Home/Proposal Software/Proposify vs ClientPointUpdated on: March 28, 2024

Compare Proposify vs ClientPoint

92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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
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92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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
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Overview

Summary

Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. ..show more

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

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

Halifax, Canada

Carlsbad, California / 888-972-7375

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

Free
Free

Ideal for closing deals solo

Features

  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments
Team Plan
$49 /User/Month

billed Quarterly or Yearly

Great for small or growing sales teams.

Features

  • Includes features of Free plan, plus
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support
Business Plan
$590 /Month

billed Yearly

Perfect for teams of 10 or more.

Features

  • Includes features of Team plan, plus
  • 10 Users Included
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Unassigned Signatures
  • Premium Support
  • Onboarding Services

Note : Additional onboarding fee to be charged in the first year.

View Price Page
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

SCREENSHOTS

Proposify Screenshots
ClientPoint Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Intercom
  • Olark
  • Basecamp
  • Harvest
  • Stripe Payments
  • HubSpot CRM
  • Salesforce
  • Quickbooks
  • Pipedrive CRM
  • Zapier
  • Freshbooks
  • Xero
  • RightSignature
  • Salesforce
  • NetSuite
  • Pipedrive CRM
  • Zendesk Sell

ALTERNATIVES

Top alternatives to Proposify

Bidsketch
Bidsketch
Qwilr
Qwilr
DocuSign
DocuSign
Better Proposals
Better Proposals
PandaDoc
PandaDoc

Top alternatives to ClientPoint

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