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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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1

ClientPoint Reviews

Review Filters
Profile Name
Star Rating
137
52
7
1
1
Suzanne Y.
SY
Suzanne Y.
Director of Content Marketing at Enveritas Group
09/22/2015
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy, efficient, perfect for collaborating and work-from-home employees

About two years ago, I started working from home. Paperless Proposal allows me to continue creating and contributing to proposals, even though I'm four hours from my colleagues in the home office. The tool is also easy to use and features a simple home screen so I can see the status of each proposal and also see which proposals are assigned to me.
Aubrae W.
AW
Aubrae W.
Chief Operations Officer
09/22/2015
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Paperless Proposal provides for real time collaboration and effective organization.

Collaborative nature for distributed teams; ability to store and share latest versions of files; organizational abilities of system; ability to "hide" private docs; ability for clients to e-sign.
MAHMUD H.
MH
MAHMUD H.
Business Development Manager at Securitas Security Services
09/22/2015
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Like, don't love

The ability to quickly put a proposal together. Having a digital database of proposal documents to be shared by sales team spread across the country enabling staying true to branding across the board.

About

Contact

Phone:
-9234
HQ Location:
Carlsbad, CA

Social

@ClientPoint

Details

Year Founded
2009