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8.5

Spot Score

ClientPoint - Proposal Software

ClientPoint Reviews in July 2025: User Ratings, Pros & Cons

Revolutionize your proposal process with ClientPoint.

4.4

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ClientPoint Reviews & Ratings

4.4

Very Good

Based on 1225 ratings & 196 reviews

Rating Distribution

Excellent

(135)

Very Good

(52)

Good

(7)

Poor

(1)

Terible

(1)

Expert's Review

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

  • Speeds up proposal creation, helping to close deals faster and improve sales efficiency.

  • Allows for customization and tailoring of proposals to individual client needs.

  • Provides seamless integration with CRM software, enhancing tracking and analytics capabilities.

  • User-friendly interface with easy navigation and intuitive features.

  • While highly customizable, the rich feature set can be overwhelming for new users without adequate support.

  • Limited selection of apps and connectors in the Marketplace restricts advanced functionalities and integrations.

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Showing 151-160 out of 196

AC

Adam C

05/25/16

5 out of 5

"Excellent Product and Service!!!!"

What do you like best about ClientPoint? The easy of use and the professional looking product are unmatched by any. What do you dislike about ClientPoint?

AU

Anonymous User

05/25/16

5 out of 5

"Paperless Proposal Great To Work With"

What do you like best about ClientPoint? Ease of use for starters. The way it was developed it intuitive and allows our sales reps to glide through process of creating proposals. We really also like how easy it is to insert videos into our proposals.

MB

Melanie B

03/17/16

5 out of 5

"Great product"

What do you like best about ClientPoint? Paperless is incredibly simple and easy to use. I am greatly appreciative of the fact that I can not only create proposals from literally any location on my laptop, but I also have easy access to view and download prior proposals for reference.

MB

Melanie B

03/17/16

5 out of 5

"Great product"

What do you like best about ClientPoint? Paperless is incredibly simple and easy to use. I am greatly appreciative of the fact that I can not only create proposals from literally any location on my laptop, but I also have easy access to view and download prior proposals for reference.

AU

Anonymous User

03/16/16

3.5 out of 5

"review"

What do you like best about ClientPoint? I think we currently use your product.n Consistency for my team What do you dislike about ClientPoint?

AU

Anonymous User

03/11/16

4 out of 5

"Ease of collaboration"

What do you like best about ClientPoint? Paperless Proposal makes it simple to work collaboratively on a proposal or statement of work with others. I like the simple navigation, the ability to add additional documents to a proposal package and the overall interface. At our company, the ability to work in a group to create and edit a document together is valued, and Paperless Proposal makes this possible.

AU

Anonymous User

03/11/16

4 out of 5

"Ease of collaboration"

What do you like best about ClientPoint? Paperless Proposal makes it simple to work collaboratively on a proposal or statement of work with others. I like the simple navigation, the ability to add additional documents to a proposal package and the overall interface. At our company, the ability to work in a group to create and edit a document together is valued, and Paperless Proposal makes this possible.

SA

Shazard A

03/11/16

3.5 out of 5

"Good use of technology."

What do you like best about ClientPoint? It demonstrates that we use technology from the onset of a relationship and environmentally friendly. What do you dislike about ClientPoint?

AU

Anonymous User

03/08/16

5 out of 5

"Paperless Proposal has taken the hassle out of preparing proposals"

What do you like best about ClientPoint? I like the templates that keep the standard information easily accessible when building the proposal. I also like the local edit feature to make modifications.

BA

Ben A

03/08/16

5 out of 5

"I Love Paperless Proposal"

What do you like best about ClientPoint? I love how clean the proposals look and the ability to have a consistent platform for all proposals sent. I also like the ability to see how long a costumer looks at each section and who they have sent it too. The back end analytics tool is fantastic.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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