made easy"
What do you like best about ClientPoint? I like the efficiency Paperless affords. The shell can easily be manipulated for different clients. While allowing our employees to present the same information in different formats. It gives the company control over branding and messaging, but gives each individual control over presentation and wording. We have many different vertical markets and we like to give examples and share case studies with our clients. We have uploaded case studies for all ...
Read more
AU
Anonymous User
06/21/16
"We love paperless proposal and their Team!"
What do you like best about ClientPoint? We NEVER have any issues with using Paperless Proposal. It has worked flawlessly! When we have questions, we send out an email and ALWAYS get a quick, friendly response back.
AU
Anonymous User
06/21/16
"Paperless proposal Review"
What do you like best about ClientPoint? The fluidity of the program allows for seamless transition from one feature, to the next. What do you dislike about ClientPoint?
AU
Anonymous User
06/21/16
"Easy to use "
What do you like best about ClientPoint? I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.
AU
Anonymous User
06/21/16
"Easy to use "
What do you like best about ClientPoint? I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.
AU
Anonymous User
06/20/16
"Providing an email friendly method to deliver proposals"
What do you like best about ClientPoint? gives an a la carte way for procurement and operations to sift through proposals What do you dislike about ClientPoint?
AU
Anonymous User
06/20/16
"having a few issues here and there!"
What do you like best about ClientPoint? the paperless proposal keeps my files all in one place What do you dislike about ClientPoint?
NB
Nicole B
06/01/16
"Paperless Proposal makes streamlining the proposal process easy and efficient. "
What do you like best about ClientPoint? Using Paperless Proposal keeps all our proposals and quotations organized and simple to access internally and externally. All our proposals can now be easily tracked from a Request for Proposal to a signed contract. The team at Paperless Proposal has diligently worked with us to create our ideal user experience.
NB
Nicole B
06/01/16
"Paperless Proposal makes streamlining the proposal process easy and efficient. "
What do you like best about ClientPoint? Using Paperless Proposal keeps all our proposals and quotations organized and simple to access internally and externally. All our proposals can now be easily tracked from a Request for Proposal to a signed contract. The team at Paperless Proposal has diligently worked with us to create our ideal user experience.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].