--- title: "ClientPoint Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientPoint Software - reviews, pricing plans, popular comparisons to other Digital Signature products and more." source_url: "https://www.capterra.com/p/120209/ClientPoint/" page_type: "product" language: "en" --- # ClientPoint Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ClientPoint ## What is ClientPoint? ClientPoint Enterprise platform helps you easily manage business relationship workspaces ("ClientPoints") where you can create, manage and e-sign documents, contracts, agreements, invoices, approvals, proposals, as well as schedule, message, video chat, share content, all in one place. ClientPoint Sign allows you to easily tag a document for signature, send, track customer engagement, and store it all in one place. Provide customers with ONE link to review, collaborate, redline, download and sign. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform ## What is ClientPoint used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Contract Management](https://www.capterra.com/contract-management-software/) Top alternative Featured Overall rating Based on 167 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 1% Starting price $83 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Content Marketing / 2025 - Customer Communications Management / 2025 - Digital Asset Management / 2025 Do you work for ClientPoint?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.clientpoint.net&name=ClientPoint) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientPoint 4.6 (167) VS. [4.7 (9,428)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price $83 Flat Rate, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (166) Ease Of Use 4.7 (9,420) Value For Money 4.3 (112) Value For Money 4.5 (5,875) Customer Service 4.6 (159) Customer Service 4.5 (5,565) ## ClientPoint alternatives [4.7 (685)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (1,256)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [Prospero](https://www.capterra.com/p/184953/Prospero/) [4.8 (136)](https://www.capterra.com/p/184953/Prospero/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/120209/ClientPoint/alternatives/) ## FAQs about ClientPoint Overview ### What problems does ClientPoint solve? ClientPoint solves slow, inconsistent proposal workflows, scattered client history, and guesswork in sales follow-up by centralizing proposal creation, shared notes, document libraries, e-signatures, and engagement tracking. Sales teams, proposal managers, account executives, and sales leaders use it to shorten sales cycles, standardize messaging, and gain visibility into buyer interest and pipeline performance. Answer based on 140 reviews Overview ### Which roles and teams benefit most from ClientPoint? ClientPoint is most used by sales, business development, and account management teams that need to create proposals, track client engagement, and move deals forward faster. Executives and operations leaders use it to standardize presentations, improve follow-up, and gain visibility into pipeline activity, client communications, and document performance. Answer based on 145 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is ClientPoint built for? ClientPoint is built mainly for small businesses, which make up 56% of reviewers, especially in Facilities Services and Security and Investigations at 19% each. It also serves enterprise companies at 23% and midsize businesses at 21%, with additional adoption in Environmental Services at 6%. Answer based on 167 reviews Features and Usability ### What are the key features of ClientPoint? ClientPoint includes core proposal creation tools like customizable templates, document libraries, proposal generation, and electronic signature. Its differentiators are customer view tracking, page-level analytics, and email notifications for follow-up. Reviewers also highlight shared client notes, team collaboration, CRM integration, and mobile access for managing proposals and sales activity. Answer based on 108 reviews Pricing ### How much does it cost and what fees or limitations are included? ClientPoint offers a free plan, then paid options start at $83/month flat for Sales Accelerator and $333/month flat for Enterprise Essentials. Reviewers say it saves time and money, but some mention added Salesforce integration costs, extra upload fees, and concerns about annual renewal terms versus monthly billing. Answer based on 11 reviews Integrations ### Which third-party tools and platforms does ClientPoint integrate with? ClientPoint integrates with Dynamics 365 and connects to 10+ catalog platforms, including HubSpot CRM, HubSpot Marketing Hub, Microsoft 365, NetSuite, Pipedrive, Salesforce Platform, Zendesk Sell, Zoho CRM, Docusign, and RightSignature. It also lists Caterease, MYOB Business, and Sertifi among its supported tools. Answer based on 5 reviews Getting Started and Support ### How easy is it to onboard and train a team on ClientPoint? ClientPoint offers in-person training, live online sessions, webinars, and documentation, giving teams several ways to learn. Reviewers describe onboarding as manageable for sales users and small teams, especially with 1:1 guidance and support. Admins and template owners may need more time for setup, customization, and adapting to product changes. Answer based on 19 reviews Getting Started and Support ### What customer support options does ClientPoint offer, and how do users rate the experience? ClientPoint offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as quick, helpful, and friendly, especially during setup, training, and customization requests. Some mention occasional delays, often tied to time differences, and a few report frustration around contract renewal handling despite otherwise responsive service. Answer based on 32 reviews Proposal creation ### How well does ClientPoint handle proposal creation? ClientPoint makes proposal creation fast and professional with templates, content libraries, customization, and view tracking. Sales teams and proposal managers often use it to keep documents consistent and follow buyer activity, though some template edits and final formatting changes may still require support help or outside PDF tools. Answer based on 108 reviews ## Features AI summary Based on 14,337 Digital Signature reviews Capterra data shows that buyers of digital signature software rank the following features as their top priorities: - **Electronic Signature** (**68%** of reviewers rated this feature as critical) - **Data Security** (**59%**) - **Multi-Party Signing** (**54%**) ClientPoint supports all three features that reviewers rate most highly: **Electronic Signature**, **Data Security**, and **Multi-Party Signing**. Together, these capabilities help businesses complete agreements faster, protect sensitive documents, and manage signatures from multiple stakeholders in one process, allowing teams to reduce delays and keep approvals moving efficiently. Electronic Signature 4.6 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Digitally sign online documents Data Security 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Multi-Party Signing 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Share documents with different users to collect multiple signatures Audit Trail 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Document Management 4.2 (9) 66.67% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Customizable Templates 4.0 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements ClientPoint 153 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Asset Categorization: Organize assets into folders and subfolders or tag assets based on a custom file hierarchy - Asset Library: Storage, organization, sharing with tagging/metadata - Asset Sharing: Share access to files and assets with individuals - Assignment Management: Assign issues and tasks based on availability or required skills - Audio/Video Recording: Record audio and/or video - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Formatting: Automatically formats data in a predetermined way - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Buy Side (Suppliers): An agreement between a business and an external supplier for the delivery of a set of products or services - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - CMS Integration: Integration with content management software - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Sharing: Digitally share pre-made materials and self-created content with others - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Filtering: Find & retrieve relevant data or documents - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Sales Teams/Organizations: Caters to sales teams - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Image Library: Store and manage images - Inbox Management: Organize, prioritize, and manage incoming communications - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Language: Manage and support multiple languages - Multi-Party Signing: Share documents with different users to collect multiple signatures - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Payment Processing: Accept, record, and reconcile financial transactions - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Scheduling: Plan availability and assign specific time slots for tasks and resources - Screen Sharing: Digitally share screen view with others - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Sell Side (Customers): An agreement between a buyer and a seller for the sale and delivery of goods or services - Single Sign On: Allow users to access multiple services after entering their login credentials once - Specialty Contracts: An agreement that's only valid if signed by all involved parties, sealed, and delivered - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Video Management: Store and manage online video content - Video Support: Supports various video file formats - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (120) 4.4 Based on 120 reviews ## Pricing Value for money 4.3 (112) Free Version [View pricing plan details](https://www.capterra.com/p/120209/ClientPoint/pricing/) Free $0.00 It includes: - Custom Profiles - QR Codes - Chat Tools - Group Management - Video Meetings - Calendaring - Document Sharing - 90 Days Message History Sales Accelerator $83.00 Flat Rate,Per Month It includes: - Generate Proposals - Marketing Management - eSignature - Dashboards and Reports - Video Marketing - Sales Tools - Priority Support - CRM Integration Enterprise Essentials $333.00 Flat Rate,Per Month It includes: - Document Automation - Customer Portals - Content Library - Live Dashboard - Automated Notifications - Calendar Scheduling - SOC 2 Type 2 - GDPR Compliant Enterprise Solutions Custom Quote Available It includes: - Engagement Analytics - Enterprise Integrations - Digital Asset Management - Role Base Access Control - International Language Suport - API - Onboarding and Training - Automation Value for money 4.3 (112) 4.3 Based on 112 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (159) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (159) 4.6 Based on 159 reviews ## User reviews Overall rating 4.6 Based on 167 reviews Filter by rating 5(109) 4(47) 3(9) 2(1) 1(1) Mentioned topic Sorted by most recent Craig B. Chief Operating Officer Facilities Services ### "Predatory terms and conditions with no flexibility - customer care is a joke" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 29, 2026 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 soak me for thousands of dollars - would not recommend to anyone based on the lack of customer care alone. Pros The software and support itself is good. They worked with us on development and were responsive when asked. Cons Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle. I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else. Alternatives considered [Loopio](https://www.capterra.com/p/133042/Loopio/) Reasons for choosing ClientPoint Customization options for my industry / relevant experience Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 6, 2026 Hi Craig, Thank you for taking the time to share your review, and for recognizing the value of our platform and the support our team provided during your time with us. We hear your feedback regarding our renewal terms and offboarding process. While these notice windows exist to manage infrastructure and staffing commitments, we recognize that enforcing contract terms when a customer's internal needs change can create unnecessary friction. We are sorry that your departure ended on a negative note after an otherwise productive partnership. We take this feedback seriously and are actively reviewing our renewal notification timelines to prevent this kind of experience in the future. We would welcome the opportunity to speak with you directly and work toward a fair resolution. Please feel free to reach out to our leadership team at billing@clientpoint.net. TB Tony B. Cfo Computer Hardware ### "Great client base" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 15, 2025 Able to stay in touch with my clients easy software i wish other companies had such a great software thank you Pros 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 Cons Nothing easy smooth no lagging and very very informative i will recommend this to all my business and new clients Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Candice B. Business Development Real Estate ### "Overall a great product!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 12, 2024 My experience is very good. I'm checked in with pretty regularly. Pros I love being able to see which documents were of the most interest to the recipient. Cons The "Save" and the "Save and Continue" buttons. The saving process seems slow to me. Also the Status buttons - I don't like that they're not capitalized - crazy, I know, but it bothers me when I see them lower case. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thank you so much for your review! RT Renard T. Director of Operations Facilities Services ### "Feedback Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 12, 2024 Happy overall with ClientPoint, great experience. I am open to meet once or twice a year with a rep on reviewing some of the tools that the software offers, but still not utilizing effectively. Pros Notifications when someone is viewing the proposal. Great way of accessing the contracts and proposals. Cons Sometimes the system freezes and is slow. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thanks so much for your review! SD Sarah D. Business Development Coordinator Facilities Services ### "Great tool and room for improvement!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 12, 2024 Pros Ease of building a proposal with lots of moving parts and complex structures Cons Would be nice to edit within like Proposify. Also the site often "spins" and freezes. Alternatives considered [Proposify](https://www.capterra.com/p/133332/Proposify/) Reasons for choosing ClientPoint Fulfilled all needs, ease of use, robust platform Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thanks for your feedback. RM Robin M. Director of IT and Software Architect Construction ### "Thank you, ClientPoint Team!" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 5, 2024 It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors. Pros The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing. Cons Overall, I think the UI needs a refresh and performance improvements. Switched from [Proposify](https://www.capterra.com/p/133332/Proposify/) Proposify does not integrate with NetSuite. Alternatives considered [airSlate SignNow](https://www.capterra.com/p/154418/SignNow/) Reasons for choosing ClientPoint ClientPoint was the best option with NetSuite integration. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thanks kindly for your review RK Robert K. Director, Sales Operations Professional Training & Coaching ### "Powerful Platform for Sales!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 5, 2024 We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended! Pros The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent. Cons The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets. But in most cases, the change is made quickly. Switched from [RightSignature](https://www.capterra.com/p/220507/RightSignature/) ClientPoint integrated to our CRM tools! Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing ClientPoint Their pre-sale support was spectacular. They worked with us on building templates and testing the tools. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thank you for your feedback and kind comments. PY Patty Y. COO Insurance ### "Better with ClientPoint!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 5, 2024 Pros The ability to find solutions for most of our business's challenges and turn them into operational efficiencies. Cons Like any new system there is a learning curve but when once you learn to ride without training wheels, I was off to success. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 17, 2024 Thanks so much for your kind comments! JP Joseph P. CEO Real Estate ### "Great experience, long time user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 September 1, 2024 Very easy to use, don’t know what we would do without it! Pros Really speeds up the proposal generating process and gives clients a central directory for documentation Cons Takes a collaborative effort on implementation, but once your templates are up and running, it’s a fast and easy process to create more proposals. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 26, 2024 Hey thank you so much Joseph for your review! We appreciate you as a long-time customer! AN Anonymous User Chef de département commercial chargé de communication Renewables & Environment ### "Bon gestionnaire de contrat sans papier" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 29, 2024 je n'ai pas rencontre de problème particulier avec ClientPoint Pros Le traitement des paiement et le suivi des performances Cons Impossible de réutiliser des modèles de propositions Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 5, 2024 Thanks for your great review! [View all Reviews](https://www.capterra.com/p/120209/ClientPoint/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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