---
description: Tudo sobre ClientPoint: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: ClientPoint - Preço, avaliações e classificação - Capterra Portugal 2026
---

Breadcrumb: [Home](/) > [Ferramentas de Colaboração](/directory/15/collaboration/software) > [ClientPoint](/software/120209/clientpoint)

# ClientPoint

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> 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 166 users. Top-rated for **Probabilidade de recomendação**.

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## 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** | 166 Avaliações |
| Praticidade | 4.6/5 | Based on overall reviews |
| Suporte ao cliente | 4.7/5 | Based on overall reviews |
| Relação qualidade/preço | 4.4/5 | 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
- Arrastar e soltar
- Assinatura de várias partes
- Automatização de processos e fluxos de trabalho
- Automação dos processos comerciais
- Bate-papo ao vivo
- Biblioteca de conteúdo
- CRM Integration
- Captura de assinatura por celular
- Categorização de recursos
- Colaboração em equipe
- Comentários/notas
- Compartilhamento de Conteúdo
- Compartilhamento de arquivos
- Controle de versões
- Controle do processo de aprovação
- Controles/permissões de acesso
- Ferramentas de colaboração
- Geração de propostas
- Gerenciamento de documentos
- Gerenciamento de metadados
- 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
- Imagem de marca personalizável
- Incorporação
- Indicadores de desempenho
- Lembretes
- Marcação
- Modelos
- Modelos pré-elaborados
- Múltiplos formatos de edição
- Orçamentos/estimativas
- Painel de atividades
- Pesquisa e filtro
- Portal do cliente
- Rastreamento de engajamento
- Rastreamento de interações
- Registro de auditoria
- Sales Planning
- Seguimento de status
- Segurança de dados

... 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 (9308 reviews)
2. [HoneyBook](https://www.capterra.pt/software/162588/honeybook) — 4.7/5 (679 reviews)
3. [PandaDoc](https://www.capterra.pt/software/131735/pandadoc) — 4.5/5 (1244 reviews)
4. [Prospero](https://www.capterra.pt/software/184953/prospero) — 4.8/5 (133 reviews)
5. [Proposify](https://www.capterra.pt/software/133332/proposify) — 4.4/5 (298 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

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### "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\!

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### "Good and Bad" — 3.0/5

> **Tom** | *21 de junho de 2016* | Recommendation rating: 5.0/10
> 
> **Vantagens**: Keeping track of proposals/ easy to organize/ finding old proposals
> 
> **Desvantagens**: Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page
> 
> Great for keeping track of proposals, however very slow some days.  We do about 30 proposals per day on paperless.

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### "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.

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### "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.

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## Links

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