# Page 3 | ClientPoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of ClientPoint ## Showing most helpful reviews Showing 51-75 of 166 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. OO Owen O. President Used the software for: 2+ years ### "Took our new client presentations to a new level" June 26, 2017 5.0 Pros Allows us to gauge our clients interest In our presentations. Super fast delivery . Being first to the line is often the difference between success & failure. A major marketing benefit for any growing organization. Cons There is no mobile app. I would like to report writing capabilities improved & forecasting capability needs improvement. Review Source Response from ClientPoint July 12, 2017 Owen, you're going to love the new Thunder Experience UI with new trend, pipeline, status and activity reports. You will be trained on this by your administrator this month. 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. SC Steve C. Administrator Facilities Services Used the software for: 2+ years ### "Great user interface and customer service" June 26, 2017 5.0 Easy to use, less paper of course, tracking proposals in their pipeline. Stats for keeping track of everything from different market types, regions, average prices, individual sales team won/lost ratios, etc. Pros Simple to use and set up. Creates professional proposals in minutes that can be revised easily if necessary. Cons Certain file type modifications need to be uploaded or modified on the developer side. However, they are super quick to respond sometimes within 10-15 minutes of an email. 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 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 ZM Zack M. Inside Sales Security and Investigations Used the software for: 1-2 years ### "Simple and Easy to use" June 26, 2017 5.0 Easy to use proposal template that makes sending out a customized proposal very simple and easy. It always looks like a professional job when you use Paperless Proposal Pros Quick turn around time for my customers. The video option is very helpful when trying to explain something to your customer. Cons Needs a mobile app. Being able to input information on the go would benefit our outside sales team. Review Source 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 AH Ashley H. Area Coordinator Security and Investigations Used the software for: 2+ years ### "Very easy to use" June 21, 2016 5.0 I have been using paperless proposal from the early stages. It is very easy to create customized pages. Pros I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal. Cons Something that I do not like is I do not have the option to sort by the manager or territory that I have completed the proposal for. I would like to see an additional sorting method. Review Source Response from ClientPoint June 22, 2016 Ashley, Thank you for taking the time out to review our product. Glad to know you like it. We can certainly add additional sorting filters for you. Please reach out to your Paperless Admin to contact support@paperlessproposal.com with the changes. Thanks for your kind words, Rahat 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 CE Carla E. Executive Assistant Facilities Services Used the software for: 2+ years ### "Quality Product and Easy to Use" December 23, 2016 5.0 I use Paperless Proposal on a daily basis. It is very user friendly and integrates well with our SalesForce software which allows us to track our proposals and do follow ups. It is nice to be able to see when proposals are opened and viewed as well as accepted. Pros User friendly and the tracking of proposals. Cons None at this time. Review Source SB Sandra B. Account Executive Used the software for: 1-2 years ### "Used the system to submit 95% of estimates to clients/prospects. Very well received!" July 10, 2017 5.0 Pros The system is extremely easy to use and gives a more formal approach when sending to customers. Also liked the feature where you could see when the clients opened or looked at. Cons Didn't connect with our internal system. At times, some of the steps seemed repetitive and wished it would have connected better. Review Source Response from ClientPoint July 12, 2017 Our new Thunder Experience UI is much easier to use and more intuitive. You will be trained on this from your administrator this month. SM Stephanie M. Sales Administrator II Hospital & Health Care Used the software for: 2+ years ### "Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways!" June 22, 2017 5.0 We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age! Pros I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal! Cons I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes! Review Source Response from ClientPoint July 12, 2017 We support all office files, word, powerpoint and excel files so your branding and designs can be consistent in Paperless Proposal DA Dylan A. Outside Sales Facilities Services Used the software for: 1-2 years ### "Very user friendly with a massive number of features" June 26, 2017 5.0 My average monthly sales have doubled with Paperless insight Pros I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use. Cons I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive. The site does need a strong internet connection or may run very slow. Review Source BW Beckie W. Vice President Environmental Services Used the software for: 1-2 years ### "Great Product!" December 29, 2016 5.0 Since we have started using Paperless Proposal it has saved us a lot of time and money. We are able to generate bids faster than ever before. We are still learning some of the in's and out's of Paperless Proposal and are constantly amazed at things we can include in our proposals. My favorite function is the fact that we can include a video with our proposals. Pros How easy it is to use. Cons That you have to pay for each user Review Source jE joseph E. sales Used the software for: 6-12 months ### "I love using Paperless Proposal" March 6, 2018 5.0 Paperless is the best software out there it is very user, and environmentally safe to use. It called also be integrated with other employees so everyone gets notified and is up to date on information at same time. Pros it lets you do contracts, and proposals via email no more using up paper, or time all day everyday. It files and keeps track of all your business you use it for and you can also add your notes regarding last communication. Very user friendly Cons It takes a little bit of time to learn how to change over to paperless without having a professional introduce and go over everything with you but once you have it is very easy and convenient to use. Recommend to everyone Review Source DK Dean K. Systems Consultant Used the software for: 6-12 months ### "Paperless Proposal Review" June 21, 2016 3.0 The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what. Pros The reporting features are nice. Cons It is cumbersome. Review Source Response from ClientPoint June 22, 2016 Dean, Thank you for taking the time out to review our product. Sorry to hear that you feel the product is cumbersome. I assume your library was not optimized well enough. Could you please reach out to support@paperlessproposal.com with some available times from your end? I would like to have a call with you to discuss your issues and resolve as soon as possible. Thanks, Rahat 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 MP Michael P. Business Development Manager Security and Investigations Used the software for: Less than 6 months ### "Paperless review by a new user" June 21, 2016 5.0 I have not previously used Paperless but with my current company it is a tool that is encouraged and truly quite necessary. I find that the program works seamlessly with the processes we utilize to stand out from the rest of our competition. Pros The ease of use in uploading, editing, and bringing together the various segments of our message and providing that in an easy to use online portal. Cons I am not a fan of the way that the site requires me to change the settings for approved, pending, etc. each time I click out and back in to manage my proposals. I of course may be taking some redundant steps but have not found a way around this yet. Review Source Response from ClientPoint June 22, 2016 Michael, Thank you for taking the time out to review our product. Glad to know you like it. We are working on a automated workflow. Once it goes live you wont have to manually change the proposal state. Thanks for your kind words, Rahat MM Metika M. Account Manager Telecommunications Used the software for: 1-2 years ### "Great product for companies who send multiple quotes" December 28, 2016 5.0 This product makes it easy for all of us who use the proposal documents to ensure consistency while having the ability to customize the document. It provides excellent insight on how much time was spent reviewing the proposal. Pros The ability to see when the client has reviewed the proposal and how long they reviewed it for. Review Source MA Matt A. BDM Security and Investigations Used the software for: 2+ years ### "Review for Paperless Proposal" June 27, 2016 4.0 I use this program to create proposals on a weekly basis. I have also used it to send e-brochures on a fairly regular basis. Pros Extremely user friendly. It's a huge advantage to receive an alert when prospect logs on to view the proposal and to see the stats of what they view. Cons I would like a few more options for covers. I would also like a way to duplicate proposals directly from Salesforce. The site freezes more than I'd like it to but it the auto save feature comes in handy. Review Source BD Brian D. Inspector Farming Used the software for: 6-12 months ### "Uspest inspector" June 21, 2016 4.0 Overall a very good product, seems to have some server issues and lagging hang up on processing documents but overall use is good Review Source Response from ClientPoint June 22, 2016 Brain, Thank you for taking the time out to review our product. Glad to know you like it. We usually have server downtime during our occasional maintenance windows which are strategically scheduled during the weekend midnights with prior notification to our clientele. Other than those if you face server issue some other time then please contact support@paperlessproposal.com Thanks, Rahat KK Kelly K. Operations Manager Environmental Services Used the software for: 2+ years ### "Great program & easy to use!" December 24, 2017 5.0 Pros Easy, professional, and fast! Very professional. Current customers and new customers love the presentation and easy layout of the proposals. Paperless Proposal will also customize the colors to coordinate with your logo. Customer service always responds quickly and follows up. I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company. Review Source GG Greg G. Business Development Manager Security and Investigations Used the software for: 2+ years ### "Use it all the time. Very user friendly." June 7, 2017 4.0 Quick turnaround on creating proposals. Pros Ease of use and customer support. Support is always very responsive. Creating proposals are no longer a chore. Rather, the time it takes to produce one is cut about in half with Paperless Proposal. Cons Sometimes the connection to the application runs a bit slowly. Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything. Review Source JH James H. Sales Executive Recreational Facilities and Services Used the software for: 1-2 years ### "easy to use and a great way to track views of your proposal. Highly recommended" July 10, 2017 5.0 Pros Ease of use for my customers. The shareability: that they can share with other people makes it easy to get the proposal into the correct peoples hands. Cons it is a little confusing at first as to what to click to download proposal. But once you figure it out, it is easy from there on out. Review Source Response from ClientPoint July 12, 2017 You are going to love the New Thunder Experience UI which you will be trained on by your administrator this month. 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.