ClientPoint 2025 Pricing, Features, Reviews & Alternatives

ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business & marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle. Businesses can create customizable templates and then to use them multiple times for generating similar documents and proposals. The solution also allows sales teams to personalize them according to their client’s specific requirements. ClientPoint seamlessly integrates with Salesforce.com, Microsoft Dynamics, NetSuite CRM etc, for importing client’s details within proposal and maintaining a central client database for all applications. A One Pass Template brings together form and tree, subforms, snippets and fragments to provide a powerhouse of features for a top document generation engine. Combined with template automation using delete conditions controlling files inclusions and exclusions and you have a One Pass template. With ClientPoint's tracking & analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or section, among others. This gives sufficient insight on the client’s interest and their buying decision. Businesses can track key issues raised by their clients and address pain points effectively to convert a lead into the sale. Businesses can also digitize their proposals by adding multimedia content such as videos, sound clips and interactive images. The custom price & quote builder allows for the generation of automatic quotes based on the order value provided and the pricing formula set by the business. The e-signature feature allows users to electronically sign their proposals and share them directly with clients.