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

"Seamless Presentations & Fast Document Downloads"

What do you like best about ClientPoint? I love the way the admin can find their documents super fast and the way the end user can view and download them in an easy way.

"Hands Down Easiest Proposal Software Out There"

What do you like best about ClientPoint? Simple and easy, gives my clients a way to see their proposal right away. Very intuitive and easy for anyone to use. What do you dislike about ClientPoint?

"Saves tons of time and very organized"

What do you like best about ClientPoint? The organized format that proposal is presented, The quickness in compiling all information What do you dislike about ClientPoint?

"The paperless expierence"

What do you like best about ClientPoint? I like how it keeps track of sales, closes, sent , and revenue of all proposals sent out What do you dislike about ClientPoint?

"New User"

What do you like best about ClientPoint? I like sending a link to my proposal and that I can see who has opened, read, and/or spent time in my proposal. I love the table of contents down the side so readers can click and locate what they are seeking from my section headings.

"Simple to use, great quality "

What do you like best about ClientPoint? It is quick and easy to create professional proposals What do you dislike about ClientPoint?

"I love paperless proposal!"

What do you like best about ClientPoint? Easy to use, best customer service, they will customize to your needs, and the best software available! What do you dislike about ClientPoint?

"Paperless is awesome for sending proposals and very simple to use"

What do you like best about ClientPoint? I like that its easy to keep track of what emails and proposals are sent. It lets you save company information so when you create a proposal you just have to add it into email. very user friendly and easy to input details and create important proposals for clients

"A Business Solution for Producing Quality Proposals with Real Time Analytics"

What do you like best about ClientPoint? How easy it is to build a library of documents, use to create custom templates, and know that you proposal is free of errors. We have a team of users and we can easily access each others work when needed - from anywhere. Its also awesome to know when your customer has read your proposal and where they spend the most time, as we use that as an indicator of what's most important to them. We can then be prepared to expand upon that interest during the ...

"Excellent Product with Exceptional Customer Service"

What do you like best about ClientPoint? The workflow and notification features. It enables us to take immediate action when our clients are viewing the proposal, makes a comment and accepts the contract.