Browse Software
List Your Product
Loading...
PandaDoc logo

PandaDoc

  Add to Compare

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

ClientPoint logo
Proposal Software

4.6 349 user ratings

Visit Website

71% 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

Proposa logo
Proposal Software

4.6 11 user ratings

Visit Website

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 It's time to ditch the Powerpoints when it comes to sales presentations. Proposa provids an intuitive and meaningful interface for professionals of all walks of life to create stunning proposals while reducing the time needed to author and send. Not only does Proposa offer world-class visual sales presentations, it also packs plenty of brains behind the beauty. Proposa sends real-time notifications each time a prospect opens the proposal and offers authors the ability to see how much time a prospect spent viewing each section of the proposal. Read more
Pricing Options
  • Free Trial Not Available
  • ClientPoint Offers Custom plan.
  • Free Trial Available
  • Starts at $23.0. Offers Custom 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%

71% 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
    69%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    76%

Features

Total Features
8 Features
3 Features
Common Features for All
    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
    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
    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.,
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 5 More - Show Less
    • 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
      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
      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.,
      e-Signature Electronic Signatures help users to sign their digital documents remotely

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • 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
    4.6/5 349 user ratings
    4.6/5 11 user ratings
    Rating Distribution
    • Excellent

      67.9%
    • Very Good

      26.6%
    • Average

      4.6%
    • Poor

      0.6%
    • Terrible

      0.3%
    • Excellent

      63.6%
    • Very Good

      36.4%
    • 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 $23.0. Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    ClientPoint Custom

    Individual $23.00 $25.00 per month

    Team $68.00 $75.00 per month

    Business $135.00 $150.00 per month

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

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

    Vendor information

    Company Details Located in: Carlsbad, California Located in: Raleigh, North Carolina
    Contact Details

    888-972-7375

    https://www.clientpoint.net/

    Not available

    https://proposa.io/

    Social Media Handles

    We understand SaaS better

    SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

    icon

    Buyers

    Looking for the right SaaS

    We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

    icon

    Makers

    Want more customers?

    Our experts will research about your product and list it on SaaSworthy for FREE.

    Get Listed