--- description: Ausführliche Erfahrungsberichte zu ClientPoint mit detaillierten Infos zu Funktionen, Preisen und Bewertungen. Verschaff dir einen schnellen Überblick zu Benutzerfreundlichkeit, Vor- und Nachteilen & vergleiche ClientPoint mit ähnlichen Produkten. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: ClientPoint Erfahrungen, Kosten & Bewertungen | GetApp Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Angebotsmanagement Software](/directory/340/proposal-management/software) > [ClientPoint](/software/104549/paperless-proposal) # ClientPoint Canonical: https://www.getapp.de/software/104549/paperless-proposal Seite: 1 / 8\ Weiter: [Nächste Seite](https://www.getapp.de/software/104549/paperless-proposal?page=2) > ClientPoint ist eine webbasierte Lösung für das Angebotsmanagement für Vertrieb- und Marketingteams, um maßgeschneiderte Angebote für das Senden an ihre Kunden zu erstellen. > > Bewertung: **4.6/5** von 167 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 167 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.3/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: ClientPoint - **Gegründet**: 2007 ## Gewerblicher Kontext - **Startpreis**: 83,00 $ - **Preismodell**: (Kostenlose Version verfügbar) - **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - API - Abwanderungsraten-Management - Ad-hoc-Analyse - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Anforderungsmanagement - Angebote / Schätzungen - Angebotserstellung - Anpassbare Berichte - Anpassbare Felder - Anpassbare Formulare - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Asset Sharing - Asset-Kategorisierung - Audio- / Videoaufnahmen - Audit Trail - Aufgabenmanagement - Auftragsmanagement ## Integrationen (13 insgesamt) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Angebotsmanagement Software](https://www.getapp.de/directory/340/proposal-management/software) ## Ähnliche Kategorien - [Angebotsmanagement Software](https://www.getapp.de/directory/340/proposal-management/software) - [Collaboration Tools](https://www.getapp.de/directory/335/web-collaboration/software) - [Dokumentenerstellung Software](https://www.getapp.de/directory/1555/document-generation/software) - [Vertriebsunterstützung Software](https://www.getapp.de/directory/605/sales-enablement/software) - [Content-Marketing-Tools](https://www.getapp.de/directory/607/content-marketing/software) ## Alternativen 1. [Adobe Acrobat](https://www.getapp.de/software/2047082/adobe-acrobat-dc) — 4.7/5 (4213 reviews) 2. [Odoo](https://www.getapp.de/software/102445/odoo) — 4.2/5 (1307 reviews) 3. [Docusign](https://www.getapp.de/software/9640/docusign) — 4.7/5 (9355 reviews) 4. [PandaDoc](https://www.getapp.de/software/91467/pandadoc) — 4.5/5 (1249 reviews) 5. [HoneyBook](https://www.getapp.de/software/108739/honeybook) — 4.7/5 (681 reviews) ## Nutzerbewertungen ### "Everyone that does sales should use this awesome software" — 5.0/5 > **cathleen** | *7. April 2018* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. > > 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 proposal in used for market development" — 4.0/5 > **jesse** | *19. April 2018* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > > 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 ----- ### "Paperless proposals has definitely made things easier for our company - everything is all together." — 3.0/5 > **Rachel** | *14. Juli 2017* | Hausmeisterservice | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature\! > > **Nachteile**: It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client. > > Being able to view all proposals issued, viewed all at the same time. ----- ### "A Game-Changing Service" — 5.0/5 > **Josh** | *21. Juni 2016* | Hausmeisterservice | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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). > > 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. ----- ### "Great Customer Experience" — 5.0/5 > **D'Anna** | *21. Juni 2016* | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. > > 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. ----- Seite: 1 / 8\ Weiter: [Nächste Seite](https://www.getapp.de/software/104549/paperless-proposal?page=2) ## Links - [Auf GetApp anzeigen](https://www.getapp.de/software/104549/paperless-proposal) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Strukturierte Daten