Manage sales proposal pipeline

Ensure that every step of your proposal process is as pain free, optimized, and transparent as possible from creation to close.  At ClientPoint we specialize in helping you do this.


Create dynamic consistent proposals in minutes with templates, custom pricing tools & easily upload word, excel, PDF, video & powerpoint files.  Differentiate your company & upgrade your proposal look & feel to help separate you from the competition & stand out from the rest.


Forget about your proposal being too large to email. ClientPoint simply emails a link to your proposal and you will get an email or text message when your prospect views your proposal.  This is the perfect time to do a follow up with them.


See exactly what bids your sales reps have out on the street and stay informed with real-time updates.  Know where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals updated automatically based on prospect actions.

Track (Stats)

Wouldn’t you like to know what your prospects & clients are looking at & their true interests. With our Tracking Analytics you can see exactly what your prospects & clients have clicked on & spent time looking at giving you insight into their true interests allowing your team to focus their sales strategy on closing more deals.

Contact me today and we can show you how you can take advantage of all of these benefits.

Ready for a FREE Demo of ClientPoint Software?