4.4 out of 5 stars

Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

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ClientPoint Details Provided by: Brian K.

ClientPoint Details Provided by: Brian Koehn
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Languages Supported
Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish

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About ClientPoint

ClientPoint formally Paperless Proposal is a cloud-based Sales Enablement and Proposal Generation Solution that allows your sales team the ability to quickly and easily create, send, mange and track, and manage all of your business proposals, contracts, quotes, multimedia eBrochures and more online in minutes. You can add, office word, powerpoint, excel files, pdfs, multimedia videos, websites, google docs and manage your sales reps pipelines reports to see what's in your proposal lifecycle. With our Tracking and Analytics you can see exactly what your prospects and clients have clicked on and spent time looking at, which provides you with insight into their true interests, and allowing you to focus your sales strategy on closing more deals. You get all of this without having to install any software. As long as you have an Internet connection you can make sophisticated proposals in minutes.

Your proposals are delivered as a link in an email. There are no attachments, no size limitations, bounce back, trash or spam. The prospect clicks open the proposal and all their activity is tracked, plus with eSignature they can approve the bid immediately online. ClientPoint will differentiate your company and make the sales process productive & efficient, reduce costs and the information you get back with analytics can be a powerful sales tool!

Productivity: ClientPoint helps produce winning proposals and other sales related documents quickly and easily. In under 10 minutes you'll create persuasive, client-focused sales documents that are structured and formatted to help you win more business.

• Create dynamic proposals
• Proposal lifecycle tracking
• User friendly
• Secure documents
• Create Sales Documents Faster — Create winning documents in a fraction of the time.
Using CLientPoint, sales people will create a comprehensive proposals in minutes, not hours.
• Produce Documents with a Consistent Look & Feel — create documents that match your corporate identity.

Proven Results Increase Win Rates
One important outcome of implementing ClientPoint will be increased win rates through use of a more persuasive approach to proposal content and organization. Simply automating the process without improving the output does only part of the job. With automation and persuasive content, you will be able to generate a higher volume of proposals. And they will be of a higher quality so that you win more frequently.

Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

How do you position yourself against your competitors?

ClientPoint formally Paperless Proposal's Cloud-Based Business Proposal Software specializes in integrating Videos, Website Content, Images, MS Word, MS PowerPoint, MS Excel, and Google Docs seamlessly into proposals, contracts, quotes, multimedia eBrochures and more. Additionally our ClientPoint software integrates seamlessly with major CRM systems including, Microsoft CRM, and Netsuite. Once you have used ClientPoint to create and manage your business proposals, you will wonder how you ever lived without it.

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San Diego, CA
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