ClientPoint

ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost all industries. Key features include document and proposal creation, tracking and analytics tools, CRM, ERP, BI integration, emailing, secure business relationship workspaces (including messaging, video chat, scheduling appointments, sharing content, e-signature service), payment integration, and customized branding. ClientPoint enables users to create custom documents and proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types inclu...