# ClientPoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClientPoint the right Digital Signature solution for you? Explore 166 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 (166) [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 March 13th, 2026 # Reviews of ClientPoint Ease of use 4.6 Customer Service 4.7 ## 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 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 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 TB Tony B CfoComputer Hardware, 2 - 10 employeesUsed the software for: Less than 6 months. “Able to stay in touch with my clients easy software“ June 15, 2025 ## Showing most helpful reviews Showing 1-25 of 166 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. TD Tom D. DIRECTOR OF SALES Used the software for: 2+ years ### "Good and Bad" June 21, 2016 3.0 Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless. Pros Keeping track of proposals/ easy to organize/ finding old proposals Cons Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page 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. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore. Thanks, Rahat 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 RT Renard T. Director of Operations Facilities Services Used the software for: 2+ years ### "Feedback Review" December 12, 2024 4.0 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 Response from ClientPoint December 17, 2024 Thanks so much for your review! CB Candice B. Business Development Real Estate Used the software for: 2+ years ### "Overall a great product!" December 12, 2024 4.0 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 Response from ClientPoint December 17, 2024 Thank you so much for your review! PY Patty Y. COO Insurance Used the software for: 1-2 years ### "Better with ClientPoint!" December 5, 2024 5.0 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 Response from ClientPoint December 17, 2024 Thanks so much for your kind comments! 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 BB Barbara B. Business Development Administrator Used the software for: 2+ years ### "I am a proposal writer for a large security company and use Paperless on a daily basis. " June 22, 2017 5.0 it allows for our products to be uniform across our large footprint. Pros I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage. Cons I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info.. Review Source Response from ClientPoint July 12, 2017 Barbara thanks for your review. Our CTO, Zeb Evans will reach out directly to you to address your concern. 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 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 hC hugo C. secretary Import and Export Used the software for: 2+ years ### "We love paperless and their team!" June 21, 2016 5.0 Pros It's so easy to use and love the customer service! We use paperless everyday. Easy to use and upload to. The support team is super friendly and quick to fix any issues. Cons The software is great. Maybe get rid of the last receipt page... Review Source Response from ClientPoint June 22, 2016 Hugo, Thank you for taking the time out to review our product. Glad to know you like it. We can disable the download receipt page that gets added when you download the proposal. Please send in a request to do that via support@paperlessproposal.com If you ever have any questions please reach out to our support. Thanks, Rahat CA Craig A. Owner Farming Used the software for: 6-12 months ### "Streamline your proposal process" June 21, 2016 5.0 Our company was looking for a way to stand out from our competition and have a way that clients could accept proposals online. We found that with perfect proposal. In addition we can follow what our clients find most important so we can make future proposal more effective. Pros The product is very easy to use even if you are putting out a ton of proposals. If you do have a concern the professional customer service will get it addresses very fast. Cons Wish there was a way to accept ARCH payment through system. Review Source Response from ClientPoint June 22, 2016 Craig, Thank you for taking the time out to review our product. Glad to know you like it. We are not a payment solutions software thus we can't provide any payment solution. But if you happen to have any online gateway to accept payments with any other payment solutions provider then we can embed that gateway into your proposals so you can receive payments within the proposal. Thanks for your kind words, Rahat dR david R. security officer Used the software for: 1-2 years ### "My experience with Paperless Proposal" February 19, 2018 5.0 Helps coordinate and keep track of all potential and new clients Pros Helps every employee keep track of detailed notes for potential business and everyone has access and receives emails at the same time so everyone is on the same page. Cons The new version takes some getting used to compared to the original version but once you get the hang of it it is very useful software i recommend it to everyone. Review Source CL Chris L. BDM Security and Investigations Used the software for: 1-2 years ### "Ability to bust out quality proposals in a short amount of time" June 21, 2016 5.0 Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company! Pros Ease of use overall once you figure out how to use the program effectively. Their customer support is unmatched. Cons The system can be slow to navigate through. Be patient... Review Source Response from ClientPoint June 22, 2016 Chris, Thank you for taking the time out to review our product. Glad to know you like it. We've upgraded our servers to the latest server technology and hardware a while back. everything should run very smooth and fast now. Please contact support if you are facing issues. Thanks, Rahat MR Mike R. COO Used the software for: 1-2 years ### "Made us a lot more effiecient!" June 21, 2016 5.0 We hesitated for a long time about using Paperless proposal but once we decided to give it a try and discovered how robust it is and easy to use, we will never go back. It has made preparing and presenting proposals much faster, more standardized, and more efficient. Our customers now have the option to easily access a digital copy of the proposal. Pros I like that all the parts of the proposal are in the library and are easy to use in customizing the proposal to the type of customer. The key word is easy. Cons The only "con" is really not a con, just part of the process. Having to fill up the library and get everything ready was a challenging process but well worth it once it is done. You may being better prepared than we were so it may not be a big deal. They are VERY helpful along the way. Review Source Response from ClientPoint June 22, 2016 Mike, Thank you for taking the time out to review our product. Glad to know you like it. Thanks again for all your kind words, Rahat 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.