ClientPoint Reviews in September 2026: User Ratings, Pros & Cons

"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?

"Paperless Proposal is a lifesaver"

What do you like best about ClientPoint? How easy it is to create and edit a proposal. What do you dislike about ClientPoint?

"Easy module use"

What do you like best about ClientPoint? The standard modules are great for building new proposals quickly. The flexibility and ease of uploading unique modules allows for tailored presentations with minimal work. Reports are also helpful.

"Excellent solution to efficiently/effectively share and track content with customers and prospects."

What do you like best about ClientPoint? Paperless Proposal is an effective way to manage a "content locker" and create reusable content sets to share. Instead of having a disjointed stream of emails with info to a prospect, you can add and extend in a single place that mirrors your communication dialogue. It's a snap to take what you build for one client and replicate for another, saving time and reproducing efficiently what works best.

"Vey polished proposal"

What do you like best about ClientPoint? I like the ability to do fast proposals that look like I have spent hours working on . What do you dislike about ClientPoint?

"Excellent solution to efficiently/effectively share and track content with customers and prospects."

What do you like best about ClientPoint? Paperless Proposal is an effective way to manage a "content locker" and create reusable content sets to share. Instead of having a disjointed stream of emails with info to a prospect, you can add and extend in a single place that mirrors your communication dialogue. It's a snap to take what you build for one client and replicate for another, saving time and reproducing efficiently what works best.

"CSO - Head of Sales"

What do you like best about ClientPoint? This product saves me lots of time. Once we set up the content library, we can duplicate and go fast. My customers love viewing content ( Videos, Documents, multimedia) in Paperless and they forward it to others in their organization. We get reports back on who viewed and what they viewed, for how long. This is high value information to the sales team.

"Securitas review for paperless proposals. "

What do you like best about ClientPoint? this is very easy to use and organized in manner that you can track the usage. What do you dislike about ClientPoint?

"Now I know if they read it!"

What do you like best about ClientPoint? I like the feature of letting me know when the proposal is open and how many times they look at it. What do you dislike about ClientPoint?

"Use this product company-wide for estimates and proposals. "

What do you like best about ClientPoint? The tracking piece where you can see who has viewed your proposal. I also really appreciate the customer support and ability to make changes quickly. The tech team is very talented and can help come up with solutions for your specific needs.