Compare ClientPoint and PandaDoc 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (72.8% of reviews)
Entry-Level Pricing
No pricing available
$19.00 1 Seat cost Per Month
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 ClientPointPandaDoc
Star Rating
(2,652)4.7 out of 5
Market Segments
Small-Business (72.8% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClientPoint excels in its Document Signing feature, receiving a high score of 9.6, which reviewers mention makes the signing process seamless and efficient. In contrast, PandaDoc, while still strong, does not have a specific score listed for this feature.
- Reviewers mention that PandaDoc shines in Online Document Creation, scoring 9.0, which users say allows for a more intuitive and flexible document-building experience compared to ClientPoint's score of 8.4.
- G2 users highlight that ClientPoint's Signature Workflow is rated at 9.3, indicating a robust and user-friendly process for managing signatures. However, users on G2 note that PandaDoc's workflow features are also strong, with a score of 8.7, but not as highly rated as ClientPoint's.
- Users say that PandaDoc's Template Creation and Flexibility is a standout feature, scoring 8.7, which reviewers mention allows for extensive customization options. ClientPoint, with a score of 8.4, is seen as less flexible in this area.
- Reviewers mention that ClientPoint's Quality of Support is rated at 9.2, which users report as being responsive and helpful. In comparison, PandaDoc's support quality is slightly lower at 9.1, indicating a small but notable difference in user experience.
- Users on G2 report that both platforms have strong Integrations, but PandaDoc edges out with a score of 8.8 compared to ClientPoint's 8.6. Reviewers mention that PandaDoc's integration capabilities with various CRM systems are particularly robust, enhancing its overall functionality.
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Pricing
Entry-Level Pricing
ClientPoint
No pricing availablePandaDoc
Essentials
$19.00
1 Seat cost Per Month
For creating impressive documents that generate results.
- All the Free plan features plus:
- 2 users
- Templates
Free Trial
ClientPoint
No trial information availablePandaDoc
Free Trial is available
Ratings
Meets Requirements
8.8
184
9.2
2,040
Ease of Use
8.8
184
9.2
2,058
Ease of Setup
8.4
88
9.1
1,138
Ease of Admin
8.7
86
9.2
991
Quality of Support
9.2
175
9.1
1,648
Has the product been a good partner in doing business?
9.4
87
9.3
968
Product Direction (% positive)
9.3
187
9.2
1,878
Features by Category
Signature Process
Not enough data
9.6
1369
|
Verified
Not enough data
9.1
1238
|
Verified
Not enough data
9.5
1309
|
Verified
Not enough data
9.1
1072
|
Verified
Not enough data
9.4
1199
|
Verified
Not enough data
8.9
737
|
Verified
Not enough data
8.9
954
|
Verified
Not enough data
9.3
1224
|
Verified
Security and Scalability
Not enough data
9.3
964
|
Verified
Not enough data
9.4
1100
|
Verified
Not enough data
9.1
810
|
Verified
Platform
Not enough data
8.7
726
|
Verified
Not enough data
9.0
780
|
Verified
Not enough data
8.9
543
|
Verified
Not enough data
9.2
868
|
Verified
Not enough data
8.4
570
|
Verified
Configuration
Not enough data
8.7
69
|
Verified
Not enough data
8.8
26
|
Verified
Not enough data
8.6
64
|
Verified
Not enough data
8.5
65
|
Verified
Not enough data
8.7
66
|
Verified
Not enough data
8.8
74
|
Verified
Pricing
Not enough data
8.2
71
|
Verified
Not enough data
7.8
69
|
Verified
Not enough data
8.2
61
|
Verified
Not enough data
8.7
65
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.6
55
|
Verified
Quoting
Not enough data
8.3
62
|
Verified
Not enough data
8.1
60
|
Verified
Not enough data
8.8
67
|
Verified
Not enough data
8.8
70
|
Verified
Not enough data
8.5
56
|
Verified
Not enough data
8.8
69
|
Verified
Admin
Not enough data
9.2
223
|
Verified
Not enough data
8.8
194
|
Verified
Not enough data
8.9
183
|
Verified
Not enough data
9.2
217
|
Verified
Channels
Not enough data
8.4
57
|
Verified
Not enough data
7.7
54
Not enough data
8.4
47
|
Verified
Not enough data
9.0
23
|
Verified
Platform
Not enough data
8.5
159
|
Verified
Not enough data
8.7
136
|
Verified
Not enough data
9.0
142
|
Verified
Not enough data
9.2
241
|
Verified
Not enough data
9.3
198
|
Verified
Not enough data
8.9
206
|
Verified
Document Creation
8.6
150
|
Verified
8.7
686
|
Verified
8.4
154
|
Verified
8.7
672
|
Verified
8.2
134
|
Verified
8.4
563
|
Verified
8.4
29
|
Verified
9.0
651
|
Verified
8.9
143
|
Verified
9.0
665
|
Verified
8.7
149
|
Verified
8.8
633
|
Verified
Workflow
8.5
141
|
Verified
8.6
623
|
Verified
8.2
23
|
Verified
8.6
530
|
Verified
8.4
126
|
Verified
8.7
527
|
Verified
Analytics
8.8
144
|
Verified
9.0
622
|
Verified
8.7
136
|
Verified
8.6
523
|
Verified
8.7
140
|
Verified
8.7
579
|
Verified
Administration and Platform
8.7
130
|
Verified
8.8
603
|
Verified
8.6
138
|
Verified
8.9
661
|
Verified
7.8
79
|
Verified
8.3
533
|
Verified
8.4
107
|
Verified
9.2
639
|
Verified
Feature Not Available
8.3
344
|
Verified
8.2
59
|
Verified
8.4
438
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Contract Management Platform Features
Not enough data
9.1
784
|
Verified
Not enough data
9.0
751
|
Verified
Not enough data
8.8
776
|
Verified
Not enough data
8.9
702
|
Verified
Not enough data
8.8
677
|
Verified
Not enough data
9.2
729
|
Verified
Not enough data
9.0
791
|
Verified
Not enough data
8.9
705
|
Verified
Not enough data
8.6
596
|
Verified
Not enough data
8.9
726
|
Verified
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Functionality
Not enough data
9.1
27
Not enough data
9.3
24
Not enough data
9.1
22
Data Sources
Not enough data
8.9
442
Not enough data
8.4
354
Not enough data
9.2
495
Generation
Not enough data
9.2
517
Not enough data
Feature Not Available
Not enough data
9.1
485
Delivery
Not enough data
9.3
471
Not enough data
Feature Not Available
Not enough data
8.8
356
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
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
Customization
Not enough data
9.2
74
Not enough data
8.7
62
Not enough data
9.3
73
Not enough data
9.4
74
Additional Functionality
Not enough data
9.2
61
Not enough data
8.4
57
Not enough data
9.5
77
Not enough data
9.0
58
Not enough data
9.1
61
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 PandaDoc are categorized as Document Generation and Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room, Sales Enablement, and Enterprise Content Management (ECM)
PandaDoc is categorized as Online Form Builder, E-Notary, E-Signature, Salesforce AppExchange Apps, CPQ, and Contract Management
Reviews
Reviewers' Company Size
ClientPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PandaDoc
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%
Marketing and Advertising
10.1%
Computer Software
9.6%
Information Technology and Services
8.8%
Construction
4.2%
Financial Services
4.2%
Other
63.1%
Most Helpful Reviews
ClientPoint
Most Helpful Favorable Review
Steve C.
Verified User in Facilities Services
It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary.
Most Helpful Critical Review
Verified User in Security and Investigations
Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline.
PandaDoc
Most Helpful Favorable Review
John S.
Verified User in Online Media
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Most Helpful Critical Review
Verified User in Computer Software
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
Steve C.
Verified User in Facilities Services
It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary.
John S.
Verified User in Online Media
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Verified User in Security and Investigations
Cumbersome, not a very intuitive user interface (the new one). Still looking to see more improvements on this end to make the user experience better, and shorten the ramp-up/training timeline.
Verified User in Computer Software
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
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
Is PandaDoc safe?
8 comments
CK
It seems like you haven't provided any text in the Unknown Language for translation. Could you please provide the text you would like translated into English?Read more
What is PandaDoc used for?
4 comments
AB
PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features...Read more
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