Home/Proposal Software/ClientPoint vs QwilrUpdated on: March 29, 2024

Compare ClientPoint vs Qwilr

84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Qwilr
Qwilr Proposal Software (1075 Ratings)
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84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Qwilr

Qwilr

Proposal Software (1075 Ratings)
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Overview

Summary

ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. ..show more

Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies and recruitment teams to create beautiful sales proposals for their individual prospects and close more deals. The software comes loaded with a variety of templates and modular building blocks, which can be used to create unique sales proposals in no time. Further, businesses can depend on Qwilr to accelerate, automate, impress and scale their overall reach in an efficient way. The software with its inbuilt integration mechanism facilitates B2B companies to create personalised documents as per need. They get to collaborate with leading CRM, accounting and sales platforms, like Hubspot, Xero, Slack, Quickbooks, Stripe, Salesforce and more. Further, Qwilr’s API helps users create customised proposals, invoices, quotes and other essential documents with ease. Its inbuilt ROI calculator, personalised proposal generating service and a vast library of reusable blocks turn out to be of great use. ..show more

Features

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Carlsbad, California / 888-972-7375

Redfern, New South Wales

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

ClientPoint
Custom

Features

  • Master Content Library
  • Built-In Editing Tools
  • Intuitive Online Viewer
  • Shared Sales Content
  • Live Dashboard
  • Automated Notifications
  • Powerful Analytics
  • E-signatures
  • Personalize Your Pitch
  • User Permissions
View Price Page
Business
$75 /Month

3 users included

Additional Users : $22 per User per Month billed Monthly ($25 per User per Month billed Yearly)

Create beautiful proposals and collateral, with e-signature, payments and analytics

Features

  • Web proposal builder
  • e-signature and payments
  • Dynamic pricing table
  • Dynamic pricing table
  • Proposal analytics
  • Hubspot CRM
Enterprise
$490 /User/Month

billed Yearly

10 users include

Additional Users : $49 per User per Month

Document automation, advanced customization, dedicated account management

Features

  • Includes features of Business plan, plus
  • Salesforce integration
  • Custom domain
  • White labeling
  • Team permissions
  • API Add-on
View Price Page

SCREENSHOTS

ClientPoint Screenshots
View 3 screenshot(s)
Qwilr Screenshots

INTEGRATIONS

  • RightSignature
  • Salesforce
  • NetSuite
  • Pipedrive CRM
  • Zendesk Sell
  • Stripe Payments
  • HubSpot CRM
  • Slack
  • Salesforce
  • Quickbooks
  • Zapier
  • Xero

ALTERNATIVES

Top alternatives to ClientPoint

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch

Top alternatives to Qwilr

Better Proposals
Better Proposals
PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Bidsketch
Bidsketch