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

"Paperless Proposal - Great Review"

What do you like best about ClientPoint? How it captures all of our client information and can put it into report format we need. What do you dislike about ClientPoint?

"Great communication and organization for projects"

What do you like best about ClientPoint? The team assigned to my project was very good at emailing and calling often to communicate. They were also very organized and kept the project moving when we weren't sure of next steps.

"I love Paperless Proposal. From the ease of use to the tracking piece its a MUST HAVE! "

What do you like best about ClientPoint? The ability to customize customer proposals with a few easy steps. What do you dislike about ClientPoint?

"Paperless proposal has been great for the growth of our business."

What do you like best about ClientPoint? What I love best about paperless proposal is ability for the customer to open the proposal instantly and I get a notification.

"Paperless Proposal grew our customer base! "

What do you like best about ClientPoint? I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal!

"Easily create professional-looking proposals"

What do you like best about ClientPoint? Easy navigation through our marketing collateral Allowed me to control the timing of how a customer would see information

"Proposal writer"

What do you like best about ClientPoint? Having the ability to create a library of frequently used documents and templates with the ability of the Paperless team to customize them with client name merge fields is really handy. It helps to create custom proposals swiftly in a clean/presentable fashion. Additionally, I like having the ability to view all projects under one manage screen helps to keep track of pending projects.

"Excellent product, excellent experience"

What do you like best about ClientPoint? While we are a new customer, to date I'm impressed with the simplicity of the system. It's user-friendly and is highly customizable. We have been able to take our existing processes and make them electronic, In cases of other software systems, it's common to have to modify your business to fit within the features and limitations of the software, and this has not been our experience thus far with Paperless Proposal.

"Excellent way to prepare and organize"

What do you like best about ClientPoint? I like that I can review the proposals so easily and ensure that they are consistent in content but also customized for each client. I also enjoy the ability to review how long a client has looked at the proposal.

"I work with paperless proposal daily on quote for Janitorial & Industrial Maintenance Services."

What do you like best about ClientPoint? It is integrated with our other software which make preparing proposals and tracking them very easy. What do you dislike about ClientPoint?