Qvidian |
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 
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78% 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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| 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 | RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you. 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
|
78% 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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| Total Features |
8 Features
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7 Features
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| Common Features for All |
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Document Analytics
Document Audit Trail
Document Library
e-Signature
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Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Document Analytics
Document Audit Trail
Document Library
e-Signature
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| User Sentiments |
Not Available
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Content Library Management, User Friendly Interface, Easy Search Functionality, Efficient RFP Management Salesforce Integration Issues, Content Formatting Issues, Cumbersome Record Updating, Limited Search Functionality |
| 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. |
Rocket Docs users frequently praise its content library for its ease of use and organization, particularly for managing and retrieving information for RFPs and questionnaires. They appreciate the ability to create templates for quick proposal generation and centralized storage of company knowledge. However, some users express frustration with the search function, finding it unreliable and requiring precise wording for accurate results. Additionally, several users mention issues with integration, particularly with Salesforce, and formatting inconsistencies. Despite these drawbacks, most users view Rocket Docs as a valuable tool for streamlining their RFP processes and improving team efficiency. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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ClientPoint Custom |
Essential Custom Pro Custom Enterprise Custom |
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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: Baltimore, Maryland |
| Contact Details |
888-972-7375 |
410.403.1189 |
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