--- title: "Compare ClientPoint vs Proposify 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare ClientPoint and Proposify based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/120209-133332/ClientPoint-vs-Proposify" page_type: "comparison" language: "en" --- # ClientPoint vs Proposify Features and Cost Comparison Last updated September 16th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ClientPointProposify2/4 selected [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.6 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) [## ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.6 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) Starting Price $83.00/month Value-for-Money 4.3 Functionality 4.4 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment JK Based on [167 reviews](#user-reviews) Positive 156 Neutral 9 Negative 2 [## Proposify](https://www.capterra.com/p/133332/Proposify/)[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting Price $19.00/month Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.3 Customer Service 4.4 Reviews Sentiment Based on [299 reviews](#user-reviews) Positive 263 Neutral 21 Negative 15 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. ### PandaDoc 4.5 (1,260) * * * Starting Price $19.00 Per User,Per Month Free Trial Free Version * * * User rating 91% of reviewers rated it above 4 stars * * * Highest Rated ### Qwilr 4.6 (385) * * * Starting Price $35.00 Per User,Per Month Free Trial Free Version * * * User rating 96% of reviewers rated it above 4 stars * * * ### Salesforce CPQ & Billing 4.0 (12) * * * Starting Price $75.00 Per User,Per Month Free Trial Free Version * * * User rating 75% of reviewers rated it above 4 stars * * * ### Wethos 4.7 (74) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 95% of reviewers rated it above 4 stars * * * ## Summary * * * Key features rated by users Features selected based on 1,808 reviews from proposal management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 81%Fit High performer Feature ratings Quotes/Estimates 4.8 Proposal Generation 4.8 Document Review 4.3 Electronic Signature 4.6 Templates 4.3 75%Fit Feature ratings Quotes/Estimates 4.3 Proposal Generation 4.4 Document Review 2.5 Electronic Signature 4.4 Templates 4.3 User satisfaction User satisfaction 4.6 User reviews[167](https://www.capterra.com/p/120209/ClientPoint/reviews/) Ease of use 4.5 Functionality 4.4 Value for money 4.3 Customer support 4.6 User satisfaction 4.4 User reviews[299](https://www.capterra.com/p/133332/Proposify/reviews/) Ease of use 4.3 Functionality 4.3 Value for money 4.3 Customer support 4.4 Price starts from Price starts from $83Flat Rate, Per Month - Free version - Free trial Price starts from $19Per User, Per Month - Free version - Free trial Best for Best for All sales, business, client success teams and vertical markets like SaaS, facility services, IT, security, business, marketing agencies, etc., need a powerful digital sales and support workspace. Best for Designed for midsize and large B2B service firms, the platform helps streamline proposal workflows for construction, professional services, information technology, and other industries. ## User reviews Pros & cons JK Jeff K. President > "As a platform designed to streamline client interactions and presentations, it has helped us enhance our client communication and sales presentation delivery." [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___6330974) Craig B. Chief Operating Officer > "Soured beyond belief. When I have to pay for an additional year of something that's become redundant because they cling to their contract terms (I hadn't hit my renewal yet, I was somewhere between 30 days and 60 days before my contract expiry) to..." [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___7158942) TB Tony B. Cfo > "It was very easy to use ,great client base very fast server simple software, was able to learn quick and able to access my clients and their needs" [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___6834406) AS Ari S. Sales Manager > "It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement" [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___3149249) RK Robert K. Director, Sales Operations > "The team at ClientPoint has always understood our business needs, which has been helpful during various transitions." [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___6609963) Craig B. Chief Operating Officer > "Soured beyond belief. When I have to pay for an additional year of something that's become redundant because they cling to their contract terms (I hadn't hit my renewal yet, I was somewhere between 30 days and 60 days before my contract expiry) to..." [See full review](https://www.capterra.com/p/120209/ClientPoint/#Capterra___7158942) [View Reviews](https://www.capterra.com/p/120209/ClientPoint/reviews/) JB John B. VP Sales > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6811933) Elon E. Project Finance > "Pricing may also become less attractive for small teams or lower proposal volumes." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___7142167) JH James H. Workplace Solutions > "Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door;..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6494805) NA Nathan A. Regional Vice President > "It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493328) AS Alex S. Business Development Manager and Senior Marketing Strategist > "I enjoy the ability to create templates and streamline my proposals." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493375) JG Jamie G. Senior Account Manager > "Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease" [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6558067) AT Atour T. Analyst > "Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980) SJ Sara J. Sales Operations Support > "Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756) NA Nathan A. Regional Vice President > "I love the way you can build pricing tables and templates into a proposal. " [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493328) CD Christina D. Administrator > "It is difficult to make edits to templates when text is going outside of the parameters set by the software." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6023431) JG Jamie G. Senior Account Manager > "The ability to send professional proposals is incredibly useful" [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6558067) Melanie A. Consultant/Trainer > "This makes them not as attractive as some of their competitors but a great option for others and it may not be the..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252) AT Atour T. Analyst > "To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980) Melanie A. Consultant/Trainer > "I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252) NP Nathan P. Account Executive > "I do like that you can tell a story in the presentation of the proposal." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6551343) SJ Sara J. Sales Operations Support > "It's a headache to go back and clean up." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756) Carlos L. Software Engineer > "It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4928719) MD Michael D. Principal Consultant > "Also cutting and pasting does not function from the web browser editor." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4410083) Alejandra P. Director, Brand Communications & Development Marketing > "Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4807624) CW Clayne W. VP of Sales > "A bit unforgiving in that area." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6486331) Carlos L. Software Engineer > "I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4928719) DC Deanna C. NA > "I would avoid the headache, bad software, bad service." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6288571) JR Jessica R. Director of Operations > "Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6191416) KM Kate M. Marketing & Communications Coordinator > "Creating the templates, the tools were a little bit clunky." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4590050) MK Megan K. Lead, Customer Sucess BPM > "clean presentation and the ability to add templated material" [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6486204) DC Deanna C. NA > "Terrible customer service." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6288571) SJ Sara J. Sales Operations Support > "The customer service makes a HUGE difference. And our contact, \[sensitive content hidden\], goes above and beyond to..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756) MD Michael D. Principal Consultant > "The editing is somewhat difficult and there is a bit of a learning curve." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4410083) Melanie A. Consultant/Trainer > "This enables users to create branded documents with professional look and feel and to do so consistently. " [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252) BB Bradley B. Director > "We also now get frequent blank page loads and crashes suggesting we "Refresh" the page." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___3779097) AT Atour T. Analyst > "My proposals seem more official and are simpler to follow when I use Proposify." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980) CV Catalina V. Owner > "Simple things that should be flushed out before deployment are not being done and this has been something I have seen..." [See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776) CD Christina D. Administrator > "It is easy to run metrics and update customer information." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6023431) CV Catalina V. Owner > "There are a lot of feature updates but more and more bugs." [See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776) Melanie A. Consultant/Trainer > "I like that users could easily modify the templates and that there are a variety of quality templates available." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252) CV Catalina V. Owner > "You're prompted to update to the new tables but it never works." [See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776) SJ Sara J. Sales Operations Support > "This makes it easier for some of our less tech-savvy colleagues." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756) RB Ryan B. VP, Digital Strategy > "There would often be glitches in which I could not use the spacebar when typing (tried on multiple computers, it was..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2906243) VR Verified Reviewer CCO > "It's a bit of a unique spin and was useful." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6179064) RB Ryan B. VP, Digital Strategy > "It took me at least 10-times as long to create a proposal, even using templates, than my current software." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2906243) Raj S. Software Developer > "The proposal templates are helpful in creating documents quickly and easily." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4318896) Scott R. President/Founder > "For the text boxes, a spellcheck featured is badly needed." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2979749) SJ Sara J. Sales Operations Support > "It's easy to pick up and learn how to use it." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756) JG Jamie G. Senior Account Manager > "Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease" [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6558067) Dinos P. President > "I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create..." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___3537532) DC Deanna C. NA > "Terrible customer service." [See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6288571) [View Reviews](https://www.capterra.com/p/133332/Proposify/reviews/) ## User interface [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) 4.57 (167) [Proposify](https://www.capterra.com/p/133332/Proposify/) 4.43 (299) ### Features ClientPoint Top features 32/47 - Access Controls/Permissions - Activity Dashboard - AI Copilot - AI Text Generation - Alerts/Notifications - API - Approval Process Control - Assembly and Approval Workflows - Audit Trail - Automatic Formatting - Client Portal - Collaboration Tools - Collaborative Creation - Contact Management - Content Library - Contract/License Management - CPQ Integration - CRM - CRM Integration - Customizability: Variables and Fields - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Automation - Document Builder Interface - Document Management - Document Review - Electronic Signature - Engagement Tracking - Generative AI - Knowledge Base Management - Online Document Creation - PDF Creation - Proposal Effectiveness Reporting - Proposal Generation - Quotes/Estimates - Reminders - Reporting & Statistics - RFP Management - Rich Media - Task Management - Templates - Third-Party Integrations - User, Role, and Access Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/120209/ClientPoint/#features) Proposify 31/47 - Access Controls/Permissions - Activity Dashboard - AI Copilot - AI Text Generation - Alerts/Notifications - API - Approval Process Control - Assembly and Approval Workflows - Audit Trail - Automatic Formatting - Client Portal - Collaboration Tools - Collaborative Creation - Contact Management - Content Library - Contract/License Management - CPQ Integration - CRM - CRM Integration - Customizability: Variables and Fields - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Automation - Document Builder Interface - Document Management - Document Review - Electronic Signature - Engagement Tracking - Generative AI - Knowledge Base Management - Online Document Creation - PDF Creation - Proposal Effectiveness Reporting - Proposal Generation - Quotes/Estimates - Reminders - Reporting & Statistics - RFP Management - Rich Media - Task Management - Templates - Third-Party Integrations - User, Role, and Access Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/133332/Proposify/#features) ### Recognition No recognitions have been awarded to ClientPoint No recognitions have been awarded to Proposify ### Deployment & support ClientPoint Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Proposify Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details ClientPoint - By ClientPoint - Located in United States - Founded in 2007 Proposify - By Proposify Inc. - Located in Canada - Founded in 2012 ## Popular Comparisons [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [Docusign](https://www.capterra.com/p/121506/Docusign/)[4.74 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) $83/month Price $15/month 4.4 Features 4.7 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/120209-121506/ClientPoint-vs-Docusign) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [Docusign](https://www.capterra.com/p/121506/Docusign/)[4.74 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) $19/month Price $15/month 4.3 Features 4.7 4.3 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/121506-133332/Docusign-vs-Proposify) [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.50 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) $83/month Price $19/month 4.4 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120209-131735/ClientPoint-vs-PandaDoc) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.50 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) $19/month Price $19/month 4.3 Features 4.3 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/131735-133332/PandaDoc-vs-Proposify) [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[4.73 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) $83/month Price $36/month 4.4 Features 4.5 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/120209-162588/ClientPoint-vs-HoneyBook) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)[4.60 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) $19/month Price $78/month 4.3 Features 4.6 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/133332-135691/Proposify-vs-QuoteWerks) [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/)[4.38 (118)](https://www.capterra.com/p/228164/Conga-Document-Generation/reviews/) $83/month Price Contact vendor for pricing 4.4 Features 4.3 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/120209-228164/ClientPoint-vs-Conga-Document-Generation) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)[4.80 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) $19/month Price $19/month 4.3 Features 4.6 4.3 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/133332-153794/Proposify-vs-Better-Proposals) [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [Prospero](https://www.capterra.com/p/184953/Prospero/)[4.79 (136)](https://www.capterra.com/p/184953/Prospero/reviews/) $83/month Price $19/month 4.4 Features 4.6 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/120209-184953/ClientPoint-vs-Prospero) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [Prospero](https://www.capterra.com/p/184953/Prospero/)[4.79 (136)](https://www.capterra.com/p/184953/Prospero/reviews/) $19/month Price $19/month 4.3 Features 4.6 4.3 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/133332-184953/Proposify-vs-Prospero) [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)[4.57 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) vs [RELAYTO AI](https://www.capterra.com/p/217021/Relayto/)[4.78 (203)](https://www.capterra.com/p/217021/Relayto/reviews/) $83/month Price Contact vendor for pricing 4.4 Features 4.7 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/120209-217021/ClientPoint-vs-Relayto) [Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) vs [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/)[4.55 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) $19/month Price Contact vendor for pricing 4.3 Features 4.4 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/133332-148054/Proposify-vs-Responsive)