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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Proposal Software

4.6 153 user ratings

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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Docspo logo
Proposal Software

5 6 user ratings

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Overview

Description 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. Read more Design, collaborate, approve and sign all your agreements with Docspo. Create beautiful proposals with just a couple of click and swipes. Use the smooth drag & drop editor to build your own stunning proposal. Give your clients a better buying experience. With interactive proposals you can let your client pick & choose packages. Accept payments. Ask for details with forms. Read more
Pricing Options
  • Free Trial Not Available
  • ClientPoint Offers Custom plan.
  • Free Trial Available
  • Starts at $19.0. Offers Free-forever plan.
SW Score & Breakdown

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    85%
  • Reviews
    80%
  • Momentum
    67%
  • Popularity
    87%

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    94%
  • Reviews
    68%
  • Momentum
    62%
  • Popularity
    68%

Features

Total Features
8 Features
11 Features
Common Features for All
    Alert Notifications Alerts the user when predefined criteria is met
    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
  • + 5 More - Show Less
    • Alert Notifications Alerts the user when predefined criteria is met
      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
  • + 8 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Not available
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.6/5 153 user ratings
    5/5 6 user ratings
    Ratings Distribution
    • Excellent

      67.9%
    • Very Good

      26.6%
    • Average

      4.6%
    • Poor

      0.6%
    • Terrible

      0.3%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • ClientPoint Offers Custom plan.
    • Free Trial Available
    • Starts at $19.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    ClientPoint Custom

    Free Free

    Pro Plus $39.00 $49.00 per user / month

    Pro $19.00 $25.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots ClientPoint Reports
    + 2 More
    UI Editor
    + 2 More
    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Carlsbad, California

    Not available

    Contact Details

    888-972-7375

    https://www.clientpoint.net/

    Not available

    https://docspo.com/

    Social Media Handles

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