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ClientPoint

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198 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.5
Serving customers since
2009
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Category

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137
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ClientPoint Reviews

Review Filters
Profile Name
Star Rating
137
52
7
1
1
Lisa M.
LM
Lisa M.
Business Development Manager at Universal Protection Service
09/28/2015
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Business Development Manager

The ease of having templates all set up and being able to add the personalized information for each proposal.
AK
Amada K.
Marketing Coordinator at Eulen America
09/25/2015
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Paperless Proposal Review

The best features of Paperless Proposal are: 1. Library 2. Merge feature 3. Ability to make corrections to documents 4. Pagination 5. Ability to view proposal before sending.
MH
Michael H.
Consultant at Self Employed
09/25/2015
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent Software Solution with Few Limitations

The best part of PP is the fact that,l really, all you need is an email address and you can get your company's information out to a plethora of potential clients. The UI is nice, reporting is OK, and the overall experience is easy to work with.

About

Contact

Phone:
-9234
HQ Location:
Carlsbad, CA

Social

@ClientPoint

Details

Year Founded
2009