ClientPoint is a cloud-based enterprise level proposal creation and management solution suitable for midsized businesses and enterprises. The solution is designed specifically for sales & marketing teams to help them generate proposals, send them to clients and optimize the proposal management lifecycle.
Generating instant proposals is the core functionality of the solution which allows businesses to initially create customizable templates and then to use them multiple times for generating similar proposals. The solution also allows sales teams to personalize proposals according to their client’s specific requirements. ClientPoint seamlessly integrates with Salesforce.com, Microsoft Dynamics and NetSuite CRM for directly importing client’s details within proposal and maintaining a central client database for all applications.
With ClientPoint's tracking & analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or section, among others. This gives sufficient insight on the client’s interest and their buying decision. Businesses can track key issues raised by their clients and address pain points effectively to convert a lead into the sale. Businesses can also digitize their proposals by adding multimedia content such as videos, sound clips and interactive images.
The custom price & quote builder allows for the generation of automatic quotes based on the order value provided and the pricing formula set by the business. The e-signature feature allows users to electronically sign their proposals and share them directly with clients.
Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.
Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.
Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.
Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well.
Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.
Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.
The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.
There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).
Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless.
Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time. Recommend to anyone in Sales
In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client.
If you take a break longer than a few minutes it automatically logs you out and you have to keep on logging back in every time you get busy and come back to it, kind of frustrating. You have to always clear the search bar before searching you cant just type in a specific client or file and just search it. It has its small glitches here and there but it makes up for it buy producing sales
Thank you for your feedback. The team here at Paperless Proposal is thrilled to hear that your sales has increased.
Regarding the idle time, our support team is available to assist. Please reach out to firstname.lastname@example.org.
Our experience with Paperless Proposal has been completely positive. From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.
I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises.
The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.
Thank you for taking the time out to review our product. Glad to know you like it.
Thanks for your kind words,
it allows for our products to be uniform across our large footprint.
I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage.
I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info..
Barbara thanks for your review. Our CTO, Zeb Evans will reach out directly to you to address your concern.
Minimum 3 users for $195 ($65 each)
• ClientPoint allows businesses to build customized proposals using existing templates and share them with their clients instantly.
• The solution integrates with CRM applications and accounting solutions for synchronizing and storing entire clients’ details at a central place.
• Users can add interactive multimedia content such as videos & images to their proposals.
• Sales administrators can approve proposals in online mode as well as electronically sign proposals for faster execution.
• 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.
Voici quelques-unes des questions fréquentes sur ClientPoint.
Types de licences disponibles pour ClientPoint :
À partir de: $65/mois
Type de licence: Abonnement
version d'essai gratuite: Non disponible
Minimum 3 users for $195 ($65 each)
Fonctionnalités du logiciel ClientPoint :
Utilisateurs habituels du logiciel ClientPoint :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles ClientPoint est disponible :
Types de licences disponibles pour ClientPoint:
Nous n'avons pas d'informations sur les appareils pris en charge par ClientPoint.
Applications s'intégrant à ClientPoint :
Caterease Connect, HubSpot CRM, HubSpot CRM, HubSpot Marketing, Microsoft Dynamics CRM, NetSuite, Salesforce App Cloud, Zendesk Sell, Zoho CRM
Ressources d'aide disponibles pour ClientPoint :
Support en ligne, Support téléphonique