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ClientPoint

ClientPoint

4.5
(191)
Optimized for quick response

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 Features

Document Creation

Customizability: Variables and Fields

Define fields to pull in dynamic information.

87%
(Based on 146 reviews)

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

85%
(Based on 150 reviews)

Rich Media

How well the platform supports images, audio, and video in proposals.

84%
(Based on 130 reviews)

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

84%
(Based on 25 reviews)

PDF Creation

Create attractive PDF versions of proposals.

90%
(Based on 139 reviews)

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

88%
(Based on 145 reviews)

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

86%
(Based on 137 reviews)

Collaborative Creation

Multiple users can edit a single document.

82%
(Based on 20 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

86%
(Based on 123 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution

93%
(Based on 8 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product

91%
(Based on 8 reviews)

Templates

Pre-built templates for fast and simple content creation

91%
(Based on 7 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral

87%
(Based on 7 reviews)

Content Storage

Overall storage and organziation capabilities

89%
(Based on 7 reviews)

Analytics

Engagement Tracking

Track who is looking at proposals and how often or for how long.

89%
(Based on 140 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

89%
(Based on 132 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

88%
(Based on 136 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

91%
(Based on 8 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral

87%
(Based on 8 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

87%
(Based on 8 reviews)

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

89%
(Based on 8 reviews)

Administration and Platform

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

88%
(Based on 126 reviews)

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

87%
(Based on 134 reviews)

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

80%
(Based on 75 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

86%
(Based on 103 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

83%
(Based on 55 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

83%
(Based on 58 reviews)

Presentation

Live Presentation

Ability to present to a prospect in-person

79%
(Based on 5 reviews)

Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

76%
(Based on 5 reviews)