Softwr

Customer Success · head to head

ClientPoint vs Proposify

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$49/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: ClientPoint covers Multimedia proposals, Proposify covers Proposal templates.

Where they differ

Only the attributes on which ClientPoint and Proposify actually diverge.

Attributes where ClientPoint and Proposify differ
AttributeClientPointProposify
Starting price$65/month$49/month
CategoryCustomer SuccessSales Enablement
Founded20092013

Identical on both: pricing model (subscription), free tier (No), platforms (Web), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in ClientPoint

  • Multimedia proposals
  • Video embedding
  • E-signatures
  • Team collaboration
  • Microsoft Dynamics
  • DocuSign

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Interactive pricing
  • Pipedrive
  • Stripe

Both cover

  • Analytics
  • Salesforce
  • HubSpot
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

ClientPoint

  • Sales teams building AI-assisted proposal and sales room content who are prepared to go through a sales call for pricingnot Proposify

Proposify

  • Creating and sending sales proposals with e signaturenot ClientPoint
  • Tracking proposal engagement and approval workflowsnot ClientPoint

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

ClientPoint

  • Pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

Pricing, plan by plan

ClientPoint

$65/month
  • Professional$65/month
    • Multimedia proposals
    • Templates
    • Analytics
  • Enterprise$125/month
    • Custom branding
    • Advanced analytics
    • API

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

Which should you pick?

Choose ClientPoint if

  • You need multimedia proposals.
  • You also want video embedding.
ClientPoint review

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is ClientPoint or Proposify better?
Neither clearly leads. ClientPoint starts at $65/month and Proposify at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Proposify?
ClientPoint starts at $65/month and Proposify at $49/month.
Does ClientPoint or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is ClientPoint best used for?
ClientPoint is most often used for sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing. Of those, sales teams building ai-assisted proposal and sales room content who are prepared to go through a sales call for pricing is not what Proposify is typically brought in for.
What can ClientPoint do that Proposify cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Team collaboration. Proposify covers Proposal templates, Content library, Electronic signatures, Interactive pricing. Both handle Analytics, Salesforce, HubSpot, Web support.
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Related pages

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