Paperless Proposal
ClientPoint's software makes it simple to create, send, track and manage digital proposals. Deep analytics tell your teams what content performs best, and eSignature gets deals across the line faster.
CRM Integration
Collaborative Workspace
Collaboration Tools
Commenting
API
Activity Tracking
Communication Management
Activity Dashboard
Activity Management
Automatic Notifications
Collaborative Review
Document Management
Document Review
Automatic Reminders
Configurable Workflow
Dashboard Creation
Deadline Tracking
Document Storage
Document Tracking
Permission Management
Project Tracking
Audit Trail
Custom Fields
Custom Forms
Customizable Branding
Data Import
Content Management
Template Management
Workflow Management
Access Control
Activity Audit
Activity Logging
Action Management
Business Analysis
Application Integration
Assignment Management
Comments
Approval Process Control
Assignment Tracking
Completion Tracking
Email Notifications
Customizable Templates
Image Library
Customizable Questions
Version Control
Approvals
Audit Trails
Auto-responders
Document Templates
SSL Security
Behavior Tracking
Content Library
Custom Domains
Content Repository
Contract Drafting
Accept Button
Auditing
Auto-matching
Automatic Formatting
Bid Management
Boolean Search
Built-in Gamification
Cost Estimating
Digital Signatures
Document Assembly
Change Tracking
Content Filtering
Proposal Generation
Built-in Database
Secure Login
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