--- title: "ClientPoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is ClientPoint the right Business Performance Management solution for you? Explore 167 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/120209/ClientPoint/reviews/" page_type: "reviews" language: "en" --- 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 September 16th, 2026 # Reviews of ClientPoint Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews 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 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 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 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 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 RT Renard T Director of OperationsFacilities Services, 201 - 500 employeesUsed the software for: More than 2 years. “Great way of accessing the contracts and proposals.“ December 12, 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 Response from ClientPoint 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. 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 sM steve M. sales Used the software for: 1-2 years ### "My opinions of using Paperless Proposal software" April 27, 2018 5.0 I been doing sales for a long time I think this is the best software program for keeping track of all proposals and documents for potential clients . Paperless has definitely help me to expand my networking Pros Paperless proposal now lets you conduct business and send proposals through email now instead of always having to print and fax or do paperwork for contracts. It makes sales a lot more convenient and definitely helps you keep track of all your leads and proposals that you have sent to new or potentially new clients. It also allows anyone in your company to have access and modify or add anything to the same specific document in real time so everybody knows whats going on and is kept in the loop. Cons Its not the most user friendliest software we had to have a professional come in and train us on using this software. If your not familiar it will take some getting used to but once you got the hang of it your going to love it. Every time you log on from a different device besides your main pc that paperless is all ready familiar with you have to get a code verification in your email and than enter that at login to even enter paperless and see your documents, that is kind of frustrating. Review Source mO macanthony O. sales Used the software for: 2+ years ### "My experiences using Paperless Proposal software" March 12, 2018 5.0 It lets you keep detailed notes from communication with potential new clients and allows as many employees as you choose to have access to all files and proposals when ever they need to or want to make changes. You can access it from any device including cell phones Pros It lets you allocate one or as many employees as you want have constant access to recent and all proposals and documents in the system so everyone is kept up to date or if any current changes need to be made notes and changes could be added to the files also anywhere and any time by whoever has access . Environmentally safe cuts pack on paper use, save the trees!!!! Cons Starting to learn this software was kind of hard for me to start learning to use myself we had to have a trained professional come in and enlighten us and teach us how to properly use this software. But once you get used to using it it is very user friendly. Review Source SC Steve C. Director of Operations Facilities Services Used the software for: 2+ years ### "Great Tool" June 21, 2016 5.0 I've been using the software for several years and it works, just as you would expect. Whenever I've had any issue, a call or email, is responded to within minutes usually, and if something can't get resolved on the spot, is is done very fast and a follow up call or email to confirm always follows. Pros Being able to have everything I need at my fingertips, for any type client or any type work order. The template feature is great, for putting everything you need into the quote, with a single click. Cons Running reports, could be easier if the categories and status' were better defined Review Source Response from ClientPoint June 22, 2016 Steve, Thank you for taking the time out to review our product. Glad to know you like it. We always listen to our client feedback and adapt accordingly. Please let us know how you would imagine the manage section fields to be defined so we can improvise on the section. Thanks, Rahat mW mitch W. strategic account leader Accounting Used the software for: 2+ years ### "If you are in sales this is the must have software for proposals" February 12, 2019 5.0 Pros If you are in sales this is the must have software for proposals. This software allows you to go paperless when creating, sending and receiving signed proposals that you create according to your expectations and details . it notifies you if your proposal has been opened and viewed and exactly what page(s) the client looked at so you know what questions to ask when you contact them again, its genius. Cons It would be better if they had a reminder notification that you can set a specific time and date after you contacted someone in case they give you a specific time to call them back you would automatically be notified when the time comes. Review Source JP Joseph P. CEO Real Estate Used the software for: 2+ years ### "Great experience, long time user" September 1, 2024 5.0 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 Response from ClientPoint November 26, 2024 Hey thank you so much Joseph for your review! We appreciate you as a long-time customer! 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.