---
description: Detaillierte Informationen über ClientPoint zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Austria.
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title: ClientPoint Kosten, Erfahrungen & Bewertungen - Capterra Österreich 2026
---

Breadcrumb: [Startseite](/) > [Collaboration Tools](/directory/15/collaboration/software) > [ClientPoint](/software/120209/clientpoint)

# ClientPoint

Canonical: https://www.capterra.at/software/120209/clientpoint

Seite: 1 / 8\
Zurück: [Nächste Seite](https://www.capterra.at/software/120209/clientpoint?page=2)

> ClientPoint, ehemals Paperless Proposal. Erhalte höhere Abschlussraten, kürzere Verkaufszyklen und blitzschnelle Angebotserstellung.
> 
> Bewertung: **4.6/5** von 166 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet ClientPoint?

Alle Vertriebsteams und vertikalen Märkte, die eine leistungsstarke, konsistente, schnelle Angebotserstellungs- und Verkaufsunterstützungslösung benötigen.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.6/5** | 166 Nutzerbewertungen |
| Bedienkomfort | 4.6/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.4/5 | 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

- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Angebote / Schätzungen
- Angebotserstellung
- Asset-Kategorisierung
- Audit Trail
- Automatisierung von Geschäftsprozessen
- CRM Integration
- Content-Management
- Content-Sharing
- Datensicherheit
- Dokumentenmanagement
- Drag-and-Drop
- Einstellungen (Personalbeschaffung)
- Engagement-Tracking
- Erinnerungen
- Etikettierung
- Filesharing
- Inhalt-Bibliothek
- Kalenderverwaltung
- Kommentare / Notizen
- Kommunikationsmanagement
- Kontrolle des Genehmigungsprozesses
- Kundenerlebnis-Management
- Kundenmanagement
- Kundenportal
- Kundenspezifisches Branding
- Leistungskennzahlen
- Leistungsmanagement
- Live-Chat
- Meeting-Management
- Mehrere Ausgabeformate
- Metadata-Management
- Mobile Unterschriftenerfassung
- Mobiler Zugriff
- Prozess-/Workflow-Automatisierung
- RFP-Management
- Sales Planning
- Statusverfolgung
- Suchen / filtern
- Unterzeichnung mehrerer Parteien
- Verfolgung von Interaktionen
- Versionskontrolle
- Visuelle Analytik
- Vorgefertigte Vorlagen
- Vorlagen
- Vorlagen-Management
- Werkzeuge zur Zusammenarbeit
- Zugriffskontrollen / Berechtigungen
- Zusammenarbeit im Team

... und 22 weitere Funktionen

## 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

- [Collaboration Tools](https://www.capterra.at/directory/15/collaboration/software)

## Ähnliche Kategorien

- [Collaboration Tools](https://www.capterra.at/directory/15/collaboration/software)
- [Angebotsmanagement Software](https://www.capterra.at/directory/10032/proposal-management/software)
- [Dokumentenerstellung Software](https://www.capterra.at/directory/31576/document-generation/software)
- [Content Marketing Software](https://www.capterra.at/directory/30796/content-marketing/software)
- [Vertriebsunterstützung Software](https://www.capterra.at/directory/30798/sales-enablement/software)

## Alternativen

1. [Docusign](https://www.capterra.at/software/121506/docusign) — 4.7/5 (9267 reviews)
2. [HoneyBook](https://www.capterra.at/software/162588/honeybook) — 4.7/5 (678 reviews)
3. [PandaDoc](https://www.capterra.at/software/131735/pandadoc) — 4.5/5 (1243 reviews)
4. [Prospero](https://www.capterra.at/software/184953/prospero) — 4.8/5 (132 reviews)
5. [Proposify](https://www.capterra.at/software/133332/proposify) — 4.4/5 (298 reviews)

## Nutzerbewertungen

### "ClientPoint \> PandaDoc" — 5.0/5

> **Jay** | *20. November 2019* | Marketing & Werbung | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: 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. Dezember 2024* | Professionelles Training & Coaching | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent.
> 
> **Nachteile**: 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\!

-----

### "Good and Bad" — 3.0/5

> **Tom** | *21. Juni 2016* | Empfehlungsbewertung: 5.0/10
> 
> **Vorteile**: Keeping track of proposals/ easy to organize/ finding old proposals
> 
> **Nachteile**: 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.

-----

### "Great tool and room for improvement\!" — 4.0/5

> **Sarah** | *12. Dezember 2024* | Hausmeisterservice | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: Ease of building a proposal with lots of moving parts and complex structures
> 
> **Nachteile**: 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. Dezember 2024* | Bau | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing.
> 
> **Nachteile**: 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

- [Auf Capterra anzeigen](https://www.capterra.at/software/120209/clientpoint)

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