--- description: Tudo sobre ClientPoint: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ClientPoint - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Ferramentas de Colaboração](/directory/15/collaboration/software) > [ClientPoint](/software/120209/clientpoint) # ClientPoint Canonical: https://www.capterra.pt/software/120209/clientpoint Page: 1 / 8\ Seguinte: [Next page](https://www.capterra.pt/software/120209/clientpoint?page=2) > ClientPoint anteriormente conhecido como Paperless Proposal. Obtenha taxas de fechamento mais altas, ciclos de vendas mais curtos e criação de propostas extremamente rápida. > > Verdict: Rated **4.6/5** by 167 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa ClientPoint? Todas as equipes de vendas e mercados verticais que precisam de uma solução consistente e rápida para geração de propostas e ativação de vendas. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.6/5** | 167 Avaliações | | Praticidade | 4.5/5 | Based on overall reviews | | Suporte ao cliente | 4.6/5 | Based on overall reviews | | Relação qualidade/preço | 4.3/5 | Based on overall reviews | | Recursos | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: ClientPoint - **Founded**: 2007 ## Commercial Context - **Preço inicial**: 83,00 US$ - **Modelo de preços**: (Free version available) - **Target Audience**: 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Available Countries**: Estados Unidos ## Recursos - Acesso para Celular - Acompanhamento de atividades - Análise de dados visual - Assinatura de várias partes - Automação dos processos comerciais - Bate-papo ao vivo - Bate-papo/Mensagens instantâneas - Biblioteca de conteúdo - CRM Integration - Captura de assinatura por celular - Comentários/notas - Compartilhamento de Conteúdo - Compartilhamento de arquivos - Controles/permissões de acesso - Ferramentas de colaboração - Gerenciamento de comentários - Gerenciamento de documentos - Gerenciamento de e-mails - Gerenciamento de reuniões - Gestão da comunicação - Gestão de RFP - Gestão de calendários - Gestão de clientes - Gestão de conteúdo - Gestão de experiência do cliente - Gestão de modelos - Gestão do desempenho - Gestão financeira - Incorporação - Indicadores de desempenho - Lembretes - Modelos - Modelos personalizáveis - Modelos pré-elaborados - Múltiplos formatos de edição - Orçamentos/estimativas - Painel de atividades - Portal do cliente - Processamento de lotes - Rastreamento de engajamento - Rastreamento de interações - Registro de auditoria - Relatórios e análise de dados - Relatórios e estatística - Sales Planning - Seguimento de status - Segurança de dados - Third-Party Integrations - Vários idiomas - Workflow Automation ... and 22 more features ## Integrations (13 total) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Ferramentas de Colaboração](https://www.capterra.pt/directory/15/collaboration/software) ## Categorias relacionadas - [Ferramentas de Colaboração](https://www.capterra.pt/directory/15/collaboration/software) - [Software de Gestão de Propostas](https://www.capterra.pt/directory/10032/proposal-management/software) - [Software Gerador de Documentos](https://www.capterra.pt/directory/31576/document-generation/software) - [Software de Marketing de Conteúdo](https://www.capterra.pt/directory/30796/content-marketing/software) - [Software de Dinamização de Vendas](https://www.capterra.pt/directory/30798/sales-enablement/software) ## Alternativas 1. [Docusign](https://www.capterra.pt/software/121506/Docusign) — 4.7/5 (9366 reviews) 2. [HoneyBook](https://www.capterra.pt/software/162588/honeybook) — 4.7/5 (683 reviews) 3. [PandaDoc](https://www.capterra.pt/software/131735/pandadoc) — 4.5/5 (1252 reviews) 4. [Prospero](https://www.capterra.pt/software/184953/prospero) — 4.8/5 (135 reviews) 5. [Proposify](https://www.capterra.pt/software/133332/proposify) — 4.4/5 (299 reviews) ## Avaliações ### "ClientPoint \> PandaDoc" — 5.0/5 > **Jay** | *20 de novembro de 2019* | Publicidade e marketing | Recommendation rating: 8.0/10 > > **Vantagens**: The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on. > > **Desvantagens**: While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else > > Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional ----- ### "Powerful Platform for Sales\!" — 5.0/5 > **Robert** | *5 de dezembro de 2024* | Formação profissional e coaching | Recommendation rating: 10.0/10 > > **Vantagens**: The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent. > > **Desvantagens**: The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets. But in most cases, the change is made quickly. > > We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended\! ----- ### "Predatory terms and conditions with no flexibility - customer care is a joke" — 1.0/5 > **Craig** | *29 de maio de 2026* | Serviços de Facilities | Recommendation rating: 0.0/10 > > **Vantagens**: The software and support itself is good. They worked with us on development and were responsive when asked. > > **Desvantagens**: Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle. I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else. > > Soured beyond belief. When I have to pay for an additional year of something that's become redundant because they cling to their contract terms (I hadn't hit my renewal yet, I was somewhere between 30 days and 60 days before my contract expiry) to soak me for thousands of dollars - would not recommend to anyone based on the lack of customer care alone. ----- ### "Great tool and room for improvement\!" — 4.0/5 > **Sarah** | *12 de dezembro de 2024* | Serviços de Facilities | Recommendation rating: 8.0/10 > > **Vantagens**: Ease of building a proposal with lots of moving parts and complex structures > > **Desvantagens**: Would be nice to edit within like Proposify. Also the site often "spins" and freezes. ----- ### "Thank you, ClientPoint Team\!" — 4.0/5 > **Robin** | *5 de dezembro de 2024* | Construção | Recommendation rating: 8.0/10 > > **Vantagens**: The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing. > > **Desvantagens**: Overall, I think the UI needs a refresh and performance improvements. > > It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors. ----- Page: 1 / 8\ Seguinte: [Next page](https://www.capterra.pt/software/120209/clientpoint?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/120209/clientpoint) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data