Proposify |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
|
| Description | ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. Read more | Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. Read more |
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| SW Score & Breakdown |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| SaaSworthy Awards |
Not Available
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# 8 Most Popular |
| Total Features |
8 Features
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13 Features
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| Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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| User Rating |
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| User Sentiments |
Not Available
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Ease of use, Proposal Tracking & Analytics, Professional and Customizable Templates, Time-Saving Automation Occasional Software Bugs, Limited Customization Options, Difficult Formatting, Lack of Mobile Friendliness |
| Review Summary |
ClientPoint is a popular platform for creating and sending professional proposals. Users consistently praise its ease of use, intuitive interface, and time-saving features. They appreciate the ability to track proposal views and create templates, which streamline the process and allow for efficient customization. While some users mention minor drawbacks like occasional slow loading times and formatting issues, the overall consensus is positive, with ClientPoint proving itself to be a valuable tool for boosting sales and improving productivity. |
User reviews of Proposable highlight its ease of use, quick proposal generation, and professional presentation. The platform's ability to track proposal views and provide real-time notifications is particularly well-received. Some users report occasional formatting issues and server downtime, but overall, Proposable is considered a valuable tool for streamlining the sales process and improving client communication. Several users expressed a desire for more customizable templates and mobile optimization, suggesting areas for future improvement. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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ClientPoint Custom |
Solo $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Enterprise $500.00 $500.00 per month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 2 More
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Not Available |
| Videos |
+ 2 More
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+ 1 More
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| Company Details | Located in: Carlsbad, California | Located in: Bloomington, Indiana Founded in: 2009 |
| Contact Details |
888-972-7375 |
Not available |
| Social Media Handles |
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