# ClientPoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClientPoint the right Digital Signature solution for you? Explore 167 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/120209/ClientPoint/reviews --- ClientPoint 4.6 (167) [View alternatives](https://www.capterra.com/p/120209/ClientPoint/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of ClientPoint Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews JP Joseph P CEOReal Estate, 51 - 200 employeesUsed the software for: More than 2 years. “Really speeds up the proposal generating process and gives clients a central directory for documentation“ September 1, 2024 Craig B Chief Operating OfficerFacilities Services, 501 - 1,000 employeesUsed the software for: 1-2 years. “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.“ May 29, 2026 JK Jeff K PresidentConsumer Services, 11 - 50 employeesUsed the software for: 1-2 years. “As a platform designed to streamline client interactions and presentations, it has helped us enhance our client communication and sales presentation delivery.“ June 4, 2024 AS Ari S Sales ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years. “It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement“ October 14, 2021 TB Tony B CfoComputer Hardware, 2 - 10 employeesUsed the software for: Less than 6 months. “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“ June 15, 2025 RK Robert K Director, Sales OperationsProfessional Training & Coaching, 51 - 200 employeesUsed the software for: More than 2 years. “The team at ClientPoint has always understood our business needs, which has been helpful during various transitions.“ December 5, 2024 ## Showing most helpful reviews Showing 1-25 of 167 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jay M. Marketing Strategist Marketing and Advertising Used the software for: Less than 6 months ### "ClientPoint > PandaDoc" November 20, 2019 5.0 Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional Pros The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on. Cons While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else Review Source Response from ClientPoint November 22, 2019 Hi Jay, we're so happy that you are delighted with ClientPoint. We recognize that each of our clients is unique and we find it best to take a more hands-on approach. We also appreciate your feedback and will share this with our product team as we continue to innovate. RK Robert K. Director, Sales Operations Professional Training & Coaching Used the software for: 2+ years ### "Powerful Platform for Sales!" December 5, 2024 5.0 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. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reason for choosing ClientPoint Their pre-sale support was spectacular. They worked with us on building templates and testing the tools. Switched from [RightSignature](https://www.capterra.com/p/220507/RightSignature/) ClientPoint integrated to our CRM tools! Review Source Response from ClientPoint December 17, 2024 Thank you for your feedback and kind comments. Craig B. Chief Operating Officer Facilities Services Used the software for: 1-2 years ### "Predatory terms and conditions with no flexibility - customer care is a joke" May 29, 2026 1.0 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/) Reason for choosing ClientPoint Customization options for my industry / relevant experience Review Source SD Sarah D. Business Development Coordinator Facilities Services Used the software for: 2+ years ### "Great tool and room for improvement!" December 12, 2024 4.0 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/) Reason for choosing ClientPoint Fulfilled all needs, ease of use, robust platform Review Source Response from ClientPoint December 17, 2024 Thanks for your feedback. RM Robin M. Director of IT and Software Architect Construction Used the software for: Less than 6 months ### "Thank you, ClientPoint Team!" December 5, 2024 4.0 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. Alternatives considered [airSlate SignNow](https://www.capterra.com/p/154418/SignNow/) Reason for choosing ClientPoint ClientPoint was the best option with NetSuite integration. Switched from [Proposify](https://www.capterra.com/p/133332/Proposify/) Proposify does not integrate with NetSuite. Review Source Response from ClientPoint December 17, 2024 Thanks kindly for your review TB Tony B. Cfo Computer Hardware Used the software for: Less than 6 months ### "Great client base" June 15, 2025 5.0 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 Zack M. Director of Inside Sales Used the software for: 1-2 years ### "Makes producing Quotes on the go simple and easy. The quickest proposal I have ever created." March 13, 2018 5.0 Pros The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my competition, I can send my proposal before leaving the customers parking lot. Support (when needed) is always quick and easy. Cons Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis. Review Source Federico J. Founder and Senior Copywriter Used the software for: 6-12 months ### "See who's opened your proposal and what they've seen" January 31, 2018 5.0 Pros I hate writing proposals. Absolutely hate it. Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand. The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't. This helps me follow up with them and understand what makes them buy or not. Cons I'd like to see improvements in the way you search for docs in the media library. Could be way simpler and faster. Review Source Timothy Y. Regional Account Manager Used the software for: 1-2 years ### "I used this to send proposals to clients" June 5, 2018 5.0 great tool for professionals Pros I love that my administrator and my boss can review the proposals before the final is sent to the customer Cons No cons about this product. i have not had a bad experience or used a better similar products or service. Review Source Trisha M. Loan Coordinator Higher Education Used the software for: 6-12 months ### "We used this product when trying to decide which software system we would purchase. " June 5, 2018 4.0 Pros The ability to submit and track a proposal is easy and request are stored for further review or if you need to look back for reference. Cons Navigation was a bit confusing at first but once familiar with this product, ease of use was enhanced. Review Source AS Ari S. Sales Manager Information Technology and Services Used the software for: 1-2 years ### "ClientPoint for AEs" October 14, 2021 5.0 Fairly easy to use and clients appreciate the videos. Pros The ease in which you can add a personalized video to attract attention and help clients put a face to a name. Cons It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement Switched from [RightSignature](https://www.capterra.com/p/220507/RightSignature/) To be able to utilize the video feature. Review Source BC Brian C. Business Development Manager Security and Investigations Used the software for: 2+ years ### "Paperless Proposal Indiana Review" June 21, 2016 5.0 I have been using this platform for my proposals for several years now and the interface is very intuitive, the flexibility and customization options allow large/complex proposals to be just as easy to produce as small scale, simple proposals. The end product is always professional and represents my company well. The tracking metrics are extremely useful and help me to not only learn from previous efforts, but be more timely in my follow-up response with those decision makers that I am targeting. It also gives me insightful visibility into decision-makers up the chain of command whom I knew existed but may have not necessarily known their name or contact information. Pros The flexibility and customization ability of the platform. I can get as creative as I need to to win the business. Cons I would like to see more potential customization of the cover page with different color schemes, looks, multiple photo design arrangements, etc. to fit the client's business. In other words, I like to co-opt a client's culture or mirror that culture with my cover art so they know from second one that we share similar cultures or values. Review Source Response from ClientPoint June 22, 2016 Hi Brian, Thank you for taking the time out to review our product. Glad to know you like it so far. I would like to let you know that we can create very customizable cover page merge docs for you. Where you can control what type of information go in and how they format. Please contact your Paperless Administrator to send out a request to our support@paperlessproposal.com to get the ball rolling. Thanks, Rahat dM dallos M. sales Used the software for: 1-2 years ### "My use of Paperless Proposal" February 19, 2018 5.0 There are a ton of benefits to having this software especially if you are in sales and business development. I recommend it to everyone to use Pros I love this software it lets you leave up to date notes that can be shared with as many employees as you want it to share with so that everyone is kept up to date, has access and stays in the loop. If a client emails in all the employees attached receive it at the same time. Cons When searching for clients all ready in your list you have to keep the "unfiled" box unmarked before the right client will come up while searching. It kind of takes some time to get used to using the software and sometimes difficult to bring up specific client you are looking for. But once you learn it it is very cool. Review Source MS Mercedes S. Adminstrative Assistant Used the software for: 2+ years ### "Paperless is a great way to track potential and new clients. " February 20, 2018 5.0 Pros Paperless is very easy to access. It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal. The best and only way to track clients for current and future contracts. Cons Recently paperless updated to a nee version. At version just like any new program it was a little hard to navigate but in no time I was navigating through like there wasnt even an update. Review Source CR Christy R. Director of Operations and Business Development Management Consulting Used the software for: 1-2 years ### "Seamless proposal generation and management " June 4, 2024 5.0 Pros The ease of use, historical record, tracking, quick generation, \[sensitive content hidden\] is an outstanding associate for your company. Cons No cons, it’s a great product. The customer service is excellent Review Source Response from ClientPoint June 11, 2024 Thanks for your review RM Rya M. Sr. business development coordinator Security and Investigations Used the software for: 2+ years ### "What a lifesaver!" July 11, 2017 5.0 This saved a lot of time when creating proposals and allowed me to concentrate on creating better material Pros I love that we can upload all our files into the system and use as we go along. I especially like how helpful the paperless team is when it comes to helping us create custom merge docs to use within our library. Cons It does not have a search button which scans through each document to find information you're looking for. Review Source Response from ClientPoint July 12, 2017 We have a search files capability for the library coming out on our next feature release. ES Ed S. BDM Used the software for: 6-12 months ### "I can send proposals shortly thereafter a productive sales meeting. Impressive to my prospects!" June 22, 2017 4.0 Pros Knowing when the recipient has reviewed my proposal, and what sections they are truly interested in, allows me to answers pertinent questions regarding my service. Cons Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for. Review Source Response from ClientPoint June 27, 2017 Ed, thanks for the review. If you are having problems with proposal going into Spam please be sure you are sending them from your email not via PP as they are more likely to end up in Spam if not coming directly from you. Also, it is always dependent upon people junk email settings and words used in the body of your email that lands them in Spam. If you see a proposal has not been viewed in a day or two its always a good practice to make a follow up call to your client and insure they received it. Let us know if we can be of further assistance. CM Cody M. Sales Used the software for: 1-2 years ### "My Review of paperless" June 21, 2016 5.0 Getting quicker responses on customization requests and just better overall code writing support would be appreciated. Pros Tractability of customer viewing. Cons Unable to customize for specific business needs quickly. Review Source Response from ClientPoint June 22, 2016 Cody, Thank you for taking the time out to review our product. Glad to know you like it. Matt usually send out the change requests to Zeb directly and Zeb usually check his emails once a day. Sending out the change requests to support@paperlessproposal.com should result in faster response and resolution. Please let us now if there is anything outstanding or any new change we can help out with. Please email our support with any question or change requests. Thanks, Rahat CS Carol S. Vice President Facilities Services Used the software for: 2+ years ### "This is the absolute best proposal software ever. My proposals are professional, easy to understand." July 11, 2017 5.0 A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper. Pros The ramp up is very quick. The software is amazingly easy to use. The customer support is extremely quick and accurate. They are also helpful and willing to modify certain aspects with no problems. I can't say enough good things about the customer support. Cons Review Source JM Jen M. Director of Marketing and Business Development Marketing and Advertising Used the software for: 2+ years ### "ClientPoint Review" June 5, 2024 4.0 Pros Excellent training and customer service. Quick turnaround times on modification requests. Loved working with Asma! Cons Fairly extensive training process. Unable to modify customizable fields without assistance. Review Source Response from ClientPoint June 11, 2024 Thank you for your review! JS Jeff S. sales Used the software for: 2+ years ### "It has been very useful and has helped me grow my sales. I have received many compliments." December 25, 2017 5.0 Pros The ease of presentation quality and data availability. The ability to adjust anything within the proposal with ease. Cons The fact that I have to use pdf files and upload them which means the fonts don't match. Crowded display of information on start up page. Review Source LG LaTanya G. Sales Specialist Used the software for: 6-12 months ### "Overall, Paperless has been a big help and has made everyday tasks easier to manage. " December 28, 2017 4.0 Pros I like that clients can sign proposals electronically, upload, and leave comments. I like the look and feel of the dashboard. Cons I do not like that it is not fully customizable. You cannot click on obvious fields for sorting, you cannot adjust system defaults and filters for viewing a page, you cannot get rid of duplicate contacts, you cannot duplicate a deal, there are too many steps to empty the trash, creating a template is not as easy as it should be, etc. Overall, takes a lot of steps to complete some of the most basic tasks. Review Source eR ethan R. Security and Investigations Used the software for: 6-12 months ### "My proposals" June 26, 2016 5.0 I love using paperless for my marketing and sales. Easy to keep everything filed and organized as well Pros Display photos on cover letters, easy to produce proposals, user friendly and accessable for every employee Cons It don't have reminders to set when to call clients back or conduct follow up calls. Review Source tW tom W. BDM Security and Investigations Used the software for: 2+ years ### "paperlessreview" June 21, 2016 4.0 overall very satisfied-program is easy to use and navigate. material is easily accessible and easy to change or revise for final draft form. program is used for formal proposals, budget proposals, amd information pieces. Program allows easy and complete insertion of both file and external documents for application to proposals. Program has proven very user-friendly for client access of proposals and information Pros easy to navigate and apply Cons none Review Source Response from ClientPoint June 22, 2016 Tom, Thank you for taking the time out to review our product. Glad to know you like it. Thank you for the kind words, Rahat JH JENNIFER H. Customer Service Rep Environmental Services Used the software for: 1-2 years ### "LOVE, LOVE, LOVE!" November 14, 2017 5.0 Pros The ability to customize proposals for clients based on their individual facility needs. The proposal process now takes half the time. Cons There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.