Compare ClientPoint and ConnectWise CPQ 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (54.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
ClientPoint
Star Rating
(198)4.5 out of 5
Market Segments
Mid-Market (34.3% of reviews)
Entry-Level Pricing
No pricing available
Learn more about ClientPointConnectWise CPQ
Star Rating
(139)4.0 out of 5
Market Segments
Small-Business (54.6% of reviews)
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClientPoint excels in document signing features, particularly with its bulk digital signatures capability, which allows for efficient handling of multiple documents at once. In contrast, ConnectWise CPQ's signing features are seen as less robust, with reviewers mentioning a lack of flexibility in the signature workflow.
- Reviewers mention that ClientPoint's customizability is a standout feature, especially in template creation and flexibility, which allows users to tailor documents to their specific needs. On the other hand, users on G2 report that ConnectWise CPQ's template options are more limited, making it harder to achieve the desired customization.
- G2 users highlight ClientPoint's superior quality of support, with a score of 9.2, indicating that users feel well-supported and valued. In contrast, users report that ConnectWise CPQ's support is lacking, with a score of 7.6, leading to frustrations in resolving issues quickly.
- Users say that ClientPoint's ease of use is a significant advantage, scoring 8.8, which is reflected in the positive feedback regarding its intuitive interface. Conversely, reviewers mention that ConnectWise CPQ's interface can be cumbersome, with a score of 7.8, making it less user-friendly for new users.
- Reviewers mention that ClientPoint shines in workflow management, particularly with its document builder interface and collaborative creation features, which streamline the document creation process. In contrast, users report that ConnectWise CPQ's workflow capabilities are less effective, scoring only 7.4 in this area.
- Users on G2 report that ClientPoint's reporting and dashboards are highly praised for their clarity and usability, scoring 9.2, which helps in tracking performance effectively. In comparison, ConnectWise CPQ's reporting features are seen as less comprehensive, with a score of 7.4, leading to challenges in data analysis.
Featured Products
Sponsored
Dock
(138)
CPQ
Visit Website
Sponsored
servicePath CPQ
(46)
CPQ
Visit Website
Sponsored
Arrows
(47)
CPQ
Visit Website
Pricing
Entry-Level Pricing
ClientPoint
No pricing availableConnectWise CPQ
No pricing availableFree Trial
ClientPoint
No trial information availableConnectWise CPQ
No trial information availableRatings
Meets Requirements
8.8
184
8.2
117
Ease of Use
8.8
184
7.8
117
Ease of Setup
8.4
88
7.0
64
Ease of Admin
8.7
86
7.6
64
Quality of Support
9.2
175
7.6
111
Has the product been a good partner in doing business?
9.4
87
8.3
65
Product Direction (% positive)
9.3
187
7.3
117
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Configuration - cpq
Not enough data
7.6
39
|
Verified
Not enough data
6.9
28
|
Verified
Not enough data
7.3
34
|
Verified
Not enough data
8.0
38
|
Verified
Not enough data
7.3
34
|
Verified
Pricing
Not enough data
7.9
43
|
Verified
Not enough data
7.6
41
|
Verified
Not enough data
7.5
31
|
Verified
Not enough data
7.9
38
|
Verified
Not enough data
8.0
44
|
Verified
Not enough data
8.1
35
|
Verified
Quoting
Not enough data
7.9
37
Not enough data
8.1
41
|
Verified
Not enough data
8.6
44
|
Verified
Not enough data
8.2
37
|
Verified
Not enough data
7.9
35
|
Verified
Admin
Not enough data
7.7
28
|
Verified
Not enough data
7.7
27
|
Verified
Not enough data
7.5
25
|
Verified
Not enough data
7.9
25
|
Verified
Channels
Not enough data
6.7
27
|
Verified
Not enough data
7.1
29
|
Verified
Not enough data
Feature Not Available
Platform
Not enough data
8.3
26
|
Verified
Not enough data
7.9
19
|
Verified
Not enough data
7.4
12
Not enough data
8.1
26
|
Verified
Not enough data
6.9
26
|
Verified
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
8.6
150
|
Verified
7.8
73
|
Verified
8.4
154
|
Verified
7.4
75
|
Verified
8.2
134
|
Verified
8.1
64
|
Verified
8.4
29
|
Verified
8.4
72
|
Verified
8.9
143
|
Verified
9.0
75
|
Verified
8.7
149
|
Verified
8.8
73
|
Verified
Workflow
8.5
141
|
Verified
7.4
69
|
Verified
8.2
23
|
Verified
7.6
64
|
Verified
8.4
126
|
Verified
7.6
69
|
Verified
Analytics
8.8
144
|
Verified
Feature Not Available
8.7
136
|
Verified
7.5
60
|
Verified
8.7
140
|
Verified
7.4
66
|
Verified
Administration and Platform
8.7
130
|
Verified
8.4
67
|
Verified
8.6
138
|
Verified
7.8
67
|
Verified
7.8
79
|
Verified
8.3
68
|
Verified
8.4
107
|
Verified
8.7
68
|
Verified
Feature Not Available
8.1
53
|
Verified
8.2
59
|
Verified
8.0
56
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Customer Requirements
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contracts
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sources
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Deal Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration and Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content Management
9.4
11
Not enough data
9.1
11
Not enough data
9.2
11
Not enough data
9.0
10
Not enough data
8.9
11
Not enough data
Analytics
9.2
12
Not enough data
9.0
12
Not enough data
8.6
12
Not enough data
8.9
11
Not enough data
Presentation
8.5
8
Not enough data
7.6
7
Not enough data
8.1
8
Not enough data
File Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClientPoint and ConnectWise CPQ are categorized as Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room, Document Generation, Sales Enablement, and Enterprise Content Management (ECM)
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
ConnectWise CPQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Facilities Services
25.3%
Security and Investigations
21.7%
Marketing and Advertising
6.1%
Information Technology and Services
3.5%
Logistics and Supply Chain
3.0%
Other
40.4%
Information Technology and Services
54.2%
Computer & Network Security
7.5%
Computer Networking
6.7%
Telecommunications
3.3%
Computer Software
3.3%
Other
25.0%
Most Helpful Reviews
ClientPoint
Most Helpful Favorable Review
Jaclyn P.
Verified User in Marketing and Advertising
I like the efficiency Paperless affords. The shell can easily be manipulated for different clients. While allowing our employees to present the same information in different formats. It gives the company control over branding and messaging, but gives each...
Most Helpful Critical Review
Verified User in Security and Investigations
The only concern was understanding the limitations of the tool fully before getting started.
ConnectWise CPQ
Most Helpful Favorable Review
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Most Helpful Critical Review
Verified User in Banking
I do not like when it takes a long time to load. I also feel like it is difficult to teach how to use the program to certain people. I am not sure if it is the individuals or if it is the program. Some people very easily understand how to use the program so...
Jaclyn P.
Verified User in Marketing and Advertising
I like the efficiency Paperless affords. The shell can easily be manipulated for different clients. While allowing our employees to present the same information in different formats. It gives the company control over branding and messaging, but gives each...
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Verified User in Security and Investigations
The only concern was understanding the limitations of the tool fully before getting started.
Verified User in Banking
I do not like when it takes a long time to load. I also feel like it is difficult to teach how to use the program to certain people. I am not sure if it is the individuals or if it is the program. Some people very easily understand how to use the program so...
Discussions
Client Point pricing
1 comment
Official Response from ClientPoint
Yasir we have made some vast improvements to our product recently. While we previously did not list our pricing, you can learn more about ClientPoint...Read more
ClientPoint has no more discussions with answers
How does “named user” licensing work?
1 comment
KS
It gives exact number of registered users the right to use a resourceRead more
Do my salespeople need a license if we have one admin that prepares quotes for all of them?
1 comment
DL
No - as long as you don't care that the quotes come from that persons nameRead more
I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?
1 comment
DL
You need a license for all Named users generating quotes under their namesRead more
Hunting for software insights?
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
