Vetted Score

4.6 / 5.0

Earned 4.6/5 for its user-friendly interface, robust quoting features, and seamless integration with CRM and e‑signature tools, though pricing can be steep for small teams.

Key Features

Dynamic Quote Builder

Create professional, customizable quotes with real-time pricing, product catalogs, and discount rules.

E‑signature Integration

Close deals faster with built‑in electronic signature support and automatic contract generation.

Analytics & Reporting

Track proposal performance, win rates, and revenue forecasts through interactive dashboards.

Frequently Asked Questions

Yes, a 14‑day free trial is available with full access to all core features.

ClientPoint provides native integrations with popular CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, plus API access for custom connections.

ClientPoint offers iOS and Android apps that let you build, send, and track quotes and proposals from any device.