Compare ClientPoint and Proposify 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (84.8% of reviews)
Entry-Level Pricing
No pricing available
$35.00 1 Seat 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 ClientPointProposify
Star Rating
(1,109)4.6 out of 5
Market Segments
Small-Business (84.8% of reviews)
Entry-Level Pricing
$35.00 1 Seat 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 9.5, which reviewers say makes the signing process seamless and efficient. In contrast, Proposify, while still strong, does not have a specific score for this feature, indicating a potential gap in user satisfaction.
- Reviewers mention that Proposify offers superior PDF Creation capabilities, scoring 9.2 compared to ClientPoint's 8.9. Users on G2 highlight Proposify's ability to create visually appealing and professional documents as a significant advantage.
- G2 users indicate that both platforms have strong Quality of Support, each scoring 9.2. However, users report that ClientPoint's support is particularly responsive, which enhances the overall user experience when issues arise.
- Users say that Proposify shines in Template Creation and Flexibility, scoring 8.5, while ClientPoint scores slightly lower at 8.4. Reviewers mention that Proposify's templates are more customizable, allowing for greater personalization in proposals.
- Reviewers mention that ClientPoint's Signature Workflow feature, scoring 9.1, is highly praised for its intuitive design, making it easier for users to manage multiple signatures. Proposify, while effective, does not have a specific score for this feature, which may suggest less emphasis on this aspect.
- Users report that Proposify's Approval Workflow feature, scoring 9.0, is particularly robust, allowing for clear tracking and management of document approvals. ClientPoint's score in this area is not specified, which may indicate a less comprehensive approach to approval processes.
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Pricing
Entry-Level Pricing
ClientPoint
No pricing availableProposify
Basic
$35.00
1 Seat Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually.
- 5 document opens/month
- Content library
- E-signatures
Free Trial
ClientPoint
No trial information availableProposify
Free Trial is available
Ratings
Meets Requirements
8.8
184
9.1
851
Ease of Use
8.8
184
8.5
855
Ease of Setup
8.4
88
8.5
525
Ease of Admin
8.7
86
9.0
455
Quality of Support
9.2
175
9.2
759
Has the product been a good partner in doing business?
9.4
87
9.4
447
Product Direction (% positive)
9.3
187
9.2
785
Features by Category
Signature Process
Not enough data
9.4
268
Not enough data
9.0
248
Not enough data
9.3
264
Not enough data
8.8
213
Not enough data
9.1
232
Not enough data
Feature Not Available
Not enough data
8.8
227
Not enough data
9.1
249
Security and Scalability
Not enough data
8.9
206
Not enough data
9.1
223
Not enough data
8.9
198
Platform
Not enough data
9.1
213
Not enough data
9.0
193
Not enough data
8.6
159
Not enough data
8.9
209
Not enough data
8.3
159
Configuration
Not enough data
8.7
28
Not enough data
8.5
19
Not enough data
8.4
25
Not enough data
8.7
26
Not enough data
8.7
28
Not enough data
8.7
29
Pricing
Not enough data
8.4
35
Not enough data
8.3
30
Not enough data
8.5
26
Not enough data
9.0
31
Not enough data
9.0
32
Not enough data
8.7
21
Quoting
Not enough data
9.0
25
Not enough data
8.9
24
Not enough data
9.4
29
Not enough data
9.3
30
Not enough data
8.5
21
Not enough data
9.1
27
Admin
Not enough data
8.9
95
Not enough data
8.6
92
Not enough data
8.6
81
Not enough data
8.7
94
Channels
Not enough data
8.1
21
Not enough data
Feature Not Available
Not enough data
8.4
18
Not enough data
7.6
17
Platform
Not enough data
8.5
81
Not enough data
8.5
70
Not enough data
8.7
59
Not enough data
9.0
107
Not enough data
9.2
94
Not enough data
8.9
93
Document Creation
8.6
150
|
Verified
8.5
618
|
Verified
8.4
154
|
Verified
8.5
631
|
Verified
8.2
134
|
Verified
8.5
553
|
Verified
8.4
29
|
Verified
8.7
591
|
Verified
8.9
143
|
Verified
9.2
615
|
Verified
8.7
149
|
Verified
9.2
606
|
Verified
Workflow
8.5
141
|
Verified
8.4
588
|
Verified
8.2
23
|
Verified
8.4
477
|
Verified
8.4
126
|
Verified
8.7
467
|
Verified
Analytics
8.8
144
|
Verified
9.2
597
|
Verified
8.7
136
|
Verified
9.0
539
|
Verified
8.7
140
|
Verified
8.9
555
|
Verified
Administration and Platform
8.7
130
|
Verified
8.9
520
|
Verified
8.6
138
|
Verified
9.1
589
|
Verified
7.8
79
|
Verified
8.4
428
|
Verified
8.4
107
|
Verified
9.2
556
|
Verified
Feature Not Available
8.0
237
|
Verified
8.2
59
|
Verified
8.3
372
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Contract Management Platform Features
Not enough data
8.9
209
Not enough data
8.8
212
Not enough data
8.3
209
Not enough data
8.6
185
Not enough data
8.5
173
Not enough data
8.8
194
Not enough data
8.8
202
Not enough data
8.6
194
Not enough data
8.2
174
Not enough data
8.6
200
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data Sources
Not enough data
8.4
149
Not enough data
Feature Not Available
Not enough data
8.6
161
Generation
Not enough data
8.8
176
Not enough data
8.2
164
Not enough data
8.8
178
Delivery
Not enough data
8.7
153
Not enough data
8.4
136
Not enough data
7.6
121
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
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 Proposify are categorized as Document Generation and Proposal
Unique Categories
ClientPoint is categorized as Digital Sales Room, 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.)
Proposify
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
31.8%
Information Technology and Services
8.5%
Computer Software
7.1%
Management Consulting
5.7%
Construction
4.8%
Other
42.1%
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.
Proposify
Most Helpful Favorable Review
Chris D.
Verified User in Information Technology and Services
I have been using Proposify for about a year, and the proposal templates are a huge time saver. In addition, using templates reduces the risk of errors creeping into proposals. Another huge timesaver is the ability for a client to sign a proposal online –...
Most Helpful Critical Review
Sara H.
Verified User in Information Technology and Services
There are a lot of little bugs that can make working within proposify very frustrating. You can't search the image library for specific images, which makes it very difficult to add in the photos you've put into your library. There are bugs with changes not...
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.
Chris D.
Verified User in Information Technology and Services
I have been using Proposify for about a year, and the proposal templates are a huge time saver. In addition, using templates reduces the risk of errors creeping into proposals. Another huge timesaver is the ability for a client to sign a proposal online –...
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.
Sara H.
Verified User in Information Technology and Services
There are a lot of little bugs that can make working within proposify very frustrating. You can't search the image library for specific images, which makes it very difficult to add in the photos you've put into your library. There are bugs with changes not...
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 there a way to manually mark contract "won" if 1/2 of signatures are filled in
2 comments
JM
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They...Read more
Can you please look further into the reporting noted in my review?
1 comment
ES
Hi Carol, we're unable to locate the review you submitted, but please feel free to send your feedback to our support team (support@proposify.com) and we'll...Read more
Can you address these concerns
1 comment
ES
Hi Derek,
Thanks for your questions! The Proposify editor does support copy/cut and paste functions, though we recommend that you clear any formatting of...Read more
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