Compare ClientPoint and Proposify 
At a Glance
Market Segments
Mid-Market (34.3% of reviews)
Small-Business (84.7% of reviews)
Entry-Level Pricing
No pricing available
$19.00 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
(1,119)4.6 out of 5
Market Segments
Small-Business (84.7% of reviews)
Entry-Level Pricing
$19.00 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, achieving a high score of 9.5, which reviewers mention 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 area for improvement.
- Reviewers mention that Proposify shines in PDF Creation, scoring 9.2, which users on G2 appreciate for its high-quality output and flexibility. ClientPoint, with a score of 8.9, is still effective but does not match the level of customization that Proposify offers.
- Users say that both platforms provide robust Quality of Support, each scoring 9.2. However, ClientPoint users report a slightly better experience with personalized support, while Proposify users appreciate the extensive resources available for self-help.
- Reviewers mention that ClientPoint's Custom Branding feature, scoring 8.7, allows for a good level of personalization, but Proposify outshines it with a score of 9.2, making it a preferred choice for businesses looking to maintain brand consistency in their proposals.
- G2 users highlight that Proposify's Collaborative Creation feature, scoring 8.4, facilitates teamwork effectively, allowing multiple users to work on proposals simultaneously. ClientPoint, with a score of 8.2, is functional but lacks some of the advanced collaborative tools that Proposify offers.
- Users report that ClientPoint's Signature Workflow feature, scoring 9.1, is highly praised for its intuitive design, making it easy to manage multiple signatures. Proposify, while effective, does not have a specific score for this feature, suggesting that ClientPoint may have an edge in this area.
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Pricing
Entry-Level Pricing
ClientPoint
No pricing availableProposify
Basic
$19.00
1 Seat Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.
- 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
860
Ease of Use
8.8
184
8.5
865
Ease of Setup
8.4
88
8.5
538
Ease of Admin
8.7
86
9.0
464
Quality of Support
9.2
175
9.2
766
Has the product been a good partner in doing business?
9.4
87
9.4
456
Product Direction (% positive)
9.3
187
9.2
795
Features by Category
Signature Process
Not enough data
9.4
275
Not enough data
9.0
255
Not enough data
9.3
271
Not enough data
8.8
219
Not enough data
9.0
239
Not enough data
Feature Not Available
Not enough data
8.8
234
Not enough data
9.1
255
Security and Scalability
Not enough data
8.9
211
Not enough data
9.1
228
Not enough data
8.9
204
Platform
Not enough data
9.0
223
Not enough data
8.9
203
Not enough data
8.6
168
Not enough data
8.9
219
Not enough data
8.2
168
Configuration - cpq
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
Pricing
Not enough data
8.4
35
Not enough data
8.3
30
Not enough data
8.5
27
Not enough data
9.0
32
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
8.6
22
Not enough data
9.1
27
Admin
Not enough data
8.9
98
Not enough data
8.7
96
Not enough data
8.7
85
Not enough data
8.7
98
Channels
Not enough data
8.1
21
Not enough data
8.4
18
Not enough data
7.6
17
Platform
Not enough data
8.5
86
Not enough data
8.4
74
Not enough data
8.7
62
Not enough data
9.1
97
Not enough data
8.9
98
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
8.5
627
|
Verified
8.4
154
|
Verified
8.5
640
|
Verified
8.2
134
|
Verified
8.5
562
|
Verified
8.4
29
|
Verified
8.7
601
|
Verified
8.9
143
|
Verified
9.2
624
|
Verified
8.7
149
|
Verified
9.2
615
|
Verified
Workflow
8.5
141
|
Verified
8.4
597
|
Verified
8.2
23
|
Verified
8.4
486
|
Verified
8.4
126
|
Verified
8.6
476
|
Verified
Analytics
8.8
144
|
Verified
9.2
606
|
Verified
8.7
136
|
Verified
9.0
548
|
Verified
8.7
140
|
Verified
8.9
565
|
Verified
Administration and Platform
8.7
130
|
Verified
8.9
529
|
Verified
8.6
138
|
Verified
9.1
598
|
Verified
7.8
79
|
Verified
8.4
438
|
Verified
8.4
107
|
Verified
9.2
565
|
Verified
Feature Not Available
8.0
248
|
Verified
8.2
59
|
Verified
8.3
382
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Contract Management Platform Features
Not enough data
8.9
214
Not enough data
8.8
218
Not enough data
8.3
215
Not enough data
8.7
191
Not enough data
8.6
179
Not enough data
8.9
200
Not enough data
8.8
207
Not enough data
8.7
200
Not enough data
8.2
179
Not enough data
8.6
205
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data Sources
Not enough data
8.3
152
Not enough data
Feature Not Available
Not enough data
8.6
164
Generation
Not enough data
8.7
179
Not enough data
8.2
167
Not enough data
8.9
181
Delivery
Not enough data
8.7
156
Not enough data
8.3
139
Not enough data
7.6
124
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
8.6%
Computer Software
7.0%
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 Publishing
I dislike the fact that salesforce integration is lagging.
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 Publishing
I dislike the fact that salesforce integration is lagging.
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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