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91% 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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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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| Description | Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. Read more | 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 |
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| SW Score & Breakdown |
91% 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
|
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
|
| SaaSworthy Awards | # 3 Most Worthy # 7 Fastest Growing |
Not Available
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| Total Features |
13 Features
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8 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 Sentiments |
Professional Looking Proposals, Easy to Use Interface, Proposal Tracking & Analytics, Extensive Template Library Proposal Editor Glitches/Bugs, Limited Design Customization, Cumbersome Table Formatting, Inconsistent Mobile App Experience |
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| Review Summary |
Proposify users appreciate its user-friendly interface, customizable templates, and ability to streamline the proposal creation process. It also offers strong collaboration features and integrates seamlessly with popular business tools. Praised for its excellent customer support, Proposify is a reliable choice for businesses seeking to enhance their proposal process. However, some users have reported occasional glitches and difficulty customizing certain aspects of the software. Overall, Proposify receives positive feedback for its ease of use, functionality, and the value it provides to users. |
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. |
| 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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Free Free Team Plan $49.00 $49.00 per user / month Business Plan $590.00 $590.00 per month |
ClientPoint Custom |
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View Detailed Pricing
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| Screenshots | Not Available |
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| Videos |
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| Company Details | Located in: Halifax, Canada Founded in: 2012 | Located in: Carlsbad, California |
| Contact Details |
Not available |
888-972-7375 |
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