# Page 4 | ClientPoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of ClientPoint ## Showing most helpful reviews Showing 76-100 of 166 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RP Rachel P. Ops Manager Facilities Services Used the software for: 2+ years ### "Paperless proposals has definitely made things easier for our company - everything is all together. " July 14, 2017 3.0 Being able to view all proposals issued, viewed all at the same time. Pros The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature! Cons It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client. Review Source XG Ximena G. Marketing Animation Used the software for: 1-2 years ### "Paperless Proposal is a great way to get your documents across your clients in a secure manner. " December 26, 2017 5.0 Paperless proposal has helped millions to get their business idea in a visually organized way to the people they care the most. Pros What I love about this software is that you can share as many documents/files as you like in one single proposal. You can customize your proposal to be however you want it to be. Cons What I think could be better about this product is a little more flexibility on the Administrator's end. Review Source SG Stephanie G. Rental Display Consultant Used the software for: ### "Paperless Proposal for Rental Sales Application" July 20, 2012 4.0 I really like how easy this is to use and feel that clients appreciate the overall presentation format. Especially useful for my position as I do not meet face to face with clients as they are nationwide. This is a medium in which I can add a personal touch with the opening/closing video. Pros Great way to present, manage and track proposals for clients. Really like the features that show you who viewed the proposal and how long they spent on each page. Great database for proposal files and really like the video feature. Cons After uploading new files and previewing them in the proposal you can fit the page width or height, however this is not uniquely saved and applied to individual pages. This can cause distortion of certain files if they are not "fit" indivdually. Perhaps this could be a new option. Review Source Response from ClientPoint July 25, 2012 Stephanie, Great point. We will put on our development roadmap the ability to save fit width or height as a default. Thanks, Zebulon Evans CTO PaperlessProposal.com GG Greg G. Sales Security and Investigations Used the software for: 2+ years ### "Great tool for standard proposals" December 20, 2016 4.0 Easy to use interface. It is perfect for standard proposals. It sometimes gets cumbersome when you need to do a deeper customization for specific bid responses. However, those are not often the case in my industry. Pros Very easy to use and effective for standard proposals. Cons Can sometimes be cumbersome for non-standard proposals where customization needs to be done. Review Source JB Jordan B. General Manager Used the software for: Less than 6 months ### "New Way to Bid" June 21, 2016 5.0 Paperless has made the bidding process for our company quicker, simpler, and overall more satisfying. A bid that could take up to 2 hours now we can have done in 15 minutes. All persons involved with setting up our account to run smoothly have been a joy to work with and take pride in keeping the customer happy, and it shows. Pros Functionality to customize according to what we need. Every successful company has a cutting edge to make them better and Paperless helps highlight ours. Cons Because it is new technology to a lot of people some of our customers have found difficult viewing it. Review Source Response from ClientPoint June 22, 2016 Jordan, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat NM Nick M. CEO Used the software for: ### "Knowledge is KING" August 7, 2012 4.0 Highly recommend. Pros Interface is simple and there is nothing better than getting a text message to let me know that someone is reading an old proposal I sent them. That is powerful, time your call right and you just brought a cold lead back to life. Cons I think the only thing that might hold it back is when clients have to enter their email to view the proposal. If there was a way to imbed that info in the link so they wouldn't have to enter their email that would be great. Some people can be finicky about taking that step to get to the proposal. Review Source Response from ClientPoint August 7, 2012 Nick, We have on our roadmap an option to not prompt the prospect for their email address. We do this because a lot of times the proposal will be delivered to a gatekeeper and then forwarded around the organization. We want to provide you with contact information for all of those people. Thanks, Zeb Evans CTO, Paperless Proposal TS Tom S. President Used the software for: ### "It's Outstanding" August 13, 2012 5.0 Buy it and don't look back! Pros I met the President Glen, at the Las Vegas Security Show. I was imeadiatley impressed with his product and purchased it on the spot. The very week we implimented using Paperless Proposal we won a large sale from an out of state firm that has a distribution center here in Elkhart, IN Being able to add a short video introduction allows someone that has never met me to see who they are buying from thus reducing any anxiety caused from making a purchase from a stranger. It adds a personal touch. The few customer service questions we've had since implimentation have been addressed promptly even over a weekend. Cons Add Client name to each step of the process so you don't lose track of which project you are working on when you are trying to balance multipal proposal. Review Source JC Jeff C. VP Sales Security and Investigations Used the software for: 2+ years ### "Paperless Proposal A Great Product And Company To Work With" June 21, 2016 5.0 Great product. Very easy to build custom proposals with videos. Building customer proposals allows us to stand out vs. our competition. Pros Ease of use and adding videos to make proposals stand out. Cons none Review Source Response from ClientPoint June 22, 2016 Jeff, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat AC Adam C. Sr Vice President Used the software for: ### "Excellent product and Service!!" May 25, 2016 5.0 After demoing just about very proposal software on the market we chose Paperless Proposal. There was really not contest that you get the best product, with the most features for the price. The set up was done with a few consultants who built my initial proposal template, then walked me through the process of how to build additional templates that I can tailor to each market segment. The ease of use if fantastic and simple. We went from taking days/weeks creating proposals using a word template, to now taking minutes to modify my paperless template to create a fully customizes proposal. Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding. The analytics is unmatched and extremely helpful. It integrates perfectly with CRM software like Salesforce. The only downfall is to make sure if you are going to use Paperless integrated in Salesforce, that you get pricing for that because there is an added cost. Review Source BM Brian M. Business Development Manager Computer Software Used the software for: Less than 6 months ### "Paperless Proposal makes it easy to send, track and act on proposals" December 14, 2016 5.0 After a bit of a learning curve (some self-inflicted) we were up and running with the system. As with anything, the more you are in the system, the easier it is to use. It's a nice container to see everyone who has opened the proposal and who they share with. You can add/remove documents to different people and customize to attract your client Pros Tracking and editing of proposals. Can send emails thru the system, or create a link to share on social media Cons Learning curve on how to upload into the system is not always intuitive. Their support and executive team are there to assist all the time, so it's not really a con Review Source JPG Jean Pierre G. Co Owner Used the software for: ### "Fantastic Software and great customer service team" May 26, 2016 5.0 We are a High end Event planning and catering company in Las Vegas , using paperless Proposal for more than 3 years. When we had the first demo during CaterSource trade show we saw immediately the potential, but as soon as we start sending our first proposals, the reaction of our clients was more than what we expected. "It's beautiful, it's professional, and that type of presentation put us above our competitor". It s very easy to use, we use both PC and Mac and there is no real issue. We even have send proposal from iPad and it works. The main issue will be more when using Parallel on Mac and uploading file from the PC part to the browser on the Mac side. Except that everything is great, The team has work with us to customized our product and are here as soon as we call them. I will remember one day calling them, from Vegas they were in route to a trade show in Chicago and were able to help us from their Taxi. Bravo... Review Source JI Jenny I. Director of Executive Operations Used the software for: Less than 6 months ### "Improved Our Business!" June 24, 2016 5.0 We have been looking for a tool that could take our proposals to the next level and Paperless Proposals has done that for us. The tool is so easy to use, simply clicking and adding brochures and web links has never made it easier to put a professional proposal together. The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent, I would highly recommend this tool!! Review Source Connie V. Director Of Business Development Used the software for: Less than 6 months ### "Just starting to use it." December 26, 2017 3.0 Pros I love sending a link to my prospect and that they can navigate by section headings for their ease of use. Cons I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit. Review Source MM Marc M. Sr. Director of Accounting and Business Analytics Import and Export Used the software for: 1-2 years ### "Great product" June 21, 2016 4.0 I think Paperless Proposal works well and provides great value for our sales team. We are able to keep track of great information, generate and nurture leads throughout the buying process and it allows us to close more sales than ever before. It is not cheap and requires someone on staff with some level of expertise. The Paperless Proposal team is always there to help. Pros Great at lead nurturing and understand who is interested in your product Feature rich Great customer service Cons Expensive Review Source Response from ClientPoint June 22, 2016 Marc, Thank you for taking the time out to review our product. Glad to know you like it. Sorry to hear you feel our product is expensive. Our pricing model is actually inexpensive compared to other competitors out there who may not provide you all the features we provide. Thanks for your kind words, Rahat BM Barbara M. Vice President Sales and Marketing Used the software for: ### "Best sales tool since Salesforce" April 20, 2013 4.0 I recommend all sales groups consider this program...easy to start, easy to manage ...makes creating proposals fun in place of task oriented. Pros Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy!! Frankly, I think Paperless Proposal is the "best new Sales Support Technology since SFDC!!! The system is primarily intuitive and has an immediate (WIFM) benefit and return for sales professionals as it is a huge time saver. Cons Not having this system is the biggest con I can think of' If you 'want' your team spending night and day laboring over proposals'this system wouldn't be for you! Review Source PG Peter G. CEO Used the software for: ### "I love this proposal software!" May 24, 2013 5.0 If you have to create proposals on a regular basis get this software. It will save you a ton of time and make your proposals look far more professional than your competitors' proposals. I give this software an A+. Pros Like many B2B businesses, I have to make a lot of proposals, which I dislike doing as it normally takes 1-4 hours to make a proposal depending on the complexity of the project. Paperless Proposal makes it so fast and easy to create amazing interactive proposals. Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business. Cons None that I have found. Review Source TJ Theresa J. Marketing Director Used the software for: ### "Great product and versatile!" January 13, 2012 4.0 I would recommed Paperless Proposal to anyone that wants to keep up with technology in their Sales/Marketing! Pros Paperless Proposal has become a great tool for us. We are able to create a very professional proposal in hard copy, as well as the ability for anyone with internet to view the same proposal. When submitting a proposal that needs to go through numerous channels this system saves us time and money. With the paperless version you get to see who looked at it and what they looked at. We have even used Paperless Proposal to distribute pictures taken at a CEO Golf outing, the golfers loved it! Cons The new system took a little getting used to. Review Source MK Makayla K. Producer Development Coordinator Financial Services Used the software for: 1-2 years ### "Good program, easy to use" December 1, 2017 4.0 Pros I like the Paperless Proposal software the most regarding its ease of convenience when sending a lot of info to a prospect quickly. Cons What I like best about the Paperless Proposal program is that sometimes the loading times are long between pages. Review Source BS Brian S. CSD Operations Coordinator Used the software for: ### "Great, easy to use software!" July 14, 2015 4.0 Overall this product is excellent - it's a great tool for creating, sharing and tracking proposals to our valued customer base. By tracking proposals using stats, we can easily see what our clients are focused on therefore enabling us to better serve them and send them only what they want to know about. Some minor issues in relation to the calculation of contract cleaning quotations which could be easily ironed out. Always great feedback and support from the staff and management at Paperless however, sometimes there is a delay in getting back to us (i know this is partly to do with the time difference with us being based in Ireland). Overall very happy with the product and support from Paperless. Review Source EM Erica M. Sales Consumer Goods Used the software for: 6-12 months ### "Incredible tool for sales people " June 21, 2016 5.0 Paperless proposal has allowed for a great way of communicating with my clients. I love the interactivity and the video options. Pros My favorite part about the software is the ability to track what our customers are doing with our proposals. Cons We have had a couple proposals disappear. Review Source Response from ClientPoint June 22, 2016 Erica, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat GM Glenn M. Sales Cunsultant Marketing and Advertising Used the software for: Less than 6 months ### "Present it like a pro" June 21, 2016 4.0 I was amazed on how easy and convenient this tool is. It's very useful especially when you're presenting a proposal videos. This tool ensure's you when a client open your proposal as it will alert you via an email notification. Pros Very straight forward and easy to use. Cons None that I'm aware of. Review Source Response from ClientPoint June 22, 2016 Glenn, Thank you for taking the time out to review our product. Glad to know you like it. Thank you for the kind words, Rahat CD Charlotte D. Executive Assistant Used the software for: 6-12 months ### "This software is user friendly and captures our most important data for our company and our salesman" June 26, 2017 5.0 Pros That we can run reports by pulling the data directly from Paperless Proposal and that we can go directly into paperless proposal through Salesforce. Cons I can't think of anything I don't like about it. I'm still a fairly new user to the software so I'm learning my way around still but it's pretty user friendly so not difficult to learn. Review Source JA Jonathan A. Used the software for: ### "Paperless Proposal Has Changed the Way We Do Business" December 19, 2016 5.0 We deliver 400+ Group insurance benefit proposals to our association members on an annual basis. As the mode of delivery has become more and more electronic an ongoing challenge has been delivering a high quality, comprehensive proposal that a) presents well and b) doesn't blow up our customer's inbox with 5-10 megabyte files. Paperless Proposal has solved that problem for us with an affordable, well-crafted and intuitive tool. Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success. It has been a great investment! Review Source GD Gina D. Sales & Marketing Coordinator Used the software for: ### "Paperless Proposal Review" January 26, 2012 5.0 Paperless Proposal is highly recommended - IT'S FAST, SAFE, CONVENIENT, RELIABLE & CONSISTENT! It's all about the presentation and with Paperless Proposal, professional sales proposals can easily be created in a few minutes. Pros 1) Being able to track and maintain all proposals in one location is KEY! 2) Due to new features consistently being added, as well as existing features being updated, the product is always improving 3) Ability to organize your own library of proposal documents 4) Premier Client Support Cons At this time, there are no cons. Review Source KG Kyla G. Owner Consumer Services Used the software for: I used a free trial ### "A great way to share work with other people without killing trees! " December 4, 2018 5.0 Pros It's good for the environment, it makes communication seamless, and it gives me new ideas for ways to present my ideas! It's also nice you can have other people review a draft before you send it out to clients, all with no printing. Cons i've had a good experience with this software so far, although I've only used it twice, as a guest at a company. It's not very appropriate for my regular line of work (maid service owner) although I hope to be able to incorporate into my future career endeavors. 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.