---
description: Learn how ClientPoint can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: ClientPoint Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Proposal Management Software](/directory/340/proposal-management/software) > [ClientPoint](/software/104549/paperless-proposal)

# ClientPoint

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> ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.
> 
> Verdict: Rated **4.6/5** by 166 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of ClientPoint

 ClientPoint allows businesses to build customized proposals using existing templates and share them with their clients instantly.&#10;&#10; SOC 2 Type 2 \&amp; GDPR Compliant trusted by enterprise corporations on six continents and in a dozen languages.&#10;&#10; The solution integrates with CRM applications and accounting solutions for synchronizing and storing entire clients’ details at a central place.&#10;&#10; Digital Asset Management Library stores your documents and assets all in one place. &#10;&#10; Empower your teams with editable forms fields or point-and-click trees to produce the finest of documents and proposals. Deliver your sales materials through a ClientPoint workspace and include video, infographics, catalogs, and more.&#10;&#10; Sales administrators can approve proposals in online mode as well as electronically sign proposals for faster execution.&#10;&#10; ClientPoint's intuitive dashboard tracks the complete lifecycle of a proposal and provides detailed information and updates on a proposal to users in real-time.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 166 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: ClientPoint
- **Founded**: 2007

## Commercial Context

- **Starting Price**: US$83.00
- **Pricing model**: Flat Rate (Free version available)
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Archiving & Retention
- Asset Categorisation
- Asset Library
- Asset Sharing
- Assignment Management
- Audio/Video Recording
- Audit Trail
- Authentication
- Automatic Formatting
- Batch Processing
- Bid Management
- Business Process Automation

## Integrations (13 total)

- Caterease
- Docusign
- HubSpot CRM
- HubSpot Marketing Hub
- MYOB Business
- Microsoft 365
- NetSuite
- Pipedrive
- RightSignature
- Salesforce Platform
- Sertifi
- Zendesk Sell
- Zoho CRM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Proposal Management Software](https://www.getapp.ie/directory/340/proposal-management/software)

## Related Categories

- [Proposal Management Software](https://www.getapp.ie/directory/340/proposal-management/software)
- [Collaboration Software](https://www.getapp.ie/directory/335/web-collaboration/software)
- [Document Generation Software](https://www.getapp.ie/directory/1555/document-generation/software)
- [Sales Enablement Software](https://www.getapp.ie/directory/605/sales-enablement/software)
- [Content Marketing Software](https://www.getapp.ie/directory/607/content-marketing/software)

## Alternatives

1. [Docusign](https://www.getapp.ie/software/9640/docusign) — 4.7/5 (9268 reviews)
2. [HoneyBook](https://www.getapp.ie/software/108739/honeybook) — 4.7/5 (678 reviews)
3. [PandaDoc](https://www.getapp.ie/software/91467/pandadoc) — 4.5/5 (1243 reviews)
4. [Prospero](https://www.getapp.ie/software/2054380/prospero-1) — 4.8/5 (132 reviews)
5. [Relayto](https://www.getapp.ie/software/2049194/relayto) — 4.8/5 (198 reviews)

## Reviews

### "CP Review" — 4.0/5

> **chris** | *4 June 2024* | Mechanical or Industrial Engineering | Recommendation rating: 7.0/10
> 
> **Pros**: Like the organization of the proposal&#10;Like the Template ability
> 
> **Cons**: It can be slow. We would like it to be faster
> 
> Exceptionsl. one of the great things is the customer support. \[sensitive content hidden\] has been nothing short of phenomenol. SHe is knowledgeable and extremely couteous and well spoken

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### "Great tool for business\!" — 5.0/5

> **Jeff** | *4 June 2024* | Consumer Services | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use and customizability.
> 
> **Cons**: Cant think of any cons.
> 
> ClientPoint has proven to be an exceptionally valuable tool for our business. As a platform designed to streamline client interactions and presentations, it has helped us enhance our client communication and sales presentation delivery.

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### "Paperless proposals has definitely made things easier for our company - everything is all together." — 3.0/5

> **Rachel** | *14 July 2017* | Facilities Services | Recommendation rating: 8.0/10
> 
> **Pros**: The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature\!
> 
> **Cons**: It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client.
> 
> Being able to view all proposals issued, viewed all at the same time.

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### "Client Point is AWESOME\!" — 5.0/5

> **Bernardett** | *4 June 2024* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Client Point saved us time and simplified our prospect follow-up process. Centralizing all our business information in one place has been immensely beneficial. Additionally, the analytics feature has enabled us to measure our performance effectively.
> 
> **Cons**: The dashboard customization options are somewhat limited. While it provides basic personalization features, it doesn't allow for extensive tailoring to specific user preferences or needs.

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### "Seamless proposal generation and management" — 5.0/5

> **Christy** | *4 June 2024* | Management Consulting | Recommendation rating: 10.0/10
> 
> **Pros**: The ease of use, historical record, tracking, quick generation, \[sensitive content hidden\] is an outstanding associate for your company.
> 
> **Cons**: No cons, it’s a great product. The customer service is excellent

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## Links

- [View on GetApp](https://www.getapp.ie/software/104549/paperless-proposal)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/104549/paperless-proposal> |
| de-AT | <https://www.getapp.at/software/104549/paperless-proposal> |
| en | <https://www.getapp.com/sales-software/a/paperless-proposal/> |
| en-AE | <https://www.getapp.ae/software/104549/paperless-proposal> |
| en-AU | <https://www.getapp.com.au/software/104549/paperless-proposal> |
| en-CA | <https://www.getapp.ca/software/104549/paperless-proposal> |
| en-GB | <https://www.getapp.co.uk/software/104549/paperless-proposal> |
| en-IE | <https://www.getapp.ie/software/104549/paperless-proposal> |
| en-NZ | <https://www.getapp.co.nz/software/104549/paperless-proposal> |
| en-SG | <https://www.getapp.sg/software/104549/paperless-proposal> |
| en-ZA | <https://www.getapp.za.com/software/104549/paperless-proposal> |
| es | <https://www.getapp.es/software/104549/paperless-proposal> |
| es-CL | <https://www.getapp.cl/software/104549/paperless-proposal> |
| es-CO | <https://www.getapp.com.co/software/104549/paperless-proposal> |
| es-MX | <https://www.getapp.com.mx/software/104549/paperless-proposal> |
| fr | <https://www.getapp.fr/software/104549/paperless-proposal> |
| fr-BE | <https://fr.getapp.be/software/104549/paperless-proposal> |
| fr-CA | <https://fr.getapp.ca/software/104549/paperless-proposal> |
| nl | <https://www.getapp.nl/software/104549/paperless-proposal> |
| nl-BE | <https://www.getapp.be/software/104549/paperless-proposal> |

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