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8.5

Spot Score

ClientPoint - Proposal Software

ClientPoint Reviews in May 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?

TK

Tim K

05/25/16

5 out of 5

"Paperless Proposal Review"

What do you like best about ClientPoint? The folks at Paperless Proposal are pretty nimble and able to adjust to our needs relatively quickly. We've had many asks as we near launch and they're been effective in meeting those needs

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?

CM

Clare M

03/08/16

5 out of 5

"Sophisticated sales tool"

What do you like best about ClientPoint? Paperless Proposal allows me to send to clients a professional sales proposal that looks great, is easy to use and keeps me ahead of our competitors. The analytics provide real time information on what clients are viewing in the proposal, clients regularly provide feedback to our company on how Paperless Proposal differentiates us in the market place and the professionalism of our proposals. We are able to generate great looking proposals ...

Read more

PY

Philip Y

03/08/16

5 out of 5

"Paperless Proposal"

What do you like best about ClientPoint? The professional results of the finished proposal. The formatting is noce What do you dislike about ClientPoint?

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